Course curriculum

  • 1

    Getting Started

    • Download your copy of Building the Virtual CFO Firm in the Cloud

    • Connect on Slack

    • Add the weekly Fireside Chat to your calendar

    • Housekeeping Notes
  • 2

    Module 1 / Introduction to Profit-Focused Accounting

    • Module 1 Learning Objectives

    • Module 1 Index and Glossary

    • Welcome and what to expect

    • Guide: Profit-Focused Accounting

    • Quiz: Module 1

    • Module 1 Assessment

    • Survey: Give us your feedback on Module 1!

    • BONUS: Profit-Focused Accounting [Webinar Replay]
  • 3

    Module 2 / Virtual CFO Service Offerings

    • Module 2 Learning Objectives

    • Module 2 Index and Glossary

    • Video: Virtual CFO Service Offerings

    • Guide: VCFO Service Offerings

    • Worksheet Walkthrough: VCFO Service Offerings

    • Quiz: Module 2

    • Module 2 Assessment

    • Survey: Give us your feedback on Module 2!

    • BONUS: How to Sell Virtual CFO Services [Webinar Replay]

    • BONUS: Becoming a Virtual CFO Service Provider [Medium Article]
  • 4

    Module 3 / Cash Flow

    • Module 3 Learning Objectives

    • Module 3 Index and Glossary

    • Video: Cash Flow

    • Toolbox Video: Tech Tip (CashFlowTool)

    • Guide: Cash Flow

    • Worksheet Walkthrough: Cash Flow

    • Quiz: Module 3

    • Module 3 Assessment

    • Survey: Give us your feedback on Module 3!

    • Virtual Swag Bag: Cash Flow Tool

    • BONUS: Cash Flow Tools with Justin Pulgrano of Finagraph [Podcast Episode]

    • BONUS: The Ultimate Cash Flow Playbook [Webinar Replay]

    • BONUS: The Beginner's Guide: Helping your clients with cash flow [Webinar Replay]

    • BONUS: How to Run Cash Flow Meetings With Clients [Guide from CashFlowTool + Summit CPA Group]
  • 5

    Module 4 / Forecasting

    • Module 4 Learning Objectives

    • Module 4 Index and Glossary

    • Video: Forecasting

    • Toolbox Video: Forecasting with PlanGuru

    • Guide: Forecasting

    • Worksheet Walkthrough: Forecasting

    • Quiz: Module 4

    • Module 4 Assessment

    • Survey: Give us your feedback on Module 4!

    • Virtual Swag Bag: PlanGuru

    • BONUS: Forecasting? You're Doing It Wrong [Medium Article]

    • BONUS: Using a forecast for growth [Podcast Episode]
  • 6

    Module 5 / Financial Statements with Metrics

    • Module 5 Learning Objectives

    • Module 5 Index and Glossary

    • Video: Financial Statements with Metrics

    • Toolbox Video: Financial Statements with Reach Reporting

    • Toolbox Video: Tech Tip (FinJinni)

    • Guide: Financial Statements with Metrics

    • Worksheet Walkthrough: Financial Statements with Metrics

    • Quiz: Module 5

    • Module 5 Assessment

    • Survey: Give us your feedback on Module 5!

    • Virtual Swag Bag: Reach Reporting

    • BONUS: Client Testimonial Video

    • BONUS: Up Your Game with Data Visualization Tools [Webinar Replay]

    • BONUS: Special Guest Justin Hatch of Reach Reporting [Podcast Episode]
  • 7

    Module 6 / Month-End Closing

    • Module 6 Learning Objectives

    • Module 6 Index and Glossary

    • Video: Month-End Closing

    • Toolbox Video: Month-End Closing

    • Guide: Month-End Closing

    • Worksheet Walkthrough: Month-End Closing

    • Quiz: Module 6

    • Module 6 Assessment

    • Survey: Give us your feedback on Module 6!
  • 8

    Module 7 / Pipeline & Biz Dev Meeting

    • Module 7 Learning Objectives

    • Module 7 Index and Glossary

    • Video: Pipeline & Biz Dev

    • Guide: Pipeline & Biz Dev Meeting

    • Worksheet Walkthrough: Pipeline & Biz Dev

    • Quiz: Module 7

    • Module 7 Assessment

    • Survey: Give us your feedback on Module 7!

