Curriculum

8 Chapters · 52 Lessons

  1. 1

    Welcome Module & Prerequisites

    1. (Included in full purchase)

      Welcome to The Fractional CFO & Advisory Mastermind

    2. (Included in full purchase)

      CFO Community Trust Agreement

    3. (Included in full purchase)

      IP Agreement

    4. (Included in full purchase)

      E-Learning Platform Tutorial

  2. 2

    Session 1

    1. (Included in full purchase)

      ✨Fractional CFO Mastermind - Session 1 ✨ Monday, November 3rd, 5:00 PM - 8:00 PM EDT

    2. (Included in full purchase)

      Journey to Advisory

    3. (Included in full purchase)

      Why being Cherished is so important?

    4. (Included in full purchase)

      Activity 1: Where are you on your Cherished Advisor® Journey?

    5. (Included in full purchase)

      Defining Your Purpose

    6. (Included in full purchase)

      Activity 2: Defining Your Purpose

    7. (Included in full purchase)

      HOMEWORK: Selecting Your Niche

    8. (Included in full purchase)

      HOMEWORK: 4-step Love My Clients Challenge

    9. (Included in full purchase)

      Business Planning Process SWOT

    10. (Included in full purchase)

      Activity 3: SWOT Analysis

    11. (Included in full purchase)

      B³ Bonus Materials

  3. 3

    Session 2

    1. (Included in full purchase)

      ✨ Fractional CFO Mastermind - Session 2 ✨ Wednesday, November 5th, 5:00 PM - 8:00 PM EDT

    2. (Included in full purchase)

      Creating Long-Lasting Client Relationships

    3. (Included in full purchase)

      Customer Experience

    4. (Included in full purchase)

      Internal Processes

    5. (Included in full purchase)

      Activity 1: Internal Process Evolution

    6. (Included in full purchase)

      Onboarding

    7. (Included in full purchase)

      HOMEWORK: Assess Your Firm's Tech Stack

    8. (Included in full purchase)

      HOMEWORK: B³ Best in Class Tech Stack - ADP

    9. (Included in full purchase)

      HOMEWORK: B³ Best in Class Tech Stack - Avalara

    10. (Included in full purchase)

      HOMEWORK: B³ Best in Class Tech Stack - BILL

    11. (Included in full purchase)

      HOMEWORK: B³ Best in Class Tech Stack - Jirav

    12. (Included in full purchase)

      HOMEWORK: B³ Best in Class Tech Stack - TaxPlanIQ

    13. (Included in full purchase)

      HOMEWORK: B³ Best in Class Tech Stack - VerticalIQ

  4. 4

    Session 3

    1. (Included in full purchase)

      ✨Fractional CFO Mastermind - Session 3 ✨ Wednesday, November 12th, 5:00 PM - 8:00 PM EDT

    2. (Included in full purchase)

      Platform & Process

    3. (Included in full purchase)

      Activity 1: Assess Your Firm's Tech Stack

    4. (Included in full purchase)

      Activity 2: B³ Best In Class Tech Stack Interviews

    5. (Included in full purchase)

      B³ Best in Class Tech Stack Members

  5. 5

    Session 4

    1. (Included in full purchase)

      ✨ Fractional CFO Mastermind - Session 4 ✨ Monday, November 17th, 5:00 PM - 8:00 PM EDT

  6. 6

    Session 5

    1. (Included in full purchase)

      ✨ Fractional CFO Mastermind - Session 5 ✨ Thursday, November 20th, 5:00 PM - 8:00 PM EDT

    2. (Included in full purchase)

      Pricing

    3. (Included in full purchase)

      Activity 1: Your Current Billing Model

    4. (Included in full purchase)

      Activity 2: Pricing Packages

    5. (Included in full purchase)

      Activity 3: Discovery Questions

    6. (Included in full purchase)

      B³ Bonus

  7. 7

    Session 6

    1. (Included in full purchase)

      ✨ Fractional CFO Mastermind - Session 6 ✨ Monday, December 1st, 5:00 PM - 8:00 PM EDT

    2. (Included in full purchase)

      Sales

    3. (Included in full purchase)

      ADP's Accountant Resource Center

    4. (Included in full purchase)

      ADP Certified Partner

    5. (Included in full purchase)

      Firm Goals, Pricing and Packaging Template

  8. 8

    Session 7

    1. (Included in full purchase)

      ✨ Fractional CFO Mastermind - Session 7 ✨ Thursday, December 4th, 5:00 PM - 8:00 PM EDT

    2. (Included in full purchase)

      Getting Started With Your Roadmap and Setting Goals

    3. (Included in full purchase)

      B³ Innovation Planning

    4. (Included in full purchase)

      Activity 1: Creating Your Roadmap Plan

    5. (Included in full purchase)

      Activity 2: Action Plan

    6. (Included in full purchase)

      SWOT Roadmap Walk Through and Plan

    7. (Included in full purchase)

      B³ Bonus