PracticeGuru Learnings · Course
Launch a Virtual CFO Line
Your best business clients already ask you about cash, margins and growth. Turn those conversations into a monthly advisory retainer with clear scope, an independence check and a simple monthly routine.
New courseFirst lesson freeCertificate
Rules and sources last checked: 19 Oct 2026 · next check due April 2027. Checked against ICAI Code of Ethics 13th edition (from 1 Apr 2026), Guidelines for Corporate Form of Practice, Guidelines on Ethical Issues 2026 and section 144 of the Companies Act, 2013. Each lesson lists its official sources; rules can change, so check the latest before you act.
Update log
- 19 Oct 2026: Course published.
- 13 short lessons
- about 3.1 hours in all
- Virtual CFO starter kit: package sheet, pricing worksheet, scope letter and MIS pack (Word)
- for practising CAs and senior staff
7-day money-back guarantee: 100% refund if you ask within 7 days of paying.
What you will do
Each lesson ends with a "Do this today" box. By the last lesson you have packages, a retainer price, a scope letter, an onboarding checklist, an MIS pack layout and a monthly meeting agenda.
- Free What MSME owners really want from a CFOThe five worries of a business owner, and which of your clients fit a monthly retainer. · 12 min
- 01 Two or three packages, and what is not includedDesign your packages with volume limits and a firm "not included" list. · 15 min 🔒 Paid
- 02 Pricing the monthly retainerBuild the fee from hours by level and your cost per hour, then set terms. · 15 min 🔒 Paid
- 03 The independence check when you also audit the clientWhich clients you cannot or should not take on, and a one-page check. · 15 min 🔒 Paid
- 04 Offering it to clients within ICAI rulesRespond to needs as they come up, and know what you may publish. · 12 min 🔒 Paid
- 05 The scope letter for a virtual CFO retainerThe clauses a CFO retainer needs on top of your normal engagement letter. · 15 min 🔒 Paid
- 06 Onboarding: access, data and a clean chart of accountsThe first 30 days: safe access, a clean ledger map and a baseline. · 15 min 🔒 Paid
- 07 The monthly calendar and who does whatOne calendar from data-in to action list, and a clear role split. · 15 min 🔒 Paid
- 08 The MIS pack and a simple KPI dashboardEight pages an owner will read, and ten KPIs in Excel, Sheets or ICAI's free tools. · 15 min 🔒 Paid
- 09 The 13-week cash view and collectionsA rolling cash view, a minimum cash line and a collections review. · 15 min 🔒 Paid
- 10 The monthly meeting and bank readinessA meeting agenda, an action list that gets done, and a bank-ready file. · 15 min 🔒 Paid
- 11 A separate consultancy company: when it is worth itICAI's corporate form of practice, what it allows, and a decision test. · 15 min 🔒 Paid
- 12 Measuring, renewing and your 30-day launch planTrack each retainer's health, renew it yearly, and launch with three clients. · 12 min 🔒 Paid
Who made this
The PracticeGuru team, who run OneClick Branding for thousands of tax professionals. Built within the ICAI Code of Ethics: independence checks for audit clients, no management responsibility, and every rule cited to ICAI.