More Than a CFO

Your Strategy-to-Action Partner!

GOALS-to-Actions Lab

The Power of Real-time Financial Strategy:

Step into the GOALS-to-Actions Lab and discover how your business's real numbers can lead to immediate actions.

WHO

🔹 For Ambitious Business Owners and Founders:You're not just seeking knowledge; you want to act. If you're ready to delve into your numbers and draw out the next steps for your venture, keep reading.

WHAT

🔹 Introducing the GOALS-to-Actions Lab: 4W by The Vitamin CFO:In just four weeks, I will guide you through an insightful journey, decoding your business metrics, and drawing out a precise path for you to follow.

WHY

🔹 Numbers Tell Stories. Yours Can Inspire Action:Your business metrics are more than just figures on a screen; they're a roadmap. Let's decipher it together.

HOW

🔹 It's Not Just Analysis; It's Actionable Insight:With your actual business data at the forefront, I'll lead you from understanding to executing. This isn't about theories; it's about taking firm steps based on what your business tells us.

Common Concerns Addressed:

This is hands-on. Using YOUR business data, I craft bespoke solutions tailored to your unique challenges.

Far from it! Each session is custom-tailored, addressing the distinct needs of your venture.

It's only an hour a week. An hour that sets the direction for your venture's future. Prioritize it, and see the change.

What's Inside the GOALS-to-Actions Lab:

🔹 Week 1:
Business Mapping and Health Check

Financial Deep Dive:

We'll begin by examining your venture's financial heartbeat.

Health Assessment:

Evaluate your venture's vitality through various financial ratios.

KPI Insights:

Select and review essential KPIs, perfectly suited for your business's landscape.

🔹 Week 2:
Goals and Real-time Analysis

Strategic Goals:

Using the insights from Week 1, we'll outline clear financial targets.

Live GoalSeek:

Highlight necessary adjustments to achieve those targets.

🔹Week 3:
Sensitivity Analysis

On-the-spot Adjustments:

We'll play with different aspects to gauge their effects on the goals set.

From Insight to Strategy:

Finalize actionable strategies and prep for potential challenges.

🔹Week 4:
KPIs & Clarity

Your KPI Guide:

I'll introduce a tailored KPI tool, clarifying every component's significance.

Strategy Refinement:

Dive deeper into strategies, making sure they're precise.

Questions Addressed:

This is your time; any questions or doubts, I'm here to clear them up.

Don't just observe your business.
Act on it with clarity and purpose.

• Book Your FREE DISCOVERY CALL

Let's turn your business metrics into a compelling action plan, step by step.

Elite Advisor Blueprint

Work Smarter, Not Harder

Start Selling High-Ticket Services on LinkedIn

"Discovering how to position my services for high-ticket clients was a game-changer. This program offers practical, straightforward guidance that really works." - Lisa D., Financial Advisor

"The Elite Advisor Blueprint helped me redefine my practice. I'm not just an accountant; I'm now a sought-after financial strategist." - Carlos R., CPA
- Daniel S., Corporate Finance Expert

WHO

This program is perfect for finance professionals and accountants who are ready to transition from traditional roles to high-ticket advisory services. If you're looking to define your niche, optimize your online presence, and create services that truly resonate with high-value clients, this is where you start.

USE CASES

🔹 Brand and LinkedIn Presence: Develop a brand that speaks directly to your target market and shines on LinkedIn.
🔹 High-Ticket Service Creation: Transform your services from standard offerings to premium, client-focused experiences.🔹 Effective Service Packaging and Pricing: Learn to package and price your services in a way that maximizes value and attractiveness.🔹 Tech Empowerment: Utilize the right tools to support your services and streamline your advisory practice.

HOW it WORKS

🔹 An 8-week journey divided into two parts for maximum effectiveness:First 4 Weeks: Intensive workshops and calls focused on building your brand, creating high-ticket services, pricing, and tech.Next 4 Weeks: Implementation coaching with Q&A sessions, ensuring you effectively apply what you've learned.

🔹 My Story 🔹

I leveraged my 15 years in the financial sector to create a no-nonsense, practical program that cuts through the jargon.I'm here to guide you from being a traditional accountant or financial professional to becoming an in-demand high-ticket advisor.

🔹 Duration:
8 Weeks (8 Weekly Live Calls)🔹 Communication:
Dedicated Slack channel for ongoing support, worksheets, templates and checklists.

Step into High-Ticket Advisory – Start Your 8-Week Transformation Today

• Book Your FREE DISCOVERY CALL

The Elite Advisor Blueprint program is meticulously designed to take you through every step of the process:

🔹 Week 1: Branding and LinkedIn Presence

Define your specific market and niche.
Craft an offer tailored to your ideal client.
Optimize your LinkedIn profile for clear, effective positioning and visibility.

🔹 Week 2: High-Ticket Advisory Services Creation

Transition your services from basic to high-value.
Create a client journey with distinct phases for value creation.
Implement strategies for quick wins and immediate client impact.

🔹Week 3: Packaging Services and Pricing

Develop pricing tiers with unique deliverables for each.
Learn methods to add value to each service tier.
Understand how to avoid scope creep and maintain service integrity.

🔹 Week 4: Tech Stack for High-Ticket Advisory

Select and utilize software and tools that enhance your advisory services.
Integrate financial tools for efficient service delivery.
Set up your online advisory presence with practical tools like Stripe and Calendly.

Transform Your Practice into a High-Ticket Advisory Powerhouse.
Join Elite Advisor Blueprint Today.

• Book Your FREE DISCOVERY CALL