Design a Focused, Profitable CFO Offer

Stop selling your time and start selling your expertise. Learn how to build a starter Virtual CFO package with clear boundaries and focused deliverables that U.S. clients value.

Command the Room with Calm Authority

Move past technical "task talk" and start leading high-level strategic discussions. We teach you how to use headline-first communication to turn complex financial data into clear, actionable advice that builds deep client trust.

The Capstone of Your Professional Bedrock

This is the final, vital piece of your three-part journey. By mastering the delivery and sales process, you are securing the foundation of your new business model and ensuring your long-term evolution as a highly respected financial leader.

About The Course

Many financial professionals possess incredible technical talent but feel stuck when it comes to packaging their knowledge into a premium service. You might find yourself being too technical in meetings or feeling underconfident when it’s time to make a recommendation, leaving you trapped in the role of "just the bookkeeper". It is frustrating to know you have the skills to help a business grow, yet lack the structured framework to explain and deliver that value in a way that clients can easily say "yes" to.  This course is designed to bridge that gap by teaching you a repeatable, monthly advisory cadence that flows with professional consistency. You will learn to design a focused CFO offer with clear boundaries, prepare decision-ready dashboards, and lead client meetings using a headline-first communication style. By shifting from reporting numbers to explaining their strategic meaning, you will move from a technical provider to a trusted authority who guides business owners toward better decisions with confidence.  As the capstone of our three-part series, this course represents the ultimate milestone in your comprehensive learning journey. It is the essential "Bedrock" step that connects your mindset and technical tools to a sustainable, scalable business model. Completing this final stage empowers you to not only do the work of a Virtual CFO but to thrive in the role, ensuring you are fully equipped for a long-term, high-impact career in the U.S. market.

About the Creator

CEO of Bedrock360 Business Solutions & Founder of Bedrock360 Business TrainingWith over 40 years of experience in public accounting, tax resolution, and small-business development, Joe DiChiara has dedicated his career to empowering financial professionals. Having launched multiple businesses and trained thousands of students, Joe understands that the final hurdle to success isn't just knowing the numbers—it's knowing how to lead with them.  Joe’s mission is to remove the confusion that holds self-starters back, providing you with the step-by-step systems you need to build a profitable, sustainable practice on solid "Bedrock" principles. He is deeply committed to your long-term evolution, acting as both a mentor and a guide as you step into your new role as a strategic authority in the accounting industry.

Course Curriculum

4 Chapters · 24 Lessons

  1. 1

    Course Materials

    1. (Included in full purchase)

      Course Textbook

    2. (Included in full purchase)

      Course Syllabus

    3. (Included in full purchase)

      Glossary of Terms

  2. 2

    MODULE 1 — Designing Your Virtual CFO Offer

    1. (Included in full purchase)

      Module Overview

    2. (Included in full purchase)

      MODULE 1 — Designing Your Virtual CFO Offer

    3. (Included in full purchase)

      Lesson 1: What to Include in a Starter CFO Package

    4. (Included in full purchase)

      Lesson 2: Monthly vs. Weekly Deliverables

    5. (Included in full purchase)

      Lesson 3: What Not to Include at the Beginning

    6. (Included in full purchase)

      Lesson 4: Niche vs. General + Positioning for U.S. Clients

    7. (Included in full purchase)

      Module 1 Quiz

  3. 3

    MODULE 2 — Running the Monthly CFO Cadence

    1. (Included in full purchase)

      Module Overview

    2. (Included in full purchase)

      MODULE 2 — Running the Monthly CFO Cadence

    3. (Included in full purchase)

      Lesson 1: The Month-End Review Workflow

    4. (Included in full purchase)

      Lesson 2: Dashboard Preparation

    5. (Included in full purchase)

      Lesson 3: Key Questions Before the Meeting

    6. (Included in full purchase)

      Lesson 4: Monthly Advisory Agenda and Follow-Up Plans

    7. (Included in full purchase)

      Module 2 Quiz

  4. 4

    MODULE 3 — Variance Analysis and Strategic Insight

    1. (Included in full purchase)

      Module Overview

    2. (Included in full purchase)

      MODULE 3 — Variance Analysis and Strategic Insight

    3. (Included in full purchase)

      Module 3 Quiz

    4. (Included in full purchase)

      Lesson 1: How to Lead a Confident Client Meeting

    5. (Included in full purchase)

      Lesson 2: How to Avoid Sounding Like “Just the Bookkeeper”

    6. (Included in full purchase)

      Lesson 3: Recommending Actions Without Overcomplicating

    7. (Included in full purchase)

      Lesson 4: Turning Insight into Authority

Student Testimonials

Discover how this course is transforming accounting professionals into successful Virtual CFOs

”
"I used to get so nervous before client meetings, wondering if I was sounding too much like a technician. This course gave me the 'headline-first' formula that changed everything. My clients now listen with more respect, and I feel like a true leader."
— Mark T.

Virtual CFO

”
"The monthly advisory cadence worksheet is worth the price of the course alone. It turned my ad-hoc advice into a structured service I can actually sell. I’ve already signed my first two CFO clients using the starter package model!"
— Elena S.

Advisory Professional

”
"This is the perfect ending to the Bedrock series. It tied everything together—the mindset, the forecasting, and now the delivery. I finally have a business I’m proud of and the confidence to charge what I’m actually worth."
— Jason B.,

Independent Accountant

Ready to Become a Virtual CFO?

Unlock the potential to offer high-value CFO services that resonate with U.S. clients. Enroll now and take the next step in your accounting journey!

₱2,399.00

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