The most comprehensive digital program for bookkeepers going all-in on fractional CFO services. 8-module curriculum, professional credential, done-for-you marketing templates, 20+ strategic planning tools, and everything from Foundations + Pro.
This is the premium path. Everything from our other programs plus a comprehensive 8-module curriculum, a professional credential, and done-for-you business building tools.
Goes far beyond Foundations. 8 in-depth modules covering advanced advisory delivery, strategic planning, tax guidance, sales mastery, and practice scaling. Each module includes video lessons, worksheets, and downloadable tools.
"Certified Fractional CFO Advisor" credential you can use on your LinkedIn, website, proposals, and business cards. Signals credibility to prospective clients.
Professional website copy, optimized LinkedIn profile template, business card designs, and email outreach sequences. Hit the ground running — no marketing skills required.
Complete PDF playbook with word-for-word scripts for discovery calls, proposal presentations, and handling every common objection. Includes email follow-up sequences and voicemail templates.
Frameworks to advise clients on tax-efficient structures, year-end planning, and entity selection — without crossing into tax preparation territory. Includes decision trees and client-facing summaries.
Complete toolkit: budget templates, scenario models, board presentation frameworks, valuation calculators, M&A due diligence checklists, and more.
Professional website copy, optimized LinkedIn profile template, email outreach sequences, and social media post templates. Copy, customize, and launch your advisory practice brand in a weekend.
Full access to everything in Foundations (6 modules, templates, scripts) and Pro (growing template library, industry benchmarks, community forum). One purchase, complete access.
Self-paced but structured. Each module builds on the last with specific deliverables — by Module 8, you have everything to launch.
Complete the core training. Define your niche, build your service packages, set your pricing. Use the included worksheets to lock in your positioning and pricing strategy.
Build your advisory delivery system: cash flow models, KPI dashboards, reporting templates. Customize the 20+ strategic planning tools for your niche using the step-by-step guides.
Deploy your done-for-you marketing copy templates. Practice sales calls with the objection handling playbook. Set up your LinkedIn presence using the profile optimization guide.
Execute your client acquisition plan using the outreach templates. Run discovery calls with the provided scripts. Complete the final assessment and earn your Certified Fractional CFO Advisor credential.
A professional credential that signals to clients, referral partners, and your network that you've completed a structured program and have the skills to deliver fractional CFO services at a professional level.
Start the program. If after 30 days you don't believe this will transform your practice, we'll refund every penny. No questions, no hoops. We're betting on the quality of the program and the results you'll get.
8 modules. Professional credential. Marketing templates. 20+ strategic tools. Sales playbooks. Everything you need to go from bookkeeper to fractional CFO.