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Free CPE Webinar: Launching Your Virtual CFO Practice in 2023

Published by Summit Marketing Team on Jun 13, 2023 5:05:44 PM


UPDATED ON JULY 17th, 2023


Launching Your Virtual CFO Practice

in 2023


This webinar has already occurred

but you can catch the replay to the left.


Subscribe to our YouTube channel!







Want to shift your accounting practice away from compliance work and into advisory services? In this webinar, you will learn what it means to be an advisor to your clients and how to successfully deliver advisory services to clients as a Virtual CFO. You will also discover the strategies and techniques necessary to scale your firm and make it more profitable.


In this Free CPE Webinar, you will:

  • Discover how to offer advisory services

  • Learn to develop a Virtual CFO service offering

  • Explore ways to increase profitability and scale your firm


Who should attend:

  • Owners creating business growth plans

  • Businesses looking to accelerate growth

  • Leaders looking for growth tools



Webinar Presenters





Tom Wadelton - Summit CPA Group


Jody Grunden

Partner at Anders CPAs + Advisors,

Head of Summit Virtual CFO by Anders

Tom Wadelton

CPA - Virtual CFO at Summit CPA Group



Summit CPA Group I Accountant Community

Participants will earn 1 CPE Credit in the Accounting - Technical and

Organization 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 regarding refund, complaint, and/or cancellation, please contact our office at 314-492-4328

NASBA Sponsor Identification Number: 109352


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.





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