8.0 CPE credits • Specialized Knowledge
This 8.0 CPE self-study course gives CPAs a practical and current guide to virtual cfo systems: budgeting, forecasting, cash flow, and kpi automation. It emphasizes application configuration, data quality, role permissions, reporting, and client service standardization; CAS workflow design, advisory deliverables, capacity, and scalable firm operations, with implementation checklists, review questions, and a qualified final assessment.
Course code: T55. Passing score: 70%.
Skill Level: Beginner