PLAYBOOK 1 GOES LIVE:
I can tell you what it's not:
❌ It's not working 80-hour weeks until you're fed up and burnt out.
❌ It's not wearing a dozen different hats to juggle ALL THE THINGS your clients ask you to do.
❌ It's not giving 100% to clients that undervalue or disrespect you.
❌ And it's really not about taking on a ton of new clients that come with endless demands but little ROI.
The reality is that it's not about offering MORE services, finding MORE clients, or cramming MORE work into your day...
There has never been a better time than RIGHT NOW to get into advisory or fractional CFO services!
More entrepreneurs than ever are bringing new businesses online. And they are quickly realizing that to achieve their goals for growth, they're going to need more than just a bookkeeper and tax preparer.
Bookkeeping and compliance work are important - but that work reports on what happened in the past.
But the goals, dreams and aspirations of your clients - those live in the future.
To bridge that gap, they're going to need the strategic direction that a skilled financial advisor can bring to streamline their finances and accelerate their growth.
They need a fractional CFO.
They need YOU.BUY NOW
Charge premium rates to clients that value your knowledge and expertise.
Have a successful business that is FUELING your life, not running it.
Build a talented team, freeing you to focus on growing and scaling your business.
YOU KNOW WHAT THEY SAY: BE THE CHANGE YOU WANT TO SEE IN THE WORLD!
I created The CFO Academy to be the resource I was looking for when I rebuilt my firm back in the day.
I decided that I wanted to be the mentor that I needed years ago.
I decided that I would be the person that walks beside others and shows them how to build a modern firm.
The 7 playbooks that help experienced accountants, CPAs, and MBAs build multiple 6-figure virtual CFO firms.
The CFO Academy is designed to provide financial professionals with the knowledge, training, and resources they need to move their businesses to the next level of service, sustainability, and structure.
With 7 high-impact playbooks, each designed to transfer to you the exact skills and knowledge that I needed to be able to build my own virtual CFO firm, but in a fraction of the time (and with a fraction of the effort!)
- Cultivating a CEO mindset
- Structuring and pricing high-value services and packages
- Selling with confidence
- Creating a premium client experience
- Building a lasting partnership with clients
- And so much more!
Plus, you’ll be a part of a private community of finance entrepreneurs who are ready to take their firm to the next level (and help others do the same.)
While everyone’s business is unique, the financial entrepreneur’s challenges are not. This is where you get to learn from others’ mistakes and use their experience to cover your blind spots.
Every day, you can hop inside The CFO Academy Slack community to ask questions, share wins, and connect with others in your field who have the inside scoop on what it takes to scale a business.
You’ve got an instant network where you can collaborate with a group of fellow business owners who live, breathe, and speak finances.
And, if there’s one thing I know about numbers nerds, it’s that they love their resources.
So if you’re anything like me, you don’t just want advice on how to scale your business. You want the tools to help you actually get it done.
I unlock my favorite resources that have helped me and other financial entrepreneurs scale to multi 6-figure revenues fast.
You’ll get workflows, guides, and blueprints to plug and play into your firm, so you can put my lessons into action.
Everything I teach in The CFO Academy is what I learned over the years from having built my own fractional CFO firm.
In just seven weeks, you’ll have a start-to-finish framework for implementing systems, processes, skills, and mindset shifts to sidestep the learning curve and start on the road to entrepreneurial success.
Playbook #1: Thinking Like a CFO and a CEO
This first playbook teaches you the critical skill of thinking differently about your services and about yourself as a CEO. You’re in a unique place now where you have to be both the CFO for your clients and the CEO of your own business.
The mindsets and best practices in this playbook are critical for your success throughout your entrepreneurial journey.
Playbook #2: Services + Pricing Packages
This is the playbook that helps you define what’s at the core of your business and how you’re going to get paid.
You’re going to learn about high-quality, high-value services that scale, which ones you should use as part of your business model, and how to price those services confidently.
Because once you have clarity around your pricing, then you can get to work mapping out how to build and grow your firm.
Playbook #3: Sales
I always like to say that in business, mission is everything. But without money, we can’t sustain the mission! Having a proven framework in place to tackle sales calls sets your business up for success in a number of ways:
- Feeling confident about your business and the value you deliver
- Defining the tone for the relationship with your client
- Setting boundaries and expectations that set you up for success
- Helping your clients envision the transformation that your services can provide
Playbook #4: Onboarding With Excellence
The onboarding process is your opportunity to shine and create the first important moment of the client relationship, what we call the “Aha Moment”.
