Real-time CFOs can teach you the financial management concepts and specific steps needed to implement Real-time Cashflow Management System (RCMS) into your consulting business and increase profitability.

As a potential service provider, CPAs and Part-time CFOs have the ability to implement RCMS into their business and increase their accreditation by offering new and innovative ways to forecast and generate positive cashflow.


RCMS is a financial management system that combines historical financial statements with daily, weekly, monthly forecasts to produce a dynamic financial management system. Two primary purposes are to: 1) help you financially manage your clients based on real-time financial information, and 2) make business decisions based on the direct impact to the financial plan.




What can CPAs / Part-time CFOs expect to learn?

How can becoming a Registered Service Provider benefit my financial consulting business?

Many businesses look at historical financial statements to understand where they are, the equivalent of looking through the rearview mirror; further analyzing the past is essential to understanding and forecasting future financial performance. The key to getting the future financial results that your clients want is implementing a cashflow management system that will help drive their business financially. RCMS allows you to manage your client’s finances by looking at the future through the windshield instead of studying the past through their rearview mirror.


When you learn and implement RCMS, you will find that you can change your client’s financial results before they happen! You will be able to help your clients make business and financial decisions based on seeing the future financial impact of those decisions - on profits, on cashflow, on bank loan covenants. This new look at the CFO role and financial management concepts will help YOU Drive Your Business to Financial Success!

CPA Firms can benefit from using Real-time CFOs in their company, too!

Click the button below to learn about how implementing Real-time CFOs into your company can increase your profit margin!

First, you as a potential service provider will learn and understand how RCMS works, how to implement RCMS, then finally how to manage the RCMS. With strong Excel® skills, you can then develop the RCMS model based on Real-time CFOs’ instruction courses, and your management of the process.



CPA Firm Information

Click Here to Become a Registered Service Provider!

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How do I become a Registered Service Provider?

Your first step is to register to become a Potential Service Provider by clicking on the Register Now button at the top of your screen.


After registering, a Real-time CFO representative will contact you and answer all questions you might have about Real-time CFOs and becoming a Registered Service Provider.


Then you will attend a 2-hour class about Small Business Forecasting from the CEO perspective along with an 8-hour self-study course on the book, Drive Your Business to Financial Success. You will also receive a 12-hour self study AICPA Guide on Prospective Financial Information along with a 20-hour self-study book titled Compilation & Review Update. All these classes qualify CPAs to receive CPE credits and cost for the credits is already included in the class cost.


After completing the courses and passing the CPE tests, you will then attend a 4-hour Real-time CFOs training focusing on Excel Template Instructions as they relate to RCMS information you learned in the Drive Your Business to Financial Success book.


You will receive a RCMS certification and CPE credits from Real-time CFOs and be featured as a Registered Service Provider on the Real-time CFOs website as well as have access to excusive member benefits, additional training, essential service provider products, and current industry information.

CPAs / 
    Part-time CFOs