
Change the Way You Work: Success as a Virtual CFO
Learn about potential services and technology considerations for the virtual CFO, either as a standalone practice or an addition to a current practice that provides client accounting advisory services.
Format
Online
NASBA Field of Study
Business Management and Organization
Level
Basic
CPE Credits
6.5
Author(s)
Robin Thieme
Availability
1 year
Product Number
CL4VCCO21SSO
How to be a virtual CFO
Learn how virtual, or outsourced, CFOs can provide advice on strategic, financial, and operational matters to small and growing businesses that cannot afford to hire a CFO.
Understand how CPAs and other finance and accounting professionals are well positioned to be virtual, strategic business partners for these companies.
Learn the core competencies of a virtual CFO and the role that a virtual CFO can provide.
Assess your skills
Understand how the competencies of virtual CFOs align with those of experienced CPAs and finance and accounting professionals.
Learn about potential service models and how to do a readiness assessment before embarking on this career.
Who Will Benefit
Accounting and finance professionals interested in becoming a virtual/outsourced CFO or understanding more about the virtual/outsourced CFO role.
Key Topics
- Virtual CFO role overview
- Potential service models
- Virtual CFO readiness
- Outsourced bookkeeping vs. Virtual CFO roles
- Ethical considerations
- Technology platforms
Learning Outcomes
- Recognize the role that a virtual or outsourced CFO can provide to companies.
- Identify the key competencies needed for a virtual CFO role.
- Recognize the service options and business models available for virtual CFOs.
- Recall the readiness assessment needed before starting the virtual CFO role.
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org
Contact usThe Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.
Ratings and reviews
Log in to apply your member discount.