Virtual CFO Accelerator

5(7 Reviews) 182 Students enrolled
Created by Certifyible Last updated Apr 27, 2022


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 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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Student feedback
Average rating
  • 18%
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  • 9%
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  • 54%
  • Tue, 17-Aug-2021
    Karitsa Kerns
    This course was loaded with the information and tools to successfully implement CFO services. I recommend it to anyone who is looking to grow and scale their accounting business.
  • Tue, 17-Aug-2021
    Roshonda Franklin
    This course provided a good overview of what to do and how to get started as a Virtual CFO.
  • Tue, 17-Aug-2021
    Elenor Fleming
    I have to say! She did an awesome job at giving valuable content and tools that you can actually use. Sometimes people think that when you give a 5 star review you have to know the author (I know because I have thought that). Well, I do not know her and this review is strictly based off of me taking a chance and purchasing this course.
  • Tue, 05-Oct-2021
    Susan Kelly
    This course was organized and gave a good blueprint for how to provide CFO services. The only downfall was that the Additional CFO services were not expanded upon and only contained PDFs that vaguely described those services.
  • Tue, 19-Oct-2021
    Donna Wafer
    love it!
  • Sun, 02-Jan-2022
    Tabitha Lewis
    I Love this course. Thank you so much
  • Mon, 07-Feb-2022
    Daveeda Jane Brown
    Totally worth inveting in!! I learned so much I sure can wait to implement my learning and add Virtual CFO Services in my Business

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  • 14 On demand videos
  • 17 Lessons