The complete, practical course that teaches bookkeepers and accountants how to package, price, and sell advisory & fractional CFO services. No fluff. Just frameworks that work.
30-day money-back guarantee · Lifetime access · Instant start
Understand why the market is shifting, what clients actually value, and how to stop thinking like a bookkeeper and start thinking like a trusted CFO advisor.
Design three clear advisory tiers — CFO Lite, Growth Advisory, and Full Fractional CFO — with deliverables clients understand and willingly pay premium rates for.
Master value-based pricing frameworks. Learn how to confidently charge $150-350/hr or $2K-5K/month per client — and have them thank you for it.
Get the exact templates, dashboards, and frameworks for delivering monthly advisory services that make you indispensable to your clients.
The exact conversation scripts and processes to upsell existing bookkeeping clients into advisory engagements — naturally and without the cringe.
Build 13-week cash flow models, rolling forecasts, and the financial deliverables that executives can't live without.
Create executive dashboards your clients love. Industry benchmarks, the metrics that actually matter, and presentation frameworks that build trust.
Automate your advisory workflows, hire your first team member, and build a fractional CFO practice that generates revenue without you doing everything.
Download and customize these professional templates. Built by practitioners, not academics.
Executive-ready dashboard template with 20+ KPIs by industry
Value-based pricing spreadsheet to set your rates confidently
Professional advisory proposal that closes deals
13-week cash flow forecasting spreadsheet
Legal engagement letter template for advisory services
Word-for-word scripts for upselling existing clients
Client-facing monthly financial report template
Structured advisory meeting agenda that drives value
3-tier advisory package structure template
Client onboarding checklist for advisory engagements
Enroll today completely risk-free. If the course doesn't give you the confidence and tools to launch advisory services, email us within 30 days for a full refund. No questions asked.
Stop billing $40/hr for compliance work. Start commanding $150-350/hr for strategic advisory.
One-time payment · Lifetime access · 30-day guarantee
Want more? Check out CFO Pro ($49/mo) or Certification ($1,497)