What You'll Learn
We show accountants (including bookkeepers, CPAs, and enrolled agents) how to:
1. Start a CFO/business advisory service (or add one to their existing practice)
2. Find leads from business owners who need this service (and are willing to pay premium)
3. Convert those leads to paying clients (paying a minimum of $1,500 per month)
The accountant’s trap
There are three challenges facing accountants:
Challenge #1: To get paid more you have to take on more clients (and/or work more hours)
Challenge #2: You have a ton of competition
Challenge #3: A lot of accounting software are trying to automate your job away
They want their accountant (you) to be their business advisor.
But, there’s two problems with this.
Problem #1: You’re not getting paid to do that.
Problem #2: You’re not sure, exactly, how to do that.
You’re getting paid to do compliance work. This means that to make more money you have to take on a lot of low-paying and demanding clients.
What you need is a system. A system that will allow you provide a high-quality CFO service to your clients.
You also need support and community. You need to be surrounded by the best CFOs and business advisors that can help you build a great business.
By offering a CFO service you’ll not only be able to separate yourself from your competition, you’ll also be able to command higher fees, have predictable recurring revenue, and have a bigger impact on your clients’ lives.
We’ll show you how to do all of this in our membership program.
Here’s what is included with the program.
- Training on a step-by-step system to provide and sell a CFO service
- Ability to become a Certified CFO
- Monthly Masterclasses Live group coaching and mentorship by a CFO Trainer
- Full access to the tools, templates, guides and downloads needed to sell and provide a scalable CFO service
- Private online forum
- CFO Roundtable
3-Client Guarantee: We’ll guarantee that each member will get 3 paying CFO clients (assuming they complete, and apply, the training). Each CFO client is worth (at minimum) approximately $18,000 a year. Thus, the guarantee is worth approximately $54,000.
Each member will pay for twelve months of membership where they will immediately get full access to the program for twelve months. After the first twelve months, each member will pay a nominal monthly fee to remain in the program (it is currently $397/mo). Members can cancel anytime after the first twelve months.