ATTENTION NUMBERS NERDS!
(PSST….BOOKKEEPERS, ACCOUNTANTS, AND FRACTIONAL CFOS — THAT MEANS YOU)
Do you know the biggest difference between the financial entrepreneur with a 6-figure firm, premium prices, a long waitlist of clients, and complete freedom & control over their calendar…
...and the entrepreneur who’s busting their booty just to stress over their bank balance, offer happy hour discounts, and shrink their margins while serving less-than-ideal clients?
Here’s the deal:
but that’s not you.
As a numbers person, you know how to make smart money moves.
That’s why you left the cubicle farm and corporate life behind…
...and set sail for the wild world of entrepreneurship.
But the straight and narrow path to success turned out to be more like a labyrinth, with confusing dead ends and booby traps around every corner.
Like trying to figure out how to meet your revenue goals when you’re stuck working for clients demanding the world (but paying pennies).
Like working those loooong days that make you yearn for the good ol’ 9 to 5 (even with the bumper-to-bumper rush hour commute).
Like being a jack of all trades departments that handles every. single. task. and can never plan ahead (let alone catch your breath).
Like the cycle that’s been way more famine than feast, and that makes you think you maybeeee should have held onto that cushy corporate job instead of betting on yourself.
So you’re stuck spinning in circles on your rolly chair wondering if you’re really in it for the long haul...or if you’ll have to crawl back to your old boss with your tail between your legs.
Here’s some real talk for all my finance entrepreneurs:
Being a business owner is completely different from being a corporate employee.
When you start your own firm, you control 100% of your future.
And as empowering as that is, it also feels like the difference between being a success story and another statistic rests entirely on your shoulders. (No pressure, right?)
So if you’re still stalling out and making decisions based on trial and error...
It’s time to figure out the missing pieces to the puzzle.
The pieces that will help you...
...Build a multi-six figure biz so you only have to worry about your clients’ finances...
...Charge premium prices so you can get paid for your hard-earned expertise and the value you provide...
...Install systems and processes so you can run your business on autopilot and spend your time doing the tasks that actually help you reach your goals...
...Develop a team so you can delegate tasks and focus on the big picture...
...Quiet the self-doubt so you can step into your boss pants, make decisions with confidence, and kick self-doubt and imposter syndrome to the curb..
Despite what some might say, there’s no magic wand for building the type of business you’ve always wanted (I’m still looking for my refund on Craigslist).
You need the formula to level up and scale a business.
And not just any business: a numbers business.
Three Things You Need to Hardwire Into Your Brain Right Now
(If You Want to Scale Your Bookkeeping, Accounting, or Fractional CFO Firm to Multi Six-Figures)
You’ve already got the credentials and experience working in financial services.
You’ve made the big leap from corporate drone to freewheeling entrepreneur.
And you’ve put in the hard work to set up a business from scratch.
Now it’s time to rake in the dough like the money expert you are.
Because when you stop spending your time on trial and error and only take focused, forward, and intentional action, you can streamline your success and start scaling...fast.
And when you do that, you can follow the financial entrepreneur’s playbook to:
Refine your product suite and pricing so that you can work with the right kind of clients—and cut ties with the bad ones
Install systems and processes to navigate your growth with ease (and stop starting your tasks from scratch)
Optimize your efficiency to stop the full-time hustle and (finally) enjoy your free time and work when you want, where you want (hellooo vacation days)
Expand your team so you can plan ahead instead of getting stuck in the weeds of your day-to-day operations
Help more clients hit their money goals, so you can maximize your impact and become known as THE expert in your space
Yup, it’s all possible.
And it starts with following a guide written by numbers nerds, for numbers nerds.
So you can take a straight-line approach to reach your goals, instead of taking small steps forward and giant leaps backward.
So listen up:
If you’re ready to leave those growing pains behind like a teenager fresh outta puberty...
I’ll show you the system that’s helped your fellow financial entrepreneurs double their rates, sign new IDEAL clients, and cruise past their revenue goals…
Without all the “woo” that’s heavy on motivation...but light on actual actionable advice.
So if you want to get down to the nuts and bolts, use nerd speak, and copy and paste successful strategies into your business…
Then stick with me.
Because I’m about to introduce you to THE community for financial entrepreneurs looking to scale efficiently.
But first, an introduction:
A bald guy, with a love for clever memes and gifs, running a 7-figure fractional CFO business.
I started my career working as a nuclear engineer on submarines in the U.S. Navy. Even though I loved working as an engineer, I eventually found myself drawn to an even greater challenge: starting my own business.
I’ve always been a numbers guy. So I spent the last 5+ years building my top-rated fractional CFO firm, KFE Solutions, from the ground up. Since then, we’ve served over 200 clients and amassed seven-figure revenue, all while keeping my business running like a well-oiled submarine.
But as our firm kept growing, I noticed that many of my peers’ businesses were struggling to survive. And even though financial services experts know all about numbers, they don’t always know the ins and outs of running a business.
So I set out to share my knowledge and to help my fellow numbers nerds make the transition from numbers reporters to trusted advisors. And to give them the life preserver they need to swim back to safe waters.
I created The Connected Accountant to give bookkeepers, accountants, and fractional CFOs the tools they need to scale their businesses efficiently through wise investments in time, systems, and support (and with minimal headaches).
