Learn How to Start and Grow a CFO/Advisory Service

A 5-min weekly email for accountants, CPAs and bookkeepers to learn proven tactics to market, sell, and provide CFO/Advisory services.

3 Ways to Earn What You're Worth

Plus: How to know you're actually providing value... Top 5 consolidated reporting headaches... Cash flow driver of the week (Marketing Expenses)... Five finds to be a better CFO...

Apr 17, 2024

🚀The One Way Guaranteed to Attract Clients

Plus: How to start a CFO side-hustle... Cash flow driver of the week...

Apr 10, 2024

💥 How to Start an Advisory Side Hustle

PLUS: How to overcome imposter syndrome... 5 tactics to get more leads...

Apr 03, 2024

💥 How to get advisory clients

PLUS: The One Skill You Must Master to Get Advisory Clients | How to Get Clients for Your Firm | So You Think You Know Excel? | How to Help Your Client Grow Their Business