Help Small Business Owners Navigate their Financials, make better business decisions and increase net profits.

This is for you if:
  • You have experience in tax and accounting by way of education or experience
  • You want to offer a higher value service and scale your tax and accounting firm

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Virtual CFOs work with companies on strategic growth.
CFO’s track, measure and analyze key performing indicators that drives and facilitates growth for the companies that
  • Planning Assisting your business clients with the strategic initiatives that will propel growth.
  • Operations Overseeing the companies processing systems and managing the accounting process.
  • Financial Overseeing the issuance of financial information (k1 schedules, w2s, 1099s, ect).
  • Risk management Understand and mitigate key elements of the company’s risk profile.
  • Funding Monitoring cash balances and cash forecasts, debt financing, and equity financing.
  • 3rd Parties Maintain banking relationships, investment bankers, and investors.
  • Cash management Forecasting and Budgeting.
  • Others Growth Strategies that are important to your client.
  • Virtual CFO The Financial Liaison & Strategist for Businesses


What you'll get in Virtual CFO Bootcamp:

  • Step-by-Step Blueprint to help Small Business Owners understand and navigate their finances.
  • Help Small Business Owners Map out what's important for growth
  • Communicate insights on Net Income and Cash
  • Help Small Businesses Forecast to the Future for greater cash flow
  • Help Small Businesses take control over their cash
  • Help Small Businesses Gain Insight around their Key Performance Indicators for Success
  • Help Small Businesses Dig deep on Capital, Workforce Capacity, Inventory and supply chain, Facility management, Insurance Coverage, Changing Market demands, Marketing, and more
  • Bonus #1: CFO Engagement Letter
  • Bonus #2: CFO Pricing Matrix
  • Bonus #3: CFO Marketing Launch Plan (Get CFO Clients Fast)
5(7 Reviews)

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 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.


The average fulltime hire within an organization for a CFO ranges between $150,000-$480,000 per year!Outsourced Virtual CFO services is a great way to scale your tax & accounting firm while being cost effective for the business owner.

Average CFO engagements start at about $1000/week.One client can mean $48,000 per year in revenue to your tax and accounting firm.Time spent on average monthly for a CFO client will be 10-30 hours per month depending on the size of the company and scope of services needed.

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