Join the Community, Get the Support You Need, Grow Your Firm
Service descriptionGet your business fit to provide Virtual CFO Services
DIY: For the do-it-yourselfer interested in learning and networking.
Architect: Be part of a group made up of firm owners like you who want to learn from each other and receive feedback and accountability.
Co-Pilot: Get assistance with customized implementation.
Access to CPE webinarsWe offer 12 CPE webinars per year for CPAs, designed to help you meet your continuing professional education requirements. Topic areas include People, Tools and Process.
Access to Slack community The CFO Slack group is for intelligent, successful, resourceful, and supportive firm owners who are eager to learn from one another and grow their accounting practice. Chat with other firm owners, join in for active discussions around people, tools, and process, bounce ideas off of others, and more!
Access to our toolsGet access to our internal tools and subject matter experts designed to help you leverage technology and become more efficient.
One-on-one mentorshipIndividual mentorship is designed for firm owners who want more customized assistance with building out their practice.
Custom implementation plan and guidanceYour personal mentor will help you create a custom implementation plan and will guide you through it to accomplish your goals of successfully providing Virtual CFO services.
Virtual CFO business plan
Annual roundtableRoundtables are held annually and are limited to a total of 30 firm owners. Individual and Group Mentorship levels priority, early access to registration.
$15,000 - 25,000
CPA Augmentation Services Intro Guide
This guide will help you:
Understand the augmentation process
Identifying Clients Stage
Choose the level of services that best fits your needs