WEBINAR: JULY 27, 2023

WEBINAR: JULY 27, 2023

The Playbook for Providing Virtual CFO Services
July 27, 2023 @ 1-1:50pm ET

Want to shift your accounting practice away from compliance work and into advisory services? In this webinar, you will learn what it means to be an advisor, what profit-focused accounting means, and how to successfully deliver it to clients as a Virtual CFO. We will walk through how to get started with Virtual CFO service offerings and how to actually deliver the services. You will discover 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

  • Gain a better understanding of 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: JULY 27, 2023
Adam Hale, CPA
Co-Founder & COO of Summit CPA Group
WEBINAR: JULY 27, 2023
Jamie Nau, CPA
Director of Accounting and a VCFO at Summit CPA Group

REGISTER

Members Register Here for FREE

Become a member & register today

All these resources included:

Webinars
Webinar Recordings & Slides
Checklists

Best Practices Tool
M&A Resource Video Library

Membership $69 for the first year. Optional renewal @ $169.

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: JULY 27, 2023CPA 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.