The Fractional CFO Toolkit

Launch and grow a profitable fractional CFO business with confidence using this practical, done-for-you toolkit, and generate $1000-$5000 per client.

Designed for bookkeepers, accountants, and finance professionals, it’s packed with ready-to-use templates, onboarding scripts, pricing guides, dashboards, and checklists to help you deliver strategic financial services from day one.

Learn how to attract clients, run impactful meetings, deliver high-value insights, and scale your services into a six-figure business, without the trial and error.

Whether you’re starting fresh or expanding your advisory services, this guide gives you everything you need to become an indispensable financial partner.