Ready to build CFO-level skills?

You're in the right place.

ENROLLMENT HAS CLOSED WHILE WE COMPLETE THE ELEVATE 2.0 UPGRADE!

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ENTER YOUR NAME AND EMAIL BELOW TO BE NOTIFIED ABOUT THE NEW PROGRAM:

INTRODUCING

 

In Just Four Weeks, You Could Be...

  • Identifying meaningful KPIs with ease
  • Effectively presenting financials to clients
  • Confident in your role as a controller or CFO

You have what it takes! Now take the next step towards elevating your expertise.

HOP ON THE WAITLIST

Elevate your skills & client experience in just 4 weeks to become the collaborative controller or CFO that your clients need.

Here's What We'll Cover...

WEEK 1

Analyzing Financial Statements 🔍

You'll unpack the first step of becoming an advisor: Analyzing Financials. After this, you'll feel confident in your data without having to do it yourself. We'll cover:

  • How to review your team's work (aka the bookkeeping)
  • BONUS RESOURCE: Balance Sheet Cheat Sheet
  • BONUS RESOURCE: Monthly Accounting Template Checklist (Asana)
WEEK 2

Cash Flow Forecasting 💸

You'll dive into cash flows. You'll be ready to start practicing this process on your own clients. We'll cover:

  • Key reports to consider & how to understand them
  • Indirect vs. direct statements of cash flows
  • How to create a cash flow forecast with your client
  • BONUS RESOURCE: KPI Guide
WEEK 3

Client Meetings & Financial Overviews 📋

You'll dig deeper into the second step of becoming an advisor: interacting with clients. My goal for you is to get more comfortable explaining reports. We'll cover:

  • How to create a consistent structure for meetings
  • KPIs you'll want to show every client
  • How to do a 5-minute financial overview (in either a meeting or a video)
  • BONUS RESOURCE: 5 Minute Financials Scripts (QBO & Xero)
  • BONUS RESOURCE: The Monthly Financial Summary Email Template
WEEK 4

Budgeting & Forecasting 📈

You'll uncover how to help your clients grow their business. You'll feel confident guiding your clients into building better habits & making better decisions based on their numbers. We'll cover:

  • How to pose questions to get your clients thinking about how they can improve
  • How to set up an annual budget
  • How to set up quarterly forecasting engagement
  • BONUS RESOURCE: Cashflow Template (GSheet/Excel)
  • BONUS RESOURCE: Budgeting & Forecasting Process

Here's How It Works...

Practice

Through out the curriculum, you will be given knowledge checks to help you retain important information and have the opportunity to complete and submit homework for feedback. If you're already working with clients, you'll use an existing client to practice on for the entire course.

Coaching

While practicing the skills to build your confidence, you'll also receive coaching  & techniques that will increase your confidence and break through mindset blocks you may be experiencing, holding you back. We'll help you step into your power as the Advisor you are. This piece requires an open mind.

Application

Once you complete the program, it'll be your time to shine! You'll come out of Elevate feeling excited & empowered to help your clients. Better yet, you will have access to the replays for life so that you can tap into them when ever you need the confidence boost.

Here's What You'll Get...

  1. Practice Assignments + Homework Reviews
  2. Implementation Calls to actually learn the skills
  3. Downloadable resources and scripts
  4. Group Mindset Coaching + techniques to step into your power as an Advisor
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HELLO

I'm Serena Shoup, CPA

I help experienced and aspiring accountants start and grow their own virtual bookkeeping businesses so they can create their ideal life.

Over the past few years of running my own virtual accounting firm, I've noticed there is an abundance of small businesses that need help from qualified bookkeepers and accountants. So, I started mentoring others who had the desire to help these businesses.

What makes me qualified to teach this? I was a controller in a hybrid finance role in corporate and I want to share what I know with you so you can support your clients better. I also practice what I teach inside my firm, so I know it works and clients value it.

Here's What People Are Saying About Elevate...

"I also wanted to take a moment to sincerely thank Serena and her team. You have truly been instrumental in making an amazing group and teaching us some amazing values to help better support our clients, and for that I am forever grateful. So, thank you very much for your hard work and effort in putting together this amazing training. "

- Beckie

"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

Ready to Elevate your advisory skills?

Our next cohort begins in October. You won't want to miss out!

HOP ON THE WAITLIST