Course ID: TECH051L

Virtual Accounting and CFO Services

One of the fastest growing services in the accounting industry today is providing outsourced accounting and CFO services via the cloud. This course will provide you with a step by step guide on how to establish your practice. Whether you are working in an existing accounting practice or are looking to start a new one, this course will provide you with valuable insight and knowledge on how to tap into this growth market for the accounting industry.


LEARNING OBJECTIVES
  • Upon completing this course, you will:
  • Understand the market opportunity for outsourced accounting and virtual CFO services
  • Learn from others what it takes to be successful
  • Have a step by step guide for building your service offering
  • Be familiar with the top selling cloud accounting tools

MAJOR TOPICS

Some of the specific topics that will be covered include:

  • Understanding the market opportunity for outsourced accounting services
  • Stories from those who have achieved success shared via video interviews
  • Developing your business plan
  • Defining your scope of services and target market(s)
  • Selecting the right tools – An in-depth review of top selling cloud accounting tools: QBO, Xero, Intacct, Sage, NetSuite, Bill.com and more
  • Defining your business processes and staffing for success
  • Establishing your pricing model
  • Dotting the i’s and crossing the t’s in your engagement letter
  • Tips and tools for marketing your outsourced accounting services

DESIGNED FOR
Partners in an accounting firm, small or large, looking for new revenue opportunities. Accountants who are looking to start a new practice. CFOs who are looking to gain more independence.

FIELD OF STUDY
Specialized Knowledge & Application

PREREQUISITES
None

COURSE PRODUCER
CPA Crossings

CPE CREDITS
8.0

LEVEL
Overview

This course is available for your group as:

Group Live
 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: 888-481-3500 or learn@blionline.org