Advisory Foundations
The complete self-paced course to launch advisory services
$197
one-time payment
- 8-module video course (12+ hours)
- Advisory service packaging frameworks
- Value-based pricing calculator
- Client proposal templates
- KPI dashboard templates
- Cash flow forecasting models
- Lifetime access + updates
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Growth Membership
Course + live community + monthly coaching for ongoing growth
$49
/month
Cancel anytime. Course included.
- Everything in Advisory Foundations
- Monthly live group coaching calls
- Private community of advisory professionals
- Monthly case study breakdowns
- Client engagement templates (updated monthly)
- Pricing & proposal reviews
- Direct Q&A with experienced fractional CFOs
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CFO Accelerator
For serious professionals ready to build a $200K+ advisory practice
$197
/month
6-month minimum. Course included.
- Everything in Growth Membership
- 1-on-1 monthly strategy session
- Done-for-you client acquisition playbook
- Fractional CFO certification prep
- White-label financial report templates
- Priority support & accountability partner
- Revenue milestone bonuses
- Referral network access
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Frequently Asked Questions
Do I need accounting certifications to offer advisory services?
No. Advisory services focus on business strategy, cash flow management, and financial planning — areas where your bookkeeping experience is your biggest asset. You don't need a CPA to help business owners understand their numbers and make better decisions.
How quickly can I start offering advisory services?
Most students launch their first advisory service within 2-4 weeks. Module 3 covers exactly how to package and price your first offering, and Module 4 gives you the conversation scripts to pitch it to existing clients.
What if I only have a few bookkeeping clients?
That's actually an advantage — you can give each client personal attention as you develop your advisory skills. Even converting 2-3 clients to advisory packages at $2K-5K/month each can add $4K-15K/month to your revenue.
Is this different from getting a CFO certification?
Yes. CFO certifications focus on theory and credentials. Vega Academy focuses on practical skills: how to package advisory services, how to price them, how to have the sales conversation, and how to deliver results. Many of our frameworks complement certifications, but you don't need one to start earning advisory revenue.
Can I cancel the membership anytime?
The Growth Membership can be cancelled anytime — no contracts, no hassle. The CFO Accelerator has a 6-month minimum commitment because meaningful transformation takes time, but comes with our 30-day guarantee.
What's included in the free preview?
Module 1 (3 lessons) is completely free. It covers the advisory opportunity, your income potential, and the mindset shift from compliance to advisory.
Start the free preview →