Go from burnout to balance by becoming a high-earning CFO Advisor!
Instead of just being a recorder of the past, transition to also helping business owners have a better future.
In this class, you'll learn about:
What, exactly, a CFO Advisor does
How to know if you're qualified to provide CFO Advisory services
How to package and price your bookkeeping & advisory services
How to market your bookkeeping & advisory services
How to overcome impostor syndrome and start offering advisory services
How to deliver an advisory service in a way that gets results
Bookkeeper to CFO Webinar Description
Go from burnout to balance by becoming a high-earning CFO Advisor!
Instead of just being a recorder of the past, transitionto also helping business owners have a better future.
Many bookkeepers are stuck in what we call The Bookkeeper’s Trap. It’s where you're trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work.
To make matters worse, you can’t raise your fees because there is always another accountant or bookkeeper willing to do the work for less.
Does this sound familiar? If so, this training is for you.
Join our friends at The CFO Project for this free webinar and explore your potential!
Refunds & Cancellations
Please view ourTerms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, pleasecontact us.
Royalwise 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. 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:www.nasbaregistry.org.
1 CPE Course Updated: April 2025 Course Materials Updated: April 2025
Here is the course outline:
1.
How to Join the Live Zoom Webinar
Zoom Webinar
Click the link to learn how to join the webinar, on Wednesday May 1 at 9am to 10am PACIFIC TIME
1 section
How to connect to the Zoom webinar
2.
Download the Handouts
Download the handoust that go with the course.
1 section
Handout COMING SOON!
3.
Take the Quiz
Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!
1 section
Complete this survey for CPE Credit
Completion
The following certificates are awarded when the course is completed:
.jpg?lmsauth=eacf1fced2ca8cfe90b8d2daeb07ae47ec17e8f0){kind=logo}
.jpg?lmsauth=96c695c3a6e1d510f5227b23186d232501c3030e){kind=small}
Alicia Katz Pollock
Royalwise 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. 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: