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The Playbook for Providing Virtual CFO Services

  • CPA (CA)
  • CPA (US)
The Playbook for Providing Virtual CFO Services

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

A virtual CFO is an outsourced service provider offering high skill assistance in financial requirements of an organization, just like a chief financial officer does for large organizations. A virtual CFO provides the same services but since the common clientele of a virtual CFO are small businesses and startups, there are certain more services that are expected of them. Services offered by a virtual CFO often follow the financial pyramid of needs.

Do you want to shift your accounting practice away from compliance work and into advisory services? In this recorded 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. 

This online CPE webinar for CPAs covered key topics:

  • How to get started with Virtual CFO service offerings 
  • How to actually deliver the services
  • Discover the strategies and techniques necessary to scale your firm and make it more profitable.

Learning Objectives

  • To gain a better understanding of the role of a Virtual CFO and the value it provides clients
  • To discuss how to present Virtual CFO services to prospective clients
  • To discover what profit-focused accounting means
  • To get clarity around how and why you should define your niche
  • To examine the proven approach to successful VCFO client meetings – agenda and cadence

Who Should Attend?

  • Accounting Practice Owners
  • Business Owner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA





It was the first time I attended MyCPE webinars. I think it was fairly organized and timely.




One of the Best presentations I've ever attended. Great content and impressive flow. It has me intrigued by the company, and I would consider working for them in the future.


None noted