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.