Virtual CFO – Essentials and Advanced Course Package

Virtual CFO – Essentials and Advanced Course Package

16 Modules
32 CPD Hours
AUD $1,320.00 Per learner
Earlybird Ends May 31, 2022

Course Outline

Digitisation and financial analytics in a fast-paced world are transforming the traditional CFO role.  The owners of SMEs now have real time access to financial information in a way that was previously only available to larger firms.  They are looking for professional advice on how to use this information to plan for growth and value within their business. Accountants in public practice are ideally suited to provide this service through technology and a strong focus on communication.

A virtual CFO is a person or an accounting firm that takes on the role of CFO for a client on a contract basis. Thanks to cloud accounting systems, they can work largely remotely to monitor finances and advise on key business decisions. Their investment in the development of digital solutions and data analytics is affordable because it can be spread across many clients.

This package combines 2 courses which focus on the establishment and development of Virtual CFO Services

1. Virtual CFO Essentials

This eLearning course is designed to provide a guide to establishing a vCFO service for accountants and advisors in public practice.  Over 8 modules, we’ll discuss the key steps to identify the services you can provide, position these services effectively, get clients across the line and deliver services in a way that adds ongoing value. We’ll review some of the key challenges that firms face in delivering vCFO services including price sensitivity, scope creep and reducing value. Each module incorporates a presentation, support notes and assessment tasks linked to your learning objectives. Track progress and review your personal SMART action plan as you work through the eLearning course.

Click here to download the vCFO Essentials course brochure

2. Virtual CFO Advanced

This advanced eLearning course is designed to provide a comprehensive guide to financial reporting at a compliance and management level. The course will also provide vCFOs, partners and managers with clear guidelines in relation to client engagement and management strategies. Over 8 modules, we’ll discuss the key financial reporting techniques and strategies to engage with business clients at an operational and strategic level. We’ll also review some of the key challenges that vCFOs face in engaging business clients and developing strong ongoing relationships.

Click here to download the vCFO Advanced course brochure

The course package fee is set at a 33% discount to standard fee for each individual course.

Course Content

Virtual CFO Essentials


1. Essential virtual CFO services for accounting firms
2. Technology and workflow solutions for vCFO
3. Getting vCFO clients across the line
4. Managing scope and fee for vCFO service
5. Managing client expectations
6. Project and task management for vCFO
7. Running advisory board meetings
8. How to keep the vCFO business relationship fresh


Virtual CFO Advanced


1. The Virtual CFO role and responsibilities
2. Small Business Financial Management
3. Key Principles of Effective Budgeting
4. Key Principles of Financial Forecasting
5. Management Reporting and Compliance
6. Key Principles of Cashflow Management
7. vCFO Engagement Challenges and Solutions
8. vCFO Implementation Challenges and Solutions

Course Structure

  • Learners can complete courses at a place that suits them, within and outside work hours
  • Each learner will have a dedicated login to give them personal access to their course
  • Module material includes online presentations, workbooks, PowerPoint Slides, templates, scripts and articles
  • All modules also incorporate formal qualitative assessment tasks that encourage learners to develop practical actions demonstrating understanding of the concepts
  • All assessment tasks are scored, with directed feedback to learners on their response
  • As the learner progresses, they develop their personal SMART action list to drive change
  • Managers are able to see at a glance how their staff are progressing
  • All learners have access to course content for 12 months following their enrolment

Learning Process

Our self-paced eLearning courses follow a 4-step process in relation to learning objectives:





All modules are structured with specific learning objectives and assessment tasks. Learners are expected to demonstrate that they understand learning objectives and can apply concepts through completion of the assessment tasks. A SMART action planning template is used to consolidate specific actions and to ensure that a timeframe for completion is established and followed. Regular review of progress is ensured through commitment to completing the course.

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Virtual CFO – Essentials and Advanced Course Package

Virtual CFO – Essentials and Advanced Course Package

16 Modules
32 CPD Hours

AUD $1,320.00

Number of learners


Number of learners

Please note:

After purchasing this course, you will receive a welcome email including an induction guide.

This guide provides instructions on how to enrol and commence the course.

If you are registering on behalf of others, you will receive an email with instructions on how to register each learner/s.

Once registered, each learner will receive an induction guide to their own email address.

Tax calculated at checkout.

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