Bookkeeper to CFO
Create more freedom, income, and impact by stepping into CFO Advisory services!
Instead of just being a recorder of the past, transition to also helping business owners have a better future.
Whether you’re just starting your bookkeeping business or you’ve already built a strong foundation, there may come a point where you’re ready for more.
CFO services can be a way to grow with your skills, not away from them.
By layering in strategic support, you can boost your income, deepen your impact, and create a business model that’s more scalable and sustainable.
This training will show you how to elevate your services, work with clients at a higher level, and expand your earning potential without burning out or starting from scratch.
Sounds good? If so, this training is for you!
Here's what you'll learn:
- Â What, exactly, a CFO Advisor does
- Â How to know if you're qualified to provide CFO Advisory services
- Â How to package and price your bookkeeping & advisory services
- Â How to market your bookkeeping & advisory services
- Â How to overcome impostor syndrome and start offering advisory services
- Â How to deliver an advisory service in a way that gets results
REGISTER FOR FREE TODAY!
Wednesday, May 28th
at 2p ET | 11a PT
Your Presenters
Katie Ferro
Katie is a self proclaimed reformed rule follower, corporate escapee, and proud mom of three. After leaving her role as a corporate tax manager, Katie built a thriving bookkeeping business that surpassed her former salary, all while working only the hours she used to spend commuting and fully embracing her role as a stay-at-home mom.
Becky Longoria
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.
