The practical playbook that teaches bookkeepers and small firm owners how to package, price, and sell advisory & fractional CFO services — without needing an MBA or 20 years of experience.
Free. No spam. Just early access + launch pricing.
You're billing $35-55/hr for bookkeeping while advisory firms charge $2K-5K/month for the same clients. The math doesn't work in your favor.
Automated categorization, bank feeds, AI reconciliation — the tasks that fill your day are being automated. Compliance-only firms are a ticking clock.
You know advisory is the future, but how do you actually package it? Price it? Sell it to existing clients without feeling salesy? Nobody taught you this.
The existing programs charge $5K-15K and are full of fluff. You need practical frameworks, templates, and step-by-step processes — not motivational speeches.
Why compliance is a dead end, what clients actually value, and how to stop thinking like a bookkeeper and start thinking like a trusted advisor.
How to design 3-tier advisory packages (CFO Lite, Growth Advisory, Full Fractional CFO) with clear deliverables clients understand and will pay for.
Value-based pricing frameworks. How to go from $40/hr to $2K-5K/month per client. Includes pricing calculators and proposal templates.
Monthly reporting templates, KPI dashboards, cash flow forecasting frameworks, and meeting agendas that make you indispensable.
Conversation scripts to upsell existing clients. How to run a "financial health check" that naturally leads to advisory engagements.
Automating your advisory workflows, hiring your first team member, and building a practice that runs without you doing everything.
5 battle-tested templates: pricing calculator, proposal template, KPI dashboard, conversation scripts, and monthly report template.
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