Efficiency creates capacity. It doesn’t create cash.
You’re freeing up hours with automation and AI. The firms pulling ahead aren’t filling that time with more of the same, they’re running a second engine. This session shows how to turn freed-up capacity into high-margin, recurring CFO advisory revenue, using the clients you already have.
CEO | The CFO Project
Dyanna Salcedo is the CEO of The CFO Project, bringing 20 years of leadership experience across Wall Street, growth-stage consumer brands, and the United States Army.
Her superpower is helping organizations turn data into decisive action, a through-line that led her to The CFO Project, the premier training platform for accountants and CPAs ready to launch high-impact CFO Advisory practices.
Client Hub was the missing piece to bring all client interaction in one location. It is a real game changer for our firm!
Client Hub is SO easy to set up and tailor to your business. I highly recommend spending the time to set up your business how you want it, and having your clients download the app first meeting. This thing not only made my life easier, it shows my clients that we are a tech company and that we truly stay on top of our game.
Everything is in one place, saving time and frustration. Client Hub is an idea whose time has come!