The Connected Accountant is a place to learn and collaborate with a community of finance experts who speak the same language, work in the same industry, and are moving towards a common goal.
Introducing.... (cue the totally necessary drum roll)
The financial pro membership that just makes cents
Just three simple ingredients to scaling so your business can take off like a billionaire shooting into space (take that, Bezos).
Let’s talk bonuses!
I know you’re ready to put your membership to use right away. So like your old boss at Christmas time, I’m giving you a bonus.
But don’t worry. This ain’t a membership to the jelly o’ the month club.
These are real trainings you can watch right away to help you scale your business fast.
When you join TCA, you’ll get bonus access to:
Premium Pricing Framework Mini-Course
If there’s one question I always get from new members, it’s this:
How do I raise my prices?
Raising your prices is the first step to increasing your profit.
It’s the stepping stone to bringing in more revenue, serving ideal clients, and taking control of your big picture.
YOU DO THE MATH
$500 projects x 200 clients = $100K
$5K projects x 20 clients = $100K
But how do you keep your prices low enough that you’re competitive...without leaving money on the table? And how do you make sure you get paid an amount that matches your expertise and experience?
I’ll discuss all this and more in this pricing-centered mini-course where we cover:
- The three pricing models that service firms can use
- My four-step framework for pricing project work and recurring work
- The biggest mistake that limits how much your firm can charge (and how to avoid it)
Cash Flows for Financial Pros Mini-Cours
Offering cash flow forecasting is one of the easiest ways to expand your service offerings and to attract repeat clients.
But how do you introduce it to your firm?
And what specific steps do you need to take?
In this bonus mini-course, I’ll show you:
- Why your clients need cash flow forecasts
- The anatomy of a good cash flow forecast
- How to leverage cash flow forecasts to increase your pricing
- My cash flow forecast template
- A breakdown of how to use my template with your clients
What’s inside The Connected Accountant again?
- Access to our private community where you’ll connect with a community of bookkeepers, accountants, and fractional CFOs that are willing to share knowledge and support you
- Monthly Group Coaching calls (and access to all recordings) where my team and I share the lessons we’ve learned on how to grow a practice, increase revenues, maximize operations, and serve more people in less time. Each call has a live Q&A at the end.
- Members-only resources including sales call training, time batching training, calendar template, pricing guide, and more
- Bonus Premium Pricing Framework Mini-Course ($97 value)
- Bonus Cash Flows for Financial Pros Master Course ($297 value) with downloadable cash flow forecast template
You’ll get all that for...
TRY IT RISK FREE FOR 30 DAYS!
JOIN NOW RISK FREE FOR 30 DAYS
Everything in TCA STARTER plus:
Monthly Office Hours with Michael
Monthly 🔥Financial Fire🔥 Videos
12 Monthly Replays
(This is for the cool kids 😎)
“The Connected Accountant was one of the first resources that I saw for Fractional CFOs. There’s nothing out there like it.”
It couldn’t be more on the ball with the kind of work I was doing and interested in to grow my business. It’s so cool being able to talk to people who are doing the same thing as you. I would rather learn from other people’s mistakes than commit my own. - Mario Diaz, Fractional CFO
THE TCA GUARANTEE
Here’s my ironclad, locked-in, 100% guaranteed promise to you:
If you join TCA and don’t feel like I’ve delivered on my offer to give you the tools you need to scale your business fast…
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 Cirque du Soleil-like hoops to jump through.
Just your money back.
I’m POSITIVE that TCA will deliver a return on investment…
Since TCA members have already doubled their rates and secured more ideal clients by applying the lessons learned inside the membership…
So I’m sure you won’t take advantage of the TCA Guarantee.
But like that bulletproof case for your iPhone, it’s nice to know it’s there.
Talk nerdy to me!
Here are some FAQs from your fellow numbers nerds that have already taken the leap and decided to use TCA to help them scale their business.
I already have a business coach. Why should I join The Connected Accountant?
I’m already worn thinner than that pair of socks I’ve had since college. What if I don’t have time to invest in a membership?
What if the resources inside The Connected Accountant don’t answer all of my questions?
I’m already a numbers expert. Why do I need your help?
I don’t have my own business yet. Will The Connected Accountant work for me?
I don’t have much of a budget. How do I know I can afford it?
What’s your refund policy again?
Still sitting on
the fence? That’s
I’ll make this easy for you...and your butt.
Here are 7 ways to know you’re ready to scale to multiple six-figures by joining TCA.
You’re completely out of gas working 50+ hours a week and want to *finally* install systems, processes, and automation to bring structure to your biz (and the freedom to golf on Tuesdays...)
You’ve been stuck in feast or famine business cycles and want to stop sweating every time you look at your profit and loss statement.
You’re already running a successful biz and want to keep the momentum going by raising your prices, refining your client list, and boosting your efficiency.
You’re willing to absorb knowledge like a sponge and change your current belief system—even if it means stepping out of your cozy 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 tired of bland and generic resources that try to fit you in a box. You want to learn from other numbers nerds who have already accomplished your goals.
You’re ready to pay $47 for one month of access to the TCA membership knowing that you can claim a refund within 30 days if you want to cancel.