✨Elevate Waitlist Reservation✨

Get ready to massively elevate your bookkeeping business ~ Reserve your spot today for the next cohort!

By paying the $725 deposit today, you agree that this is nonrefundable and will be applied to the current locked in pay in full price of $3300. We will reach out when enrollment opens for Elevate again to collect the balance or setup a payment plan.

Become a collaborative CFO or controller & Elevate your skills and client experience in just 4 weeks.

Learn in 4 weeks how to: 
Week 1:bulb: review your team’s work (aka the bookkeeping) so you’re confident in the data without having to do it yourself :page_facing_up:BONUS RESOURCES: balance sheet cheat sheet
Monthly Accounting Checklist (Asana) 
Week 2:bulb: interpret the financials and pull out KPIs that matter. Prep for your client meetings. :bar_chart:BONUS RESOURCE: The KPI Guide
 Week 3:bulb:compile + present financials quickly and easily so clients understand and don’t get overwhelmed :e-mail: BONUS RESOURCE: The Monthly Financial Summary Email Template

:page_facing_up:BONUS RESOURCE: The “5 Minute Financials” Script
 Week 4:bulb: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. :page_facing_up:BONUS RESOURCES:
  • Cashflow Template GSheet/Excel
  • Budgeting & Forecasting Process
 BONUS MASTERCLASS: How to Package + Sell Advisory Services
:page_facing_up:BONUS RESOURCE: 20 Profit Maximizers

:vibration_mode:***BONUS coaching in a group voxer channel to ask questions between calls***

*How it works:*

We work through the weekly content in a live teaching workshop format. Once a week 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 & Liveplan.

You’ll get access to the replays for life:dizzy:

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.”

Your deposit is nonrefundable. This locks in the Summer pricing and your balance remaining will be $2,572 (unless a payment plan is arranged). This guarantees your seat in the next Elevate Cohort.

What People Are Saying:

I thought this course was fantastic! I’ve already shared the details about the October session with my Mastermind group and encouraged them to sign up! The takeaway that I am implementing immediately is the balance sheet review. I just hired my first employee this month and next week I’ll be reviewing her work! I recently made the decision to niche (in landscaping and outdoor installation) and for the time being I’m trying to rebrand and focus on marketing to a new audience. However, I plan to implement more CFO services as I’m able to hire more contractors and hand off more of the day-to-day bookkeeping work. 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 M.

$725.00 USD

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