Design a Focused, Profitable CFO Offer

Stop selling your time and start packaging outcomes. Learn to build a starter Virtual CFO package centered on focused deliverables—dashboard reviews, cash visibility, and clear action plans—that U.S. clients value and understand.

Master the Monthly Advisory Cadence

Move beyond ad hoc support and establish a repeatable, monthly delivery rhythm. You will learn to run a structured workflow from month-end close to the advisory meeting, ensuring you deliver consistent strategic value without the risk of scope creep.

Command the Room with Strategic Positioning

Shift from technical "task-talk" to high-level leadership language. By mastering outcome-based framing and "plain English" communication, you position yourself as the trusted advisor business owners rely on for their next big move.

About The Course

Many talented accountants and bookkeepers find themselves trapped in a cycle of underpricing, not because they lack skill, but because their services are described in technical jargon that clients struggle to value. You may feel too technical in meetings or unsure how to set firm boundaries, leading to "quick questions" that quietly erode your profitability and leave you feeling like "just the bookkeeper". This lack of a structured delivery system often results in burnout and a plateau in your professional growth. This course is your definitive roadmap to bridging the gap between technical accounting and executive-level leadership. You will learn to separate your service lines—keeping bookkeeping and tax distinct from high-value advisory—and how to use monthly cadences to stay strategic without being overwhelmed. By focusing on "cash clarity" and "better decisions," you will transform your delivery from a list of tasks into a business model that is sustainable, scalable, and easy for the right clients to buy.  We recognize that true mastery is a continuous evolution, and this course serves as the vital capstone to our three-part Virtual CFO journey. It is an essential component of your broader development, designed to empower you with the "Bedrock" principles of clear communication and professional authority. By completing this final stage, you aren't just learning how to sell a service; you are securing the foundation of a high-impact, future-proof career in the U.S. market.

Meet Your Instructor Joe DiChiara, CPA

CEO of Bedrock360 Business Solutions & Founder of Bedrock360 Business TrainingWith over 40 years of experience in public accounting and small-business development, Joe DiChiara has a singular focus: removing the confusion that holds financial professionals back. Having trained thousands of students and launched multiple successful businesses, Joe understands that the final hurdle to success is knowing how to lead with the numbers you’ve mastered.  Joe’s role in your long-term success is to provide the systems and mentorship you need to transition from a technician into a strategic authority. He is dedicated to helping you build a profitable, sustainable practice on solid "Bedrock" principles, ensuring you have the confidence to charge what you are truly worth while delivering life-changing results for your clients.

Course Curriculum

4 Chapters · 14 Lessons

  1. 1

    Part 3. Sell and Deliver CFO Services

    1. (Included in full purchase)

      Syllabus

    2. (Included in full purchase)

      Glossary of Terms

  2. 2

    Module 1: Designing Your Virtual CFO Offer

    1. (Included in full purchase)

      Lesson 1: What to Include in a Starter CFO Package

    2. (Included in full purchase)

      Lesson 2: Monthly vs. Weekly Deliverables

    3. (Included in full purchase)

      Lesson 3: What Not to Include at the Beginning

    4. (Included in full purchase)

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

  3. 3

    Module 2: Running the Monthly CFO Cadence

    1. (Included in full purchase)

      Lesson 1: The Month-End Review Workflow

    2. (Included in full purchase)

      Lesson 2: Dashboard Prep

    3. (Included in full purchase)

      Lesson 3: Key Questions Before the Meeting

    4. (Included in full purchase)

      Lesson 4: Monthly Advisory Agenda and Follow-Up Plans

  4. 4

    Module 3: Presenting Like a CFO

    1. (Included in full purchase)

      Lesson 1: How to Lead a Confident Client Meeting

    2. (Included in full purchase)

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

    3. (Included in full purchase)

      Lesson 3: Recommending Actions Without Overcomplicating

    4. (Included in full purchase)

      Lesson 4: Turning Insight into Authority

What People Are Saying

Discover how our course is transforming financial management for businesses like yours

”
"I used to dread the 'what do you do?' question because I'd just list tasks. This course taught me to talk about outcomes like 'cash clarity.' Now, when I speak, clients actually lean in and listen. It’s the most confident I’ve ever felt in my business."
— Sarah M.

Virtual CFO

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"The monthly cadence worksheet completely changed how I run my practice. I stopped offering unlimited access and started delivering a structured advisory session. My clients are happier with the clear action plans, and I’m finally protected from scope creep."
— David L.

Advisory Professional

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"Being part of the Bedrock journey has given me a roadmap I didn't know I needed. This final course tied the technical pieces from Parts 1 and 2 into a real business I can scale. I’m no longer just 'doing the books'—I’m leading the conversation."
— Elena R.

Financial Strategist

Ready to Transform Your Financial Management?

Enroll now to gain access to expert guidance, practical tools, and personalized strategies that will revolutionize your approach to financial decision-making.

₱2,699.00

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