Live Webinar

I'm thrilled to be joining forces with the Clockwork team to host a live webinar on December 14th at 1pm EST (registration link below) to discuss why now is the time to add CFO advisory services to your firm's service line.

With nearly 30 years of combined experience across corporate finance, strategy, accounting/tax, and CFO advisory for 300+ clients, we'll share insights on what it takes to succeed in today's marketplace.

On the webinar we will cover:

  • What it means to provide CFO advisory services to your clients
  • Pitfalls of the current dynamic between CPAs and their clients
  • The reason more businesses are turning to outsourced CFO services
  • The current market potential and why NOW is the perfect time to add CFO services to your practice
  • What you need to get your CFO services started tomorrow

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Attend Our Free Classes!!

We host a series of free classes where we talk about how the landscape in the accounting world has changed, why CFO services are in such demand and how businesses are willing to pay substantial fees for CFO advisory services and how you can start a CFO firm today.