Transform Your Practice: How to Become a CFO to Small Businesses
Earn $192,000+ Per Year While Making a Real Impact
FREE Live Webinar
📅 Tuesday, August 20th, 2025 🕒 3:00 PM ET
Are You Ready to Stop Competing on Price and Start Commanding Premium Fees?
If you’re tired of the endless cycle of competing on price, working exhausting hours, and feeling like just another service provider, this webinar will show you the path to becoming an indispensable strategic partner to small businesses.
Join us for an exclusive training that reveals how to transition from traditional accounting services to high-value CFO advisory—and earn $192,000+ per year in the process.
What You’ll Discover in This Power-Packed Session:
Part 1: Setting Your Business Up for Success(with Frank Tumminello, CEO of FileForms)
Frank kicks off with essential strategies every accounting professional needs to know:
Master Filing Season Preparation – Key strategies for year-round compliance readiness
Navigate Multi-State Complexity – Essential insights for the remote-first business landscape
Leverage New Technology – Discover FileForms’ latest features including:
Automated foreign qualifications
Streamlined certificates of good standing
Multi-state compliance automation tools
Part 2: Your Roadmap to CFO Success(with Adam Learn, Co-Founder of The CFO Project)
Adam reveals the proven blueprint for CFO transformation:
✅ Launch Your CFO Advisory Practice – Step-by-step guidance for adding CFO services to your existing practice
✅ Understand the CFO Role – What exactly a small business CFO does (and why they pay premium rates)
✅ See the Day-in-the-Life – Real examples of how successful CFOs structure their time and services
✅ Balance Your Transition – How to become a CFO while maintaining your current tax or bookkeeping practice
✅ Master Client Acquisition – The counterintuitive approach to finding CFO clients (hint: you can’t market yourself as a CFO!)
Why This Training Is Perfect for You If You’re:
A tax professional looking to expand beyond compliance work
A bookkeeper ready to offer strategic advisory services
An employed accountant seeking higher-value opportunities
Any accounting professional tired of competing solely on price
Someone who wants to make a bigger impact on clients’ business success
Meet Your Expert Presenters:
Frank Tumminello, CEO of FileForms
Frank leads FileForms, the compliance technology company trusted by businesses across all 50 states. With deep expertise in multi-state compliance and business formation, Frank helps accounting professionals streamline their operations while scaling their services.
Adam Learn, Co-Founder of The CFO Project
Adam has helped hundreds of accounting professionals transition to high-value CFO advisory roles. His proven methodology shows practitioners how to command premium fees while delivering transformational results for small business clients.
This Free Training Will Show You How To:
Stop Competing on Price – Position yourself as a strategic partner, not a commodity service
Work Smarter, Not Harder – Focus on high-impact advisory work instead of endless hours on routine tasks
Make Real Impact – Help small business owners make better financial decisions and grow their companies
Earn What You’re Worth – Command fees that reflect the true value you provide
Limited Seats Available – Reserve Yours Now
This exclusive training is completely free, but space is limited to ensure an interactive, high-value experience for all attendees.
🎯 Perfect for: Tax Professionals | Bookkeepers | Staff Accountants | Practice Owners | Anyone Ready to Level Up Their Career
[REGISTER NOW – IT’S FREE]
Can’t attend live? Register anyway to receive the exclusive replay and bonus materials.
Hosted by FileForms in partnership with The CFO Project
