Content Provider
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Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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Free cpe webinars
The Playbook for Providing Virtual CFO Services

THE PLAYBOOK FOR PROVIDING VIRTUAL CFO SERVICES

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Do you want to shift your accounting practice away from compliance work and into advisory services? In this webinar, attendees will learn what it means to be an advisor, what profit-focused accounting means, and how to deliver it to clients as a Virtual CFO successfully.

In this webinar, the presenters will walk through how to get started with Virtual CFO service offerings and how to deliver the services. Attendees will discover the strategies and techniques necessary to scale firms and make them more profitable.

Who should attend:


  • CPA firm owners interested in increasing the profitability of their firm

  • Practicing accountants who would like to enhance their service offerings

  • CPAs interested in learning more about profit-focused accounting

Learning Objectives:


  • Recognize the role of Virtual CFO and its value to clients

  • Define how to present Virtual CFO services to prospective clients

  • Identify profit-focused accounting

  • Determine how and why you should define a niche

  • List the proven approach to successful VCFO client meetings: agenda and cadence

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Jody Grunden

Summit CPA Group
CEO and Co-Founder
jody@summitcpa.net
(260) 918-8822

Summitcpagrouplogo

Jody Grunden is the CEO and Co-Founder of Summit CPA Group. From Summit CPA's inception in 2002, Jody transitioned the company to a distributed accounting firm in 2013. Since 2002, Summit CPA Group has grown from a team of two people to approximately 50. The company has grown extremely fast, experiencing three-year 150% growth consecutively over the past three years and being recognized by Inc. 5000.

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Adam Hale

Summit CPA Group
Co-Founder/COO
ahale@summitcpa.net
(260) 497-9761

Summitcpagrouplogo

Adam Hale is the Co-Founder and COO of Summit CPA Group. He primarily focuses on coaching his team and other accounting firms to deliver successful Virtual CFO Services. Throughout his career, Adam has crafted hundreds of financial forecasts for small- to medium-sized businesses, helping them become profit-aware and clarify direction.

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Summitcpagrouplogo

Tom Wadelton is a Virtual CFO at Summit CPA Group. As a Virtual CFO, Tom participates and collaborates with leadership on all financial aspects of the business. He primarily identifies and regularly reviews his clients’ key drivers to understand the company better and offer insights on improvements. Tom currently sits on the board of the Indiana CPA Society as the Chair-Elect.

Additional Materials
Slides
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Summitcpagrouplogo
Summit CPA was founded in February of 2002 in Fort Wayne, Indiana with the focus of taking a non-traditional approach to accounting. They did not want clients to be hesitant when called because they were afraid of the end result – A BILL.

Because of the way technology is utilized, their entire 401K Audits are performed without ever stepping foot in a client's location, which was nearly impossible five years ago. Why do most CPA firms have to spend countless hours interrupting the day-to-day activity of their clients? The answer is simple, they don’t, they're just stuck in the past. With the use of Web Portals, E-mails, and GotoMeetings, audits can be performed anywhere.

By taking a non-traditional approach to accounting, Summit CPA has undergone extreme growth since their humble beginnings. When traditional accounting firms have seen level or declining growth over the past 5 years, they have seen annual growths in excess of 15 percent in each of those years.

Do clients like the non-traditional approach? Summet CPA thinks they do.