|
Learn to land $60K/year clients and provide a killer client experience.
This course is dedicated to teaching CPA firm owners how to build and scale Virtual CFO services drawing from the experiences, insights, and expertise of the team at Summit CPA.
Presented in a series of modules, the Virtual CFO Playbook details how to offer Virtual CFO services, explores the different approaches to client work, and how to develop and maintain positive relationships with clients. These approaches have helped Summit CPA grow from $500,000 to upwards of $5 million in revenue over the past decade.
|
- Module 1: Introduction to Profit-Focused Accounting
- Module 2: Virtual CFO Service Offerings
- Module 3: Cash Flow
- Module 4: Productions Metrics & Forecasting
- Module 5: Financial Statements & Metrics
- Module 6: Month-End Closing
- Module 7: Pipeline & Biz Dev Meeting
- Module 8: Bill What You're Worth
- Module 9: Marketing Your VCFO Firm
- Module 10: Onboarding New Clients
- Module 11: People
- Module 12: Core Values
- Module 13: Processes
- Module 14: Working Remotely
- Module 15: Getting Things Done
|
