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...

Discover How We’ll Install A Proven Fractional CFO Blueprint In Your Business/Firm In 90 Days - Guaranteed To Increase Your Revenue By At Least $10K/Month Or We’ll Work For Free Until You Do!

Take Action NOW And Start Attracting More High-End Advisory & CFO Clients To Add $10k, $20k, Or Even $50k To Your Monthly Revenue All While Working Less – Through Proven Fractional CFO Services!

+1,000

Clients Generated

By Our Members

+$15M

Earned By

Our Members

+3,000

Global CFO

Community

+1,000

Clients Generated

By Our Members

+$15M

Earned By

Our Members

+3,000

Global CFO

Community

Backed By Our 100% Satisfaction Guarantee!

We believe in your success and back it up with a promise. Our CFO Blueprint System and Profit Stacking Framework are specifically designed to ensure your success at landing high-end clients with countless success stories to prove it. If you follow every step within our process and do the work, we guarantee you’ll add at least $10k to your revenue in the first 90 days or we’ll work for free until you do.

RESULTS YOU CAN EXPECT WITH THE CFO GROWTH BLUEPRINT

Fill Your Calendar

With High-Quality Leads

& Clients

Our proven marketing system for attracting high-end advisory and CFO clients works tirelessly to set your firm apart from the competition. The best part? You retain complete ownership of the entire system.

CFO Blueprint

& Profit Stack

Your Firm

Feeling overwhelmed by day-to-day operations? We’ll implement streamlined processes and handpicked support to transform your firm into a self-sufficient powerhouse, allowing you to focus on high-value CFO advisory services.

Work Less &

Enjoy More

Free Time

Swap the relentless grind for time freedom. Our turnkey solutions transition you from busy practitioner to strategic owner, giving you the liberty to live fully while your firm prospers autonomously.

YOU'RE IN GOOD COMPANY

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!

We believe in your success and back it up with a promise. Our CFO Blueprint System and Profit Stacking Framework are specifically designed to ensure your success at landing high-end clients with countless success stories to prove it. If you follow every step within our process and do the work, we guarantee you’ll add at least $10k to your revenue in the first 90 days or we’ll work for free until you do.

RESULTS YOU CAN EXPECT WITH THE CFO GROWTH BLUEPRINT

Fill Your Calendar

With High-Quality Leads & Clients

Our proven marketing system for attracting high-end advisory and CFO clients works tirelessly to set your firm apart from the competition. The best part? You retain complete ownership of the entire system.

CFO Blueprint

& Profit Stack

Your Firm

Feeling overwhelmed by day-to-day operations? We’ll implement streamlined processes and handpicked support to transform your firm into a self-sufficient powerhouse, allowing you to focus on high-value CFO advisory services.

Work Less &

Enjoy More

Free Time

Swap the relentless grind for time freedom. Our turnkey solutions transition you from busy practitioner to strategic owner, giving you the liberty to live fully while your firm prospers autonomously.

YOU'RE IN GOOD COMPANY

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..

REAL ACCOUNTANTS, REAL TAX PROFESSIONALS,

REAL BOOKKEEPERS, REAL RESULTS

See How Our Clients Are Turning Our CFO Growth Blueprint And

Systems Into Record Profits and Happier Lives

REAL ACCOUNTANTS,

REAL TAX PROFESSIONALS,

REAL BOOKKEEPERS, REAL RESULTS

See How Our Clients Are Turning

Our CFO Growth Blueprint And

Systems Into Record Profits

And Happier Lives

PREREQUISITES FOR CFO GROWTH BLUEPRINT MEMBERSHIP

Because I offer such a strong guarantee, and because I’ll be investing a lot of time

and energy into helping you every week, there are a few conditions to entry.

You Must Be A Cool Person

If you’re someone who thinks you know it all, or if you thrive on drama, there will be no room for you inside the CFO Blueprint..

You Must Already Be An Accountant, Bookkeeper Or Tax Professional

If you’re completely new to the Accountant, Bookkeeper Or Tax Professional world, this probably won’t be a good fit. You need to already have a firm, product or service ready to sell.

You Must Be Willing To Show Up every week to the live calls, and work on your business every week.

If you can’t set aside the time to work on your business or firm, you won’t experience success. Ultimately, YOU are the most important person in your firm or specialty. I can give you all the help and support you need, but without implementation on your part, nothing happens.

If you're trying to increase your monthly revenue as an accountant, bookkeeper, or tax professional....

Usually you have just 2 options:

Option 1:

Take on More Low-End Clients

And Work Longer Hours

Option 2:

Invest In Other Courses Or Programs With Zero Results Or Guarantees

This New Third Option Gives You

The Best Of Both Worlds.

