Digital Course: 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.

VCFO Playbook - Main Image

The Virtual CFO Playbook Instructors

Summit CPA Group Leaders


Jody Grunden, CPA	Adam Hale, CPA	Tom Wadelton, CPA
Jody Grunden 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 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 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.

The Virtual CFO Playbook Course Modules

What you will learn to support your Virtual CFO service offering

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

Module 12

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

Module 15

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

The Virtual CFO Playbook Inclusions

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

Course cost: $4,995*