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2021 Digital CPA Conference

DCPA2116 - BPO to CFO: Systemizing to Offer More to Clients (Part 1)

Dec 7, 2021 11:35am ‐ Dec 7, 2021 12:25pm

Standard: $49.00


Most CAS practices begin with offering BPO (business process outsourcing) services. This allows them to streamline procedures that foster collaboration between our staff and the clients, and have access to trust worthy data. Once this level of service is functioning well, it can be challenging to figure out how to make the next step up in value by selling virtual controller and virtual CFO engagements. These virtual advisory services seem more customized, creating the perception it cannot be systematized which prevents scalability. In part 1 of this 2 part session, we will discuss how to differentiate BPO from CFO services for staff and clients, how to develop CFO packages and pricing, and methods for creating a repeatable process for delivering virtual CFO services.

Learning Objectives:
  • Identify ways to scale advisory services delivery
  • Identify methods for scaling your processes and technology



  • Adam Hale, CPA, Partner, COO, Summit CPA Group: A Division of Anders CPAs + Advisors
  • Jim French, Founder & CFO, IFI Professionals
Tags: Business

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