CALLING ALL: ACCOUNTANTS, BOOKKEEPERS, AND
TAX PROFESSIONALS WHO WANT TO EARN MORE AND WORK LESS...
CALLING ALL:
ACCOUNTANTS, BOOKKEEPERS,
AND TAX PROFESSIONALS WHO
WANT TO EARN MORE AND WORK LESS...
+3,000
+3,000
Backed By Our 100% Satisfaction Guarantee!
RESULTS YOU CAN EXPECT WITH THE CFO GROWTH BLUEPRINT
Fill Your Calendar
With High-Quality Leads
& Clients
CFO Blueprint
& Profit Stack
Your Firm
Work Less &
Enjoy More
Free Time
We Already Have Already Empowered 200+ Accountants, Bookkeepers, and Tax Professionals to Scale Their Firms to 7 and 8 Figures — and Beyond!
Backed By Our
100% Satisfaction Guarantee!
RESULTS YOU CAN EXPECT WITH THE CFO GROWTH BLUEPRINT
Fill Your Calendar
With High-Quality Leads & Clients
CFO Blueprint
& Profit Stack
Your Firm
Work Less &
Enjoy More
Free Time
We Already Have Already Empowered 200+ Accountants, Bookkeepers, and Tax Professionals to Scale Their Firms to 7 and 8 Figures — and Beyond!
HOW THE CFO GROWTH BLUEPRINT GUARANTEES RESULTS
The CFO Growth Blueprint System Is A Personalized, Action-Based Coaching Program Where You’ll Meet Each Week With The Charles And The Team To Receive Specific Action Steps To Help Scale Your Business…
STEP 1
Profit Stacking Business Audit
We’ll start with a Profit Stacking Audit to evaluate your current service offerings, revenue streams, and overall business model. This is where we’ll identify overlooked profit opportunities you could be taking advantage of to grow your monthly revenue. We’ll uncover where you're leaving money on the table and where you can introduce additional higher end offers, like a Fractional CFO service, that’ll have an immediate impact on your revenue.
STEP 2
CFO Blueprint Strategy Session
With The Profit Surge Team
During this 1:1 strategy session with Charles and the Profit Surge team, we’ll work together to design and implement the CFO Blueprint that brings in more than $10k/month as fast as possible. This session will focus on crafting a high-value service to attract high-end clients, positioning you as a trusted advisor for their financial needs, and building an irresistible offer that provides recurring, long-term revenue. We’ll also show you how to start offering complementary services that create additional income streams without taking up more of your time..
STEP 3
Receive Your Customized CFO Blueprint
Next, you’ll receive a customized CFO Blueprint tailored to your business goals. This step-by-step plan outlines how to implement your Fractional CFO offerings, integrate it into your current services, and build out additional layers of recurring income. This is more than just a strategy—it’s a detailed execution plan that shows exactly how you’ll hit your additional $10k, $20K, $50K revenue goals as fast as possible.
STEP 4
Virtual Networking & Introductions
You’ll be introduced to a high-level network of other business owners and industry professionals who are building their own firms or businesses. These networking sessions are designed to foster relationships that can lead to partnerships, collaborations, and new business opportunities. Expanding your network gives you more leverage to scale faster, increase revenue, and expand your client base without additional time investment.
STEP 5
1:1 Coaching Sessions With Charles
& The Profit Surge Team
You’ll have 1:1 coaching sessions with Charles and his Profit Surge team. These calls are designed to keep you on track, ensuring that your customized CFO Blueprint is being implemented effectively. We’ll refine your pricing, sales and marketing process and delivery to maximize profits while reducing the amount of time spent on delivery. You’ll receive direct feedback, course corrections, and expert advice to help you add at least $10K/Month to your revenue as fast as possible.
STEP 6
Weekly On-going Expert Support
Via Group Coaching Sessions
In addition to your 1:1 calls, you’ll join a small-group coaching session each week. This provides you with a community of like-minded entrepreneurs working on similar offers. Here, we cover challenges, best practices, and advanced marketing strategies to optimize your CFO Blueprint, along with Profit Stacking techniques to increase revenue streams without adding extra work. Group sessions ensure you’re continuously supported by both experts and peers..
STEP 7
Unlimited Access To Our Skool Community That Has $20K Worth Of Charles's Courses, Legal Contracts, Hiring Templates, Marketing Systems, SOPs & More
You’ll have unlimited access to our Skool community, where you’ll find over $20,000 worth of Charles’ premium resources. These include legal contracts, hiring templates, marketing systems, SOPs, and detailed courses on financial scaling, all designed to help you systematize and automate your CFO offerings, minimizing your time spent while maximizing your return.
