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Maximizing Client Growth: The CPA’s Role in Outsourced CFO Services

MAXIMIZING CLIENT GROWTH: THE CPA'S ROLE IN OUTSOURCED CFO SERVICES

This webinar was previously titled "OUTSOURCED CFO SERVICES: GETTING RESULTS TO SCALE YOUR PRACTICE"
Cost Free
Presentation Length 1.0 hour

Recorded DateJune 13, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Outsourced CFO services are an area of strong client demand. Clients want more services, and firms are looking for ways to add higher-margin advisory services. What if you could start offering a scalable CFO service that actually gets results for your clients? You could command higher fees, have recurring revenue, and give your clients real strategic help to grow a more profitable business.

This webinar features an expert from Early Growth/Escalon who will talk about how they have grown their services practice through outsourced CFO services.   

Learning Objectives:  


  • Recognize what business owners are looking for in a CFO/business advisor 

  • Identify key steps to get started in offering a CFO service 

  • Evaluate tips to sell the CFO service to new clients and to upsell to existing clients 

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

Avalara
Accounting Channel Strategic Alliance Manager
[email protected]
(949) 510-7335

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Brigitte has worked in the technology industry for over 15 years. She is a Strategic Alliance Manger for the Accounting Channel. Working with hundreds of accountants, CPAs, and their clients across many industries, Brigitte helps guide partners, business owners and finance professionals in maintaining compliance and leveraging best-practices across the organization.

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Tina Gregory is a seasoned finance professional with more than two decades of experience helping companies reach their full potential. She has worked in an array of industries, including SaaS, e-commerce, manufacturing, and crypto, where she oversaw financial modeling, fundraising, and the designing and implementation of best-in-class systems and processes. She brings to the table her expertise in increasing profitability and value creation for startups, IPO, and public listings, as well as private equity, VC, and leadership teams.

Prior to joining Escalon, Tina worked as Manager, Business Operations at Elegrity, Inc, where she overlooked business development and marketing, partner relationship management, accounting and financial management, budgeting and business planning, and human resources management. Tina also served as HR director at aurionPro Solutions, Inc. Tina has a B.S. in Business Administration, Production, and Operations from the University of Illinois. She also has an MBA in Corporate Finance from the Weatherhead School of Management at Case Western Reserve University.

About Our Presenter

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Avalara helps businesses of all sizes get tax compliance right. We provide prebuilt integrations with the big-name financial and business management systems you trust, as well as a robust API for do-it-yourself business builders. Avalara delivers cloud-based compliance solutions for transaction tax types, like sales and use, VAT, GST, excise, communications, lodging, and more. If you are an accounting practitioner, Avalara has a suite of Avalara for Accountants solutions, purpose-built to help you directly support your clients. We’re headquartered in Seattle, with offices across the U.S. and in Canada, the U.K., Belgium, Brazil, and India.