The Role of the Virtual CFO

Our most popular presenters are offering sessions on critical topics that are designed to help you implement great ideas.

Make your best intentions a reality!

Enhancing Organic Revenue Growth During & Post Covid-19 Starts May 6, 2021 Limited to 8 participants.	Assisting with Client Sale Transactions Starts May 4, 2021 Limited to 8 participants.
6 month virtual course on developing and implementing a revenue growth program. The new environment Workflow and performance Evaluating clientele and increasing value for them Establish your firm as experts Empower your team Power questioning Coach: Lisa Tierney 12 CPE Credits	6 month virtual program on helping clients with selling their business. Engagement techniques Identifying targets Transactional valuation v. traditional valuation Negotiating Due diligence response techniques Tax structures Coach: Chris Blees 12 CPE Credits
The Virtual CFO Playbook Self-study modules and coaching on the Virtual CFO role.
Profit-focused accounting, Virtual CFO offerings, Production Metrics and Forecasting, Pricing, Business development Financial statements and metrics. Coach: Jody Grunden & Adam Hale CPE Credits

SMALL GROUP COACHING