Elevate Your Bookkeeping Business.
Charge More, Work Less, Add More Value.
Are you ready to go beyond bookkeeping and become the strategic financial expert your clients need?
The Dashboard CFO Certification gives you the tools, strategies, and confidence to transition into a high-value CFO role—without adding hours to your workload.
Who Is This For?
This certification is designed for bookkeepers and accountants who want to:
Charge premium rates by offering CFO-level services
Stand out from competitors with advanced financial insights
Attract better clients who value strategy over transaction processing
Work smarter, not harder with dashboards that do the heavy lifting
What You'll Learn
The Dashboard CFO Method transforms your approach to financial services. Inside this certification, you’ll master:
The 7-Step Dashboard Process
Build CFO dashboards that uncover hidden cash opportunities
Advanced Cash Flow Strategy
Teach clients how to optimize cash flow and profits
Pricing & Packaging CFO Services
Learn how to confidently charge more for high-value insights
Client Conversations That Sell
Position yourself as a strategic partner, not just a bookkeeper
Automating & Scaling Your CFO Services
Leverage systems to deliver more without increasing your workload
What’s Included in The Certification:
01.
Comprehensive Training
Step-by-step video modules, templates, and live coaching
02.
Custom CFO Dashboard Framework
Use our proven templates to create powerful dashboards
03.
Exclusive CFO Pricing & Sales Scripts
Confidently close high-value clients
04.
Live Q&A Calls + Private Community
Get direct support from experts and connect with like-minded professionals
05.
Official Dashboard CFO Certification
Position yourself as an expert in the industry
Apply for The Dashboard CFO Certification Today!
Ready to scale your bookkeeping business and offer high-value CFO services?
Spots are limited! Apply now and start your transformation into a certified Dashboard CFO.
Frequently Asked Questions
Who is this certification for?
Bookkeepers, accountants, and financial professionals who want to move beyond transactional work and offer strategic CFO services.
Do I need prior CFO experience?
No! We teach you everything you need to know, from dashboards to pricing to client conversations.
How long does it take to complete?
Most students complete the certification in 8-12 weeks and start landing CFO clients shortly after. The course is set up to be completed in 90 days.
What if I have questions during the course?
You’ll get access to live Q&A calls, a private community, and expert support throughout the program.
Let’s Build Your CFO Business Together!
Join The Dashboard CFO Certification Course and start offering high-value, high-profit CFO services today.
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