Most clients of accounting firms need strategic advice on financial matters, especially as they tackle the challenges and opportunities of uncertain business conditions. This is good news for accountants, particularly those offering virtual CFO, interim CFO, and other business advisory or strategic services. But closing these strategic advisories (CFO-type) deals AND getting well-paid can prove harder than it sounds. With the aid of case studies, this webinar will look at how successful firms:

• Build credibility (trust) so clients see them as an important strategic advisor


• Define a product, so engagements are profitable and not dependent on any individual


• Promote effectively with a clear, powerful message leading to new business

The webinar is suited to accountants who want to leverage their accounting, tax, and finance knowledge to provide strategic advice to clients and get well-paid for it.

Learning Objectives:

• List steps to gain the trust of clients as a strategic advisory


• Define strategic advisory products that clients easily understand


• Identify new CFO-style opportunities among existing clients


• Determine how to promote your CFO-style products in a compelling way