STEP 8
Big ROI With Guaranteed Results
The CFO Blueprint is simple. We’re committed to your success and back that up with a guarantee. Our CFO Blueprint System is built to help you land high-end clients, with numerous success stories to show for it. As mentioned earlier, if you complete every single step within our process, do the work and you don't generate at least $10K in additional revenue by the end of the program - we’ll continue working with you for free until you do..
HOW THE CFO GROWTH BLUEPRINT GUARANTEES RESULTS
The CFO Growth Blueprint System Is A Personalized, Action-Based Coaching Program Where You’ll Meet With Charles And The Team To Receive Specific Action Steps To Help Scale Your Business…
STEP 1
Profit Stacking Business Audit
We’ll start with a Profit Stacking Audit to evaluate your current service offerings, revenue streams, and overall business model. This is where we’ll identify overlooked profit opportunities you could be taking advantage of to grow your monthly revenue. We’ll uncover where you're leaving money on the table and where you can introduce additional higher end offers, like a Fractional CFO service, that’ll have an immediate impact on your revenue.
STEP 2
CFO Blueprint Strategy Session
With The Profit Surge Team
During this 1:1 strategy session with Charles and the Profit Surge team, we’ll work together to design and implement the CFO Blueprint that brings in more than $10k/month as fast as possible. This session will focus on crafting a high-value service to attract high-end clients, positioning you as a trusted advisor for their financial needs, and building an irresistible offer that provides recurring, long-term revenue. We’ll also show you how to start offering complementary services that create additional income streams without taking up more of your time..
STEP 3
Receive Your Customized CFO Blueprint
Next, you’ll receive a customized CFO Blueprint tailored to your business goals. This step-by-step plan outlines how to implement your Fractional CFO offerings, integrate it into your current services, and build out additional layers of recurring income. This is more than just a strategy—it’s a detailed execution plan that shows exactly how you’ll hit your additional $10k, $20K, $50K revenue goals as fast as possible.
STEP 4
Virtual Networking & Introductions
You’ll be introduced to a high-level network of other business owners and industry professionals who are building their own firms or businesses. These networking sessions are designed to foster relationships that can lead to partnerships, collaborations, and new business opportunities. Expanding your network gives you more leverage to scale faster, increase revenue, and expand your client base without additional time investment.
STEP 5
1:1 Coaching Sessions With Charles
& The Profit Surge Team
You’ll have 1:1 coaching sessions with Charles and his Profit Surge team. These calls are designed to keep you on track, ensuring that your customized CFO Blueprint is being implemented effectively. We’ll refine your pricing, sales and marketing process and delivery to maximize profits while reducing the amount of time spent on delivery. You’ll receive direct feedback, course corrections, and expert advice to help you add at least $10K/Month to your revenue as fast as possible.
STEP 6
Weekly On-going Expert Support
Via Group Coaching Sessions
In addition to your 1:1 calls, you’ll join a small-group coaching session each week. This provides you with a community of like-minded entrepreneurs working on similar offers. Here, we cover challenges, best practices, and advanced marketing strategies to optimize your CFO Blueprint, along with Profit Stacking techniques to increase revenue streams without adding extra work. Group sessions ensure you’re continuously supported by both experts and peers..
STEP 7
Unlimited Access To Our Skool Community That Has $20K Worth Of Charles's Courses, Legal Contracts, Hiring Templates, Marketing Systems, SOPs & More
You’ll have unlimited access to our Skool community, where you’ll find over $20,000 worth of Charles’ premium resources. These include legal contracts, hiring templates, marketing systems, SOPs, and detailed courses on financial scaling, all designed to help you systematize and automate your CFO offerings, minimizing your time spent while maximizing your return.
STEP 8
Big ROI With Guaranteed Results
The CFO Blueprint is simple. We’re committed to your success and back that up with a guarantee. Our CFO Blueprint System is built to help you land high-end clients, with numerous success stories to show for it. As mentioned earlier, if you complete every single step within our process, do the work and you don't generate at least $10K in additional revenue by the end of the program - we’ll continue working with you for free until you do..
