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SUMMARY:Webinar -  How to Become a CFO to Small Businesses
DESCRIPTION:> \nTransform Your Practice: How to Become a CFO to Small Businesses\nEarn $192\,000+ Per Year While Making a Real Impact\nFREE Live Webinar\nWednesday\, August 20th\, 2025\n🕒 3:00 PM ET\n\nAre You Ready to Stop Competing on Price and Start Commanding Premium Fees?\nIf 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.\nJoin 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.\n\nWhat You’ll Discover in This Power-Packed Session:\nPart 1: Setting Your Business Up for Success (with Frank Tumminello\, CEO of FileForms)\nFrank kicks off with essential strategies every accounting professional needs to know:\n\nMaster Filing Season Preparation – Key strategies for year-round compliance readiness\nNavigate Multi-State Complexity – Essential insights for the remote-first business landscape\nLeverage New Technology – Discover FileForms’ latest features including:\n\nAutomated foreign qualifications\nStreamlined certificates of good standing\nMulti-state compliance automation tools\n\n\n\nPart 2: Your Roadmap to CFO Success (with Adam Learn\, Co-Founder of The CFO Project)\nAdam reveals the proven blueprint for CFO transformation:\n\n✅ Launch Your CFO Advisory Practice – Step-by-step guidance for adding CFO services to your existing practice\n✅ Understand the CFO Role – What exactly a small business CFO does (and why they pay premium rates)\n✅ See the Day-in-the-Life – Real examples of how successful CFOs structure their time and services\n✅ Balance Your Transition – How to become a CFO while maintaining your current tax or bookkeeping practice\n✅ Master Client Acquisition – The counterintuitive approach to finding CFO clients (hint: you can’t market yourself as a CFO!)\n\n\nWhy This Training Is Perfect for You If You’re:\n\nA tax professional looking to expand beyond compliance work\nA bookkeeper ready to offer strategic advisory services\nAn employed accountant seeking higher-value opportunities\nAny accounting professional tired of competing solely on price\nSomeone who wants to make a bigger impact on clients’ business success\n\n\nMeet Your Expert Presenters:\nFrank Tumminello\, CEO of FileForms\nFrank 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.\nAdam Learn\, Co-Founder of The CFO Project\nAdam 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.\n\nThis Free Training Will Show You How To:\n\nStop Competing on Price – Position yourself as a strategic partner\, not a commodity service\nWork Smarter\, Not Harder – Focus on high-impact advisory work instead of endless hours on routine tasks\nMake Real Impact – Help small business owners make better financial decisions and grow their companies\nEarn What You’re Worth – Command fees that reflect the true value you provide\n\n\nLimited Seats Available – Reserve Yours Now\nThis exclusive training is completely free\, but space is limited to ensure an interactive\, high-value experience for all attendees.\n🎯 Perfect for: Tax Professionals | Bookkeepers | Staff Accountants | Practice Owners | Anyone Ready to Level Up Their Career\n\n[REGISTER NOW – IT’S FREE]\nCan’t attend live? Register anyway to receive the exclusive replay and bonus materials.\n\nHosted by FileForms in partnership with The CFO Project
URL:https://fileforms.com/event/webinar-how-to-become-a-cfo/
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SUMMARY:FileForms + K1x: A Smarter Approach to Entity Compliance
DESCRIPTION:Entity compliance doesn’t have to mean endless spreadsheets\, calendars\, and manual deadline tracking. FileForms is teaming up with K1x for a free live webinar on Thursday\, October 22 — a practical look at how firms can simplify entity compliance\, navigate complex state requirements\, and use automation to scale. Here’s what we’ll cover and how to save your seat. \n \nRegister Free — Save Your Seat →\nFree · Live on Microsoft Teams · Open to anyone \n \n\nFree Webinar \nReady\, Set\, File: A Smarter Approach to Entity Compliance \n📅 Thursday\, October 22\, 2026\n⏱️ 2:30 – 3:30 PM ET\n💻 Live on Microsoft Teams\n🎤 With K1x & FileForms \n\nYour firm has more compliance obligations than you think\nMost firms think of entity compliance as client work. But every firm carries its own obligations first: registered agent designations\, foreign qualifications\, and annual filings in every state where it operates or has employees. \nNow multiply that across the client base. Every client entity brings its own registered agent\, its own filing calendar\, and its own set of states. What starts as a handful of reminders quickly becomes hundreds of deadlines spread across spreadsheets\, shared calendars\, and someone’s memory. \nWhy manual tracking breaks as entity count grows\nThe hard part isn’t any single filing — it’s that no two states work the same way. Deadlines and rules shift by jurisdiction and by entity type: \n\nFixed-date vs. anniversary-based deadlines — some states set one due date for everyone; others tie it to each entity’s formation or registration date.\nAnnual vs. biennial cycles — skip a cycle by mistake\, or file a year early\, and the calendar drifts.