CFO OFFER BOOTCAMP

Build & Launch Your First Fractional CFO Offer in Just 7 Days

Create a $500–$1,000 CFO Offer You Can Deliver in Just 90 Minutes

CFO Offer Bootcamp is a focused, done-with-you container where you’ll finally create, launch a CFO offer that’s priced right, clearly scoped, and easy to sell.

Get step-by-step guidance on how to turn your experience and skills into a strategic offer that brings in real income

You’ll learn how to use a simple forecast and profit margin dashboard to lead strategy—not just deliver reports. Then, I’ll show you how to price it, package it, and sell it to the clients you already have—without new leads, a sales page, or hours of prep

What You’ll Do Inside The CFO Offer Sprint:

Create your first CFO-level offer (without overthinking it)

Price it confidently—even if you’ve only done bookkeeping

Build it using my done-for-you templates and dashboards

Refine it with real-time feedback from inside our private Slack group

Offer it with our non-pressure emails

Here’s What You Get For $47:

  • ​ A Complete P&L Forecast System — Includes everything you need to deliver strategic insight each month: P&L forecast templates, KPI dashboards, visual charts, and margin ratio calculators—fully built in both Google Sheets and Excel. You’ll also get a step-by-step video tutorial so you know exactly how to use and update it.
  • A Step-by-Step Profit Analysis Workflow — Learn exactly how to review a client's P&L and forecast to identify meaningful risks, patterns, and opportunities. This includes a structured process so you’ll know what to look for and how to prioritize what matters.
  • The Full Strategy Call Framework — You’ll get everything you need to lead client conversations with clarity and authority. This includes done-for-you agendas and strategic question prompts to guide the discussion. No more second-guessing. You’ll be able to run a focused, result-driven call.
  • 7-Day Action Plan — You’ll follow a focused, step-by-step plan that walks you through exactly what to do each day. No fluff. No guesswork. Just clear, strategic steps to implement your offer in one just one week.
  • Positioning & Pricing Guide: You’ll know exactly how to talk about your new offer, how to position the value, and how to confidently charge $500–$1,ooo for a service you can deliver in just 90 minutes.
  • Ongoing Support & Direct Access To Me Inside the Private Community — Inside the private group, you’ll be able to ask me questions directly, get feedback on your offer, client scenarios, or pricing, and work through each piece of your CFO service in real time.

If you’re ready to turn insight into income—and strategy into something you can sell— this is where it happens.  

By the end of this sprint—you’ll have built something real. A complete, client-ready offer you can pitch with confidence and deliver with clarity.

Launching April 28, 2025

Private community access is included for the lifetime of the offer.