Shift from Recorder to Strategic Advisor
Stop getting stuck in low-ticket bookkeeping and historical reporting. Learn to read the "business behind the numbers" and provide the future-focused insights that business owners truly value.
Command Premium Rates with CFO-Level Skills
Move beyond task-based work and position yourself for high-value advisory services. By mastering KPI judgment and financial storytelling, you provide a level of strategic guidance that commands professional-grade compensation.
Build Your Professional Bedrock
This is more than a single class; it is the first essential step in a comprehensive 3-part journey. We provide the decision-making frameworks and confidence you need to build a sustainable, profitable career as a trusted financial partner.
About The Course
Many talented bookkeepers and accountants feel stuck in a cycle of historical reporting, where they are viewed merely as recordkeepers rather than strategic partners. It’s common to feel undervalued or unsure how to interpret business performance beyond basic reports, leading to a lack of confidence when explaining results to clients. You know you are capable of providing more value, but without the right framework, it’s difficult to break away from low-ticket, task-based work. This course is your solution, designed specifically to help you bridge the gap between technical accounting and executive-level advisory. You will learn to identify the four key drivers of every business—revenue, cost, margin, and cash—and translate complex data into "plain English" that business owners understand. By focusing on implementation and decision-making rather than just information, you will gain the ability to deliver clear, CFO-style recommendations with total confidence. Recognizing that true professional mastery is a journey, this course serves as the foundational first stage of our three-part series. It is an essential component of your broader development, intended to empower you with the "Bedrock" principles necessary for long-term success in the U.S. market. By completing this first step, you are not just learning a new skill; you are investing in a comprehensive roadmap designed to transform your career and your clients' businesses.
About the Creator
CEO of Bedrock360 Business Solutions & Founder of Bedrock360 Business Training With 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 the specific challenges self-employed accountants face when trying to scale. Joe’s mission is to remove the confusion that holds professionals back, providing step-by-step systems that simplify complex U.S. business concepts. He doesn't just want to teach you accounting; he is committed to helping you build a solid "Bedrock" foundation for your own profitable, sustainable business. When you learn from Joe, you are gaining a mentor who is invested in your long-term evolution from a technician into a strategic leader.
Course Curriculum
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1
Welcome!
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Welcome to Talk Like a CFO, Get Paid Like One Course 1 of 4
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2
Course Materials
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Course Textboook
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Course Syllabus
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Course Workbook
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Glossary of Terms
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3
MODULE 1 — The Shift: From Recorder to Advisor
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MODULE 1 — The Shift: From Recorder to Advisor
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(Included in full purchase)
Module Overview
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Lesson 1: Why Bookkeepers Stay Stuck in Low-Ticket Work
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Lesson 2 — Accounting Work vs. CFO Work
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Lesson 3 — What U.S. Small Businesses Expect From a CFO
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Lesson 4 — The New Role You’re Really Stepping Into
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Module 1 Quiz
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4
MODULE 2 — Understanding the Business Behind the Numbers
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Module 2: Understanding the Business Behind the Numbers
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Module Overview
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Lesson 1 — Reading a Business Like a CFO
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Lesson 2: The Four Drivers Every CFO Watches
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Lesson 3: Which Numbers Matter by Business Type
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Lesson 4: Turning Financial Statements Into Business Insight
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Module 2 Quiz
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5
MODULE 3 — CFO KPIs That Clients Care About
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Module Overview
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Lesson 1: Why Most Clients Need Fewer KPIs, Not More
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Lesson 2: Core KPIs That Matter Most
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Lesson 3: What Each KPI Really Tells You
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Lesson 4: Choosing 5–7 KPIs for One Client
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Module 3 Quiz
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6
MODULE 4 — Financial Storytelling for Better Decisions
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Module Overview
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Module 4_ Financial Storytelling for Better Decisions
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Lesson 1: How to Explain Numbers in Plain English
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Lesson 2: Turning Data Into Action Steps
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Lesson 3: Building Executive-Level Confidence
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Lesson 4: Mini Case Study — What Would a CFO Say Here?
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Module 4 Quiz
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7
Course Project
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Course Project
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8
Congratulations!
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Congratulations on Completing Talk Like a CFO, Get Paid Like One Course 3 of 4
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What People Are Saying
Discover how this course is transforming financial professionals' careers
"I always knew there was more I could do for my clients, but I didn't have the words to explain it. This course gave me the 'plain English' framework I needed. Now, my clients don't just see me as the person who balances the books—they see me as a partner in their growth."
Freelance Accountant
"Being part of the Bedrock journey has been a game-changer. This first course laid such a strong foundation for how I think about business drivers. I finally feel like I have a roadmap for my career instead of just a list of tasks to complete."
Financial Professional
"The shift from 'historical reporting' to 'future-focused insight' changed everything for my practice. I've already started moving my clients into higher-value advisory packages thanks to the KPI selection logic Joe teaches. It’s the confidence boost I’ve been looking for."
Virtual Bookkeeper
Ready to Transform Your Financial Career?
Enroll now to gain the skills and mindset of a CFO and unlock higher-value opportunities.
₱2,399.00