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View Details/Register
View Details/Register
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CPA - small firm
CPA - medium firm
CPA - large firm
This session is designed for accounting professionals and firm owners who are ready to scale their practices by adopting a strategic advisory role. This session will dive into the structure of modern accounting firms, the role of outsourced CFO services, and actionable steps to transition from traditional accounting to a more advisory-focused model. Attendees will walk away with a blueprint to start offering basic CFO services (CFO 1.0) to their clients, enhancing their service offerings and boosting profitability.
Learning Objectives:
- Determine how to optimize your firm’s structure by leveraging technology to increase productivity and efficiency. Discover the optimal staff ratio for modern accounting practices
- Identify what outsourced CFO services entail, how they can position your firm as a strategic partner, and the value they bring to your clients
- Recognize the deliverables and packages you can offer as a CFO, including budget and forecast management, cash flow optimization, employee forecasting, and identify tax-saving opportunities
W. Michael Hsu
DeepSky
Founder & CEO
W. Michael Hsu, founder and CEO of DeepSky, has pioneered the outsourced CFO/CAS domain for a decade and a half. DeepSky distinguishes itself by transforming complex numbers into impactful narratives for entrepreneurs, underscoring that “numbers tell stories," and delivering not just profits but also freedom.
Through his latest venture, MEASURE x HACK, Michael sets an audacious goal: to free 1 billion entrepreneurs to achieve more, work less, and live life. Central to this vision is the elevation of accountants and CPAs. The CFO Club, inspired by Michael’s early professional challenges, aims to transform accountants and CPAs into pivotal CFO roles, amplifying their impact on client success and, in turn, their own bottom line. The era of stagnation and feelings of being undervalued and underpaid ends now.
Michael had the distinction of being the youngest invitee to AICPA's leadership roundtable and was handpicked for an exclusive Harvard entrepreneurial program. He has led businesses to 8-figure heights and has been instrumental in major company exits. His ethos? Simplify complexities and spread knowledge, primarily through MEASURE x HACK and CFO Club, to provide unparalleled value for CEOs.
Globetrotting as a digital nomad, Michael stands as a testament to MEASURE x HACK's effectiveness, exemplifying not just success but also purpose-driven accomplishment.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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CPAacademy.org (Sponsor Id#: 111889) 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.
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