The Virtual CFO Playbook Course: Register now

Are you interested in offering Virtual CFO services at your firm, but not sure where to start? If so, we've got good news for you!

We have launched The Virtual CFO Playbook: How to Land $60K/year Clients and Provide a Killer Client Experience digital course. This course is designed to teach CPA firm owners how to build and scale Virtual CFO services, drawing from the experiences, insights, and expertise of the team at Summit CPA.

About the course

Presented in a series of modules, the Virtual CFO Playbook details how to offer Virtual CFO services, explores the different approaches to client work, and how to develop and maintain positive relationships with clients. These approaches have helped Summit CPA grow from $500,000 to upwards of $5 million in revenue over the past decade.

The Virtual CFO Playbook course centers around “Profit-Focused Accounting”. This accounting model allows you to focus on ensuring that your clients are profitable by getting them to measure what’s important, maintain a reasonable forecast, pay attention to upcoming work, build cash, and reduce debt.

The Virtual CFO Playbook: How to Land $60K/year Clients and Provide a Killer Client Experience will not only detail the different Virtual CFO services you can offer clients, but also how to deliver them.

What you will learn

Aside from detailing how to offer Virtual CFO services, the course will also cover different approaches to client work, and how to develop and maintain positive relationships with clients. These approaches have helped Summit CPA Group grow from $500,000 to over $5 million in revenue over the past decade. This online course dives deep into a series of modules that, when applied simultaneously, will equip you with essential tools for creating and delivering scalable Virtual CFO services.

Virtual CFO Playbook Course Instructors

Summit CPA Group Leaders

Jody Grunden, CPA is the CEO and Co-Founder of Summit CPA Group. From Summit CPA's inception in 2002, Jody transitioned the company to a distributed accounting firm in 2013. Since 2002, Summit CPA Group has grown from a team of 2 people to approximately 50. The company has grown extremely fast, experiencing 3-year, 150% growth consecutively over the past 3 years and being recognized by Inc. 5000.

Adam Hale, CPA is the Co-Founder and COO of Summit CPA Group. He primarily focuses his attention on coaching his team and other accounting firms on delivering successful Virtual CFO Services. Over the course of his career, Adam has crafted hundreds of financial forecasts for small- to medium-sized businesses, helping them become profit-aware and clarify direction.

Tom Wadelton, CPA is a Virtual CFO at Summit CPA Group. As a Virtual CFO, Tom participates and collaborates with leadership on all financial aspects of the business. He primarily identifies and regularly reviews the key drivers of his clients' business to gain a better understanding of the company and to offer insights on improvements. Tom currently sits on the board of the Indiana CPA Society as the Chair-Elect.