Digital Course: The Virtual CFO Playbook

The Virtual CFO Playbook

Available now!

Course cost $4,995*

*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