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Courses/Finance/Budgeting & Financial Forecasting

Fractional CFO Services: A Walkthrough of Best Practices

A Useful Resource for Accountants and Finance Professionals in the CFO Capacity.

Created bySteven Pitucci
4.4
(113 reviews)
BeginnerUpdated Dec 21, 2024
Fractional CFO Services: A Walkthrough of Best Practices

What You'll Learn

check_circleUnderstand the concept of "fractional CFO" services and their growing relevance in public accounting.
check_circleIdentify the key components and best practices for delivering fractional CFO services to small business clients.
check_circleLearn the Profit First method for forecasting and cash flow management, including practical implementation in MS Excel.
check_circleExplore modern tools and techniques available to accountants offering fractional CFO services, supported by a real-life case study.

About This Course

In this video podcast, Steven Pitucci, a practicing CPA from Toronto, Canada, speaks one-to-one with Daniel Breez on fractional CFO services, which is a service offering that is becoming increasingly popular amongst public accountants.  

Daniel Breez is also a practicing CPA from Toronto, Ontario, who offers fractional CFO services in his growing cloud accounting practice. Daniel provides his direct insights on what offerings, including offerings that are less conventional, have added value for his small business clients. 

Topics discussed in this podcast include: 

  • What is a “fractional CFO"?
  • The key components of fractional CFO services & best practices;
  • A walkthrough of the Profit First method for forecasting & cash flow management;
  • Building a forecast template in MS Excel using the Profit First method;
  • A case study on real client who used the Profit First method; and
  • A discussion of efficient, modern tools available to accountants who are pursuing fractional CFO services.

As an added bonus, this course includes a copy of the Profit First forecasting template that Daniel walked through in the podcast, available for download in the course materials.  

Your Instructor

Steven Pitucci
Steven Pitucci

Accounting and Tax Educator, CPA, CA

menu_book16 courses
star3,714 reviews

As a Chartered Professional Accountant, I am currently navigating the complex world of forensic accounting & advisory in a Canadian insolvency firm. I am a former partner of public accounting firm serving Canadian individuals and privately-held businesses. I am also educating other accountants with all things accounting and tax. I have a passion for taking complex issues and teaching them to others in a manner that is understandable.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.4
Student's Choice
113 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.