SPEAKERS: Adam Lean, CEO/Co-Founder and Jeff Prager, Co-Founder, The CFO Project
SESSION TITLE: How to Start a CFO Service
SESSION DESCRIPTION:
Grow your practice this year through CFO and business advisory services. In this presentation, we’ll show you how to do just that. We’ll cover why your clients are begging for this type of service, how to sell it to new clients and upsell to existing clients, and how to provide this service in a systematic and scalable manner.
This presentation will include.
- What business owners really want from a CFO/business advisory service (it’s not what you think).
- Why now is the right time to be providing CFO/business advisory services.
- How to determine if you’re qualified to provide CFO/business advisory services.
- How to get new clients to your practice and how to approach existing clients.
- How much you should be charging for this type of service.
- How to provide a CFO/business advisory service in the most efficient way possible.
Field of Study: Business Management & Organization
Program Level: Basic / 1 CPE credit / Non-Technical
Prerequisites: None
Advance Preparation: None
Speaker BIO:
Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He currently runs The CFO Project – a training company that trains financial professionals on how to offer an outsourced CFO and business advisory service.
Jeff Prager is a retired CPA, business owner, and entrepreneur for over 35 years. He’s built multiple businesses into 7, 8, and 9-figure successes, including Ashworth Golf Clothing, and the second-largest privately-owned home builder in Colorado. His passion is helping business owners understand their numbers so they know how to have a better business.
Email:
adam@thecfoproject.com
jeff@thecfoproject.com
LinkedIn:
https://www.linkedin.com/in/jeffprager/
https://www.linkedin.com/in/adamlean
Facebook:
https://www.facebook.com/thecfoproject
Instagram:
https://www.instagram.com/thecfoproject/
Website: