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Free CPE Webinar: How to Sell Virtual CFO Services

Published by Summit Marketing Team on 12 Jun 2020

Webinar - Insta

Join us on Thursday, June 25th at 1pm EST

for a FREE CPE Webinar:

How to Sell Virtual CFO Services Webinar


Register Now


Hear from our leaders at Summit CPA Group on how to successfully launch Virtual CFO services by identifying a niche, defining an ideal client, and closing a sale.


Topics include:

  • How to sell Virtual CFO Services 
  • The importance of assessing who you want to work with 
  • Why you need to define your ideal client

In this free CPE webinar you will learn how to:

  • Identify the type of client you want to work with
  • Deliver services to a target group
  • Analyze your client base to identify prospective Virtual CFO clients
  • Present and explain Virtual CFO services

Webinar Presenters


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Young Office People with Happy Facial Expressions Listening to Someone Discussing to them Inside the Office

Participants will earn 1 CPE Credits in the Communications & Marketing field of study

Experience providing client services.
Program Level: Basic
Advanced Preparation: None
Delivery Method: Group Internet Based


Registration: RSVP to attend the The CFO Community online meeting on June 25th. Details for connecting to the meeting will be provided.

Refunds and Cancellations: There is no cost for this program so no refunds will be offered. For more information or questions, please contact Tom Wadelton at twadelton@summitcpa.net

NASBA Sponsor Identification Number: 144761

Summit CPA Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.


Register Now



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