$49.00
$59.00
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Want to level up your advisory or fractional CFO services? Start with what clients care about most: cash flow. This session shows you how to turn cash flow management into a high-impact, high-value offering, while clarifying where your practice fits best across consulting, advisory, and implementation.
You’ll learn how to spot your ideal clients, leverage cloud-based tools for smarter insights and stronger communication, and price your services for both value and sustainability. It’s practical, strategic, and designed to help you scale your impact.
You’ll learn how to:
Ideal for advisors ready to deepen client relationships and drive smarter business decisions.
This session was recorded on April 17, 2025 for CalCPA’s Practice Management Bootcamp conference.
1000004196
Online Self-Study
Business Management & Organization
Overview
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