Beyond
Accounting
Masterclass and mentorship for bookkeepers, accountants, and financial professionals
Get the tools and know-how to elevate your practice, charge more, and deliver the services your clients desperately need.
As accounting professionals, our job is to help our clients make sound economic decisions. Yet as technology advances and essential business functions are outsourced to the lowest bidder we must find ways to make our value essential and apparent.
Imagine being able to delegate the work you dislike and focus on what suits you best, without losing clients. Or maybe you’d like to be able to go deeper in your work, offering services that require expertise and critical thinking and make a difference that clients can recognize.
Beyond Accounting is a comprehensive, 4-week masterclass designed to transform skilled fractional bookkeepers and accountants into trusted financial advisors. This course provides the essential knowledge and practical skills needed to offer high-value (and high ticket) advisory services to clients across industries.
When you join you’ll learn how to create and maintain budgets, analyze financial data, offer strategic business insights, and provide actionable recommendations that drive client success.
What’s Included
1:1 kick-off call with Josh to define your goals and receive exclusive guidance on leadership, professional development, and network building
4-week masterclass with recordings to refer back to at any time
Ongoing mentorship on how to apply course lessons to your business
1:1 summit call with Josh to pivot your services, proposals, and ongoing client engagements
Investment: $3,500
SESSION 1: INTRODUCING ADVISORY SERVICES
We’ll begin with covering the breadth of advisory services businesses need and how to deliver them in a way that a client understands and appreciates.
There’s a fair amount of technical skill development in this session as well as templates and technology you can use to standardize and organize your workflow.
SESSION 2: THE CFO OPERATING SYSTEM
Nothing works if the relationship isn’t working. This session will teach you how to introduce and shift to advisory services, elevate your role within your firm, and set boundaries to prevent scope creep.
You’ll also receive a list of resources that will keep your day organized and keep you connected with other financial service professionals.
SESSION 3: DASHBOARDS AND KPIs
Once you’ve sold the services you must deliver them. See exactly how financial executives build comprehensive financial reports, present data, and communicate findings with clients.
You’ll also learn how to build trust, even when you have bad news to share, and employ effective strategies for working with all levels of an organization.
SESSION 4: MANAGING, DELEGATING, AND MARKETING
There’s more to business than the technical work. In order to shift your business model, you’ll also need to create a workflow to stay productive and proactive.
You’ll leave with ideas about how to develop content that positions you as an expert and markets your services effectively.
Business coaching can help you overcome mental blocks and right-size your workload. But to elevate your services and acquire the skills sophisticated business owners are looking for you need a financial professional to guide you.
If you want your income to be more predictable, feel more comfortable discussing and pitching solutions you know your clients need, and build a team to support your work, Beyond Accounting was built for you.
Have questions?
Email hello@cfominded.com.
