Still have questions?
Join this masterclass where we go into detail about how to transforms your bookkeeping practice.
Free Masterclass Exclusively for Bookkeepers 
Bookkeeper
to CFO
Go from just being a recorder of the past to helping business owners have a better future. 
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
Wednesday, May 15th
at 3p ET | 12p PT 

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Book a Right Fit Call
Let's get on a 20-minute call to see if you're a right fit for our CFO/advisory training program. On this call, we'll give you a behind-the-scenes tour of the program as well as go through our fee options that will fit you the best.
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Download the 15 Drivers
Get an explanation of the 15 Drivers of Revenue, Profit and Cash Flow.
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 Free Whitepaper 
An Accountant's Guide to Doubling Your Firm's Revenue Through CFO and Advisory Services

This free guide is written exclusively for accountants, CPAs, bookkeepers, and enrolled agents who are looking to transform their practice – and double their revenue – by offering a productized CFO/Advisory service.

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

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Learn More
The CFO Project Newsletter
Learn how to start and grow a CFO/Advisory service by subscribing to our weekly newsletter.

This is a 5-minute weekly email to learn proven tactics to market, sell and provide CFO/Advisory services. Click to see past issues.
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