Your complete roadmap from bookkeeper to fractional CFO. 6 modules. Practical. Actionable.
0 of 6 modules completed
This course is designed for working bookkeepers and accountants who want to add advisory services and build a fractional CFO practice. Each module builds on the last — start with Module 1 and work through sequentially.
Estimated time: 6-8 hours total · Your templates are included: Download them from the links below.
Market demand, income potential, what fractional CFOs actually do, and your readiness assessment
Cash flow forecasting, KPI design, financial storytelling, and pricing strategy fundamentals
Three-tier pricing, value-based pricing, scope definition, and engagement letters
Converting existing clients, discovery calls, proposals, and overcoming impostor syndrome
Monthly review meetings, reporting frameworks, client communication, and systems
Multi-client management, delegation, niching, referral engines, and your 90-day action plan
These professional templates are included with your Foundations Course purchase. Download and start using them immediately.
3 proposals, engagement letter, pricing framework
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