The roadmap to transform from solopreneur to agency owner starts here.

This 45-minute call could change the way you grow — forever.

What You Will Learn 

  • Vision & Strategy – Setting goals, building your framework, and defining your target client.

  • Profit & Positioning – Package pricing, referral partnerships, and marketing your CFO firm.

  • Client Experience – Deliverables that matter, onboarding that wows, and retention/upsells.

  • Growth & Leadership – Building your team, scaling your business, and stepping into the CEO seat.