Robin Thieme


    Credit Info
  • NASBA Field of Study

  • Format

    On demand

  • Level

  • CPE Credit


  • Course acronym

  • Prerequisites

  • Course duration

    4.5 Hours

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.
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Topics discussed

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

Learning objectives

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.

Who will it benefit?

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