Virtual CFO Playbook
Transform your practice
Build a Thriving Virtual CFO Practice with Proven Expertise from the Pioneers
Want to know how we grew from $500,000 to over $5 million in revenue by serving virtual CFO clients? We’ve packaged our decade of experience into a comprehensive playbook that shows you exactly how to build and scale profitable virtual CFO services.
The Virtual CFO Playbook: How to Land $60K/year Clients and Provide a Killer Client Experience gives you our battle-tested blueprint for:
- Building high-value advisory relationships that generate $60K+ per year
- Delivering exceptional virtual CFO services that clients truly value
- Creating scalable processes that support profitable growth
- Developing a team that can deliver consistently outstanding results
Learn from the Original Virtual CFO Innovators
Since 2002, we’ve refined the virtual CFO model through thousands of client engagements. This comprehensive program gives you everything we’ve learned about building a successful practice:
- 15 in-depth modules covering every aspect of virtual CFO services
- 24 CPE credits across key business and accounting disciplines
- Detailed workbooks and implementation guides
- Access to our exclusive CFO Slack Community
- Weekly Fireside Chats with industry experts
- One-on-one coaching session
- Exclusive discounts on essential software tools
Program Highlights
The Virtual CFO Playbook: How to Land $60K/year Clients and Provide a Killer Client Experience course is dedicated to teaching CPA firm owners how to build and scale Virtual CFO services drawing from experiences, insights from practitioners and expertise from our experienced team. Students will be guided through workbook exercises to apply the learning.
Prerequisites: Basic knowledge of finance and forecasting.
Who should attend: Accounting professionals who want to start or develop their client advisory services.
Advanced Preparation: None
Program Level: Basic
Delivery Method: QAS Self Study
Refunds and Cancellations: Requests for refunds must be received in writing within 90 days of registering for the course.
Your Investment: $4,995*
90-Day Money Back Guarantee: If you’re not completely satisfied with The Virtual CFO Playbook within 90 days of registration, we’ll provide a full refund.
*Flexible payment plans available
*Optional group or individual mentorship programs available
For more information regarding refund, compliance and/or program cancellation policies, please contact our offices at (866) 497-9761.
Anders Minkler Huber & Helm LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Ready to Transform Your Practice?
Course Modules
Module 1Intro to Profit-Focused Accounting
- What profit-focused accounting means
- Why profit-focused accounting is valuable for clients
- How to approach weekly and/or monthly client meetings
Module 2Virtual CFO Service Offerings
- How to create service packages with core services
- How to plan and execute effective meetings with clients to deliver your services
- Tools to use when providing your service
Module 3Cash Flow
- How to deliver cash flow meetings
- How to help business owners manage their cash flow
- How long-term cash planning can influence a client’s business decisions
Module 4Productions Metrics & Forecasting
- How to deliver cash flow meetings
- How to help business owners manage their cash flow
- How long-term cash planning can influence a client’s business decisions
Module 5Financial Statements & Metrics
- How to focus on consulting versus reporting
- Leveraging key financial statements and metrics
- Scheduling and frequency tactics for financial statements
- How to prepare for a financial statement meeting
- Determining the cadence of a financial statement meeting
Module 6Month-End Closing
- The “garbage in, garbage out” goal
- Why you need a documented process
- Who takes charge of the month-end close
- What statements and metrics to focus on
- When to begin the month-end close process
- Where to organize your data and procedures
Module 7Pipeline & Biz Dev Meeting
- Why you should review a client’s pipeline with them
- Pipeline and business development (biz dev) meeting cadence
- How to structure a pipeline meeting
Module 8Bill What You're Worth
- Five ways to bill your clients
- The six-step sales and conversion process
- Recommended tech tools for sales, pricing, and billing
Module 9Marketing Your VCFO Firm
- The importance of finding your niche
- How to define your nich
- Why you need to search for clients outside your local market
- Four important marketing areas
- How to get started when it comes to marketing
Module 10Onboarding New Clients
- Why you should create an onboarding process for new clients
- How to allocate onboarding roles
- How to plan and execute a successful client kickoff meeting
- How to establish and manage expectations both internally and externally
Module 11People
- Why you should have a formal hiring process
- Strategies for hiring top performers
- Best practices for the interview process
- How to successfully onboard new employee
- Effective employee retention strategies
Module 12Core Values
- The importance of core values for a firm offering Virtual CFO services
- Choosing the right core values
- How to embody core values in a virtual working environment
Module 13Processes
- Why your Virtual CFO firm needs standardized processes
- When to start creating processes
- Our 80/20 rule for processes
- Tools for process documentation and delivery
- Tips for developing client-focused processes
Module 14Working Remotely
- The three pillars of effective distributed teams
- Human resources policy concerns and considerations
- Establishing a meeting structure and cadence
- The value of in-person retreats
- Cloud-based tools for remote communication and security
Module 15Getting Things Done
- Why the GTD method matters for CPAs
- An Introduction to the GTD flowchart
- Making lists in the GTD framework
- Useful tools for applying the GTD method
The VCFO Playbook Instructors
Jody Grunden, CPA
Jody Grunden is a Partner and head of the Virtual CFO advisory service at Anders. Jody Founded Summit Virtual CFO, which was acquired by Anders. From Summit's inception in 2002, Jody transitioned the company to a distributed accounting firm in 2013 and grew it from a team of 2 people to approximately 50. Summit’s rapid growth contributed to its recognition by Inc. 5000.
Adam Hale, CPA
Adam Hale is a Partner and Operations Lead of the Virtual CFO advisory service at Anders. He primarily focuses his attention on coaching his team and other accounting firms on delivering successful Virtual CFO Services. Over the course of his career, Adam has crafted hundreds of financial forecasts for small- to medium-sized businesses, helping them become profit-aware and clarify direction.
Thomas Wadelton, CPA, CGMA, MBA
Tom Wadelton is a Virtual CFO at Anders. He participates and collaborates with leadership on all financial aspects of the business. He primarily identifies and regularly reviews the key drivers of his clients' business to gain a better understanding of the company and to offer insights on improvements. Tom currently sits on the board of the Indiana CPA Society as the Chair-Elect.
What Course Graduates Think
Join over 300 accounting professionals who have already transformed their practices using our proven methodology.
”This module is engaging with the videos, quizzes, great technology, and great PowerPoint visuals. I am so thankful for firms like Anders, who are willing to share and help others along the way. This is an example of true leadership and speaks volumes for the team at VCFO.”
Talk To Anders
Are you ready to speak with an Anders VCFO advisor? Let’s talk.
