Virtual CFO Accelerator

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 a business to help your clients succeed.

Advanced 5(5 Reviews) 32 Students enrolled
Created by Certifyible Last updated Mon, 14-Jun-2021 English

Description
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 a 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

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Student feedback
5
Average rating
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Reviews
  • Thu, 01-Oct-2020
    Maria
    This course has been so helpful! I have been in the tax and bookkeeping field for over 10 years but just starting out on my own.
  • Sun, 08-Nov-2020
    Karitsa
    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.
  • Mon, 07-Dec-2020
    Man
    Good!!
  • Thu, 04-Mar-2021
    RF
    This course provided a good overview of what to do and how to get started as a Virtual CFO.
  • Mon, 21-Jun-2021
    EF
    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. I have purchased courses for different reason in different areas in the past that I've walked away pissed because literally I felt like I gave away my money. So much so, although this course sounded interesting, I was hesitant. So, I emailed the company and provided my questions and they responded with thorough responses to each of my questions. I went ahead and purchased and I'm so glad that I did! This course not only gave a very detailed breakdown of the virtual CFO role but she actually takes the time to give a step by step on every angle. I thought that I was going to get this course and finish in about a month because I was not sure if it was going to hold my attention. I could not stop going through the course. Although, you get the handouts for each module of the course, I was taking detailed hand written notes because I desire to offer this effective immediately and it kept my attention. It’s so detailed, I was able to complete the exam as well and request my certificate of completion. Thank you to the author for such great content that I will be putting in action within 30 days as you suggested in the very beginning of the program.
$297.00 $497.00
Includes:
  • 5 On demand videos
  • 5 Lessons
  • 1 year access
  • Access on mobile and pc