April 28, 2026


Vendor Webinar


1 CPE

CPA to CFO

April 28, 2026
Vendor Webinar
1 CPE

CPA to CFO

Learning Objectives

After attending this presentation, you will be able to...

  • Identify exactly what a CFO/Advisor does
  • Determine if you're qualified to provide CFO/Advisory services
  • Replace your income with just advisory clients
  • Package and price your advisory services
  • Combine tax and advisory services (if you still want to offer tax)
  • Deliver an advisory service in a way that keeps clients coming back for more

Major Topics

The major topics that will be covered in this course include:

  • The steps necessary to effectively transform a tax or accounting practice into an advisory service.
  • What it means to be a CFO/advisor to small-to-medium sizes businesses.
  • What qualifications are necessary to offer an advisory service.
  • How to find and convert leads and how to price and package services, including combining advisory services with the firm’s current offerings.

CPE Credits Available

1 CPE
1
Accounting&Auditing

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accountants, CPAs, bookkeepers, and enrolled agents.

Provider

CPA Crossings

Register For This Event

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  • MSCPA Non-Member

    $ 95 95
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