\nProfessional entity rules — PCs\, PLLCs\, and other professional entities can carry extra requirements.\nVarying penalty structures — late fees\, loss of good standing\, and administrative dissolution all look different from state to state.\n\nA spreadsheet can handle ten entities. At a hundred\, the gaps start to show — and a single missed deadline can cost a client their good standing. \nAutomate\, outsource\, or offer it as a service?\nNot every compliance task should be handled the same way. The smartest firms make deliberate choices about what to automate\, what to outsource\, and what to extend to clients as a billable service. This session gives you a practical framework for evaluating an automated compliance monitoring approach against your current manual process — so you can decide where automation pays off and where your team adds the most value. \n \nSave My Seat → \nA platform firms already trust\nFileForms already powers compliance for 100\,000+ entities and 2\,000+ professional-service firms across all 50 states — CPA firms\, accounting practices\, law firms\, family offices\, registered agents\, and fractional CFO and CAS teams. Firms that consolidate entity compliance onto FileForms report reducing up to 85% of annual filing tasks through automated data management\, proactive deadline monitoring\, and one-click filing. \n \nSee How FileForms Automates Compliance → \nJoin the webinar: Ready\, Set\, File\nThis is a practical\, firm-focused session — no fluff\, no hard pitch. \nAfter this session\, you’ll be able to: \n\nIdentify the entity compliance obligations your firm carries for itself — registered agent designations\, foreign qualifications\, and annual filings in every state where you operate or employ — and recognize those same obligations at greater scale across your client base.\nDifferentiate state filing requirements by jurisdiction and entity type\, including fixed-date vs. anniversary-based deadlines\, annual vs. biennial cycles\, professional entity rules\, and varying penalty structures — and pinpoint where manual tracking fails as entity count grows.\nEvaluate an automated compliance monitoring approach against your current manual process\, and apply clear criteria for deciding what to automate\, what to outsource\, and what to extend to clients as a service.\n\nFeatured speakers: \n\nDanielle Tewes — SVP of Client Enablement\, K1x\nHaley Whiteman — Marketing Manager\, Events and Integrated Campaigns\, K1x\n\nWhether you’re a firm partner\, a compliance or operations lead\, or an advisor managing entities across many clients\, you’ll leave with a clear picture of where your process is exposed and how to fix it. \n \nRegister Now — It’s Free →\nThursday\, October 22 · 2:30 PM ET · Microsoft Teams \nFrequently asked questions\nWhat is the K1x + FileForms webinar about?\nReady\, Set\, File: A Smarter Approach to Entity Compliance shows firms how to simplify entity compliance\, navigate complex state requirements\, and use automation to scale their compliance processes — replacing spreadsheets\, calendars\, and manual deadline tracking. \nWho should attend?\nThe session is built for CPA firms\, accounting practices\, law firms\, and other professional-service firms that manage entity compliance for themselves and for a book of clients — and want to reduce manual tracking and missed-deadline risk as entity counts grow. \nWhen is the webinar and how long is it?\nThursday\, October 22\, 2026\, from 2:30 to 3:30 PM ET (one hour)\, live on Microsoft Teams. \nHow much does the webinar cost?\nIt’s free to attend. Registration is required through the Microsoft Teams event page. \nWhy do state filing deadlines get hard to track?\nRequirements vary by state and entity type. Some states use fixed due dates while others tie deadlines to an entity’s formation anniversary; some require annual filings and others biennial; professional entities can carry extra rules; and penalty structures differ widely. Manual tracking that works for a handful of entities breaks down as the count grows. \nWhat does FileForms do?\nFileForms is a compliance automation platform that handles annual report filings\, registered agent services\, entity formation\, EINs\, foreign qualifications\, and entity amendments across all 50 states\, giving businesses and their advisors a centralized dashboard with automated deadline monitoring and one-click filing. \n \nRegister Free for October 22 → \nAbout FileForms\nFileForms is the trusted compliance automation platform for businesses and their advisors — handling annual report filings\, registered agent services\, new entity formation\, foreign qualifications\, certificates of good standing\, EIN services\, and entity amendments across all 50 states. Built API-first\, FileForms also powers white-label compliance programs for CPA firms\, law firms\, registered agents\, family offices\, and fintech platforms that need to offer branded compliance services at scale. Learn more at fileforms.com.
URL:https://fileforms.com/event/a-smarter-approach-to-entity-compliance
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