About The Dashboard CFO
Helping Bookkeepers Step Into Strategic CFO Roles—Without Working More Hours
Most bookkeepers are stuck in the day-to-day. You track numbers, send reports, and get things done. But deep down, you know you’re capable of more.
That’s where The Dashboard CFO comes in.
We help bookkeepers move from task-based work to high-value strategy—so you can lead financial conversations, drive results, and earn more without burning out.
Meet Christine Trumbull
Founder. CPA. Fractional CFO.
Founded by Christine Trumbull, a seasoned CPA and fractional CFO with over 30 years of experience, The Dashboard CFO was created to bridge the gap between day-to-day bookkeeping and true financial leadership.
After building and running several successful businesses of her own—and advising countless others—Christine saw firsthand how powerful it is when financial professionals step beyond compliance and into advisory roles that create real change.
What You’ll Learn
Through our certification course and training resources, we teach bookkeepers how to:
Build custom dashboards that reveal cash flow gaps and profit opportunities
Position themselves as strategic partners, not just service providers
Lead powerful financial conversations with confidence
Grow a more profitable, sustainable practice—with fewer clients and higher fees
You won’t just learn how to use a tool. You’ll learn how to lead.
Ready to stop trading time for money?
If you're ready to raise your rates, reduce your client load, and do more meaningful work, you're in the right place.
Welcome to The Dashboard CFO.
Let's elevate your role—and your income.
Let’s Build Your CFO Business Together!
Join The Dashboard CFO Certification and start offering high-value, high-profit CFO services today.
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