Скачать или смотреть CFO Advisory Services for Accountants: How to Build a Profitable Firm - Marie Torossian

What does it really take to build a profitable accounting firm today? In this episode of Building the Premier Accounting Firm, Marie Torossian breaks down how accountants, CPAs, and firm owners can move beyond traditional bookkeeping and compliance work into high-value CFO advisory services that drive real growth and profitability.

You’ll learn how to position advisory services clearly, price them with confidence, and attract high-value clients who actually value your expertise. Marie also explains the critical differences between coaching, advisory, consulting, and mentoring, and why accountability is the missing link in most advisory relationships.

This conversation goes deep into:
☑️ How CFO advisory services help accounting firms scale
☑️ Why many accountants struggle with sales and marketing — and how to fix it
☑️ How to price advisory services without confusing clients
☑️ The role of mindset, KPIs, and accountability in firm growth
☑️ How to attract and retain high-value clients through advisory positioning

If you’re an accountant or CPA looking to grow your firm, increase revenue, and transition into advisory services, this episode is packed with practical insights you can apply immediately

0:00 – 0:10: Intro
0:10 – 5:12: From Accounting Roots to Firm Ownership
5:12 – 9:20: Why Accountants Must Think Like Business Owners
9:20 – 14:31: Coaching vs Advisory vs Consulting Explained
14:31 – 20:16: How CFO Advisory Services Drive Firm Growth
20:16 – 27:42: Attracting High-Value Clients Through Advisory
27:42 – 50:27: Pricing, KPIs, Accountability, and Scaling Profitably

Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:
Get a complete assessment and a 30min review of the assessment of your money mindset, marketing and sales skillset: profitlab.biz/10xassessment

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.

Follow the Turnkey Business plan for...