Author : | Patricia McCarthy, MBA |
Course Length : | Pages: 15 ||| Review Questions: 3 ||| Final Exam Questions: 5 |
CPE Credits : | 1.0 |
IRS Credits : | 0 |
Price : | $12.95 |
Passing Score : | 70% |
Course Type: | NASBA QAS - Text - Technical - NASBA Registry |
Primary Subject-Field Of Study: | Management Services - Management Services for Course Id 1324 |
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. |
Usage Rank : | 0 |
Release : | 2017 |
Version : | 1.0 |
Prerequisites : | None. |
Experience Level : | Overview |
Additional Contents : | Complete, no additional material needed |
Additional Links : |
How does a CFO add value?
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Advance Preparation : | None. |
Delivery Method : | QAS Self Study |
Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
Revision Date : | 01-Jun-2021 |
NASBA Course Declaration : | Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
Approved Audience : | NASBA QAS - Text - Technical - NASBA Registry - 1324 |
Keywords : | Management Advisory Services, Interim, CFO, Services, Adding, Value, Clients, Business, cpe, cpa, online course |
Learning Objectives : |
Course Learning Objectives Upon completion of this course, you should be able to:
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Course Contents : | Chapter 1 - Interim CFO Services - Adding Value to Your Client's Business Course Overview What are the Responsibilities of the CFO Who Needs an Interim CFO? Marketing Interim CFO Services Suggested Steps to Approaching the Interim CFO Role Understand the Business Review of Tax returns Disbursements to Vendors Meet People and Develop a Relationship Develop a Relationship with Subject Matter Experts Evaluate Internal Controls Fraud Uncovered During Review of Account Reconciliations Accounts Payable Controls Missing A Case Study on the Importance of Internal Controls Evaluate the Timeliness of Financial Information Understand the Analytical Needs of the Business Applications Submitted, No Business Unprofitable Customers Be prepared to Update Forecasts Summary Review Questions Glossary |