⭐ Most Popular Plan

Ongoing support to
build your practice

The full Foundations course plus a growing template library, industry benchmark reports, engagement letter templates, and an online community — everything you need as you build.

$49/mo
Cancel anytime · No contracts · Full Foundations course included
🛡️ 30-day money-back guarantee 🚫 Cancel with one click 📚 Foundations included
What You Get Every Month

New resources, every month

Foundations gives you the system. Pro gives you the ongoing fuel — live support, fresh templates, and a community doing the work alongside you.

📄

Growing Template Library

New downloadable templates added every month: financial models, client deliverables, pricing calculators, advisory checklists. Your toolkit grows automatically as long as you're a member.

New Monthly
👥

Online Community Forum

Async community of bookkeepers actively building advisory practices. Share wins, troubleshoot problems, find accountability partners. Post questions anytime, get answers from peers doing the work.

Always-On
📄

Engagement Letter & Proposal Templates

Professional proposal templates, engagement letters, scope-of-work documents, and client onboarding checklists. Ready to customize with your branding and send to clients.

Included
📖

Industry CFO Playbooks

Deep-dive playbooks for specific industries — SaaS, restaurants, e-commerce, construction, healthcare. Each includes KPIs, benchmarks, sample deliverables, and pricing guidance.

New Industry Monthly
📊

Industry Benchmark Reports (PDF)

Downloadable benchmark reports with revenue, margin, and growth data across 30+ industries. Use these in client presentations to show how they compare to peers.

Monthly
🎯

Client Acquisition Playbooks

Downloadable guides on what's working to find advisory clients: LinkedIn outreach templates, referral email sequences, content frameworks. Tactical, not theoretical.

Monthly
🎓

Full Foundations Course Access

Your membership includes the complete 6-module Foundations course ($297 value) with all templates, scripts, and frameworks. Lifetime access even if you cancel Pro.

Included
Foundations vs Pro

Why upgrade to Pro?

Foundations teaches you the system. Pro gives you the ongoing resources, community, and support to actually execute it month after month.

FeatureFoundationsPro
6-Module Video Training✓✓
Cash Flow Templates✓✓
KPI Dashboard Templates✓✓
Discovery Call Script✓✓
30-Day Action Plan✓✓
Growing Template Library—✓
Online Community Forum—✓
Proposal & Engagement Templates—✓
Industry CFO Playbooks—✓
Monthly Benchmark Reports (PDF)—✓
Client Acquisition Playbooks—✓
$297 once$49/mo
Who This Is For

Built for bookkeepers actively building

Join a growing community of bookkeepers making the transition to advisory. 800+ free resources published across 291 articles, 99 city guides, and interactive tools. Pro members get the distilled, actionable version — plus live access.

🛡️

30-Day Money-Back Guarantee

Try Pro for a full month. Attend a workshop, explore the community, download the templates. If it's not for you, cancel and we'll refund your first month. Cancel anytime after that with one click — no penalties, no retention calls.

Common Questions

FAQ

Do I get the Foundations course with Pro?+
Yes. Pro includes the complete 6-module Foundations course ($297 value) with all templates and scripts. If you cancel Pro, you keep lifetime access to the Foundations content.
How does the template library work?+
New downloadable templates are added to your member library every month — financial models, client deliverables, proposal templates, industry playbooks. Everything is in Excel, Google Sheets, or PDF format. Download what you need, customize with your branding, and use with clients immediately.
Can I cancel anytime?+
Yes. One-click cancel, no retention calls, no penalties. Your access continues through the end of your billing period. You keep lifetime access to the Foundations course content you've already accessed.
What if I already bought Foundations separately?+
If you purchased Foundations and want to upgrade to Pro, reach out and we'll credit your $297 toward Pro membership. You'll get the full Pro experience from day one.
Will the price increase?+
We're planning to increase Pro to $97/mo as we add more content, playbooks, and features. If you join now at $49/mo, you're locked in at that rate for as long as you stay a member.

Stop building alone.

Monthly workshops, fresh templates, industry playbooks, and a community of bookkeepers building advisory practices — right alongside you.

🛡️ 30-day guarantee 🚫 Cancel anytime 📚 Foundations included
Just the course? Foundations — $297 Want credentials? Certification — $1,497