You can start offering Fractional CFO services to your current and future clients and add at least $10k/mo to your revenue while working less.

You can start adding new income streams with Profit Stacking.

Your marketing efforts yield higher returns with less effort.

And your professional reputation soars, all while maintaining a work-life balance that makes work rewarding.

And all this being backed by our 100% satisfaction guarantee.

If you're trying to increase your monthly revenue as an accountant, bookkeeper, or tax professional....

Usually you have just 2 options:

Option 1:

Take on More Low-End Clients

And Work Longer Hours

Option 2:

Invest In Other Courses Or Programs With Zero Results Or Guarantees

This New Third Option Gives You

The Best Of Both Worlds.

You can start offering Fractional CFO services to your current and future clients and add at least $10k/mo to your revenue while working less.

You can start adding new income streams with Profit Stacking.

Your marketing efforts yield higher returns with less effort.

And your professional reputation soars, all while maintaining a work-life balance that makes work rewarding.

And all this being backed by our 100% satisfaction guarantee.

This Is Your Opportunity to Join the Ranks of 3,000+ CFO Global Community. Do You CHOOSE to Be NEXT?

Hello! I’m Charles, and I’ve been a Fractional CFO since 2017. After leading a $2 billion business unit and being recognized as part of the 30 Under 30 finance award winners, I founded one of the top Fractional CFO firms in the country. I’ve personally scaled my business to seven figures, and I’m passionate about helping accountants, bookkeepers, and tax professionals like you unlock your true earning potential. I know first hand the challenges you face as a financial professional, often stuck with low-ticket clients while high-caliber business owners are actively seeking your expertise. That’s why I developed the CFO Blueprint System—a proven framework designed to elevate your service offerings and attract high-value clients who are eager to pay for your expertise. My clients have experienced remarkable transformations, with many adding $10k, $20k, or even $50k to their monthly revenue within weeks of implementing my strategies. Like Jennifer, who went from $15K to $50K per month, or Kurt, who reached nearly $120K in just one month. These success stories are not just numbers; they represent the freedom and fulfillment that come with earning what you're truly worth. You have a highly profitable skill set that can dramatically impact businesses—and I’m here to help you leverage it. Together, we can craft a compelling Fractional CFO offer that resonates with clients who have the budget and desire to work with you. With my 100% satisfaction guarantee, you can trust that if you don’t add at least $10k to your monthly revenue within 90 days, we’ll work for free until you do. Are you ready to stop settling for less and start thriving as a financial partner for high-end clients? Let’s work together to make it happen!

FAQ'S

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.

What qualifications or experience do I need to offer Fractional CFO services?

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.

Is there any risk involved in joining the program?

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.

How can I start offering Fractional CFO services to my clients?

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.

FAQ'S

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.

What qualifications or experience do I need to offer Fractional CFO services?

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.

Is there any risk involved in joining the program?

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.

How can I start offering Fractional CFO services to my clients?

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.

HERE'S A RECAP OF EVERYTHING YOU'RE GOING TO GET

WHEN YOU SECURE YOUR SEAT INSIDE

THE CFO BLUEPRINT SYSTEM

Profit Stacking Business Audit

Customized Fractional CFO Blueprint

1:1 High Level Weekly Coaching Calls

Guarantee ROI On Your Investment

Weekly Group Coaching Calls With The Team

Access To $20K Worth Of Marketing Systems, Legal Contracts, SOP's & More

Network With A Group Of Likeminded Experts

Unlimited Access To Charles & His Profit Surge Team For 90 Days

HERE'S A RECAP OF EVERYTHING YOU'RE GOING TO GET WHEN YOU SECURE YOUR SEAT INSIDE THE CFO BLUEPRINT SYSTEM

Profit Stacking Business Audit

Customized Fractional

CFO Blueprint

1:1 High Level Weekly

Coaching Calls

Guarantee ROI On
Your Investment

Weekly Group Coaching

Calls With The Team

Access To $20K Worth Of

Marketing Systems, Legal

Contracts, SOP's & More

Network With A Group Of Likeminded Experts

Unlimited Access To Charles & His Profit Surge Team For 90 Days

IMPORTANT: Earnings and Legal Disclaimers

This site is not part of, or endorsed by, Facebook, Google, Snapchat, Twitter or any social media platform in any way.

All product names, logos, and brands are property of their respective owners. All company, product and service names used in this website are for identification purposes only. Use of these names, logos, and brands does not imply endorsement.

FACEBOOK is a trademark of FACEBOOK, Inc. YOUTUBE and GOOGLE are trademarks of GOOGLE, LLC. SNAPCHAT is a trademark of SNAP, Inc. TWITTER is a trademark of TWITTER, Inc.

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.