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The Virtual CFO Playbook:

How to Land $60K/year Clients and Provide a Killer Client Experience


The Virtual CFO Playbook Course

Available now!


Course cost $4,995*

Sign me up!

*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


In this course, the participants will

Earn 24 CPE credits

NASBA credits for vcfo playbook cours3e

Fields of Study: 

Finance (6.2 credits)
Business Management & Organization (10.6 credits)
Accounting (1.6 credits)
Marketing (2 credits)
Personnel/HR (2 credits)
Personal Development (1.6 credits) 

  • Identify the four main facets of profit-focused accounting (cash flow, forecast, pipeline, and financials). 
  • Identify the factors of a service package (client's identities, frequency of service, scope of service).
  • List key factors that characterize a market niche. Explain techniques for successfully marketing your firm beyond your local area. 
  • Explore short-term cash flow and long-term cash flow client services.
  • Identify the elements of successfully onboarding new clients. 
  • Understand that dynamic forecasting is the foundation of offering virtual CFO services. 
  • Define the steps to develop a strong hiring program and develop a high-performance accounting team. 

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  • Identify the key financial statements and metrics to present to a client. 
  • Explain how core values shape your firm’s culture and why behaviors are instrumental in producing sustained organizational results. 
  • Describe the importance of a pipeline review. 
  • Examine state-of-the-art pricing and billing practices. 
  • Defend why the creation of repeatable processes is critical for any business to scale profitably, especially distributed firms.  
  • List recommended tools designed to increase standardization of processes and tools to avoid, as well as why it's critical to use or avoid specific tools. 
  • Complete tasks in the Getting Things Done flowchart to your inbox items.

Program Description: 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 experiences, insights from practitioners and expertise from the team at Summit CPA Group. Students will be guided through workbook exercises to apply the learning.

Prerequisites: Basic knowledge of finance and forecasting.

Who should attend:  Accounting professionals wanting to start or develop their client advisory services.

Advanced Preparation: None

Program Level: Basic

Delivery Method: QAS Self Study

Refunds and Cancellations:  Requests for refunds must be received in writing within 30 days of registering for the course.   

For more information regarding refund, compliance and/or program cancellation policies, please contact our offices at (866) 497-9761.

Summit CPA Group 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 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.



What Course Graduates Think

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"This module is engaging with the videos, quizzes, great technology, and great PowerPoint visuals. I am so thankful for firms like Summit CPA, who is willing to share and help others along the way. This is an example of true leadership and speaks volumes for the team at Summit"

Connie Overshown
Managing Principal at RCO & Associates LLC



"This course was very informative on how to structure the services and how to develop my own service offering."

Adam Wayne
Co-Founder & CEOCo-Founder & CEO Neway Consulting Group, LLC



"I will tell you, the course is pretty intense. A lot more material than I expected, you guys have done a really good job of putting something pretty detailed together."

Michael Meilinger
Owner, Meilinger Consulting, P.C.



"I feel like we're colleagues, so you know it's like a real firm and we work together. And they help us a lot, besides actually taking the course that has helped us a lot in setting the framework."

Jacob Oberlander
Owner and Principal, Oberlander & Co.



"I chose 5 stars because there was not a choice for (a) 10-star (rating)! I am doing this after office hours. The biggest problem I have is turning off my brain to go to sleep! :-)."

Nancy Nale
Managing Partner, Smith, Nale & Co.

The VCFO Playbook Includes


15 Modules with videos, guides, worksheets, and more



Coaching Session

$450 in savings


FREE "Building the Virtual CFO Firm in the Cloud" e-Book

*$395 in savings


FREE subscription to the CFO Slack Community

*normally $29/month

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Fireside Chats

$4,000 in savings


on software tools

*$850.45 in savings


The Virtual CFO Playbook Instructors

Summit CPA Group Leaders




Jody Grunden, 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, CPA

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, CPA

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




Intro 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
  • 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 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 statements
  • 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


  • 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


  • 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



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*


Sign me up!


*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.

The VCFO Playbook I Money Back Guarantee


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.