CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

How to Scale CAAS (Client Accounting & Advisory Service) + VCFO with Offshoring!

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.


  • Firms offshoring trend
    5 mins
  • Growth drivers
    10 mins
  • Why CAAS + VCFO?
    17 mins
  • Leveraging offshoring
    30 mins
  • Practical case study
    38 mins
  • Tasks of CAAS + VCFO
    80 mins

Course Description

This event 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. 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 outsourcing 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?

A business depends on a Chief Financial Officer (CFO) to influence business strategy based on their financial knowledge. A CFO is a leader who has a thorough understanding of the company's vision, goals, and plans. They aid decision-making in order to achieve business objectives. (This is in addition to their oversight of compliance, accounting, and tax matters.) Offshoring has really increased post-pandemic and hence more and more accounting firms are thinking about offshoring more than before and migrated to offshoring.

This CPE webinar would cover "How offshoring can be a strategic advantage if you intend to build VCFO and CAAS services for your firm".

It’s up to the accountant to make the case for the value they bring. Clients will not do this for you.

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 our firm business more scalable than before.

Key topics covered in this free CPE Webinar:

  • The changing face of Accounting.
  • Introduction of the virtual CFO role in your firm.
  • Strategies to make your firm ready.

Learning Objectives

  • To discuss what does strategic CFO services Means.
  • To discuss 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 Outsourced CFO and Advisory service.

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Auditors
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • CEO
  • Certified Management Accountant
  • Certified Public Accountant
  • Chartered Professional Accountant
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Director of Accounting
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Forensic Accountant
  • QB Pro Advisor
  • Senior Accountant
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Xero Advisor
  • Young CPA