You can command 3x to 5x more revenue with fewer clients, avoiding burnout.
You’ll break free from competing on price and stop offering the same commodity services as everyone else.
Transformational results for clients don’t require additional certifications or new skills—you already have what you need.
Work smarter, not harder, by focusing on strategic partnerships clients value and pay for.
Scale your revenue while gaining the freedom to enjoy your life outside of work.
You’re tired of competing on price and want to position yourself as a trusted advisor.
You’re ready to stop working with low-paying clients and start commanding premium prices.
You’re offering bookkeeping or accounting services but want to elevate your role and income potential.
You’re a financial pro who wants to attract fewer (but higher-paying) clients.
You’re ready to break free from overwork and build a streamlined, profitable firm.
Dear Ambitious Advisor,
My client, Jessica, used this same exact framework to reposition her firm and land an $84K CFO client.
Now it’s your turn to unlock your Advisory Advantage™.
When I started my firm, I struggled with underpricing my services and constantly chasing leads. Like many, I relied on word-of-mouth referrals, hoping they’d sustain my growth—but they didn’t. I felt stuck, overwhelmed, and undervalued.
The turning point came when I realized the key to scaling wasn’t working harder; it was repositioning myself as the premium solution my clients truly needed.
The moment I made that shift, everything changed. Suddenly, I was attracting high-value clients who didn’t hesitate at my pricing, respected my expertise, and genuinely valued my work.
Now, I help firm owners like you make that same transformation. And I’m here to show you how to scale your firm without scaling your workload.
If you’re ready to experience this kind of change, I’d love for you to join me.
Discover the hidden skills you already possess that clients are eager to pay for.
Learn why your expertise is valuable, even if you don’t have certifications.
Stop undercharging by uncovering the transformational outcomes you provide.
Learn how to structure advisory offers that focus on outcomes, not hours.
Create packages that attract high-value clients who respect your expertise.
Draft your first premium advisory offer outline.
Overcome objections with ease and pitch your services confidently.
Learn the exact steps Jessica used to land her $84K CFO client.
Practice discovery call conversations and close deals with ease.
Don't Wait! Join us for the Workshop right now!
When I first started my business, I worked long hours, underpriced my services, and tried to appeal to everyone. The result? Exhaustion, overwhelm, and frustration that all my effort wasn’t translating into financial freedom or the recognition I knew I deserved.
Everything changed when I had a massive AHA moment: I stopped chasing clients and started positioning myself as a leader. By refining my messaging, raising my rates, and implementing systems, I began attracting premium clients who valued my expertise—and paid accordingly.
Fast forward to today, I’ve scaled my business to 7-figures, helped thousands of women grow their firms, and created a ripple effect in the industry by empowering others to embrace their true potential. From launching a million-dollar mastermind to helping clients land their biggest contracts, I know what it takes to scale sustainably—and profitability.
Now, I’m here to help you create your success story. Let’s make your big win the next one on the list.
"My goal for December was to sign 3 clients. And I DID! I sent 2 more proposals out with verbal yes's, waiting for signed Engagement Letters on those two."
Ashera A.
"I just quoted someone $1200/month and he didn't blink. Before this program, I would have said $750. He said 'your marketing is on point!'"
Morgan T.
"I did it ya'll! Total: $43,260, Recurring Revenue for February will be $8,900. This month I'm also starting to sell retreat tickets for September."
Jill C.
Frustrated by working long hours for clients who don’t value your expertise.
Tired of undercharging for services that deliver massive value.
Feeling stuck competing on price instead of being seen as the trusted advisor you know you can be.
Overwhelmed by the idea of making a big change but know you’re ready for something better.
Offering the same services for years and feel it’s time to elevate your firm.
Clear framework to identify and package your rare skills into premium offers.
Know how to confidently pitch and close high-ticket clients who respect and value your work.
Stop working long hours and start scaling your revenue with fewer, higher-paying clients.
Feel empowered to create transformational results for your clients without overhauling your practice.
Finally break free from the cycle of undercharging and overworking.
Discover Your Hidden Value: Even though you may not think you have rare skills, you’ll uncover the expertise clients are eager to pay for.
Learn How to Package Premium Offers: Without adding certifications or learning something new.
Sell With Confidence: Even if selling feels uncomfortable, we’ll show you how to close deals with ease.
Scale Revenue Without Burnout: Without losing time with family or overloading your schedule.
A FREE LIVE 90 Minute Workshop Showing You How to Elevate Your Firm and Attract Premium Clients
So you can finally transform your firm from underpaid and overwhelmed, to getting advisory clients with ease.
The workshop is typically only available live. Make sure to secure your spot and show up ready to transform your business. If for some reason you can't make (or want to revisit parts of the workshop) a replay will be sent out, but is only available for 48 hours.
For right now, The Advisory Advantage™ Workshop is 100% free! We don't know if it will be free next time.
This workshop is for any financial professional ready to elevate their role and attract premium clients. Bookkeepers, Accountants, CFOs, Consultants, Firm Owners, and more.
DISCLAIMER: Your level of success in attaining the results you desire depends on many factors, including (but not limited to) the time you devote to the strategies discussed, your background, experience, and work ethic. The average person who follows any "how to" information gets little to no results. All business entails risk and requires substantial and consistent effort. If you're not willing to accept that, this training is not for you.
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