If you’re an accountant or bookkeeper and you're ready to move beyond hourly work and become a HIGH VALUE trusted strategic advisor,

CFO Freedom was built for you.

CFO Freedom Foundations™ is a 10-week immersive program that gives you everything you need to step confidently into the CFO role.

Step 1: Master the Skills with CFO Freedom Foundations™

Unlike typical “training programs,” our system gives you all of the tools you need to begin offering "CFO" level services, even if you have never done advisory work before. If you have an accounting background, we will help you the rest of the way.

Step 2: Join the CFO Freedom Community™

Once you’ve completed the Foundations program, you’ll have the option to join our exclusive CFO Freedom Community™, a collaborative network of growth-minded financial professionals just like you. Inside it you'll get:

✅ 1 on 1 support from a seasoned Fractional CFO mentor

✅ Weekly Roundtable Coaching Sessions

✅ Mastermind Calls

✅ Monthly Training Sessions with Industry Experts

✅ Access to a Preferred Network of Referral Partners

✅ Unlimited Access to CFO Freedom Foundations Training Materials

✅ A Free Subscription to GoHighLevel CRM Software (a $97/mo value!)

What About Sales Calls?

If you have a background in accounting or finance and are willing to learn how to shift your mindset to becoming a strategic thinker, this program is for you. Our members are:

What's Inside the Training Program?

✅ Lesson 1 - How to Think Like a CFO

✅ Lesson 2 - Marketing Strategies

✅ Lesson 3 - Finance Fundamentals

✅ Lesson 4 - Cash Management Strategies

✅ Lesson 5 - Budgeting & Forecasting

✅ Lesson 6 - Profitability Modeling

✅ Lesson 7 - Client Dashboards

✅ Lesson 8 - The Strategic Advisor

✅ Lesson 9 - Onboarding Clients

✅ Lesson 10 - CFO Practice Management

Our program isn't theory, it's built from real world experience, and takes you through step by step how to think and operate as a CFO Level Advisor. Our training includes the following:

✅ Bookkeepers

✅ Tax Professionals

✅ Controllers

✅ Fractional CFOs

✅ Join our program anytime, no "cohorts" to wait for like other programs

✅ Learn at your own pace, 10 weeks is the suggested time, it can be done faster or slower

✅ We schedule training throughout the week including evening hours to accommodate your schedule

What Will I Learn?

We will train you from the ground up, taking you step by step through everything you need to know.

You will start by receiving a Personalized Roadmap based on your goals. Topics within the lessons and coaching include:

✅ Crafting your offer

✅ How to price your services

✅ Marketing channels

✅ Lead generation strategies

✅ How to become a trusted advisor

✅ How to think like a CFO

✅ How to bring exceptional value to clients

✅ Developing decision making tools

✅ How to develop your tech stack

✅ How to scale growth efficiently

✅ Successful client onboarding & offboarding

Who Is This For?

If you are like most accountants, the thought of sales calls makes you want to run and hide.

For many, it's even what prevents them from starting their own business.

Our program gives you all of the tools you need to confidently speak with prospects, including in-depth training, sales scripts, and mock sales calls.

Better yet, we will show you how to grow your practice without ever having to take a sales call.

Let us show you how!

Do I Have To Leave My Current Job?

Absolutely not! Advisory services can be offered as upsell to current clients, part-time, or full-time.

If you currently run a bookkeeping or tax preparation business, you can leverage your existing client base to provide additional advisory services. If you are just starting out, we'll teach you everything you need to know about successfully marketing your services.