Take your tax and bookkeeping firm to the next level and help your clients achieve scale and growth in the Virtual CFO Accelerator Course. You will learn how to confidently help your clients make strategic growth decisions and hit their goals. You will quickly become the go-to expert for strategy and become the financial liaison of business to help your clients succeed.
Course Contents:
• Virtual CFO Services Overview
• Business Mapping
• Interpreting & Advising Financial Statements
• Project: Reinforce Your Interpreting & Advising Skills
• Forecasting Cash Flow
• Key Performance Indicators (KPIs)
• Bonus: CFO Service Packages: $15,000+ per month
• Your CFO Report: KPI Dashboard Overview
• Bonus: On-Boarding Your First Virtual CFO Client
• CFO Engagement Letter
• Business Mapping Questionnaire
• CFO Pricing Matrix
• CFO Monthly Checklist
• CFO Services Benefits List
• Risk Management
• Benchmarking
• Cash Management
• Banking Relationship
• Final Assessment
Certyible.com is an IRS Approved Continuing Education Provider.
Earn 1 CE Credit by completing and passing the Final Assessment to this course.
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