How to Build a Million Dollar Firm Through Advisory Services - 1CPE 

Offered by AFWA National

$0 for Members / $50 for Non-Members

DATE/TIME: Tuesday, March 19th, 2-3pm

SPEAKER: Adam Lean, CEO/Co-Founder of The CFO Project

SESSION DESCRIPTION: 

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. He currently runs The CFO Project – a training company that trains financial professionals on how to offer an outsourced CFO and business advisory service.

In this webinar, we’ll show firm owners how they can build a firm that generates at least $1 Million in annual revenue through advisory services.

LEARNING OBJECTIVES:  

Attendees will learn:

• How to scale your practice without going broke in the process.

• How to know if you’re ready to scale your practice.

• The types of team members needed in order to scale.

• How to structure your team.

• How to build a marketing machine that scales.

• How to scale the delivery of your accounting, bookkeeping and CFO/advisory services.

 Field of Study:   Business Management & Organization

Program Level:   Basic

Prerequisites: None

Advance Preparation: None

Social Media BIO:

https://www.linkedin.com/in/adamlean/

https://www.facebook.com/thecfoproject

https://www.instagram.com/thecfoproject/

Website:  https://thecfoproject.com/

For more information and to register, visit our National website at  www.afwa.org/education