See How Our Clients Are Turning Our CFO Growth Blueprint And
Systems Into Record Profits and Happier Lives
See How Our Clients Are Turning
Our CFO Growth Blueprint And
Systems Into Record Profits
And Happier Lives
PREREQUISITES FOR CFO GROWTH BLUEPRINT MEMBERSHIP
You Must Be A Cool Person
You Must Already Be An Accountant, Bookkeeper Or Tax Professional
You Must Be Willing To Show Up every week to the live calls, and work on your business every week.
What is Fractional CFO service, and how can it benefit my accounting firm?
Fractional CFO services provide expert financial guidance on a part-time basis, allowing you to offer high-level financial strategies to your clients without the cost of a full-time CFO. This service can significantly enhance your firm's value proposition, attracting higher-caliber clients who are willing to pay for your expertise, leading to increased revenue.
How quickly can I expect to see results from implementing the CFO Blueprint System?
Many clients have reported significant growth in their monthly revenue within 90 days of using our system. For example, Jennifer increased her revenue from $15K to $50K in less than 60 days. If you follow every step within our process and put in the work, we guarantee that you'll add at least $10K to your monthly revenue within 90 days , or we’ll work for free until you do.
While you need to be an experienced accountant, bookkeeper, or tax professional, the key is your willingness to adopt a strategic mindset and start offering Fractional CFO services. Our program is designed to equip you with the skills and confidence needed to offer these high-value services to your clients.
Our program is backed by a promise so there's no risk to you. If you put in the the work and don’t add at least $10K to your monthly revenue within 90 days, we’ll work for free until you do, so there’s absolutely no risk to you.
Start by applying to book a call with us to discuss how we can build a tailored Fractional CFO offer for your firm. During the call, we'll provide insights on our CFO Blueprint System, explain the profit stacking strategies, and guide you on implementing these services effectively to attract high-ticket clients.
What Are Fractional CFO services, and how can it benefit my accounting firm?
Fractional CFO services provide expert financial guidance on a part-time basis, allowing you to offer high-level financial strategies to your clients without the cost of a full-time CFO. This service can significantly enhance your firm's value proposition, attracting higher-caliber clients who are willing to pay for your expertise, leading to increased revenue.
How quickly can I expect to see results from implementing the CFO Blueprint System?
Many clients have reported significant growth in their monthly revenue within 90 days of using our system. For example, Jennifer increased her revenue from $15K to $50K in less than 60 days. If you follow every step within our process and put in the work, we guarantee that you'll add at least $10K to your monthly revenue within 90 days , or we’ll work for free until you do.
While you need to be an experienced accountant, bookkeeper, or tax professional, the key is your willingness to adopt a strategic mindset and start offering Fractional CFO services. Our program is designed to equip you with the skills and confidence needed to offer these high-value services to your clients.
Our program is backed by a promise so there's no risk to you. If you put in the the work and don’t add at least $10K to your monthly revenue within 90 days, we’ll work for free until you do, so there’s absolutely no risk to you.
Start by applying to book a call with us to discuss how we can build a tailored Fractional CFO offer for your firm. During the call, we'll provide insights on our CFO Blueprint System, explain the profit stacking strategies, and guide you on implementing these services effectively to attract high-ticket clients.
IMPORTANT: Earnings and Legal Disclaimers
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All results stated above are not typical, we are not implying you’ll duplicate them (or do anything for that matter). Any of our strategies and case studies are only estimates of what is possible. There is no assurance you’ll do as well or even close to as well as we have done or other clients. Results are based on many factors including luck, hard work, effort and years of hard work. We have no way of knowing how well you will do, as we do not know you, your background, your business model, or your work ethic etc. Therefore, we do not guarantee or imply that you will get better results or earn more money, that you will do as well, especially if the techniques are never implemented. If you rely upon our figures; you must accept the risk of not doing as well as we are a large established business developer over many years of research and work.
All products and services are for educational and informational purposes only. Use caution and seek the advice of qualified professionals. Check with your attorney, accountant or professional advisor, before acting on this or any information and ensure you are within all advertising and legal regulations. If advice concerning legal or related matters is needed, the services of a fully qualified professional should be sought out before any action is taken. All information, products, and services are not intended for use as a source of legal or accounting advice. You should be aware of any laws which govern business transactions or other business practices in your country and state as they can differ greatly.
The Information on this website and provided from or through this website is general in nature and is not specific to you the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this video without undertaking independent due diligence and consultation with a professional broker or financial advisory. You understand that you are using any and all Information available on or through this video at your own risk.