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

Discover how you can build and scale your CPA Firm with

The Virtual CFO Playbook Course

Add value to your service offerings with VCFO services

Increase your firm's revenue

Learn new tools to optimize business performance


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.


The Virtual CFO Playbook Instructors

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 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

The VCFO Playbook Course includes

with videos, guides, worksheets and more

Coaching Session

(1 hr)

"Building the Virtual CFO Firm in the Cloud"

FREE subscription
to the CFO Slack Community

(1 year)


Fireside Chats

Discounts on

software tools


What Course Graduates Think

"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.

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

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