This course is a one-hour training, called “How to Start a CFO Service”, to show accountants, CPAs, and bookkeepers how they can grow their practice this year through CFO and business advisory services.

The training offers a step-by-step guide detailing the services a client really wants, how to offer those services in a scalable fashion, and how accountants, CPAs, and bookkeepers can integrate those services into an existing practice (or create a new practice) to differentiate their business from their competitors.

Course Key Concepts: CFO, Outsourced CFO, Business Advisory, Fractional CFO, Chief Financial Officer, Bookkeeper, Accountant.

Learning Objectives
  • Recognize what business owners are looking for in a CFO/business advisor.
  • Identify the steps required to start and offer a CFO service to business clients.
  • Discover a proven 6-step system to conduct a CFO service that gets results.
  • Explore and determine the steps needed to sell the CFO service to new clients and to upsell to existing clients.
Last updated/reviewed: November 07, 2023
2 Reviews (7 ratings)

Reviews

5
Anonymous Author
Introductory class for accountants and bookkeepers exploring CFO services. In one hour, it covers client needs, scaling, and integration. Key concepts: CFO, business advisory. A quick and insightful overview suitable for a busy schedule.
5
Anonymous Author
I like the way they've laid out their plan. Not a ton of details but it's only one hour, but looks like a great foundation to build from.
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to How to Start a CFO Service3:26
  How to Escape the Accountant's Trap8:14
  Qualification Determination for CFO Business Advisory 10:44
  How to get New Client and Approach Existing One3:50
  Why Clients Needs You and You Need Them4:06
  How to Provide CFO Business Advisory Service Efficiently12:28
  Takeaways13:10
CONTINUOUS PLAY
  How to Start a CFO Service55:58
SUPPORTING MATERIAL
  Slides: How to Start a CFO ServicePDF
  How to Start a CFO Service Glossary/IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam