UHY – Virtual CFO Workshop: Tools for Managing your Practice and Case Studies – Day 1
Description
With this hands-on course, you will focus on best practices for providing Virtual CFO and Client Accounting Services (CAS) to growing businesses. Many studies indicate that businesses have a strong need for support and guidance with respect to finance and accounting. They are now aware of the distinct benefits in hiring professionals on an outsourced and fractional basis to replace their accounting departments. This course covers some best practices and challenges, and provides practical knowledge in the delivery of the services. This highly interactive course is designed for individuals interested in participating in the learning process.
Learning Objectives
Identify current tools that can be used within a Virtual CFO and Client Accounting Services (CAS) practice to support the delivery of services
Discover the pitfalls and challenges regarding managing a remote workforce within the CAS industry
Gain greater knowledge and insights into services that can be provided beyond the basics
Major Topics
Virtual CFO Potential Service Options Unpacked
Case Studies applying 2 – 3 of the Potential Service Models
Monthly Close process within a CAS practice
Business Model Planning
Management Reporting beyond the Balance Sheet and Profit and Loss
Tools for Managing a Virtual CFO/Client Account
Security Considerations
Capturing Credentials
Document management
Bank and Credit card access
Bill paying
Managing Remote Workforce (Virtual)
Provider
Business Learning Institute
Course Level
Intermediate
Professional Area of Focus
Business & Industry
T Shaped Professional Strategic and Critical Thinking
CPE Field of Study
Business Management & Organization
6.0
Who Should Attend
Managers and owners of smaller firms that are solely focused and committed to providing Virtual CFO and Client Accounting Services
