Course ID: VCFO

Virtual CFO Workshop: Tools for Managing your Practice and Case Studies

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)

Advanced Preparations


Who Should Attend

Managers and owners of smaller firms that are solely focused and committed to providing Virtual CFO and Client Accounting Services

Fields of Study
Business Management & Organization


Some knowledge of Client Accounting Services

Business Learning Institute

CPE Credits


This course is available for your group as:


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
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