From Bookkeeper to CFO
Course
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Alicia Katz Pollock
Free
Enroll
Go from burnout to balance by becoming a high-earning CFO Advisor! Instead of just being a recorder of the past, transition to advisory and help business owners have a better future.
In this class, you'll learn about:
- What, exactly, a Chief Financial Officer does
- How to know if you're qualified to provide CFO Advisory services
- How to package and price your bookkeeping & advisory services
- How to market your bookkeeping & advisory services
- How to overcome impostor syndrome and start offering advisory services
- How to deliver an advisory service in a way that gets results
Bookkeeper to CFO Webinar Description
Go from burnout to balance by becoming a high-earning CFO Advisor!
Instead of just being a recorder of the past, transition to also helping business owners have a better future.
Many bookkeepers are stuck in what we call The Bookkeeper’s Trap. It’s where you're trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work.
To make matters worse, you can’t raise your fees because there is always another accountant or bookkeeper willing to do the work for less.
Does this sound familiar? If so, this training is for you.
To make matters worse, you can’t raise your fees because there is always another accountant or bookkeeper willing to do the work for less.
Does this sound familiar? If so, this training is for you.
Join our friends at The CFO Project for this free webinar and explore your potential!
Course Updated: April 2025
Course Materials Updated: April 2025
Here is the course outline:
1. Download the HandoutsDownload the handoust that go with the course. 3 sections
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2. Watch the Videos: How to Transition from Bookkeeper to CFOGo from burnout to balance by becoming a high-earning CFO Advisor! Instead of just being a recorder of the past, transition to also helping business owners have a better future. 9 sections
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Completion
The following certificates are awarded when the course is completed:
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Royalwise CPE Certificate |
