DCPA2124. BPO to CFO: Systemizing to Offer More to Clients (Part 2)
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:
- Learn staff organizational structures that enable scaling effectively & efficiently
- How to develop your team’s skillset
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Accounting
Level
Intermediate
Prerequisites
Be familiar with Business Process Outsourcing services.
