from cpa to cfo 6-week bootcamp to
elevate your practice

Michael Hsu
by Michael Hsu
Level:Intermediate
Duration: 6h 30m

View a 5-min preview of the first four lessons below!

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What I will learn?

  • Diagnosing - Ask the right questions to find out what your clients truly need
  • Metrics - What get measured get done
  • Execution - Forster an idea, replace it with systems, and use the right tools to achieve your vision
  • Mindset - The unshakeable confidence for CAS practice
  • Lesson 1: Why the industry's general approach fell short, and how to eliminate those problems by understanding the client's needs and ceating value
  • Lesson 2: Implement the MEASURE x HACK Method™ not only into your practice, but your client's business as well
  • Lesson 3: Ways to hold accountability and keep control over your business by building up the rhythm
  • Lesson 4: The key metrics from the top of the company level down to the individual level, as well as other metrics to hold your accountability
  • Lesson 5: How time affects your overall business, that of your clients, and even your life
  • Lesson 6: Advance your value-based pricing through providing 3 most-wanted core value to your clients

Course Curriculum

Introduction

  • Welcome to ‘From CPA to CFO’ lesson!
    06:24

The CPA Paradox
The biggest challenges that all the CPAs are facing, which are poorly paid, hard to get new clients, and unsatisfactory quality when communicating with clients.

The MEASURE x HACK Framework™
Vision, Strategy, Execution, MEASURE x HACK

Rhythm
Ways to hold accountability and control over your business!

Metrics
Vital numbers, key metrics, activity-result metrics, balancing metrics, and driving metrics, for you to create the structure and processes for the business.

Time
How you should view time as a part of building MEASURE x HACK methodology into your practice.

Pricing
Pricing is science.

Wrap up

$2,500.00
Categories Bootcamp, Financial

About Course

This is a 6-week learn-and-do lesson to elevate your practice through the proven methodology and better client advisory service. It’s designed to encourage “hack” (change) for success. Let’s roll.

Target Audience

  • Suitable for CPAs to advanced their CAS practice
  • CFOs who are eager to create more value for their clients

Material Includes

  • 6 highly-impactful lessons with built-in accountability
  • 6+ hours of educational and informative videos
  • 15+ exercises, tools, and templates
  • Assignments to help reinforce your training
  • Real-life case studies
  • An exclusive community only for people who complete the boot camp

Requirements

  • You are eager to advance your CAS practice
  • You are open-minded and willing to make changes

Tags

Accounting CFO CPA FInancial Advisor