Change the Way you Work: Success as a Virtual CFO (A
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.
OBJECTIVE:
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.
LEARNING OUTCOME:
By the end of this course, participants should be able to:
- 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.
CONTENT:
The topics in this seminar include:
- Virtual CFO role overview
- Potential service models
- Virtual CFO readiness
- Outsourced bookkeeping vs. Virtual CFO roles
- Ethical considerations
- Technology platforms
APPLICABLE FOR:
Accounting and finance professionals interested in becoming a virtual/outsourced CFO or understanding more about the virtual/outsourced CFO role.
WHAT TO EXPECT:
- After registering for the on-demand course, you will receive an email from Bridge (AICPA) with your login information within two business days.
- You will be required to sign into Bridge to access your course. To create a password for your Bridge account, use the forgot password link. The email from Bridge may take a few minutes to arrive. Please also check your junk folder.
- You will have 180 days after registration to complete the course.
- This self-study course allows the user to save their progress and return to continue later.
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