Our next training begins Thursday, July 18, 2024


THE VIRTUAL CFO SOLUTIONS COURSE

ENROLL EARLY AND SAVE YOUR SPOT!

Accountants, Controllers, Enrolled Agents & CPAs...

We are dedicated to teaching tax and accounting pro’s

how to build and scale Virtual CFO services 

and provide a killer client experience!

What would 20 clients at $60K/year do for your business?

Listen to Certified Public Accountant, Katrina Carrington,
share why you should enroll in The Virtual CFO Solutions Course.

If you are ready to help small business owners navigate their financials, make better business decisions and increase net profits, then you’re on your way to grow, scale and leverage your firm.

" I spent more than 20 years in corporate America where I was responsible for the financial affairs of the organization and focused on a broad range of financial, operational, strategic and executive leadership issues impacting the organization. As a result, I’ve been able to transform the same skillset into helping my clients! "

“Mastering the art of vCFO has allowed me to attract and offer high-value consultative and specialized services in addition to business essentials.  As a VCFO, I provide a competitive edge to customers without the means to bring on full-time CFOs. But it’s not just clients that benefit. The predictable monthly recurring revenue that comes with a vCFO service will be transformational for your firm as well.”

 

It’s also landed me appearances in the FOX, Black Enterprise, Forbes, Sheen, National Urban League and more.

The Virtual CFO Solutions Course Is For You If:

  • You are a tax or accounting professional who adds tremendous value to the lives of others and you're ready to increase your income so you can increase your impact!
  • You love the accounting work you do but have been trying to find a way to do it with less grind and more grace!
  • You know that what you do changes lives, but it hasn't been enough to change your financial status!
  • You've got dreams of a business that serves you at your next level yet you haven't actually created a concrete plan to aid your journey!
  • You're ready to shift to six-figure quarters and ultimately six-figure months!

LISTEN...

IT'S GOING TO TAKE A FRESH APPROACH TO BE RELEVANT IN TODAY'S MARKETPLACE.

One-Time Payment of $699

 enroll now

What You'll Get in The Virtual CFO Solutions Course:

  • Grow your business. You'll finally have a system to get clients, command higher fees, and have recurring revenue each month
  • You'll be able to charge more per client, retain clients longer and increase your revenue w/o having to work more hours.
  • Learn how to help your clients determine and implement cash management strategies
  • Learn how to help your client remain competitive using benchmarking strategies and S.W.O.T. analysis 
  • Learn the importance of being the liaison with the financial institutions, investors and shareholders
  • Learn how to identify and monitor KPI’s and other growth drivers to keep client in alignment with goals
  • Understand financial projection modeling, projections & forecasting to help your client plan for future funding and financing
  • Understand and learn the importance of creating customized reporting for tracking
  • Learn how to structure successful Advisory Board Meetings
  • Understand the importance of budget planning for your client
  • Gain access to all components of our Virtual CFO Solutions engagement letter
  • Learn the Virtual CFO Solutions Pricing methodologies
  • Learn the Virtual CFO Solutions Revenue Growth Strategy (GRS)

One-Time Payment of $699

 enroll now

Course Curriculum

Part 1 - Essential Virtual CFO Services for Accounting Firms

  • Periodic Reporting and Review
  • Budgeting And Forecasting
  • Other vCFO Services

Part 2 - Technology and Workflow Solutions For vCFO

  • Financial Reporting and Analysis
  • Workflow And Project Management
  • Leverage And Delegation Essentials

Part 3 - Getting vCFO Clients Across the Line

  • Which Clients Should You Approach?
  • Developing Proposals That Work
  • From Proposal to Contract

Part 4 - Managing Scope and Fee For vCFO Service

  • Establishing And Managing Expectations
  • The First 12 Months of Engagement
  • Client Re-Engagement Process

Part 5 - Managing Client Expectations

  • Key Communication Skills for vCFOs
  • Exploring Client’s Business Goals
  • How To Be Reimbursed for Work Outside Scope

Part 6 - Project and Task Management for vCFO

  • Task And Time Management
  • WIP Management for vCFO projects
  • Overcoming project management challenges

Part 7 - Running Advisory Board Meetings

  • How To Maximize the Value of Your Input?
  • Board Meeting Structure and Guidelines
  • Strategic Vs Operational Discussions

Part 8 - How to Keep the vCFO Business Relationship Fresh

  • Process For Regular Review and Feedback
  • Bringing New Ideas and Concepts into Play
  • Re-Aligning the Scope to New Circumstances

One-Time Payment of $699

 enroll now

Meet Your Instructor

Dr. Cozette M. White is an acclaimed 7x bestselling author, nationally recognized accounting and tax strategist, international speaker and philanthropist. 

