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

How To Scale CFO And Advisory Services 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.


  • Subscription-based Pricing + CFO Services + Offshoring
    7 mins
  • Benefits of Subscription-based Pricing
    14 mins
  • How to design Subscription-based pricing
    24 mins
  • CAAS + CFO Services
    29 mins
  • How to define the scope of CFO Services?
    33 mins
  • How do you structure your hierarchy with offshore staff?
    53 mins
  • Why offshore with Entigrity?
    62 mins
  • How does working with offshore staff affect local staff?
    68 mins

Course Description

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 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 discuss what does strategic CFO services Means.
  • To discuss what could a CFO's Service look like or Role in small & Mid-Size Business.
  • 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?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • Chartered Professional Accountant
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA