13min chapter

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals cover image

How to Sell Advisory Services at Your Firm w/ Adam Lean

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

CHAPTER

Optimizing Business Growth Through CFO Advisory Services

The chapter explores the importance of tailored CFO advisory services for small and medium-sized businesses, debunking myths around services designed for large corporations. It details a strategy of offering outsourced CFO services with a clear single package to avoid client confusion, focusing on emotional connection to sell high-ticket services effectively. The narrative includes a case study where a CFO optimizes a doctor's practice, showcasing the impact of financial analysis and strategic improvements in increasing the company's profitability.

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