Get ready to massively Elevate your bookkeeping business!
Become a collaborative CFO or controller & Elevate your skills and client experience in just 4 weeks.
The next sprint begins in October. Classes are Thursdays at 9:00 - 11:00 AM Pacific.
Week 1 💡Learn how to review your team’s work (aka the bookkeeping) so you’re confident in the data without having to do it yourself
- Balance Sheet Cheat Sheet
- Monthly Accounting Checklist (Asana)
Week 2 💡Learn how to interpret the financials and pull out KPIs that matter as well as prep for your client meetings.
Bonus Resource: The KPI Guide
Week 3 💡Learn how to compile + present financials quickly and easily so clients understand and don’t get overwhelmed
- The “5 Minute Financials” Script
- The Monthly Financial Summary Email Template
Week 4 💡Learn to 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 and talk about ways to advise for growth.
- 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
How this 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.💫
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.”
All Sales Are FINAL.
This is the pay in full option.
*Upon completion of the Elevate sprint you will get an invitation to receive continued support via our Ambitious Mastermind.