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Free CPE Webinar: How to Start Your Own Virtual CFO Practice

Published by Summit Marketing Team on Dec 29, 2021 11:00:00 AM




How to Start Your Own
Virtual CFO Practice

This webinar has already occurred
but you can catch the replay to the left.

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Want to shift your accounting practice away from compliance work and into advisory services?


Join us Thursday, January 6th at 1:00 pm EST, to learn what it means to be an advisor, what profit-focused accounting means, and how to successfully deliver it to clients as a Virtual CFO. We will walk through how to get started with Virtual CFO service offerings and how to actually deliver the services. You will discover the strategies and techniques necessary to scale your firm and make it more profitable.


In this free CPE webinar you will:

  • Gain a better understanding of the role of a Virtual CFO and the value it provides clients.

  • Learn how to present Virtual CFO services to prospective clients.

  • Discover what profit-focused accounting means.

  • Get clarity around how and why you should define your niche.

  • Learn the proven approach to successful VCFO client meetings – agenda and cadence.

Who should attend:

  • CPA firm owners interested in increasing profitability of their firm.

  • Practicing accountants who would like to enhance their service offerings.

  • CPAs interested in learning more about profit-focused accounting.


Webinar Presenters


Jody Circle


Adam Hale Summit CPA Group


Tom Wadelton - Summit CPA Group


Jody Grunden, CPA

CEO & Co-Founder

Summit CPA Group

Adam Hale, CPA

COO & Co-Founder

Summit CPA Group

Tom Wadelton, CPA

Virtual CFO / CPE Facilitator

Summit CPA Group




Summit CPA Group I Accountant Community

Participants will earn 1 CPE Credits in the Accounting field of study

Experience providing client services
Program Level:
Advanced Preparation:
Delivery Method:
Group Internet Based


Registration: RSVP to attend The CFO Community online meeting on the date listed above. 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.