Top 5 CFO Services That Will CHANGE Your Accounting Firm's Profitability – Lera Kooper

Описание: Are you an accountant looking to scale your firm and increase recurring revenue? In this episode of Building the Premier Accounting Firm, Lera Kooper reveals the Top 5 CFO services that every modern accounting firm should offer to boost profitability, improve client retention, and stand out in the competitive market.

Whether you're just starting your CFO advisory journey or you're refining your firm’s service model, Lera breaks down practical, high-value CFO services that generate results. From financial forecasting and cash flow management to strategic advisory and client coaching.

Watch until the end to discover how productizing your CFO services can improve your firm’s valuation, unlock monthly recurring revenue, and create stronger client relationships.

Sponsors:

Universal Accounting Center

Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Schedule a time to speak with Lera

https://www.accountabilityservices.co...



Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.

“in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.

“Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.

“Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.



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