Instructor
Robin Thieme
Instructor
Robin Thieme
Founder, CEO and CAO (Chief
Anticipation Officer) of KBS CFO and SoGo Workspaces, LLC.
With over 30 years of financial and accounting experience, Robin has a passion for the efficiencies that new technologies enable and a dedication to growing businesses. Along with the KBS Team, they provide strategic guidance and system-based solutions to entrepreneurs.
Long before “cloud computing” was a mainstream term, Robin built KBS as a virtual organization. She takes this same thoughtful approach to establishing efficiencies and solutions that fit the current business environment for her clients.
While her education, skills, and background are centered on finance, accounting, and technology, Robin and the KBS Team are proud to be innovative and solution oriented for their clients.
KBS CFO provides CFO, Controller, and the full spectrum of accounting department solutions and has developed niches with organizations that have more complex accounting needs. Industries served include manufacturing, contract manufacturing, craft distilleries and breweries, startups, eCommerce, professional service with project management, and general contracting industries.
Robin is an anticipatory, #FutureReadyCPA that provides advisory services to her clients while building sustainable, growing, profitable, and scalable businesses.
Robin has earned designations from the American Institute of Certified Public Accountants (AICPA), including Chartered Global Management Accountant (CGMA), Certified Information Technology Professional (CITP) and Certified Public Accountant (CPA). Recent certifications include Certified Intacct Service Provider, PlanGuru, Advisor, and Certified LivePlan Expert (LivePlan) Robin is an active member of the Maryland Association of CPAs (MACPA) and a frequent speaker on accounting technology trends and tools. Her expertise, coupled with decades of first-hand knowledge about the unique challenges faced by growing businesses, enables her to serve as your trusted strategic advisor. In 2019, Robin authored and is the subject matter expert for the first continuing education class offered by the AICPA for Virtual CFOs. She has also been interviewed for podcasts, including the Change Your Mindset podcast.
Prior to creating KBS CFO, over a 30 years career, Robin had the opportunity of leading the financial team or being a part of the financial team part for a variety of organizations from public accounting firms to manufacturers and trade associations.
Virtual, strategic business partners
Businesses, with frequency, are turning to virtual or outsourced CFOs to guide them through periods of transition or growth.
This webcast emphasizes the synergy between experienced accountants and finance professionals and CFOs, and how you can position yourself as a virtual, strategic business partner.
You’ll learn:
– The role that a virtual CFO can fill
– Potential service models
– How to conduct a readiness assessment before embarking on this career trajectory
* Recognize the role that a virtual or outsourced CFO can provide to companies
-* Identify the key competencies needed for a virtual CFO role
-* Recognize the service options and business models available for virtual CFOs
-* Recall the readiness assessment needed before starting the virtual CFO role
* virtual CFO role overview
* potential service models
* virtual CFO readiness
* outsourced bookkeeping vs. virtual CFO roles
* ethical considerations
* technology platforms
None
Accountants and finance professionals interested in becoming a virtual/outsourced CFO or understanding more about the virtual/outsourced CFO role