    • BONUS: Want to Add Recurring Revenue Into Your Services-Based Business? Here’s How. [Medium Article]

    • BONUS: How to Maximize the Success of Your Pipeline [Medium Article]

    • BONUS: Understanding Pipeline Metrics [Podcast Episode]
  • 9

    Module 8 / Bill What You're Worth

    • Module 8 Learning Objectives

    • Module 8 Index and Glossary

    • Video: Bill What You're Worth

    • Toolbox Video: Pricing Calculator Walkthrough

    • Guide: Bill What You're Worth

    • Worksheet Walkthrough: Bill What You're Worth

    • Quiz: Module 8

    • Module 8 Assessment

    • Survey: Give us your feedback on Module 8!

    • Virtual Swag Bag: CPACharge

    • Virtual Swag Bag: PandaDoc

    • BONUS: Summit's Virtual CFO Guide

    • BONUS: Sample Pricing Calculator

    • BONUS: Sample Engagement Letter

    • BONUS: Sample SOW
  • 10

    Module 9 / Marketing Your VCFO Firm

    • Module 9 Learning Objectives

    • Module 9 Index and Glossary

    • Video: Marketing Your VCFO Firm

    • Guide: Marketing Your VCFO Firm

    • Worksheet Walkthrough: Marketing Your VCFO Firm

    • Quiz: Module 9

    • Module 9 Assessment

    • Survey: Give us your feedback on Module 9!

    • Virtual Swag Bag: Hubspot

    • BONUS: Marketing Your CPA Firm [Podcast Episode]
  • 11

    Module 10 / Onboarding New Clients

    • Module 10 Learning Objectives

    • Module 10 Index and Glossary

    • Video - Onboarding New Clients

    • Guide: Onboarding New Clients

    • Worksheet Walkthrough: Onboarding New Clients

    • Quiz: Module 10

    • Module 10 Assessment

    • Survey: Give us your feedback on Module 10!

    • BONUS: Onboarding a New Client [Podcast Episode]
  • 12

    Module 11 / People

    • Module 11 Learning Objectives

    • Module 11 Index and Glossary

    • Video: People

    • Guide: People

    • Worksheet Walkthrough: People

    • Quiz: Module 11

    • Module 11 Assessment

    • Survey: Give us your feedback on Module 11!

    • BONUS: Building Trust Through Transparency [Medium Article]

    • BONUS: Why Hiring is SO important [Podcast Episode]

    • BONUS: Everything You Need to Know About High Performance Teams In 10 Minutes [Jetpack Article]

    • BONUS: Employee Handbook
  • 13

    Module 12 / Core Values

    • Module 12 Learning Objectives

    • Module 12 Index and Glossary

    • Video: Operationalizing Your Core Values

    • Guide: Operationalizing Your Core Values

    • Worksheet Walkthrough: Core Values

    • Quiz: Module 12

    • Module 12 Assessment

    • Survey: Give us your feedback on Module 12!

    • BONUS: Onboarding a New Employee [Podcast Episode]

    • BONUS: How Working Remotely Affects Culture & Client Relationships [Medium Article]
  • 14

    Module 13 / Processes

    • Module 13 Learning Objectives

    • Module 13 Index and Glossary

    • Video: Processes

    • Guide: Processes

    • Worksheet Walkthrough: Processes

    • Quiz: Module 13

    • Module 13 Assessment

    • Survey: Give us your feedback on Module 13!

