Practical written programs, scripts, and Excel-compatible workbooks for bookkeepers and accountants moving toward advisory and fractional CFO services.
Compare Programs — Starting at $297 →Hourly bookkeeping can be hard to scale when clients also need planning, reporting, and cash flow decisions explained in plain language.
Automated categorization, bank feeds, and AI-assisted reconciliation are changing the work. Compliance-only firms need a stronger advisory layer.
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.
Large coaching programs can be too heavy if all you need is practical written frameworks, templates, and step-by-step processes.
"Fractional CFO" Google searches grew from ~5,000/mo to 12,100/mo between 2024-2026 — and the trend is accelerating.
The template products and program resources are Excel-compatible workbooks you can adapt for planning, reporting, forecasting, and advisory packaging.
The Bureau of Labor Statistics projects 6% growth for financial managers through 2033 — with fractional/advisory roles growing even faster as SMBs shift from full-time to fractional finance.
Recurring offers are paused. The current public ladder is Foundations at $297 once and Advanced at $1,500 once.
Why compliance alone can be a narrow offer, what clients actually value, and how to think like a trusted advisor.
Design 3-tier advisory packages with clear deliverables, scope boundaries, and pricing assumptions.
Written pricing frameworks for scoping your offer, estimating complexity, and explaining service tiers.
Monthly reporting templates, KPI dashboards, cash flow forecasting, and meeting agendas.
Scripts to upsell existing clients. Run "financial health checks" that lead to advisory engagements.
13-week cash flow models, forecasting frameworks, and written prompts for reviewing short-term cash needs.
Review the written program you purchased. If it is not a fit, email us within 30 days and we will help with the refund process.
Compare Foundations and Advanced, or explore the free resources before you buy.
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