FOR ACCOUNTANTS AND BOOKKEEPERS WHO WANT TO LEARN THE SKILLS YOU NEED TO OFFER HIGH VALUE ADVISORY SERVICES!

...Watch This Video To Learn How Our Program Builds Upon Your Existing Skills To Start Offering Advisory Services - In 10 Weeks Or Less!

WHAT OUR STUDENTS ARE SAYING

“I thought offering Advisory services would require starting from scratch. But the templates, call agendas, dashboards, and pricing guides made everything plug-and-play. I didn’t have to guess."

– Brandon, Virtual Bookkeeping

“The biggest change wasn’t technical, it was how I talk to clients. I learned how to translate financial data into language business owners understand. Now I lead strategy calls every month, something I never would have imagined a year ago.”

– Priya, Fractional CFO

“What I love most is the community. You're surrounded by people on the same journey, asking the same questions, learning the same skills. I never feel alone in the process."

– Emma, Small Business Advisor

“I wasn’t sure I could do advisory work. But the frameworks made it simple. I followed the onboarding process, used the meeting scripts, and landed my first advisory client within 30 days."

– James, Solo Bookkeeping Firm Owner

RESULTS YOU CAN EXPECT FROM CFO FREEDOM COACHING

HOW OUR PROGRAM IS DIFFERENT

Hi, I'm Matt! I’m the Founder of CFO Freedom Coaching. I’ve been in finance for over 22 years and I run my own Advisory Firm.

I created this program because I’ve met so many bookkeepers who have tremendous talent, drive, and ambition, and want to learn advisory skills, but have no one to teach them.

The reality is that most small businesses only need a couple of key advisory services to have a massive impact on their business. If you have a bookkeeping or accounting background, I’m confident you can learn these skills.

I help accountants and bookkeepers take control of their careers using the tools and support I wish I had when I started my own firm.

If you're ready to grow your skills and your firm, I would love to work with you!

WHO THIS PROGRAM IS FOR

THIS PROGRAM IS FOR YOU IF:

You’re a bookkeeper or accountant who wants to move beyond hourly work.

You want to earn more without working taking on more clients.

You’re ready to step into a more strategic role.

You want a proven framework to confidently deliver advisory services.

You’re willing to show up, do the work, and follow the system.

You want an affordable system with a high ROI.

THIS PROGRAM IS NOT FOR YOU IF:

You want a magic button or “get rich quick” promise.

You aren’t willing to talk to clients or guide them.

You don’t want a leadership role.

You refuse to try new things or improve your skillset.

You’re looking for overnight success without putting in effort.

You like overpaying for promises that don't deliver.

want to attend a free training instead?

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All results stated are not typical and may only be representative of what is possible, and we are not implying you’ll duplicate them. Any of our strategies, case studies, and testimonials are only estimates of what is possible. There is no assurance you’ll do as well or even close to as well as we have done or other clients. Results are based on many factors including luck, effort and years of hard work. Therefore, we do not guarantee or imply that you will get better results or earn more money, especially if the techniques are never implemented.