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CPE Self-Study
Change the Way You Work: Success as a Virtual CFO
NASBA FIELD OF STUDY
Business Management & Organization
LEVEL
Basic
CPE CREDITS
Online: 4.5
Learn the core competencies that a virtual CFO needs and the role that a virtual CFO can provide.

CPE On-Demand
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  • Mozilla Firefox

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Product details

Learn the core competencies

Who Will Benefit?

  • Accounting and finance professionals interested in becoming a virtual/outsourced CFO or understanding more about the virtual/outsourced CFO role.

Key Topics

  • Virtual CFO role overview
  • Potential service models
  • Virtual CFO readiness
  • Outsourced bookkeeping vs. virtual CFO roles
  • Ethical considerations
  • Technology platforms

Learning Objectives

  • Recognize the role that a virtual or outsourced CFO can provide to companies.
  • Identify the key competencies needed for a virtual CFO role.
  • Recognize the service options and business models available for virtual CFOs.
  • Recall the readiness assessment needed before starting the virtual CFO role.

Small and growing businesses do not have the funds to hire a CFO but still need advice on strategic, financial, and operational matters. In many cases, these businesses are turning to virtual (or outsourced) CFOs to guide them through periods of transition or growth. CPAs and other finance and accounting professionals are well positioned to be virtual, strategic business partners for these companies.

In this CPE self-study course, you'll learn the core competencies that a virtual CFO needs and the role that a virtual CFO can provide. The course will emphasize the synergy between competencies developed by experienced CPAs and finance and accounting professionals and successful virtual CFOs.

Finally, you'll understand potential service models and the need for a readiness assessment before embarking on this career trajectory.

Ratings and reviews
Author(s)

Robin Thieme

Robin Thieme is Founder, CEO and CAO (Chief Anticipation Officer) of KBS CFO and SoGo Workspaces, LLC.

With over 30 years of financial and accounting experience, Robin has a passion for the efficiencies that new technologies enable and a dedication to growing businesses. Along with the KBS Team, they provide strategic guidance and system-based solutions to entrepreneurs.

Long before "cloud computing" was a mainstream term, Robin built KBS as a virtual organization. She takes this same thoughtful approach to establishing efficiencies and solutions that fit the current business environment for her clients.

While her education, skills, and background are centered on finance, accounting, and technology, Robin and the KBS Team are proud to be innovative and solution oriented for their clients.

KBS CFO provides CFO, Controller, and the full spectrum of accounting department solutions and has developed niches with organizations that have more complex accounting needs. Industries served include manufacturing, contract manufacturing, craft distilleries and breweries, startups, eCommerce, professional service with project management, and general contracting industries.

Robin is an anticipatory, #FutureReadyCPA that provides advisory services to her clients while building sustainable, growing, profitable, and scalable businesses.

Robin has earned designations from the American Institute of Certified Public Accountants (AICPA), including Chartered Global Management Accountant (CGMA), Certified Information Technology Professional (CITP) and Certified Public Accountant (CPA). Recent certifications include Certified Intacct Service Provider, PlanGuru, Advisor, and Certified LivePlan Expert (LivePlan) Robin is an active member of the Maryland Association of CPAs (MACPA) and a frequent speaker on accounting technology trends and tools. Her expertise, coupled with decades of first-hand knowledge about the unique challenges faced by growing businesses, enables her to serve as your trusted strategic advisor. In 2019, Robin authored and is the subject matter expert for the first continuing education class offered by the AICPA for Virtual CFOs. She has also been interviewed for podcasts, including the Change Your Mindset podcast.

Prior to creating KBS CFO, over a 30 years career, Robin had the opportunity of leading the financial team or being a part of the financial team part for a variety of organizations from public accounting firms to manufacturers and trade associations.

Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

Price:
$109.00
Member Quantity:
Nonmember Quantity:
Quantity:
Estimated total:
$109.00
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CREDIT INFO
CPE credits
Online
: 4.5
NASBA Field of Study
Business Management & Organization
Level
Basic
Prerequisites
None
ADVANCE PREPARATION
None
Delivery Method
QAS Self-Study
Course acronym
CL4VCCO
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