Webinars

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Steps to a Virtual CFO Business Model

Client accounting and advisory services is an area where many firms are experiencing exponential growth. Clients are not only looking for added assistance with accounting processes, but also for an accounting partner that provides more consultative support and business insight. Do you have the tools to translate that opportunity into new services?

In this webinar, you will learn how to move beyond traditional offerings and support clients with CFO services. Guest speaker Dixie McCurley from Trusted CFO solutions discusses niche specialization and the critical pieces of getting started to enable heightened client collaboration. In addition, we provide a preview of other topics covered at our client advisory services workshop.

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