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QuickBooks® Training Library

How to Transition from Bookkeeper to CFO


Course
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 also helping 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.

 

Join our friends at The CFO Project for this free webinar and explore your potential!

 

Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

 

Royalwise is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 

 




1 CPE
Course Updated: April 2025
Course Materials Updated: April 2025

Here is the course outline:

1. Download the Handouts

Download the handoust that go with the course.

3 sections
Find out more through Royalwise's partnership with The CFO Project
CFO Project: Double Your Revenue
Alicia on the CFO Project's Podcast, Sept 2024

2. Watch the Videos: How to Transition from Bookkeeper to CFO

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.

9 sections
Intro and Agenda
The Accountant's Trap
What Does a CFO Advisor Do?
How to Know if You're Qualified to Provide CFO Advisory Services
Package and Price Your Bookkeeping and CFO Advisory Services
Deliver an Advisory Service in Way that Gets Results
Get Over Imposter Syndrome and Start Offering Advisory Services
Takeaways
Next Steps

3. Take the Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

1 section
Complete this survey for CPE Credit

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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