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Leveraging Your Knowledge of Accounting to Sell Strategic (CFO-Style) Services

LEVERAGING YOUR KNOWLEDGE OF ACCOUNTING TO SELL STRATEGIC (CFO-STYLE) SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 4, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Mark Ferris

Panalitix
Chairman and CEO
mark.ferris@panalitix.com
+61 4 1762 3687

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Mark is an entrepreneur who has founded, built, and sold many businesses, mainly in the information technology industry. His businesses have served major multinational companies in business intelligence, process improvement, and procurement across Asia, North America, and Europe.

As an investor, Mark focuses on early-stage technology businesses, especially SaaS and content businesses. Mark lectures in an Executive MBA program on entrepreneurship, mentors numerous companies, and is a frequent business forum speaker.

About Our Presenter

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Panalitix helps accountants build the business they want. Using software, mentoring and content, their clients define and sell high-value services which help them stand out and grow their businesses profitably.