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Transition From Bookkeeper to Highly Respected CFO

Transition From Bookkeeper to Highly Respected CFO

Specialty: Accounting
Size: Sole Practitioner
Annual Revenue: Less Than $250K

Acquire the technology, skills and partnerships to efficiently grow, build recurring revenue, make your first crucial full-time hire, provide higher-value CFO services and provide maximum value to clients of your sole practitioner accounting firm.

Track Clients Requests in Real-Time and Accept Payments on Your Terms With Corvee Software

A strong client relationship starts with a strong first impression. Use Corvee’s Client Collaboration and Payments solutions to request and receive agreements, engagement letters, file requests and questionnaires from clients through a secure client portal. 

Every Single Client Request Tracked and Received in One Secure Portal

From the first engagement letter signed, to requested files, questionnaires, additional agreements, you can send and receive all client requests in one place. Use the dashboard to track status per client so you know when you’ve got everything you need to complete your work.

Every Single Client Request Tracked and Received in One Secure Portal

From the first engagement letter signed to requested files, questionnaires and additional agreements, you can send and receive all client requests in one place. Use the dashboard to track statuses per client so you know when you’ve gotten everything you need to complete your work.

Every Single Client Request Tracked and Received in One Secure Portal
Securely Store & Charge Recurring or One-Time ACH and Credit Card Engagements

Securely Store & Charge Recurring or One-Time ACH and Credit Card Engagements

Owning your clients is important, and owning the collection of your revenue is paramount. You can set up one-time, recurring or custom dates, as well as charge your clients before you begin work.

Securely Request and Store Passwords to Critical Accounts for Each Client

One client may have one important login, or they may have dozens. No matter the number, we’ll help you request and securely store all of your clients’ passwords so you get access to what you need to overdeliver.

Securely Request and Store Passwords to Critical Accounts for Each Client

Our Growth & Development Programs Teach You How to Get the Right Clients, With The Right High-Value Service at the Right Price, to Increase Profit Margins to Grow Your Firm

Making the transition from just an accountant or a bookkeeper to a highly-paid Chief Financial Officer isn’t easy. But we’ve mapped out the entire process from delivering high-quality work, pricing, onboarding, delivery and building a team that can deliver without you. Our 12-month growth and development programs include 1-on-1 success coaching, weekly Q&A calls with industry experts, a private client community to ask questions and get quick feedback and both in-person and virtual events so you can meet and learn from others like you.

Our Growth & Development Programs Teach You How to Get the Right Clients, With The Right High-Value Service at the Right Price, to Increase Profit Margins to Grow Your Firm

Confirmed annual revenue growth for our sole practitioner firm clients

Read our Methodology Memo for how we calculate these numbers 

Transform From Lowly-Paid Bookkeeper to Highly-Respected CFO

Transform From Lowly-Paid Bookkeeper to Highly-Respected CFO

If you’re trapped doing bank reconciliations and accounts payable and receivable, you’ve got to redefine the work you provide to your clients. Moving to forward-looking, proactive forecasting, budgeting and value-added CFO services will allow you to grow your revenue while reducing your number of hours spent per client.

Price Your Sole Practitioner Accounting Firm Services for Profitability

Without a proper pricing model for setups, clean-ups, sub-account management (AR, AP, Payroll), monthly accounting, controller services or CFO services, you will constantly be undercharging, overworked, making low margins and feeling like you’ll never make enough money to hire the staff you desperately need to reduce your workload.

Price Your Sole Practitioner Accounting Firm Services for Profitability
Build Your Marketing Process to Attract Large Companies Willing to Pay Premium Fees

Build Your Marketing Process to Attract Large Companies Willing to Pay Premium Fees

To grow your sole practitioner accounting firm from a few hundred thousand in revenue into a real organization, you’ve got to move away from small, low-paying referrals and instead target larger companies doing $1M+ in annual revenue which are willing to pay for premium CFO services.

Partner With a Financial Advisor to Offer Tax-Advantaged Wealth Management to Your Clients With Corvee Advisors

Even though you provide accounting services, your clients have needs that range from tax to investments and insurance. We’ll help you build partnerships with other professionals to get solutions that you currently don’t offer for the problems that your clients have. We’ll also craft these relationships so you’re still seen as the center of your clients’ financial lives, while being able to share in fees and build a passive revenue stream for your sole practitioner accounting firm.

Help Your Clients Save Money On Taxes

You may be a bookkeeper, accountant or CFO, but if you aren’t ensuring your clients have the proper tax structure, your clients may be overpaying taxes every single year. Partner with us to save them money on taxes and be recognized as the champion who organized it all.

Help Your Clients Save Money On Taxes
Secure Your Clients' Financial Future

Secure Your Clients’ Financial Future

Having the ability to see the inside of your clients’ businesses makes you one of the most trusted advisors in their lives. Are they a good steward of the wealth they are accumulating? Are they saving? Are they investing? We’ll partner with you to help your clients organize and plan their financial futures, and you may have the ability to share in investment advisory fees.

Ensure Your Clients’ Assets & Families are Well-Protected

Building a proper insurance structure for your clients’ businesses and families isn’t easy. We’ll help you determine your clients’ needs so they’re prepared for any disaster that may come their way.

Ensure Your Clients’ Assets & Families are Well-Protected

More to Explore for Sole Practitioner Accounting Firms

When you’re first running your sole practitioner accounting firm, trying to figure out everything you need to know can be a challenge. The truth is, every challenge you’re currently facing has likely been conquered by another firm owner who had been exactly where you are now. Let’s preview how to overcome some of your core challenges below.

CFO Services

CFO Services

Transition from data-entry compliance to CFO advisory services by providing clients forward-looking statements, budgets, forecasts and advice to increase revenue, profit margins and enterprise value.

Financial Coaching

Financial Coaching

For some people, offering services just doesn’t cut it. If you’d like to become a trainer and coach your clients to financial success, become a financial coach.

Client Acquisition

Client Acquisition

Use LinkedIn marketing, email newsletters and direct outreach to generate 5-15 appointments per week with clients who are ready and willing to pay for advisory services.

Pricing Your Services

Pricing Your Services

The most important part of your pricing is scope. We’ll help you package, price and show the client the value of your services using 150+ slide education-based sales presentations that differentiate you from the competition as being a value advisor, while setting the right expectations from the very first meeting.

Profitability Assessment

Profitability Assessment

You should be able to generate $200,000-250,000 in annual revenue at 50% profit margins before you hire your first employee. If you feel like you’re overwhelmed, drowning and not making any money, it’s likely because you’ve undersold yourself and are charging too little for your services—which is reflected in your low profit margins.

Managing Your Time

Managing Your Time

It’s important to set boundaries and have clear requirements for the type of clients you’re willing to onboard in order to control your schedule. You also need to implement a task management system for one-time and recurring tasks so you and any contractors can plan your work for maximum productivity.

Making Your First Hire

Making Your First Hire

Once you’ve acquired the right clients, it’s time to stop hiring cheap contractors and get your first full-time employee. Job ads, interview processes, offer letters and competitive compensation are just a few of the things you’ll need to make your first hire with confidence, and we’ll provide you with the templates for all of these.

Our Clients Say It Best

Hear the stories of other sole practitioner accounting firms that have grown and optimized with Corvee.


Transition Now to Highly
Respected CFO

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AccountingTax.com by Andrew Argue is now Corvee