CFO Mentor

Monthly 1:1 Mentorship for Freelance Bookkeepers and Accountants

You became a freelance bookkeeper so you could be in control of your own time, work from home (or anywhere!) and do the work you love to do! And I’m here to support you while you make those dreams happen!

As your CFO Mentor I provide on-going, real-time support to freelance bookkeepers in the U.S.

  • Need guidance on a tricky journal entry?

  • Questions about QuickBooks processes?

  • Want to trouble shoot an accounting issue that is keeping you from moving forward?

CFO Mentor gives you a direct line to Becky — your personal CFO Mentor on call — so you can get answers, direction, and accountability every month.

No more second-guessing your work or wondering if you’re “doing it right.” Whether you need help untangling a client’s QuickBooks, entering a tricky journal entry or just wondering… is this right? Becky’s got you covered.

With monthly 1:1 calls and ongoing chat access, you’ll always have expert guidance just a message away. Keeping you moving forward with confidence.

And if you’re not sure what you need each month? Becky will help you identify what matters most so you can more deeply serve your own clients - not just fix fires as they pop up.

What You’ll Get Each Month

  • A 30-minute private call with Becky (customized to your current needs and business goals)

  • Unlimited chat support for quick questions and clarity while you are in the books

  • Reminders and accountability for important tax and business deadlines

  • Training checkpoints to help you understand your numbers and grow your financial confidence

CFO Mentor
$249.00
Every month
$2,490.00
Every year

As a CFO Mentor member you receive: (1) 30 minute private 1:1 call with Becky each month ✦ On-going chat support (direct with Becky) ✦ Personal guidance with accounting & financial questions and issues. → → Got a quick question? Becky's got a quick answer! Chat support eliminates lengthly calls and keeps you moving forward. → → Need deeper guidance?Monthly private calls support you exactly how you need. → → Not sure what you need this month? Training checkpoints develop your financial knowledge

✓ Monthly private calls - training & guidance all year long!
✓ On-going chat support for questions between calls
✓ Reminders to keep you ready for important deadlines
✓ Get 2 months FREE when paying annually