Change the Way You Work: Success as a Virtual CFO

Small and growing businesses do not have the funds to hire a CFO, but still need advice on strategic, financial, and operational matters. In many cases, these businesses are turning to virtual (or outsourced) CFOs to guide them through periods of transition or growth. CPAs and other finance and accounting professionals are well positioned to be virtual, strategic business partners for these companies.

In this course, you’ll learn the core competencies that a virtual CFO needs and the role that a virtual CFO can provide. The course will emphasize the synergy between competencies developed by experienced CPAs and finance and accounting professionals and successful virtual CFOs. Finally, you’ll understand potential service models and the need for a readiness assessment before embarking on this career trajectory.

Learning Objectives

Learning Objective: 

When you complete this course you will be able to do the following:

  • 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.

Topics Discussed

Topics Discussed: 
  • Virtual CFO role overview
  • Potential service models
  • Virtual CFO readiness
  • Outsourced bookkeeping vs. virtual CFO roles
  • Ethical considerations
  • Technology platforms

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COURSE CODE

CL4VCCO

FIELD OF STUDY

Business Management & Organization – Non-Technical

CPE CREDIT HOURS

4

KNOWLEDGE LEVEL

Basic

INTENDED AUDIENCE

Accounting and finance professionals interested in becoming a virtual/outsourced CFO or understanding more about the virtual/outsourced CFO role.

PREREQUISITE

None

ADVANCED PREPARATION

None

DELIVERY METHOD

Group Live
Self-Study On-Demand
Webcast

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For individual training, visit:

(U.S.) AICPAstore.com

(Outside the U.S.) CGMAstore.com


CONTACT A TRAINING REPRESENTATIVE:


1-800-634-6780 Option 1
aicpalearning@aicpa.org

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