Elevate Self-Paced

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

Bonus Resources:

• 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.

 Bonus Resources:

• 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.

 Bonus Resources:

• Cashflow template GSheet/Excel 📑
• Budgeting & Forecasting Process ☑️
   

Bonus Masterclass

💻 How to Package + Sell Advisory Services

Bonus Resource:

• 20 Profit Maximizers 💸

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.”

💲Today's Price: $1997

All Sales Are FINAL.

Still unsure? LEARN MORE HERE.

Need a payment plan? CLICK HERE.