5 battle-tested templates that help you package, price, and pitch advisory services to your existing clients — starting this week.
Spreadsheet that calculates your ideal advisory pricing based on client revenue, complexity, and your time investment. Stop guessing — use data. Includes 3-tier package pricing (CFO Lite / Growth / Full Fractional).
Google SheetsA done-for-you proposal you can customize and send to clients today. Covers scope, deliverables, pricing tiers, and terms. Used by firms already generating $5K+/month in advisory revenue.
Google DocsThe monthly dashboard that makes you indispensable. Track revenue trends, cash runway, profit margins, AR/AP aging, and custom KPIs. Your clients will never want to leave.
Google SheetsThe exact words to use when upselling existing bookkeeping clients to advisory. A 15-minute conversation framework that positions you as the expert — without feeling salesy.
PDFThe professional monthly report that keeps clients informed and proves your value. Includes executive summary, financial highlights, cash flow forecast, and action items.
Google Docs| Package | What's Included | Suggested Price |
|---|---|---|
| CFO Lite | Monthly P&L review, cash flow snapshot, 1 strategy call/month | $750–1,500/mo |
| Growth Advisory | Full KPI dashboard, cash flow forecasting, 2 calls/month, budget vs. actual | $2,000–3,500/mo |
| Fractional CFO | Everything above + strategic planning, board-ready reports, team meetings, ad-hoc support | $4,000–7,500/mo |
💡 The full calculator adjusts pricing based on client revenue, industry, and your experience level.
Enter your email and we'll send you instant access to all 5 templates.
No spam. Unsubscribe anytime. We'll also let you know when the full course launches.