CPAacademy.org | FROM ACCOUNTANT TO ENTREPRENEUR: BUILDING A CFO

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From Accountant to Entrepreneur: Building a CFO Advisory Business

Business Management and Organization

FROM ACCOUNTANT TO ENTREPRENEUR: BUILDING A CFO ADVISORY BUSINESS

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm
Small Business Owner

Course Description

This webinar is designed for employed accountants who are considering a shift into independent CFO advisory work. Participants will learn from an entrepreneur who turned his accounting expertise into a profitable CFO & business advisory service, and explore a clear 12-month blueprint for launching their own business while keeping their current job. With uncertain job security, and market instability in the US, there has never been a more important time to take control your future.

The session will outline the time commitment involved, a step-by-step path to replacing one's income within a year, and strategies for earning supplemental income on the side. You’ll also learn three key steps to move from employee to entrepreneur, including how to land your first clients within 90 days.

Learning Objectives

Define the step-by-step framework for establishing a CFO advisory service
Calculate potential income and earnings within the first year of entrepreneurship
Identify key strategies for acquiring paying customers within 90 days
Summarize the three major steps in transitioning from accountant to entrepreneur

Adam Lean

The CFO Project
Co-Founder
[email protected]

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.

Additional Materials

Handout

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

TheCFOProject.com is a leader in training accountants on offering a CFO service that helps them have a growing and more profitable business. Through their exclusive membership program, they provide training, community, and support to accountants who have a heart for helping business owners improve their business.