One-on-One
BOLD CFO
a disruptive fractional CFO training program
for accountants & highly-skilled bookkeepers
Learn THE skills that every Fortune 500 CFO has and sell it to your clients, so that you can support them in strategy and decision making. As you support clients in growth and profitability, they will make more, and you will, too, make more and work less, year round.
SECURE MY SPOTDuring This Training
YOU WILL LEARN
1
How to add value in the C-Suite
What's your input in the conversations happening in the C-Suite? As an advisor, you're privy to the most intimate part of the business: its finances. You'll learn what the CFO's role in those conversations is and how you can offer a skill to your clients as a Bold CFO.
2
Debt and Liability Management
Learn to help your client avoid predatory lending and falling victim to the wrong type of debt. Help create strategy for clients needing capital inflow.
3
The Day-to-Day Tasks of a Fractional CFO
The common belief that a fractional CFO's job is to manage the bookkeepers, approve expenses and maybe create a budget once in a while is simply short-sighted. A CFO's (whether fractional or not) includes oversight of some of these functions, but it's far from the complete picture.
4
CFO Risk Management
Risk management, liquidity management and working capital advisory are a CFO's job. Yet so many business owners do not get that support from a "fractional-CFO". In this program you will learn from an underwriter and credit risk pro who has worked with the top CFO's in the country.
5
Top CFO's Tools and Templates to Offer CFO Services with Confidence
During this training we will equip you with the tools and templates so that you can get started immediately. We will also teach you a bit of price psychology and menu pricing as it applies to fractional CFO product you offer.
6
Action Steps for When Things Go Wrong and More
We will teach you how to address the unpredictable at your client's business. Things will go wrong, and the question is whether you'll be able to support your client through those moments.
"Bold CFO training was unbelievable! I got a ton of value, tools and knowledge I could apply right away. I got my first client while still in training!"
Laura C.
Why We Created This Training...
Meet:
As a business fixer
Why We Created This Training... (Continued)
Meet: Tatiana Tsoir
Tatiana is a CPA and MBA, who, a number of years ago, migrated to a progressive practice model, quadrupled her revenue in 3 years and works 8-10 hrs a week in the business.
Tatiana knows the desires of accountants to support their clients in a more involved and meaningful way, get higher fees from value-add activity outside of core tax season.
Tatiana has a ton of experience working as a CFO of small businesses. She has witnessed their successes and failures, and saw the power we as advisors hold over that business's story.
Learn from Tatiana, too!
SECURE MY SPOT!Details of the Program
What you get:
- 3 months, one 2hr session each week of LIVE zoom- based interactive training
- Recorded sessions if you can't make it live to one or more
- Offline support (Q&A on the Group page) by both coaches
- Fractional CFO experience & support of Tatiana Tsoir, CPA, MBA
- "Business fixer" & financier experience and support of Nick Pastushan
- Deliverable templates you can use for your client engagements
- Workpaper templates (probing questions, etc) for your internal protocols
- Packaging templates with price range recommendations, and...
- Immediate ROI with your first fractional CFO client!
- 24 hrs of CPE
🙌🏻 This sign up is for 12-
** Secure your spot now and something changes for you personally (you cannot make that group), you can use it for a later group. However, note that due to high demand, the program is NOT REFUNDABLE.
Schedule a 20 min call to see if this is the right fit for you!
Program Offerings policies for Bold CFO program.
Program Description:
BOLD CFO – training for accounting professionals to be qualified to offer fractional CFO services to their Clients.
The program will introduce students to the role of a specifically fractional CFO in a
