Discover how you can build and scale your CPA Firm with

Add value to your service offerings with VCFO services

Increase your firm's revenue

Learn new tools to optimize business performance

*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.

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.

Jody Grunden is a Partner at Anders CPAs + Advisors, and the Head 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 a Partner at Anders CPAs + Advisors, and the Director of Operations 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.

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

• 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

• 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

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

• Recommended forecasting tools

• 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

15 MODULES
with videos, guides, worksheets and more

FREE
Coaching Session

(1 hr)

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

FREE subscription
to the CFO Slack Community

(1 year)

WEEKLY

Fireside Chats

Discounts on

software tools

"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."

"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."

"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! :-)."

Jacob Oberlander

Owner and Principal, Oberlander & Co.

Nancy Nale

Managing Partner, Smith, Nale & Co.

Michael Meilinger
Owner, Meilinger Consulting, P.C.

Fields of Study: 
Finance (6.4 credits),
Business Management & Organization (10.4 credits), Accounting (1.6 credits),
Marketing (2 credits),
Personnel/HR (2 credits),
Personal Development 1.6 credits)

to share the credential on LinkedIn

Demonstrate efficient low-touch sales processes to yield higher conversion rates, elevate revenue and eliminate receivables. 

Identify the four main facets of profit-focused accounting (cash flow, forecast, pipeline, 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. 

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.

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