Hey Reader,

After my last few emails, I’ve received a lot of great questions about how exactly our community works.

I love these questions because they show you’re doing your due diligence - exactly what a great CFO should do.

I thought it would be helpful to share everything in one comprehensive breakdown.

This way, you’ll have all the information you need to make the right decision before our founding member deadline on Thursday.

Let me walk you through everything, question by question.

Who will be in the community?

The community is invite-only because we only accept actual fractional CFOs.

Inside, you’ll find experienced CFOs managing larger teams alongside those with smaller practices.

This mix is intentional because it creates an environment where everyone can both learn and contribute, regardless of their current stage. In a few months, we’ll open the community to Finance & Accounting professionals as a whole while keeping our Fractional CFO space private.

How will I interact in the community?

We’re hosted on Circle, a platform built specifically for professional communities. It’s similar to your familiar Slack or Microsoft Teams experience, but 5x better with more community-focused features.

The community is designed to feel natural and familiar. Some spaces work just like WhatsApp - quick, casual chats where you can ask questions and get instant help from me and other CFOs.

Other spaces are more like forums where we share detailed analyses and resources you'll want to reference later.

This isn’t some forgotten Facebook group. It’s an active chat where everyone, including myself, will be present daily.

What is the price?

We have three tiers available:

Don’t forget to use the promo code for 50% off when checking out before midnight 11/28.

What are the workshops?

Everyone gets access to monthly workshops where I present specific topics to help scale your fractional CFO business.

In our first workshop, I’m revealing all the strategies that helped me scale LinkedIn to 400,000 followers and land some of my biggest clients.

This is the first time I’m sharing these strategies, and I’m confident they’ll help you get more clients for your business.

When will the workshops be?

I am waiting to survey the list of those who join the community before locking down a time. It’s safe to assume it will be at some point between 8am ET and 8pm ET. Ideally we will find a time that works for everyone, however if not we will rotate time sessions with future workshops. All workshops will be recorded and provided to you afterwards.

How do the templates work?

Elite and Pro members get access to my entire library of finance and accounting templates (100+) through Model Wiz, my Excel add-in.

Model Wiz lives in your Home ribbon in Excel, making it easy to download and use any template.

You simply open the application in Excel, select your template, and click download, and your template appears in Excel.

You can see the full template library here​

You can also see exactly how Model Wiz works using this link. ​

Note that this will not include a data connection feature which we are working on - instead, you can connect your data manually using Excel formulas.

What courses are included?

You’ll get access to all four of my courses:

• Everything You Can Do in Excel (109 lessons, 6.5 hours)
• Intro to Building a 3 Statement Model (19 lessons, 1.5 hours)
• CFO Excel Dashboard & Reporting (30 lessons, 3 hours)
• Accounting Made Easy (30+ lessons, 3+ hours)

You will also get access to all future on-demand video courses created while your membership is active.

How does the 1:1 coaching work?

This is exclusively for Elite members. You’ll be able to schedule a 30-minute call with me each month to discuss anything you need help with. We will design a roadmap for how you can scale your firm and hit the targets that you need for success.

Do you offer refunds?

Due to the nature of our offer and to prevent bad actors, we currently don’t offer refunds.

I know you probably have more questions - and you should!

Hit reply and ask me anything. I’m here to help you make the right decision for your Business.

However, if you have already decided, you can lock in your discount here:

Choose Your Plan

Talk soon,
Josh

P.S. Remember, founding member pricing (50% off with code [COM50] ends Thursday at midnight.)