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.
NASBA Field of Study
Business Management and Organization
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.
- Virtual CFO role overview
- Potential service models
- Virtual CFO readiness
- Outsourced bookkeeping vs. Virtual CFO roles
- Ethical considerations
- Technology platforms
- 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
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