CAS - Preparing for a New Fractional CFO Role: What to Do? WEBCAST - presented by the Idaho Society of CPAs

Overview

The planning process to become a fractional CFO is complex and essential, with many considerations. First, should you become a fractional CFO? Do you want to work with an established entity or hang out your own shingle? What are the pros and cons of the alternatives? What are the steps to take? Making sound decisions is not easy. Can you provide the skills and services that smaller organizations need? Many who attempt to become a fractional CFO fail. Learn from their mistakes! NOTE: The Season Ticket and Coupons are not applicable for this course.

Highlights

Should you become a fractional CFO? Are you an entrepreneur? Steps to take. Steps to avoid. Understanding marketing and branding. Defining your market. Becoming the trusted advisor.

Prerequisites

At least six months of professional financial statement analysis experience. At least five years’ experience in accounting after graduation.

Designed For

CPAs and financial professionals interested in Client Accounting Services (CAS). CFOs.

Objectives

Understand the critical decisions to evaluate before becoming a fractional CFO. Understand the process to become an effective fractional CFO.

Preparation

None.