    • Virtual Swag Bag: Jetpack Workflow

    • BONUS: Becoming the firm of the future [Podcast Episode]

    • BONUS: How accounting firms can keep up with technology [Podcast Episode]
  • 15

    Module 14 / Working Remotely

    • Module 14 Learning Objectives

    • Module 14 Index and Glossary

    • Video: Working Remotely

    • Guide: Working Remotely

    • Worksheet Walkthrough: Working Remotely

    • Quiz: Module 14

    • Module 14 Assessment

    • Survey: Give us your feedback on Module 14!

    • BONUS: Using DiSC Profiles to Work Together Better Remotely [Medium Article]

    • BONUS: How we built our team using a distributed model [Podcast Episode]
  • 16

    Module 15 / Getting Things Done

    • Module 15 Learning Objectives

    • Module 15 Index and Glossary

    • INTRO: Getting Things Done by David Allen

    • Video: Getting Things Done

    • Guide: Getting Things Done

    • Worksheet Walkthrough: Getting Things Done

    • Quiz: Module 15

    • Module 15 Assessment

    • Survey: Give us your feedback on Module 15!

    • BONUS: Getting Things Done® with David Allen [Podcast Episode]

    • BONUS: More GTD Resources
  • 17

    Wrapping Up

    • Receiving Your CPE Certificate

    • Schedule your free coaching session

    • Summit CPA Group is now Summit Virtual CFO by Anders

    • Download ANDERS + SUMMIT: A Merger Story

Ready to build and scale Virtual CFO services at your firm?

Course cost: $4,995

Register now

About this course

The Virtual CFO Playbook 

Participants will: 

  • Identify the four main facets of profit-focused accounting (cash flow, forecast, pipeline, financials) 
  • Identify the factors of a service package (client's identities, frequency of service, scope of service).   
  • Explore short-term cash flow and long-term cash flow client services 
  • Understand that dynamic forecasting is the foundation of offering virtual CFO services. 
  • Identify the key financial statements and metrics to present to a client. 
  • Describe the importance of a pipeline review. 
  • Examine state-of-the-art pricing and billing practices. 
  • Demonstrate efficient low-touch sales processes to yield higher conversion rates, elevate revenue and eliminate receivables. 
  • List key factors that characterize a market niche. Explain techniques for successfully marketing your firm beyond your local area. 
  • Identify the elements of successfully onboarding new clients. 
  • Define the steps to develop a strong hiring program and develop a high-performance accounting team. 
  • Explain how core values shape your firm’s culture and why behaviors are instrumental in producing sustained organizational results. 
  • Defend why the creation of repeatable processes is critical for any business to scale profitably, especially distributed firms.  
  • List recommended tools designed to increase standardization of processes and tools to avoid, as well as why it's critical to use or avoid specific tools. 
  • Complete tasks in the Getting Things Done flowchart to your inbox items. 

 

To register for this course, click "Register Now" above. 

Participants will earn 24.4 credits 

 

Fields of Study: Finance (6.4 credits), Business Management & Organization (10.4 credits), Accounting (1.6 credits), Marketing (2 credits), Personnel/HR (2 credits), Personal Development 1.6 credits) 

 
 

Additional information: 

Program Description: The Virtual CFO Playbook: How to Land $60K/year Clients and Provide a Killer Client Experience course is dedicated to teaching CPA firm owners how to build and scale Virtual CFO services drawing from experiences, insights from practitioners and expertise from the team at Summit Virtual CFO by Anders. Students will be guided through workbook exercises to apply the learning. 

Prerequisites: Basic knowledge of finance and forecasting. 

Who should attend:  Accounting professionals wanting to start or develop their client advisory services. 

Advanced Preparation: None 

Program Level: Basic 

Delivery Method: QAS Self Study 

Refunds and Cancellations:  Requests for refunds must be received in writing within 30 days of registering for the course.   For more information regarding refund, compliance and/or program cancellation policies, please contact our offices at (866) 497-9761. 

Shape 

Summit Virtual CFO by Anders is registered with the National Association of 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 individual courses for CPE credit.   Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:  www. NASBARegistry.org.