The CFO Accelerator
Pivot From An Accountant to A Fractional CFO—And 5x Your Income With Half the Clients
You didn’t build your business to feel like an overworked, underpaid employee.
But if you’re still billing by the hour, chasing scope creep, or juggling low-profit (yet high-demanding) clients just —something’s broken.
You have the skills, the client experience, and the business insight.
What's missing is the right offer, structure, and positioning to command premium fees and attract clients who value your strategic expertise—not just your spreadsheets
.
This program is designed to help you fix all three so you can finally shift out of the accountant role and into the role of a high-value financial partner.
The CFO Accelerator is a high-touch 6-month program for accountants and bookkeepers ready to reposition their expertise, command premium prices, and attract clients that truly value their expertise
Who is this for?
- Experienced bookkeepers, CPAs & accounting firms who want to offer more than just time-intensive compliance, bookkeeping or tax services
- Fractional CFOs in name but not in structure—you’re still flying by the seat of your pants with unclear offers, inconsistent delivery, or chaotic backends.
- This is not for brand-new bookkeepers or accountants those still trying to figure out how to get their first few clients. It’s for experienced professionals who already have the expertise but are not getting paid their worth.
What's Included
This isn’t another coaching program. It's is a mentorship—designed to increase your income, cut your client load, and position you as the strategic financial partner CEOs are actively looking for.
If you have the experience—but undercharging, overdelivering, or constantly rebuilding how you serve each client—this program gives you the infrastructure to change that for good.
Each month is intentionally designed to help you start and scale a profitable CFO business.
You don’t just simply raise your prices. You’ll raise the standard of how you operate—and finally get paid for the value you bring to the table.
You’ll leave with a complete CFO model you can run with confidence: profitable, structured, and scalable.
Phase 1: Create Profitable CFO Offers
Goal: Nail your positioning, pricing, and packaging so you can confidently offer and sell your first strategic CFO service
In this stage, we’ll cover:
- How to scope and structure a premium offer that focuses on outcomes, not hours
- Pricing strategies that reflect the business value of your work, not your effort
- Packaging deliverables into monthly retainers that create stability and scale
- Positioning: How to go from “bookkeeper or accountant” to strategic growth partner
- Crafting messaging that speaks directly to founder pain points: cash flow chaos, margin compression, decision overwhelm
By the end of Phase 1, you’ll have:
- A clearly defined CFO offer you can confidently sell at $3K–$10K+/month
- Messaging that makes your value obvious
- The foundation to attract serious business owners who want financial strategy, not just compliance help
End of Month 2: Launch Your CFO Offer to Current Clients
This milestone focuses on upselling the clients who already know and trust you. There’s no cold outreach. No pressure. Just a simple, strategic shift in the way you position your value to the people you’re already serving.
You’ll use our Win-Win Upsell Strategy to:
Identify your best-fit CFO upsell candidates
Make a no-pressure offer that reframes your role as a strategic partner
Begin getting feedback, traction, and potential yeses—even before you’ve built everything
By the end of this milestone, you will have:
→ Made your first CFO offer
→ Sent 3–5 personalized upsell invitations
→ Started at least one conversation that moves you toward your first CFO client
Phase 2: Systemize & Automate
Goal: Build the backend systems that make your offer scalable, high-profit-margin, and time-protected without requiring complex software.
In this stage, we’ll cover:
- Designing a frictionless client onboarding experience that sets clear expectations and elevates your perceived value
- Creating a recurring workflow: what gets delivered, when, and how (so you stop reinventing the wheel every month)
- Setting up reporting, forecasting, and KPI dashboards that drive strategic conversations
- Automating prep and communication to save 5–10 hours/month without sacrificing quality
- Installing boundaries and delivery systems that protect your time and avoid scope creep
By the end of Stage 2, you’ll have:
- A streamlined delivery system that delivers consistent results, without demanding all of your time.
- Templates and tools that save you time and boost your authority
- Confidence that you can handle premium clients without overextending yourself
End of Month 4: Your Client Delivery System Fully Implemented
We’re not just talking about having a few templates. This milestone is about having a fully functional delivery engine—so when a client says yes, you’re ready to lead like a CFO.
You’ll use the CFO Readiness System to ensure:
Your onboarding experience positions you as the expert
Your monthly delivery process is clean, time-protected, and value-rich
Your reporting tools and meeting rhythms drive strategic conversations
By the end of this milestone, you will have:
→ A complete onboarding, delivery, and reporting structure
→ A customizable CFO delivery workflow you can use with any client
→ A “Ready to Serve” checklist (branded as part of the system, not a generic doc)
Stage 3: Generate High-Quality Leads
Goal: Install a simple lead generation engine and confidently sell to premium clients
In this stage, we’ll cover:
- Building a lean outreach strategy (LinkedIn + email) that opens doors with ideal clients—even if you hate “marketing”
- Writing DMs that get replies and start real conversations
- Creating low-effort, high-authority content that positions you as a strategic thinker—not a vendor
- Developing a simple lead tracker and follow-up system you can maintain in 2–3 hours per week
- Sales call structure: how to lead with authority, price with confidence, and close premium retainers without pressure
By the end of Stage 3, you’ll have:
- A pipeline that’s generating warm conversations with real prospects
- A sales process that feels natural, confident, and aligned with your value
- A system that keeps your client flow consistent—without full-time marketing or funnels
End of Month 6: Land, Onboard, and Deliver
This is where all the strategy, systems, and structure you’ve built come together—and go to work.
In this final phase, we refine your outreach, elevate your pitch, and help you confidently close your first full-paying CFO client. Not from theory. From a place of alignment, clarity, and readiness.
