Interim CFO Services: Adding Value to Your Client’s Business

Price: $9.75

CPE Credits: 1.0

Course Number: PDICFOMC

interim cfo services

Description:
Acting in the interim CFO capacity can be an excellent market niche and an opportunity for the CPA to expand his or her practice offerings.  If you or your firm are successful in obtaining an interim CFO assignment, there are some unique opportunities for which you should be prepared.  Offering value-added advice and solutions results in higher levels of customer satisfaction.  This course provides insight and suggestions on how to approach the interim CFO role with steps that will likely result in the ability to add value to the client’s business during the short-term assignment. Table of Contents

 Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

Author: Joseph Helstrom, CPA

Publication:  November 2017

Format: PDF
Pages: 30

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Define the primary responsibilities of a CFO
  • Recognize the suggested steps in approaching the Interim CFO role

Description:
Acting in the interim CFO capacity can be an excellent market niche and an opportunity for the CPA to expand his or her practice offerings.  If you or your firm are successful in obtaining an interim CFO assignment, there are some unique opportunities for which you should be prepared.  Offering value-added advice and solutions results in higher levels of customer satisfaction.  This course provides insight and suggestions on how to approach the interim CFO role with steps that will likely result in the ability to add value to the client’s business during the short-term assignment. Table of Contents

 Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

Author: Joseph Helstrom, CPA

Publication:  November 2017

Format: PDF
Pages: 30

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Define the primary responsibilities of a CFO
  • Recognize the suggested steps in approaching the Interim CFO role
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