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DTSTAMP:20260413T014523Z
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SUMMARY: CPA to CFO
DESCRIPTION: This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future!

Designed for CPAs\, but also applicable to enrolled agents and accountants\, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services\, including combining advisory services with the firm's current offerings.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Lacey Harnar
CLASS:PUBLIC
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