From CPA to CFO 6-week Bootcamp to Elevate Your Practice

Course level:Intermediate
Course Duration: 6h 30m

View a five minute preview of the first four lessons below!

What I will learn?

  • Diagnosing - Ask the right questions to find out what your clients truly need
  • Execution - Foster an idea, replace it with systems, and use the right tools to achieve your vision
  • Metrics - What get measured get done
  • Mindset - The unshakeable confidence for CAS practice
  • Lesson 1: Why the industry’s general approach fell short, and how to eliminate those problems by understanding the client's needs and creating value
  • Lesson 2: Implement the MEASURE x HACK Framework™ not only into your practice, but your client’s business as well
  • Lesson 3: Ways to hold accountability and keep control over your business by building up the rhythm
  • Lesson 4: The key metrics from the top of the company level down to the individual level, as well as other metrics to hold your accountability
  • Lesson 5: How time affects your overall business, that of your clients, and even your life
  • Lesson 6: Advance your value-based pricing through providing 3 most-wanted core value to your clients

Course Curriculum

The CPA Paradox
The biggest challenges that all the CPAs are facing, which are poorly paid, hard to get new clients, and unsatisfactory quality when communicating with clients.

  • Week 1 – Video
  • Week 1 – Lesson Material
  • Week 1 – Quiz
  • Week 1 – Monday Morning Action Plan

The MEASURE x HACK Framework™
Vision, Strategy, Execution, MEASURE x HACK

Ways to hold accountability and control over your business!

Vital numbers, key metrics, activity-result metrics, balancing metrics, and driving metrics, for you to create the structure and processes for the business.

How you should view time as a part of building MEASURE x HACK methodology into your practice.

Pricing is science.


30-Day Money-Back Guarantee

Categories Bootcamp, Financial

About Course

This is a 6-week learn-and-do lesson to elevate your practice through the proven methodology and better client advisory service. It’s designed to encourage “hack” (change) for success. Let’s roll.

Target Audience

  • Suitable for CPAs to advanced their CAS practice
  • CFOs who are eager to create more value for their clients

Material Includes

  • 6 highly-impactful lessons with built-in accountability
  • 6+ hours of educational and informative videos
  • 15+ exercises, tools, and templates
  • Assignments to help reinforce your training
  • Real-life case studies
  • An exclusive community only for people who complete the boot camp


  • You are eager to advance your CAS practice
  • You are open-minded and willing to make changes