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2021 Digital CPA Conference

DCPA2124 - BPO to CFO: Systemizing to Offer More to Clients (Part 2)

Dec 7, 2021 3:15pm ‐ Dec 7, 2021 4:30pm

Standard: $49.00


To successfully elevate your CAS practice from BPO services with the occasional virtual CFO offering to one where you lead with the higher-level services, you need more staff participating. Many firms get stuck by not having enough capacity at the partner level to offer virtual CFO. In part 2 of this session, we will discuss how to leverage more of the team to participate in the higher value services, the skills to develop in your team, and ideas for structuring your team to systematize delivering virtual CFO services to clients.

Learning Objectives:
  • Identify staff organizational structures that enable scaling effectively & efficiently
  • Identify how to develop your team’s skillset


  • 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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