For accounting firm owners doing $15K+ a month

Your Clients Already Get CFO Work From You. They Just Don’t Pay For It.

Free training: how established firm owners turn the advice they already give away for free into $2,500 to $5,000 monthly retainers, without working more hours.

Free training for established firm owners. Instant access.

You know this feeling:

Your clients think you’re “analyzing the numbers all the time.”You’re not. You’re doing their reconciliations, and you know it. Every month that misunderstanding hands them free CFO advice they would gladly pay for.
You raised prices last year and nothing changed.Raising prices on a commodity just makes you an expensive commodity. Until the service itself changes, your fee gets compared to every other bookkeeper in town.
If you stepped away for two weeks, everything dies.Twenty years of work and the whole firm still runs through you. The advice, the reviews, the client calls. All of it waits for you to come back.

You already do the work of a CFO. Now give it a name and a price.

Think about the last big decision one of your clients made. The new hire, the loan, the equipment purchase. They called you first, because the CFO relationship already exists. You’re just not billing for it.

This training is not about learning new skills or working longer weeks. It shows you how to take the strategy you already hand out inside a compliance fee and turn it into a named monthly product your best clients can say yes to.

The $650K firm owner doing $10K a month of free CFO work

“I’m kind of really doing the CFO business, but I’m not charging for it… they think that I’m analyzing the numbers all the time. And it’s like, no, I’m just doing your reconciliations.”

— Luis, 20-year firm owner

20 yrsrunning his firm

$650Kannual revenue on 60-hour weeks

~$10K/moof CFO work given away inside a $500 fee

Luis built a $650K practice with zero SOPs and every decision running through him. His target now is $30K a month at 20 hours a week. Not by finding new clients, but by pricing the work his current clients already rely on.

Inside the free training:

The 15-minute pricing audit that shows exactly how much CFO work you gave away last month. Most established owners find $3K to $10K hiding in their client list.
How to move your first client to a $2,500 monthly retainer without a single cold call. It’s someone already on your books.
Why raising prices fails and what repackaging does instead, so your fee stops being compared to every other bookkeeper’s.
The word-for-word way to open the conversation with a long-time client so it never feels like a pitch.

Free training for established firm owners. Instant access.

Who this is NOT for

If you haven’t started a practice yet, this page isn’t for you. This training is for owners of established firms with clients on the books today.

You’ve already done the hard part. Fifteen-plus years of it.

The clients trust you. The work is already happening. The only thing missing is the price tag. When would now be a good time to get paid for it?

Free training for established firm owners. Instant access.