Get ready to massively Elevate your bookkeeping business!
Become a collaborative CFO or controller & Elevate your skills and client experience in just 4 weeks.
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
How this works:
You’ll get access to the replays of the previous live cohort.
During these calls Serena worked through the weekly content in a live teaching workshop format.
Our industry has dried out antiquated ways of teaching but you KNOW Serena teaches her genius (from her days as a controller in a hybrid finance role) without making you feel stupid, and she makes sure you have a solid foundation for growing your team and/or providing those coveted “advisory services.”
All Sales Are FINAL.