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How to scale CFO and Advisory services with offshoring!

  • CPA (CA)
  • CMA
  • CPA (US)
CFO and Advisory services CPE Webinar

1.5 Credits


Subject Area

Business Management and Organization

Webinar Qualifies For

1.5 CPE credit of Business Management & Organization for all CPAs

1.5 CPE credit for Certified Management Accountants (CMA)

1.5 CPD credit (Verifiable) for Canadian CPAs

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Federal Tax Update – Individual & Business Current Developments


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Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues


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We've Been Deceived: Credit Card Processing Fees Are Out Of Control


Oct 18, 2021 | 12:00 PM EDT View Details

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Business Sustainability Factors of Performance, Risk and Disclosure


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Accounting & Tax Implications of Goodwill


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Maintaining Tax Exemption for a Non-Profit Entity


Oct 18, 2021 | 12:30 PM EDT View Details

Course Description

This webinar is for CPA, CA, ACCA & Accounting firms Only!

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 commoditized. 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 changing face of accounting
  • The subscription-based pricing model
  • Introduction of the virtual CFO role and services into your firm
  • Strategies to make your firm ready
  • Advisory services and offshoring

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.

Learning Objectives

  • To explain what does strategic CFO services Means.
  • To explain what could a CFO's Service look like or Role in small & Mid-Size Businesses.
  • To discuss what shall we charge for CFO services.
  • To define how shall we Implement CFO Services.
  • To discuss how offshoring can help you to scale Outsource CFO and Advisory service.

Who Should Attend?

  • Certified Management Accountant
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA in Business





Very informative and interesting presentation!


myCPE is great


Good program - aim was small businesses and I work for a Fortune 200. Not much of a fit as I was more interested in the how to of offshoring rather than acting as an external consulting resource.


The instructor had a thick accent that was hard to understand at times


Minimal 'how to' on off shoring.