You’ll also walk through your full onboarding and delivery sequence in real time—so you’re not just winning the client, you’re leading from day one.
By the end of this milestone, you will have:
→ A paying CFO client (or be actively onboarding one)
→ A clear, repeatable client acquisition and delivery process
→ The confidence and systems to scale—without going back to low-fee, high-stress work
How It Works
You won’t be left to figure this out alone.
This program is built for implementation—not information overload. That means you’ll have direct access to strategic support, feedback loops, and live touchpoints that keep you moving, sharp, and supported from day one.
Whether you’re refining your offer, building out delivery systems, or working through client messaging, you’ll never be stuck staring at a blank screen wondering, “Am I doing this right?”
Pre-Call Video Trainings to Maximize Our Time
Before each call, you’ll receive a short, focused video training to watch in advance. This gives you clarity on the week’s focus—so our time together isn’t spent teaching, but building. You'll show up to calls prepared and ready to implement with confidence.
Biweekly 1:1 Strategy Calls
Every other week, we’ll meet for a focused 1:1 session where we review your progress, troubleshoot roadblocks, and refine your strategy. These calls are where we go deep—on your offer, pricing, systems, or sales—so you always know exactly what to do next.
1:1 Strategic Review & Feedback
You’ll submit your business assets—like your offer, onboarding system, or sales messaging—and I’ll personally review them and send back a video with targeted, strategic feedback. You’ll know exactly what’s working, what to improve, and how to move forward with confidence. No second-guessing. No wondering if you're “doing it right.”
Daily Slack Office Hours
In between calls, get direct access to me inside our private Slack channel. I check in daily (Monday–Friday) during set office hours, so you can ask questions, troubleshoot in real-time, and keep moving without waiting a week for a call.
CFO Templates, Tools, and Workflows
You won’t just learn what to do—you’ll get the assets to actually do it.
From scoping and pricing to reporting and onboarding, you’ll get access to the exact tools I use to run and deliver high-level CFO services. These aren’t generic downloads—they’re designed to help you move faster, look more credible, and consistently deliver real value to your clients.
You’ll have the strategy you need, the structure to implement it, and direct access to support that actually moves your business forward. No guesswork. No wasted time.
Investment
CFO ACCELERATOR
$2,497
ONE TIME COST
(SAVE $485)
$497
MONTHLY
(FOR SIX MONTHS)
You’re not just investing in a program—you’re investing in a business model that can 2x–5x your income with fewer clients, less chaos, and more control.
- 6 Months of Access
- CFO Accelerator Curriculum
- 1:1 Strategic Reviews & Feedback
- Monthly Coworking Session
- Monthly Group Strategy Call
- Daily Office Hours Via Slack (get direct access to me)
- Templates & Tools
THE CFO CLIENT GUARANTEE
I’m fully invested in your success because I know this process works when you do.
If you show up, implement each phase, and take consistent action, and you don’t land a CFO client by the end of the 6-month mentorship, I’ll continue supporting you for up to 60 additional days at no extra cost—focused entirely on helping you land that first client.
YOU CAN MOVE FORWARD FASTER
Milestone-Driven Progress
This program is intentionally designed for ambitious, time-strapped professionals who need real results—without overwhelm. Each phase is built around key milestones that balance clarity, focused execution, and strategic support—so you can make meaningful progress without burning out.
Step 1:
Training + PlaybookS
Every strategy kicks off with a clear plan, focused training, and plug-and-play tools so you know exactly what to do —without wasting time. No guesswork. Just real progress, fast.
Step 2
1:1 Strategy Calls
A 60 minute 1:1 strategy call where we get hands-on and build your CFO business. Get real-time feedback, strategic guidance, & problem solving.
Step 3:
Implementation Support
As you focus on implementing your strategy, I’ll be in your corner—providing the support, accountability, and momentum you need to move forward with confidence.
What You’ll Walk Away With
This program isn’t about creating an irresistible offer or finding the perfect niche.
It’s about stepping into a high-leverage, high-margin CFO business model that puts you in control of your time, your income, and your client roster. By the end of this 6-month program, you’ll have:
A High-Value CFO Business Model That Commands $3K–$10K+ Retainers
You’ll walk away with a clearly defined, outcomes-driven offer that allows you to work with 3–5 clients at premium rates—instead of juggling 12+ clients just to hit your revenue goals.
Messaging That Attracts Founders Willing to Pay for Strategy, Not Just Execution
You’ll learn how to position your expertise in a way that speaks directly to what CEOs care about: cash flow clarity, strategic decision-making, and sustainable growth.
Systems That Let You Deliver at a Higher Level in Less Time
From onboarding to monthly reporting, your backend will be built for consistency and ease. This means more client satisfaction, fewer headaches, and better margins.
A Lean, Repeatable Pipeline That Brings in the Right Leads
You’ll build a simple lead generation strategy using outbound messaging, authority content, and a tight follow-up system—so you always know where your next client is coming from.
A Sales Process That Converts Premium Clients Without Being "Salesy"
No awkward proposals or discounting your rates. You’ll know exactly how to qualify leads, lead the sales conversation, and close deals with confidence and clarity.
The Confidence to Charge More—Because You’ll Be Delivering at a Higher Level T
his isn’t about “raising your rates.” It’s about stepping into a new identity: one that reflects the real value you bring to a business. You’re not just a technician. You’re a financial operator.
Hi, I'm Rashida
I'm a CPA and CFO with over 15 years of experience leading financial strategy for everything from lean startups to global Fortune 500 companies.
I’ve built and run my own successful advisory business, and I know exactly what it takes to shift from being “the numbers person” to becoming a high-value strategic partner. Now I help other accountants do the same—by building profitable, scalable CFO business models that position them at the table, not in the back office.
