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Offer CFO Services for Tax and Accounting Clients

Learn how to deliver value-based services that clients specifically need, rather than just doing tax and accounting. A Chief Financial Officer (CFO) works alongside their client as a financial partner in identifying goals, reporting, measuring key performance indicators and conducting detailed discussions on how they can achieve a meaningful transformation. 

The core value of a CFO business is not so much about sales, marketing and operations. While each of those departments is important, they’re all centered around the core of the business: the design and execution of services that make the clients more money.

Successfully Impact the Financial Future of Your Tax and Accounting Clients

Successfully Impact the Financial Future of Your Tax and Accounting Clients

CFO services are not copy-and-paste. While we provide you with dozens of templates for a variety of scenarios and solutions, this does not mean you can just distribute them amongst your clients and expect them to be happy. 

What is most important is that you develop a new way of thinking, and consistently help to improve your clients’ financial future. You need to learn how to define problems, invent solutions for those problems and design the delivery of these solutions in a productized manner.

Transform From a Basic Bookkeeper to a High-Valued CFO

You may have noticed some accountants are highly respected and command high fees for their services. The truth is, they didn’t come straight out of college with million-dollar firms, or even the ability (much less the confidence) to do forecasting and budgeting, controller work or CFO services. Most of them started just where you are today.

And here’s the shocker: oftentimes these same accountants who are now charging up to $1,000-$5,000 per client never even worked at a large accounting firm, or became a licensed CPA!

Transform From a Basic Bookkeeper to a High-Valued CFO
How to Find High-Paying CFO Clients

How to Find High-Paying CFO Clients

In order to go beyond just bookkeeping and basic compliance services like tax preparation, you need to know how and where to find the right type of client willing to pay for higher-level accounting services. We’ll show you not only which types of clients are ready to pay you higher fees, but also the specific industries to find them in, based on the goals and direction of your tax and accounting firm.  

Details to Nail Your CFO Offer

The right service offering gets the scope and packaging right—and we have this figured out for you. Don’t be left guessing how much to price for what service. There is an exact system that successful accountants use to command high fees while delivering great service to appreciative clients. We walk our clients through how to price on each of the 4 different CFO tiers!

Details to Nail Your CFO Offer
How to Onboard & Deliver

How to Onboard & Deliver

If you’ve never offered CFO services before, we know it can seem intimidating. That’s why we show you how to onboard and deliver! We want to make sure you have the resources to perform like an all-star for your new, high-paying clients.

Grow Beyond Yourself and Build a Team to Deliver CFO Services

Once you start getting CFO clients paying you up to $1,000-5,000 each, you can get to about $250,000 in sales with 5-25 clients depending on pricing. At that point, it’s incredibly important to start building a team. We’ll walk through the specific organizational chart you’ll need at each level to get to $1M and beyond.

Grow Beyond Yourself and Build a Team to Deliver CFO Services

Our Clients Say It Best

Learn from tax and accounting firm owners who made the transition from bookkeeper to CFO. 


Start Offering CFO Services to Your Clients Today

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AccountingTax.com by Andrew Argue is now Corvee