The Expert Advisory Launch for Accounting Firms - The Expert CFO

December 18, 2022

Course Content

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Welcome To The Expert CFO Network 4 Topics

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Lesson Content

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What Is The Expert CFO Network?

Why a CFO Firm Vs. A Traditional Accounting Firm

Why A Business Needs A CFO Consulting Firm

What Is An Ideal Client For My CFO Firm?

Let’s Get Started 4 Topics

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How Do I Contact The Expert CFO Support Team?

Should I Set Up An Entity to Operate My CFO Firm?

What Type of Insurance Do I Need?

What Type of Technology Do I Need To Run My Business?

Jump Start Marketing Plan 4 Topics

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You Need A List of Prospective Clients

Using Freelance Websites To Get Clients Quick!

You Need to Join a Networking Group Today

Expanding Your Rolodex Immediately Is Critical

Overview of CFO Services You Can Offer 8 Topics

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Bookkeeping Will Be Your Core Service

What is Full Cycle Accounting?

Offering Payroll, HR & People Services Is A Must

Why Accounts Payable Automation Is A Game Changer

Tax Return Preparation Is A Value Add Service

A Cost Segregation Study Can Lead to HUGE Tax Savings For Your Client

R&D Tax Credit – Your Clients Will Love You For This

Offering Financial Forecasting, Modeling and Budgeting

Accounting & Finance Bootcamp 13 Topics

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Financial Reporting Basics

What Is A Financial Forecast?

Forecasting Income Statement Line Items

Forecasting Balance Sheet Line Items

Cash Flow Statement

Bottom Up Forecasting

Top Down Forecasting

Break Even Analysis

Monthly Cash Flow Model

Developing and Using Key Performance Indicators (KPIs)

Business Income Tax Preparation

Marketing Your Firm 10 Topics

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Using SEO to Grow Your Online Presence

Using LinkedIn to Market Your CFO Firm

Using Email Campaigns to Get The Word Out

How To Use Google Pay Per Click (PPC) Ads to Create An Online Presence Quick

Using Social Media to Grow Your CFO Firm

Using Online Webinars to Grow Your Business

Joining Networking Groups Is Crucial To Your Success

The Ultimate Business Networking Guide

Using Educational Seminars to Generate Leads

Using Automated Cards to Generate Leads & Get Referrals

Landing The Client 4 Topics

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Preparing The Business Analysis

Pricing & Bundling Your Services For Maximum Profit

Preparing The Proposal

You’ve Landed The Client, Now What?

Scaling Your Firm 2 Topics

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Finding & Hiring Staff to Manage Your Clients

Hiring A Business Development Rep to Grow Your Firm Fast

Training for Existing Accounting Firms 9 Topics

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Using Packages to Offer CFO Advisory Services

Building Out Your Firm’s CFO Advisory Team

Introducing CFO Advisory Services to Your Clients

The Initial Meeting to Discuss CFO Advisory Services

Pricing CFO Advisory Services

Creating the Proposal for CFO Advisory Services

Onboarding New CFO Advisory Clients

Providing CFO Advisory Deliverables to Your Clients

Scaling Your CFO Advisory Practice

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