The Virtual CFO Playbook Digital Course

The Virtual CFO Playbook: How to Land $60K/year Clients and Provide a Killer Client Experience is a digital course designed to teach CPA firm owners how to build and scale Virtual CFO services drawing from the experiences, insights, and expertise of the team at Summit Virtual CFO. ⁠
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Presented in a series of modules, the Virtual CFO Playbook details how to offer Virtual CFO services, explores the different approaches to client work, and how to develop and maintain positive relationships with clients. These approaches have helped Summit Virtual CFO grow from $500,000 to upwards of $5 million in revenue over the past decade.⁠

The course contains 15 modules. Each module has a video that’s 30-60 minutes, a Guide that’s 7-12 pages, a Worksheet (~3 pages), and a short video that walks you through the worksheet. Some of the modules also have additional “Toolbox” videos (i.e. walking through our forecasting tool or our pricing calculator). And all of the modules have additional resources (links to applicable articles, podcast episodes, webinars we’ve done, etc.). Details on CPE credits coming soon.
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