She is known for making tax interesting and making highly technical material understandable. Dr. White is a self-employed Tax Expert with more than 28 years of tax experience. She has been an instructor for the Tax Practitioner Workshops for the past 12 years.  

Dr. White’s advice has been called upon by ABC and FOX television stations. She has been featured on the numerous radio shows and she is a recurring voice to millions making regular appearances in various national media outlets, including Black Enterprise, Forbes, Women of Wealth, Upscale, The Huffington Post, and countless newspapers across the country. Women of Wealth dubbed White, “Wealth Builder Extraordinaire.” Recently Dr. White was awarded the President’s Lifetime Achievement Award by President Barack Obama.

The Virtual CFO Solutions Course Is for You If...

  • You're tired of feeling like you can’t grow, scale and leverage because you aren’t familiar with what it takes to solidify Virtual CFO services!
  • You're feeling stuck in your business and you could use another thought process to make a powerful shift!
  • You've been struggling to fit all of the pieces together into a business that offers amazing value to clients, feeds your spirit and brings you a sense of freedom all while making great money doing what you love!
  • You're Amazing (and you know it) but somehow your checkbook didn't get the memo (you know you should be making way more by now)!
  • You're ready to work less while earning more (serving less clients in a more profitable way)!
  • You've been building your business long enough to know who you are, who you serve, the problem you solve and the solution you offer!
  • You're tired of playing CEO; you're ready to show up like a CEO so that your business serves you in every way!
  • You're over praying and playing small - you're ready to see yourself the way God sees you AND your business!
  • You're ready to test me out and verify what your friends have been telling you, that I am the GOAT (my client's words, but I approve this message)!

IF YOU'VE BEEN FEELING BOXED IN AND YOU'RE READY TO SCALE UP TO SIGNIFICANCE AND SUCCESS, THEN JOIN ME!

One-Time Payment of $699

 Enroll now
Listen to CEO of Common Cents Solutions, LLC, Franchesca Ross
share why you should enroll in The Virtual CFO Solutions Course.

FAQ

  • What’s the course all about?

This masterclass is designed to provide a guide to establishing a vCFO service for tax and accounting professionals. In this masterclass, 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.

  • How does it work?

The vCFO course consists of 8 key areas with clear learning objectives. Content includes presentations and support materials.

  • Who’s it for?

This course is suitable for tax and accounting professionals who want to develop a vCFO service platform or refine their existing approach to providing vCFO services to business clients; pre-requisite - must have accounting experience. 

  • When does the course start and end?

Our 2024 course begin on July 18th.   We meet weekly on Thursdays for 4 weeks at 4:30 PM PST

  • How long do I have access to the course?

Forever! After enrolling, you have unlimited access to this course for as long as you like.

  • What If I Am Unhappy With This Course?

We would never want you to be unhappy! If you are unsatisfied with your purchase, we always provide a no-hassle 3-day money-back guarantee on all of our training products so that you can buy and try with zero risk.

What You'll Get

You'll get training, resources and a community.  In addition, you'll have access to our live course on...

  • How to add a CFO service to your existing practice
  • How to get qualified leads from business owners
  • How to convert leads to paying clients (paying a minimum of $18K per year)
  • How to provide the actual CFO service

REGISTER EARLY FOR OUR EVENT & SAVE YOUR SPOT!

One-Time Payment of $699

 ENROLL now

Testimonials

Hear what people have to say about Dr. Cozette's Virtual CFO Training

”

My Confidence Level Has Increased Tremendously!

 

“I have a tendency to overthink, second guess myself and feel as though I’m missing something.  I feel the most important component that I’ve gained from Dr. Cozette’s Virtual CFO Training Course is clarity and confidence!  If you are needing guidance to grow your business, I recommend Dr. Cozette - because she is an authentic coach who not only knows business strategy but also the challenges many of us have with our mindset that may hinder business development. 

