Bookkeeper to CFO Masterclass

Free Training

For Bookkeepers

Bookkeeper to CFO

Go from just being a recorder of the past to helping business owners have a better future.

Many bookkeepers are stuck in what we call The Bookkeeper’s Trap. It’s where the you are trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work.

To make matters worse, you can’t raise your fees because there is always another accountant or bookkeeper willing to do the work for less.

Does this sound familiar? If so, this training is for you.

Here's what you'll learn:

What, exactly, a CFO Advisor does
How to know if you're qualified to provide CFO Advisory services
How to package and price your bookkeeping & advisory services
How to market your bookkeeping & advisory services
How to overcome impostor syndrome and start offering advisory services
How to deliver an advisory service in a way that gets results

See What This Training is All About

Testimonials

Rebecca Burk (Hydrometrics, Inc.)

"You two were great; thanks for the info on providing a quality CFO service. I will definitely be connecting with you to learn more in the future."

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Veronica Wasek (VM Wasek CPA, LLC)

"Excellent presentation showing how accountants can provide CFO services. They showed how it is doable if you have a good system in place."

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Pierre Pinkerton (Jericho Business Advisors)

"CFO Project presentation WAS PHENOMENAL!!! Great info and clearly presented information compellingly explained."

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Scott Berry (Calculated Industries)

"Wow, what a great webinar. I learned valuable insight into marketing CFO services."

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Your Presenter

Becky Longoria
CFO Trainer at The CFO Project

Becky Longoria is a Certified CFO with The CFO Project. With a keen eye for business numbers and a deep understanding of the challenges business owners face she guides her to having a growing and profitable business. Leaving behind all accounting work, she now lives her dream as a CFO Advisor.

About The Masterclass

Many bookkeepers are stuck in what we call The Accountant’s Trap. It’s where the you are trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work.

To make matters worse, you can’t raise your fees because there is always another accountant or bookkeeper willing to do the work for less.

Does this sound familiar? If so, this Masterclass is for you.

This Masterclass is for any bookkeeper looking to transform their practice by offering a productized CFO/Advisory service.

In this Masterclass we’ll cover the systems you need to transform your practice and the services you should offer to double your firm's revenue.

In this free 1-hour Masterclass, you'll learn:

What, exactly, a CFO Advisor does
How to know if you're qualified to provide CFO Advisory services
How to package and price your bookkeeping & advisory services
How to market your bookkeeping & advisory services
How to overcome impostor syndrome and start offering advisory services
How to deliver an advisory service in a way that gets results for you and your clients

We’ll also talk about some frequent objections that we hear. Things like…

My clients don’t need a CFO
You’re right, but they do need someone they trust to help them make more money. Whether you call yourself a CFO or something else almost doesn’t matter.

I’m not qualified to be a CFO
You may not be qualified to be Coca-Cola’s next CFO but you’re probably qualified to guide a business doing between $1mm and $10mm in annual revenue.

My clients can’t afford this
If someone wants something bad enough, they’ll afford it.

All I know is bookkeeping. I’ve never ran a business before.
You have two major things that most business coaches don’t have. Trust from business clients from the get-go and an understanding of the numbers. Most business coaches can’t even explain how the advice they give will effect cash flow.

I don’t really know how to sell this service.
This is tricky. You can’t go up to a client and pitch your CFO service. They don’t know what a CFO is, nor will they think their small business needs one. In our masterclass, we’ll show you how to pitch it to them in a way that gets them to take action.

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