The practical, no-theory training that gives you the templates, scripts, and frameworks to package advisory services and land your first CFO clients.
No fluff, no filler. Every module has templates, scripts, and frameworks you can use with clients this week.
Each module has video training, downloadable templates, and assignments you can apply with real clients.
Why compliance is a shrinking market. What business owners actually pay premium rates for. How to stop thinking like a bookkeeper and start thinking like a CFO advisor.
Design 3-tier advisory packages clients understand. Value-based pricing that moves you from $40/hr to $2K-5K/month retainers. Includes proposal template.
Build 13-week rolling forecasts and 12-month models. The single deliverable that transforms your client relationship from vendor to trusted advisor.
Create executive dashboards business owners actually read. Industry benchmarks, metrics that matter, and visual presentation frameworks.
Discovery call scripts, the "financial health check" framework, and word-for-word conversations to upsell existing bookkeeping clients into advisory.
Day-by-day action plan. Who to contact, what to send, how to position yourself. Most students land their first advisory client within 30 days.
Earning $50K-$150K doing compliance work. You know advisory is the future but need practical steps — not another "you should offer advisory" conference talk.
Running a 1-5 person firm. You want to increase revenue per client without adding more clients. Advisory services let you 3-5× each relationship.
You see compliance getting automated and commoditized. You want to move to higher-value work before the market forces you to. This is your bridge.
Finance professionals, controllers, or corporate accountants who want to build a flexible, high-income independent practice on their own terms.
Go through the modules. Use the templates. If you don't feel confident you can land an advisory client within 30 days, email us for a full refund. No questions, no hoops, no hard feelings. We only win if you win.
Stop billing $40/hr for data entry. Start commanding $2K-5K/month per client for strategic advisory.