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Stay tuned for the dates of our next LIVE SPRINT!
In the meantime, get ready to massively Elevate your bookkeeping business. 💸
When you join, you get to elevate your skills & client experience and become the collaborative CFO or controller your clients need.
Learn in 4 weeks how to:
Week 1💡 review your team’s work (aka the bookkeeping) so you’re confident in the data without having to do it yourself
📄BONUS RESOURCES: balance sheet cheat sheet
✅ Monthly Accounting Checklist (Asana)
Week 2💡 interpret the financials and pull out KPIs that matter. Prep for your client meetings.
📊BONUS RESOURCE: The KPI Guide
Week 3💡compile + present financials quickly and easily so clients understand and don’t get overwhelmed
📧 BONUS RESOURCE: The Monthly Financial Summary Email Template
📄BONUS RESOURCE: The “5 Minute Financials” Script in Xero and QBO
Week 4💡guide your clients into better habits, making better decisions from their numbers, and become the collaborative controller or CFO that they need. We will create a process to take your clients through which you can also communicate during the sales process.
- Cashflow Template GSheet/Excel
- Budgeting & Forecasting Process
BONUS MASTERCLASS: How to Package + Sell Advisory Services
📄BONUS RESOURCE: 20 Profit Maximizers
📳BONUS coaching in a group voxer channel to ask questions between calls + for a month after classes end
Investment: $3300 Pay in full or $1200 x 3 payments
How it works:
We work through the weekly content in a live teaching workshop format. Every Wednesday for 4 weeks you set aside 2 hours for this live workshop to get hands on teaching & training. This would be like working inside of Serena’s firm and have access to her to guide you through a training in a process.
You bring one client file that you know well (to work on for yourself)
This means: the bookkeeping is complete for at least 6 months, data is clean, and you understand the client’s industry fairly well.
During the workshop, Serena will teach a lesson and will workshop on a demo client while you follow along with your own client file, and can ask questions as you work on it.
She’ll be teaching in whichever software is the most common among the group (Xero or QBO), and use Excel. Once you can build a budget in Excel, you’ll be able to apply that knowledge to any budgeting software or import into QBO or Xero.
You’ll get access to the replays for life💫
Seats are limited so that each of you can get the attention and guidance you need.
Our industry has dried out antiquated ways of teaching but you KNOW Serena will teach her genius (from her days as a controller in a hybrid finance role) without making you feel stupid, and she’ll make sure you have a solid foundation for growing your team and/or providing those coveted “advisory services.”
There are only 25 spaces for very serious (but fun) folx who are willing to do the work, make the time commitment, and elevate their services.
If you're interested in learning more, join the waitlist now!
If you have questions email: [email protected]