How To Scale CFO And Advisory Services With Offshoring 1.5 Credits
Learning mode
The accounting profession is going through some major changes. There are now more firms competing with each other than ever before.
Collecting fees is difficult because invoices often do not reach the client until the firm has completed the work, and the invoice may be higher than the client expected. Most professionals have worked on a project that required more hours or effort than was initially quoted, and they had to figure out how to add those extra hours to the bill.
Rather than charging clients after the work is completed, why not charge a flat monthly fee that covers all of your work for the entire year? In other words, offer your customers a subscription.
Small businesses now have so much choice that ordinary services like compliance, tax preparation and basic bookkeeping are becoming commoditised. There's so little differentiation in this crowded market that the value of these services is being driven down.
So, it's a good time to move away from labor-intensive services into the world of business and financial consulting.
The shift from in-house to outsourced has created all-new service industries. Today, many industry-leading enterprises leverage the power of outsourced Chief Financial Officer (CFO) services. The Virtual CFO is a new concept. It's a way for small businesses to get CFO support that they wouldn't have been able to afford previously.
Can Accountant Provide Virtual CFO Type Services to Clients?
Does Business Need this CFO Type Services?
“After leveraging offshore staffing with Entigrity, your VCFO and senior accounting team will be able to be more focused on client strategies, planning, review, analysis and involved in advisory for better decision making and growth for your client businesses not just bookkeeping tasks. you will see your firm business more scalable than before.
Key topics covered in this CPE webinar:
The speaker of this CPE webinar Jody Grunden is the CEO and Co-Founder of Summit CPA Group and has won the Most Innovative Practitioner Award by AICPA.
| License details | Credits | Status |
|---|---|---|
| Business Mgmnt and Org for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Business Mgmnt and Org for CPA in Canada | 1.5 CPD | Eligible |
| Business Acumen for SHRM Professionals (Approval No. 26-JQPV5) (Valid upto : Dec 31, 2026) | 1.5 PDC | Approved |
| Business Mgmnt and Org for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 688335) (Valid upto : Nov 30, 2025) | 1.5 RCH | Approved |
| Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) | 1.5 CPE | Eligible |
| Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Business Mgmnt and Org for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Business Mgmnt and Org for CPA in Canada | 1.5 CPD | Eligible |
| Business Acumen for SHRM Professionals (Approval No. 26-JQPV5) (Valid upto : Dec 31, 2026) | 1.5 PDC | Approved |
| Business Mgmnt and Org for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 688335) (Valid upto : Nov 30, 2025) | 1.5 RCH | Approved |
| Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) | 1.5 CPE | Eligible |
| Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Business Mgmnt and Org for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Business Mgmnt and Org for CPA in Canada | 1.5 CPD | Eligible |
| Business Acumen for SHRM Professionals (Approval No. 26-JQPV5) (Valid upto : Dec 31, 2026) | 1.5 PDC | Approved |
| Business Mgmnt and Org for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 688335) (Valid upto : Nov 30, 2025) | 1.5 RCH | Approved |
| Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) | 1.5 CPE | Eligible |
| Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!
Jody Grunden is the CEO
and Co-Founder of Summit CPA Group. From Summit CPA's inception in 2002, Jody
transitioned the company to a distributed accounting firm in 2013. Since 2002,
Summit CPA Group has grown from a team of 2 people to approximately 50. The
company has grown extremely fast, experiencing 3-year 150% growth consecutively
over the past 3 years and being recognized by Inc. 5000.
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
AW
the course is very good, gives detailed insights about how we can scale CFO and advisory services with offshoring
CK
Great training video.
Jan 10, 01:00 PM ET
Jan 13, 10:00 AM ET
Jan 16, 11:00 AM ET
Jan 27, 03:30 PM ET
Feb 06, 01:30 PM ET
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.
This course is included with,
Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:
Pre-selected courses for quick compliance
Connect with like-minded professionals on Teams.
Trusted by 250,000+ Professionals
