Actionable Data & Accountability

6-week Financial Wingman Bootcamp 

Speaking Client's Langueage

CLASS OVERVIEW

"Outsourced accounting services are being replaced by automation and cheaper labor. Lowering the price is no longer doing any favor in making money." If this is what keeps you awake at night, you've come to the right place. Being in the same field for over 13+ years, we've been down the road before. Join our 6-week heart-to-heart lesson to transform the way you practice through a systematic approach. As a bonus, at the completion of your course, you will be eiligible to participate in The CFO Club™ - a community of likeminded CFOs designed to faxcilitate accountability and continued growth

Sign up to get enrolled into The CFO Club. 

Schedule

2 hours per week. Total 6 weeks.

Video Length

12 hours+

FINAL OUTPUT

A roadmap to implement

WHO NEED THIS

Self-employeed CPAs & CFOs

This is our journey, and will be yours too. 

A BETTER KIND OF ONLINE CLASS

Knowing

Hook 

[context - who we are 13 years ago and what problems we have - focus on their painpoints]

  • We were you 13 years ago and now it's your turn to replicate success.

Doing

Hook

[Context - what we've learned and continue doing that make the process/journey more smoothly]

  • Systemetically transform your business

Being 

Hook

[Context - approach (our how.) how we use system, process to acheive our goal. And now we want them to replicate the success. Painting the success to them]

  • Building process and executing it without thinking about it.

BY THE END, YOU’LL HAVE 2 ORIGINAL SHORT FILMS

LEARN THROUGH A STRUCTURED PROCESS

TRANSFORM THE WAY YOU PRACTICE BUSINESS

After years of trial and error, now you have a chance to take a closer look at your competitor. Learn how to ask the right questions, how to price your services, how to communicate with your non-accounting background clients, and so much more. We distilled down our experiences and knowledge into a structured lessons to transform your $500 service to $3500+ high-end practices. Rest assured, we will walk you through the entire process, hold you accountable, and help you implement the best practices. 

The CPA Paradox

or Film #1, Casey shares his start-to-finish filmmaking process. Using just his phone, he creates an entire movie from scratch, sharing his full range of techniques along the way. You’ll follow along with Casey’s process step-by-step and create an original, story-driven film of your own.

6-WEEK LESSON COVERS:

  • High-quality videos & High audio quality
  • 30+ visual aids and worksheets
  • Regular workshop to handholding you throughout the process
  • An access to an exclusive ommunity (The CFO Club™) 
  • A skillset to ask right questions
  • Ways to communicate with clients. Speak their language
  • An entry to unlock your team’s full potential
  • 13+ years real-life experiences share and examples 
  • 10+ case studies 
  • A chance to level up your services 

LEARN FROM THE BEST

MICHAEL HSU

Since 2009, Michael had been recognized among his peers (both accountant and entrepreneurs alike) as one of the most innovative pioneers in the outsourced accounting space. He was the first of two people to adopt and get certified by Xero and the was the first recipient of the Bill.com Guru Certification. In 2014, he was the youngest person to be invited to AICPA's Executive Roundtable. He had written for, been featured in, and quoted in media such as Inc, Forbes, Empact, Accounting Today, AIGA, etc.Leading by his passion about entrepreneurship and education, Michael distilled down his 13+ years of experiences and internalized a proven system: MEASURE x HACK.Our goal is clear: teach CPAs and CFOs how to achieve goals by measuring the right aspects and putting the right amount of effort in the exact right spot — So we can help CEOs navigate businesses and make the world a better place.  

THOUSANDS OF STUDENTS HAVE LEVELED UP

HEAR WHY PEOPLE LOVE THIS LESSON

“In this course I learned the behind-the-scenes — how to edit, how to add music, how to do cuts like Casey, and really just get that inside perspective. At the end you’re going to have two fantastic videos and a community that you can share and build together with.”

Thomas McMinn

@thomas.mcminn

Brent Campbell

@brentdcampbell

“Other courses have a tendency to complicate things... Casey has the ability to just really keep it simple. He breaks it down for you Barney-style. He makes it easier for you to understand and comprehend storytelling in a way that you’re able to grasp it and get better yourself.”

Eric Diaz

@the.erix

Heather Wallace

@silverinkphoto

“Seeing how one of the best in the business does it is really valuable. I’ll say this about the community as well — everybody was so friendly, so supportive, really encouraging. If you want that network of like-minded filmmaking people, then definitely enroll. You’re going to make so many new friends.”

Sam Holland

@samhollandyoutube

Yosuke Takada

@yoyosukeke

“This is the most useful and valuable advice you can receive in this space. Casey explains his thought process of how to create a story and how to problem solve when it doesn’t go your way. He talks about how to maintain attention span, evoke emotion, keep the flow and tone of the story going. These are all second-nature things that people don’t usually teach. So, if you are new to filmmaking… I suggest taking notes. ”

Makaya Loo

@makaya

Chris Le’cand-Harwood

@contentmarketingpod

“My projects are just a learning curve and they’ll get better over time, but I know I’ve stepped up my game by going through this class.”

Tom Lanier

@tomlanier

6-WEEK BOOTCAMP to TRANSFORM YOUR BUSINESS.
BECOME ONE OF THE BEST
IN THE INDUSTRY.

ARE YOU READY?

  • Complete 6-week lesson and learn the knowledge and skills
  • Practice and implement in your business 
  • Get personalized feedback and 1-on-1 work session
  • Join The CFO Club™ with likeminded peers 

STARTING AT

Pre-order price until 9/1.

We’ll have a work section meeting the following week after each lesson launches. In the meeting, you are welcomed to ask questions or share your opinions. The most important thing is, you can meet the people who have the same struggle likewith you, and get the opinions and the experiences they share. 

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