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Course Details

Interim CFO Services - Adding Value to Your Clients Business (Course Id 1324)

QAS / Registry
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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 :
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:
  • Define the primary responsibilities of a CFO
  • Recognize the suggested steps in approaching the Interim CFO role
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


Review Questions


Management Advisory Services Course 1324 Home: https://www.cpethink.com/practice-management-cpa-courses
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