Conference
Live Replay WebinarBasic level
From Tax Returns to Recurring Revenue: A 12-Week CFO Advisory Roadmap for Tax Pros
★★★★★
5.0 · 7 attendee ratings
A lot of tax practitioners are looking at CFO Advisory right now and asking: is this real? Could I actually do this alongside my tax practice? The answer is yes – if you have a path. In this session, Adam Lean of The CFO Project walks through a 12-week roadmap to add CFO Advisory as a recurring revenue stream to your tax practice, week by week, milestone by milestone. You’ll see what the service actually looks like in practice, how the monthly client rhythm works, where your first advisory clients come from (hint: they’re already in your tax book), and how to land and deliver the first engagement without reinventing the wheel every month. Whether you’re exploring advisory for the first time or looking for a more structured way to deliver it alongside tax work, this session will give you a concrete path you can follow today.
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What's included
Every registration comes with the course materials — yours to keep.
- Course presentation PDF
- Additional course files TXT
Course details
- Recommended CPE credit
- 1
- Field of study
- Business Management & Organization
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Course number
- 26c01507
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
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Your instructor
Adam Lean
Adam Lean is a former accountant turned two-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 is the Vice President of Strategy at The CFO Project - a training company that trains financial professionals on how to offer an...
Full profile →Attendee feedback
5.0
7 attendee ratings
Common questions
How many CPE credits is From Tax Returns to Recurring Revenue: A 12-Week CFO Advisory Roadmap for Tax Pros worth?
From Tax Returns to Recurring Revenue: A 12-Week CFO Advisory Roadmap for Tax Pros is worth 1 CPE credit in Business Management & Organization. CPE Today is a NASBA National Registry sponsor (ID 167619), so the credit is accepted by state boards of accountancy nationwide.
What are the prerequisites, and what level is it?
The program level is Basic. No prerequisites or advance preparation are required.
Who should take From Tax Returns to Recurring Revenue: A 12-Week CFO Advisory Roadmap for Tax Pros?
Update this attribute value to the course desired audience.
What is the format, and how long does it run?
It is delivered as a webinar, running about 50 minutes. Live sessions include the real-time attendance checks NASBA requires; your certificate is issued automatically on completion.
What if it doesn't meet my expectations?
Every purchase carries a 100% satisfaction guarantee — a full refund within 30 days, no questions asked.
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