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Self-Study CPE
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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Free cpe webinars
Unlock Hidden Earning Potential: The Side-Hustle CFO Guide

UNLOCK HIDDEN EARNING POTENTIAL: THE SIDE-HUSTLE CFO GUIDE

Available Date(s)
Wednesday, June 26, 2024: 3:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This webinar is designed to empower accountants and CPAs to leverage their knowledge and experience to start an advisory service alongside their primary accounting practice. By providing a unique service tailored to clients' needs, savvy practitioners can supplement income by upwards of $6k per month with just 4 hours per client and a minimum of 3 clients.

This webinar will cover the systems needed to start an advisory service including how to package, price and market this business.

Learning Objectives:


  • Identify the role of a CFO/Advisor

  • Evaluate if you're qualified to provide CFO/Advisory services

  • Recognize how to use this business to supplement $6,000 per month with just 3 clients

  • Evaluate how to package, price, and market CFO/Advisory services

  • Outline how to deliver an advisory service in less than 4 hours per month per client

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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
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.
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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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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