WEBINAR: AUGUST 11, 2022

WEBINAR: AUGUST 11, 2022

The Role of the Virtual CFO
August 11, 2022 @ 1-1:50pm ET

Want to shift your accounting practice away from compliance work and into advisory services? In this webinar, you will learn about profit-focused accounting (cash, production metrics, financial metrics, and pipeline metrics) and how to successfully deliver it to clients as a Virtual CFO. Discover the importance of identifying your niche, how to present Virtual CFO service offerings to a prospective client, and how to smoothly close a sale. Learning the strategies and techniques necessary to scale your firm and make it more profitable.

    Who Should Attend

  • CPA firm owners interested in increasing profitability of their firm.
  • Practicing accountants who would like to enhance their service offerings.
  • CPAs interested in learning more about profit-focused accounting.
    Learning Objectives

  • Understand the role of a Virtual CFO and the value it provides clients.
  • Learn how to present Virtual CFO services to prospective clients.
  • Discover what profit-focused accounting means.
  • Get clarity around how and why you should define your niche.
  • Learn the proven approach to successful VCFO client meetings -- agenda and cadence.
WEBINAR: AUGUST 11, 2022
Adam Hale, CPA
Co-Founder & COO of Summit CPA Group
WEBINAR: AUGUST 11, 2022
Jamie Nau, CPA
Director of Accounting and a VCFO at Summit CPA Group

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ADDTIONAL INFORMATION

Instructional Delivery Method:
Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1 
Field of Study: Management Services
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.


WEBINAR: AUGUST 11, 2022CPA Leadership Institute, Inc. is registered with the National Association of the 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 the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.