The Virtual CFO Playbook:

The Virtual CFO Playbook

Available now!

Course cost $4,995*

*Payment plan options available.

*You will also have the option to add on group or individual mentorship. These details will be available to you when you begin the course.

About this course

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

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: 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.

Introduction to Profit-Focused Accounting

• What profit-focused accounting means
• Why profit-focused accounting is valuable for clients
• How to approach weekly and/or monthly client meetings

Virtual CFO Service Offerings

• How to create service packages with core services and additional services
• How to plan and execute effective meetings with clients to deliver your services
• Tools to use when providing your services
  
  

Cash Flow

• How to deliver cash flow meetings
• How to help business owners understand and manage their cash flow
• How long-term cash planning can influence a client’s business decisions

Productions Metrics & Forecasting

• Forecasting value-add for you and your clients
• How to create a dynamic forecast
• Recommended forecasting tools

Financial Statements & Metrics

• How to focus on consulting versus reporting
• Leveraging key financial statements and metrics
• Scheduling and frequency tactics for financial statement metrics
• How to prepare for a financial statement meeting
• Determining the cadence of a financial statement meeting

Month-End Closing

• The “garbage in, garbage out” goal
• Why you need a documented process
• Who takes charge of the month-end close
• What statements and metrics to focus on
• When to begin the month-end close process
• Where to organize your data and procedures
  
  

Pipeline & Biz Dev Meeting

• Why you should review a client’s pipeline with them
• Pipeline and business development (biz dev) meeting cadence
• How to structure a pipeline meeting

Bill What You're Worth

• Five ways to bill your clients
• The six-step sales and conversion process
• Recommended tech tools for sales, pricing, and billing

Marketing Your VCFO Firm

• The importance of finding your niche
• How to define your niche
• Why you need to search for clients outside your local market
• Four important marketing areas
• How to get started when it comes to marketing

Onboarding New Clients

• Why you should create an onboarding process for new clients
• How to allocate onboarding roles
• How to plan and execute a successful client kickoff meeting
• How to establish and manage expectations both internally and externally

People

• Why you should have a formal hiring process
• Strategies for hiring top performers
• Best practices for the interview process
• How to successfully onboard new employees
• Effective employee retention strategies

Core Values

• The importance of core values for a firm offering Virtual CFO services
• Choosing the right core values
• How to embody core values in a virtual working environment

Processess

• Why your Virtual CFO firm needs standardized processes
• When to start creating processes
• Our 80/20 rule for processes
• Tools for process documentation and delivery
• Tips for developing client-focused processes

Working Remotely

• The three pillars of effective distributed teams
• Human resources policy concerns and considerations
• Establishing a meeting structure and cadence
• The value of in-person retreats
• Cloud-based tools for remote communication and security

Getting Things Done

• Why the GTD method matters for CPAs
• An Introduction to the GTD flowchart
• Making lists in the GTD framework
• Useful tools for applying the GTD method

Additional CPE Information:

• Program Level: Basic
  
  

• Program Prerequisites, Advance Preparation: None
  
  

• Delivery Method: Online self-study
  
  

• CPE Credits: 25 credits

The Best of the Best 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 the 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

For more information regarding refund, concerns and program cancellation policies, please contact our offices at 866-497-9761.

Are you ready to learn how to build and scale Virtual CFO services at your firm? 

Course cost: $4,995*

*Payment plan options available.

*You will also have the option to add on group or individual mentorship.
These details will be available to you when you begin the course.

Money Back Guarantee

If for any reason you are not satisfied with The Virtual CFO Playbook online course, contact us within 90 days of registering and you will be given a full refund.