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
AVAILABLE NOW!
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.
What you will learn to support your Virtual CFO service offering
1
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
2
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
3
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
4
Productions Metrics & Forecasting
Forecasting value-add for you and your clients
How to create a dynamic forecast
Recommended forecasting tools
5
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
and more!
FEATURES
The VCFO Playbook Course includes
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
REAL PEOPLE, REAL FEEDBACK
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?