In this playbook, you’ll learn the three critical components of a great onboarding experience, the six steps of an effective onboarding call, and the tools you’ll need to hit the ground running.
Playbook #5: CFO Call Prep + Financial Analysis
This is the playbook where you learn to develop a new perspective in order to deliver value to your clients.
We numbers nerds speak in facts and figures. But in order to be able to speak with your client and not at your client, there is a subtle, yet powerful, mindset shift that has to happen.
You’ll master a simple framework that allows you to establish more of a coaching relationship with your client that is engaging and mutually respectful.
Playbook #6: The CFO Call
The CFO call is the bread and butter of your offering: it's the place to connect with your client, deliver value, and establish that deeper relationship. Your perspective and insight help the client make decisions that impact every facet of their business. It’s an amazing opportunity and responsibility to help shape the direction of a business from a financial perspective.
In this playbook, you’ll gain the skills and insights needed to establish yourself not as just a service provider, but as a valued partner in the success of your clients’ businesses.
Playbook #7: Client Support
This playbook is important because post-call support is how you can continue to add value to your client between CFO calls.
It's the perfect opportunity to differentiate your firm from the competition - but if you do it wrong, you can quickly burn yourself out due to scope creep.
I'll show you how to do it the right way.
Altogether, these seven playbooks contain the skills, mindsets, tools, tactics, and knowledge you need to transform your business into a virtual CFO firm that delivers multi 6-figure revenue, without burnout or overwhelm.
I’m so passionate about giving financial entrepreneurs the tools they need to scale their business that I want to make it as easy as possible for you to click that “Enroll Now” button.
Which is why I created The CFO Academy Guarantee.
Here’s how it works:
If you join The CFO Academy and don’t feel like I’ve delivered on my promise to give you the tools you need to scale your business to a multi 6-figure firm...
Just hit me up within 30 days, and I’ll give you your money back.
All you have to do is email [email protected] and I’ll refund your purchase.
No fine print.
And no hoops to jump through.
Just your money back, with no hard feelings.
I’m CONFIDENT that The CFO Academy will deliver the skills you need to level up your business, using the same, exact methods that I used to create my own firm.
(In a fraction of the time and with a fraction of the effort that it took me!)
So I’m sure you won’t need to take advantage of our 30-Day Guarantee.
But, it’s nice to know that it’s there.
I already have a business coach. Why should I join The CFO Academy?
I’m stretched pretty thin as it is–what if I don’t have the time to invest in The CFO Academy?
I’m already a numbers expert. How is this going to help me?
What's the refund policy again?
You’re completely out of gas working 50+ hours a week and only making dozens of dollars - and want to bring more balance to your work week (and maybe even the freedom to give yourself a day off...)
You’re already running a firm and want to keep the momentum going by introducing or scaling advisory (CFO) services.
You’re willing to absorb knowledge like a sponge and change your current belief system—even if it means stepping out of your comfort zone.
You’re already applying new strategies to your business but are tired of dealing with trial and error to figure out what works.
You’re ready to invest 7 weeks of learning and skill-building, knowing that you can claim a refund within 30 days if you want to cancel.
If at least four of those descriptions had you thinking, “Yes! That’s me!”, then it’s time to level up your business by joining me and your fellow finance entrepreneurs inside The CFO Academy.
Still not sure The CFO Academy is right for you?
At this point, you’re already aware that the difference between the stressed-out, struggling owner of an accounting firm and the successful virtual CFO is…
So, if you’ve stuck around this long, let’s finish this with a little pep talk.
If you’re an experienced accountant, CPA, or MBA that's ready to start or scale advisory services, you need The CFO Academy.
If you've experienced growth and are ready to capitalize on your success with multiple 6-figures in revenue while working in your business around the lifestyle you want to live, you need The CFO Academy.
If you're ready to fully lean into offering services that will transform business owners - but you just need a little guidance to figure out exactly how to do it, you need The CFO Academy.
Look - you've spent the last 10, maybe 15+ years working your tail off, learning all the things, serving hundreds or thousands of clients.
Now is your time to start putting all of that effort to work for YOU.
I can't wait to see you inside.