What Exactly Does a CFO Advisor Do?
What exactly does it mean to offer CFO advisory services to clients? Many accountants and bookkeepers hear they should provide advisory but aren't sure what that entails. In this episode, Adam and his guest demystify the CFO advisor role. You'll learn the key difference between bookkeeping, tax compliance, and true advisory work. Discover why business owners crave advice and answers they can't get from their bookkeeper or overtaxed CPA firm. The hosts break down what clients really want from ...