Webinar: How to add an Outsourced Advisory Service (CFO) to your Bookkeeping Business by Veronica Wasek

How to add an Outsourced Advisory Service (CFO) to your Bookkeeping Business

About

This month I'm hosting a free special training live webinar with Jeff Prager and Adam Lean , Co-founders of the CFO Project, to offer some valuable guidance on how to add an outsourced Advisory Service (CFO) to your bookkeeping business, and increase your revenue, without the headaches.

In this live training webinar, we'll go over:
- What a CFO really is.
- What business owners are looking for in a business advisor.
- How to offer a CFO service.
- A proven 6-step system to conduct a CFO service.
- How to sell your CFO service to new clients and upsell to existing clients.

There will also be plenty of time for Q&A!

Presenters

Veronica Wasek

Entrepreneur, Influencer, educator, mentor

CEO and founder:
VM Wasek
5 Minute Bookkeeping
5MB Academy

Adam Lean

Co-Founder, CFO Project

- Former accountant turned business owner.
- Co-developed a 'system' to provide a high-quality CFO/business advisory service to help business owners make more money in less time... with less stress.
- Built a successful outsourced CFO firm.
- Co-created TheCFOproject.org to train accountants, bookkeepers, and other financial professionals on offering a scalable and systematic CFO service to help business owners have a growing and more profitable business.

Jeff Prager

Co-Founder, CFO Project

- Former accountant turned business owner.
- 'Retired' CPA.
- Co-developed a 'system' to provide a high-quality CFO/business advisory service to help business owners make more money in less time... with less stress.
- Built a successful outsourced CFO firm.
- Co-created TheCFOproject.org to train accountants, bookkeepers, and other financial professionals on offering a scalable and systematic CFO service to help business owners have a growing and more profitable business.