Build a Scalable (and Sellable) Firm Through Advisory Services

Overview

Learn how to incorporate CFO advisory services into your firm to make it both scalable (increased revenue without a substantial increase in cost) and sellable (allowing the firm to generate a consistent stream of revenue that does not depend on the firm owner).

Speaker Bio(s)

Adam Lean, Co-founder & CEO of The CFO Project

Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled and sold both of those businesses. While helping other business owners, he realized his passion was teaching and providing them with tools to help them make more money and have  peace-of-mind. He currently runs The CFO Project, a training company that turns accountants and bookkeepers into high-earning CFOs for small businesses.

Highlights

• Learn how to integrate CFO advisory services into your firm’s accounting structure to increase profitability and value.  
• Understand the financial drivers of scalability including margins, recurring revenue and cost efficiency.  
• Build a sellable firm by creating predictable revenue streams that reduce owner dependency.  
• Evaluate and track key financial metrics that indicate firm growth, stability and market value.  
• Transition from compliance-based work to advisory services while maintaining accounting integrity and accuracy.

Prerequisites

None

Designed For

Objectives

• Explain how incorporating CFO advisory services can enhance a firm’s financial performance and long-term value. 
• Identify accounting and financial metrics that demonstrate a firm’s scalability and profitability potential. 
• Analyze how recurring advisory revenue impacts firm valuation and cash flow stability. 
• Apply accounting-based strategies to structure service offerings that improve margins without increasing costs. 
• Assess the firm’s financial readiness to transition from transactional services to advisory-based revenue models.

Preparation

None

Notice

FICPA Webinars are presented virtually. 
 
Our Webinars include a live presentation with speaker audio, video and PowerPoint presentation.  Attendees can ask questions. The presenter(s) will repeat questions to share with all attendees and answer questions as time allows. Individuals can also reach out to the presenter directly via email after the event.

For more information feel free to call the FICPA Member Service Center at 800-342-3197.