CPA - small firm
CPA - medium firm
Other
Technology is rapidly changing the landscape for accounting firms as many profitable services have become commoditized. In order to stay competitive and increase profitability, accounting firms need to make Outsourced CFO services a central part of their practice. In this 2 hour session we will show you how to reach an untapped reservoir of opportunity in your current practice.
Simply reviewing historical financial statements with your clients is not enough. During this course, we will provide you with the tools to implement an efficient budget building process and a framework to facilitate regular performance reviews with your clients. With these services, you will drive more insightful discussions, providing your clients more value, all while becoming a more trusted advisor. Plus, we will show you the best ways to market these services to both your current client base and to acquire new clients.
Paul, NC
"Of all the recent webinars that I have attended in the last month, or so, this is the first one where the presenter gave an example of the fees that could be charged for the services shown. This is a very motivating feature and should be recommended to other webinar presenters in the future. I now know that providing outsourced CFO services can be even more profitable over a short time than just signing up online accounting clients. Thanks"
Judah, NJ
"This was a fascinating webinar. I signed up just so that I could get the CPE credits without any expectation of actually learning anything. About 10 minutes in I knew I needed to start paying close attention and by the end I was planning on starting a new business to provide Outsourced CFO Services. GREAT presentation."
Jose, MT
"PlanGuru is the crown jewel of financial planning and analysis applications paving the way for the growing wave of digital CPAs and client advisors of tomorrow! If you're not on PlanGuru, you're probably not adding value to your clients!!"
Vivekanand, FL
"The webinar on Outsourced CFO Services by the CEO of Planguru was informative and (for accounting) entertaining. I liked that he gave suggestions for what to say to the client in pitching the new service."
ROGER, OK
"While I have been engaged in big time budgeting for large business, I never expected to hear about proposing it for family owned businesses. I expect to put my new found knowledge to work next week."
Scott, TX
"Good job Christian! I learned a lot that will help me going forward and ultimately whether the outsourced CFO will be a focus for growth. Thanks again!"
Bryan, MD
"This was the best free webinar I've attended so far on cpaacademy.org. This is the first time I felt like I grew a little from the delivered content."
Sean, ME
"The course that Christian presented was right on the money. What a great introduction to a helpful product and additional client services."
Christian Wielage
PlanGuru
CEO
christian@planguru.com
(888) 822-6300 x709
Prior to joining PlanGuru, Christian was the Worldwide Plan Analyst for the Global Technologies Group at IBM. Preceding that he had a similar role with IBM North American Operations. Christian also has experience with Wachovia Securities (now Wells Fargo) and Strategic Advisors Middle Market Investment Bank. Since joining PlanGuru, he has helped hundreds of businesses, non-profits and financial professionals build more accurate budgets, forecasts and plans in less time.
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