Bryanna Barrow, Clear Vision Accounting Systems

”

This Was The Missing Link To Scaling My Business!

 

"Dr. White’s Virtual CFO Training Course helped me get at ease and increased my confidence to stop leaving money on the table and seek high value clients.  Before meeting Dr. Cozette at the Tax & Accounting Summit, I was turning down clients because I didn't have the systems in place and I was afraid to FIRE clients.  I was undercharging, unorganized, fearful and unclear how I could really make the kind of money I desired in my business.  Dr. Cozette is a true treasure who provides valuable information that is tried and tested personally by her. She is a walking resource who will help you make the next leap in your business. She is a gem that shines with authenticity.”

Mary Baker, Baker Tax & Accounting

”

I’ve Learned to Charge What I’m Worth!


“Dr. Cozette helped me finally realize that I will not scale if I don’t implement and execute .  I have learned that “I MUST” stand in my power.  Now I’m charging my worth, turning down services that aren't in alignment with my values, and don’t feel anxiety about it as if nothing will come if I turn down unfruitful.  The investment I made cannot compare to what I received in this training."

Camea Franklin, EA, Tax Divas

”

My Business Has Already Changed!

 

“This course enabled me to gain a clear understanding around Pricing, Proposal & Packaging!  If I choose to scale, then I will need to eliminate underpricing and giving away my services.  This is invaluable training.  I have SHIFTED my mindset, my rates, my confidence and my ability to close more clients.  I highly recommend Dr. Cozette because she is brilliant in bringing out your best and then breaks it down into actionable pieces so you can IMPLEMENT.”

Jamar Jordan, EA, JCW Ventures

”

Dr. Cozette’s Training Is Game Changer!

 

“Virtual CFO Training is all about UPLEVELING your business.  The level of reporting Dr. Cozette taught us was priceless - she adds value, she keeps it real and she equips others to experience success on their own terms.   I immediately got my RETURN ON INVESTMENT due to Dr. Cozette...all it takes is one client!" 

Jacqueline Camphor – CPA, Accentuals Consulting, LLC

”

228% Growth In Less Than 30 Days

 

“Wow!  Dr. Cozette’s Virtual CFO Course was just what our firm needed.  For years, I had overdelivered and undercharged our clients based on the value I add to our clients.  As a CPA, I realize our firm has the capability to expand rapidly using the methodologies and techniques learned during this training.  We annualized the potential results and we are projected to SCALE this year with simple SHIFTS! Dr. Cozette is an angel sent from above.  I will forever be thankful for this course!  If you’re thinking about working with her, stop thinking and apply. You’ll see quickly that she’s a Godsend and paramount to reaching your next level.”

Katrina Carrington – Katrina Carrington, CPA, PLLC

She’s The Real Deal & Exceptional…Be Ready For All The Gems

 

“This training was definitely about ELEVATING!  If you are serious about next leveling your tax firm, this course is THE BUSINESS!  When I first met Dr. Cozette I was so far behind my competitors.  I told her that I was a "behind the scene" business owner.   Because of Dr. Cozette's experience and skillset, she has been able to help me think high level and she offers insights and actions that moved the needle in my business.  I immediately gained my first VCFO client within weeks of implementing the strategies and I increased my fees by 178%.  Dr. Cozette introduced me to value-added services that I had never considered as the CEO of our firm. Her knowledge and delivery is remarkable.  None of this would have happened if I had not met Dr. Cozette at the Tax & Accounting Summit.   I’m beyond grateful and forever changed. She's the real deal!   If you want to change your life and grow your business in the process - hire her!  But be ready for all the GEMS she'll drop."

Bobby Richardson- BRich, llc

Event Cancellation Policy: All sales are final and no refunds will be granted.  Alternatively, your primary ticket is non-transferable.


Legal Disclaimer: Every effort has been made to accurately represent our program and its potential. Any claims made of actual earnings or examples of actual results can be verified upon request. The testimonials and examples used are exceptional results, don’t apply to the average purchaser and are not intended to represent or guarantee that anyone will achieve the same or similar results. Each individual’s success depends on his or her background, dedication, desire to implement and motivation. As with any business endeavor, there is an inherent risk of loss of capital and there is no guarantee that you will earn any money.

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