CFO Advisory Institute
The CFO Advisory Institute is a monthly mentorship and certification program for bookkeepers, accountants, and CPAs ready to add CFO Advisory to their firms. We will meet online, via zoom, once a month.
Learn how to confidently guide your clients through hiring, cash flow, budgeting, operational costs, and financial decisions using the STOP Methodā„¢ while building an advisory firm that supports your income, your clients, and your life.
VIP Membership comes with a budgeting session in December ($899 value). This VIP offer closes at 11:59pm, Thursday, November 12th, 2026
***This is an open enrollment mentorship. Join or cancel at anytime.***
***Monthly sessions are live, via zoom***
***All videos and DIY materials are stored in your library***