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.
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Join over 300 accounting professionals who have already transformed their practices using our proven methodology.