Feeling like your bookkeeping business hasn't reached its full potential?

You're in the right place.



In Just Four Weeks, You Could Be...

  • Identifying meaningful KPIs with ease
  • Effectively presenting financials to clients
  • Confident in your role as a controller or CFO

You have what it takes! Now take the next step towards elevating your expertise.


Elevate your skills & client experience in just 4 weeks to become the collaborative controller or CFO that your clients need.

Want a Taste of Serena's Style?


How to Package & Sell Advisory Services

Learn the strategies Serena uses to package & sell advisory services to clients.


Ready to start building the skills to offer this to your clients?

Sign up for Elevate Self-Paced with Serena Shoup, CPA and get access now!


Here's What We'll Cover...


Analyzing Financial Statements 🔍

In this Module, we'll unpack the first step of becoming an advisor: Analyzing Financials. My goal for you is to feel confident in your data without having to do it yourself. We'll discuss:

  • How to review your team's work (aka the bookkeeping)
  • BONUS RESOURCE: Balance Sheet Cheat Sheet
  • BONUS RESOURCE: Monthly Accounting Template Checklist (Asana)

Client Meetings & Financial Overviews 📋

In this Module, we'll dig deeper into the second step of becoming an advisor: interacting with clients. My goal for you is to get more comfortable explaining reports. We'll discuss:

  • How to create a consistent structure for meetings
  • KPIs you'll want to show every client
  • How to do a 5-minute financial overview (in either a meeting or a video)
  • BONUS RESOURCE: 5 Minute Financials Scripts (QBO & Xero)
  • BONUS RESOURCE: The Monthly Financial Summary Email Template

Cash Flow Forecasting 💸

In this Module, we'll dive into cash flows. My goal for you is to be ready to start practicing this process on your own clients. We'll discuss:

  • Key reports to consider & how to understand them
  • Indirect vs. direct statements of cash flows
  • How to create a cash flow forecast with your client
  • BONUS RESOURCECash Flow Forecast Spreadsheet

Budgeting & Advising for Growth 📈

In this Module, we'll uncover how to help your clients grow their business. My goal for you is to feel confident guiding your clients into building better habits & making better decisions based on their numbers. We'll discuss:

  • How to pose questions to get your clients thinking about how they can improve
  • How to set up an annual budget
  • How to set up quarterly forecasting engagement
  • BONUS RESOURCE: Cashflow Template (GSheet/Excel)
  • BONUS RESOURCE: Budgeting & Forecasting Process

Here's How It Works...

Prep Your Client File

Before you begin workshopping, I recommend you choose one client file that you know well. The file you choose should have at least 6 months of complete bookkeeping & clean data. You'll want to make sure you understand the client's industry fairly well.

Watch the Workshops

You'll watch 4 pre-recorded, modules broken down into manageable daily lessons. In each Module, Serena teaches a lesson & workshops on a demo client while you follow along with your own. Ask questions by placing them in the comments section inside the course.

Apply Your New Skills

Once you finish watching the recorded workshops, it'll be your time to shine! You'll come out of Elevate feeling excited & empowered to help your clients. Better yet, you will have access to the workshop replays for life so that you can continue elevating your advisory skills.

Here's What You'll Get...

  1. Four recorded Modules with lifetime access to the replays
  2. Downloadable resources and scripts
  3. BONUS Masterclass: How to Package + Sell Advisory Services
  4. BONUS Workshops, featuring special guests Lauren Caselli & Liz Barhydt
  5. BONUS Workshops: How to get 20 Extra Hours in your Week + Year End Client Presentations 

I'm Serena Shoup, CPA

I help experienced and aspiring accountants start and grow their own virtual bookkeeping businesses so they can create their ideal life.

Over the past few years of running my own virtual accounting firm, I've noticed there is an abundance of small businesses that need help from qualified bookkeepers and accountants. So, I started mentoring others who had the desire to help these businesses.

What makes me qualified to teach this? I was a controller in a hybrid finance role in corporate and I want to share what I know with you so you can support your clients better. I also practice what I teach inside my firm, so I know it works and clients value it.

Here's What People Are Saying About Elevate...

"I also wanted to take a moment to sincerely thank Serena and her team. You have truly been instrumental in making an amazing group and teaching us some amazing values to help better support our clients, and for that I am forever grateful. So, thank you very much for your hard work and effort in putting together this amazing training. "

- Beckie

"I've gained so much knowledge from this course and I already feel more confident to offer these high level services in the future!"

- Amy

Ready to Elevate your advisory skills?


Payment Plan


3 monthly payments


Pay In Full


One-time payment


We would be happy to answer all questions at [email protected]