A $47 system for bookkeepers to package advisory, price it using ROI logic, and stop giving away CFO-level insight for free.
Includes templates, scripts, decision rules, and a 7-day execution plan to upgrade your first client.
You're good at what you do. Maybe too good.
Clients call you before they make financial decisions. They ask your opinion on hires, equipment purchases, cash flow timing. They trust your judgment more than their own accountant's.
And you give it to them. For free. Buried inside your monthly bookkeeping fee.
Meanwhile:
You quote hourly. You absorb scope creep because "it only takes a few minutes." You answer weekend texts because the client is "important." You watch clients implement your advice and make thousands while you invoice for data entry.
You're not a bookkeeper anymore. You haven't been for years.
But your pricing says otherwise.
Every time you answer a "quick question" about cash flow, you're giving away $200-500 worth of advisory insight.
Every time you explain what the numbers mean instead of just reporting them, you're doing CFO-level work at bookkeeper rates.
Every time a client takes your advice and avoids a $10,000 mistake or captures a $10,000 opportunity you get nothing.
Calculate it yourself: How many advisory conversations did you have last month? What would a fractional CFO charge for those same insights?
That's your leak. That's the gap between what you deliver and what you collect.
And it compounds. Monthly. Yearly. Across every client.
The longer you wait to fix this, the more money walks out the door wearing your fingerprints.
I built and sold my own accounting firm. I know what it's like to be the one doing the work, sending the invoices, and wondering why revenue feels capped no matter how hard you push.
I've also spent a decade as a CFO and held executive roles at Fortune 500 companies. I've been the one buying advisory services and I can tell you exactly what separates the professionals who command premium fees from the ones who get shopped on price.
It’s structure. Packaging. Pricing. And clear decision rules.
The advisors who get paid have a system: clear packaging, defined scope, value-based pricing, and language that holds authority without selling or apologizing.
The ones who don't? They stay stuck in the gray zone doing advisory work, getting bookkeeping pay, and slowly burning out.
This course is the system.
It's called The Six-Figure Advisor Blueprint™ and it installs everything you need to cross from where you are to where you should have been billing years ago.
This isn't motivation. It's machinery.
When you complete The Six-Figure Advisor Blueprint™ you will be able to:
Diagnose your own economics — Calculate your Effective Hourly Rate for any client. See exactly who's profitable, who's capped, and who's costing you money. Make restructure, upgrade, or exit decisions based on math, not guilt.
Identify advisory value hiding in plain sight — Locate 2-4 high-impact financial pain points in any client's business. Quantify the annual cost. Speak to it with confidence.
Build advisory packages that protect your time — Define what's included, what's excluded, and what triggers a scope conversation. No more gray zones. No more "just this once."
Price based on value, not hours — Convert projected client impact into a monthly advisory fee using fixed percentage rules. Know your price is defensible before you ever say it out loud.
Hold your price without flinching — Adjust scope instead of discounting. Walk away cleanly from bad-fit clients. Never negotiate against yourself again.
Handle objections without losing authority — Identify the objection type (price, commitment, authority) and respond with a four-line framework that closes, pauses, or exits — without emotional leakage.
Execute in 7 days — Follow a step-by-step implementation plan that ends with either an advisory conversion at a higher fee, or a refined offer ready for the next client.
You'll leave this course advisory-ready. Not "thinking about it." Ready.
The Six-Figure Advisor Blueprint™ is a 5-module foundation course. Every lesson includes decision rules, templates, scripts, and failure modes because knowing what to do is only half the job. Knowing what not to do is the other half.
In this module, you will shift from technician to trusted advisor. You will learn the core economics of advisory, calculate your Effective Hourly Rate, define your advisory standards and boundaries, and install the mindset, language, and decision rules required to deliver advisory services with confidence.
In this module, you will build a clear advisory offer that clients understand, trust, and say yes to. You will design your service structure, define your signature deliverable, set firm boundaries, and establish pricing that protects your time while increasing your income. By the end of this module, you will have a complete advisory package
In this module, you will build clear positioning language that increases perceived value, attracts the right clients, and eliminates commodity pricing. You will learn how to control client perception, communicate like an advisor, differentiate without complexity, and establish credibility through simple authority assets. By the end of this module, you will have a repeatable messaging framework and a one-sentence offer that makes your advisory services feel premium, clear, and easy to say yes
In this module, you will install a simple, repeatable client acquisition system that produces qualified advisory leads without becoming sales-driven or discount-driven. You will learn how to generate referral flow, build partner channels (CPAs, payroll, agencies, and other trusted sources), run discovery calls that convert cleanly, and track follow-ups without chaos. By the end of this module, you will have a clear pipeline, a conversion process you can repeat, and a capacity-aware growth plan that increases revenue without burnout.
This final module consolidates everything you’ve built across Advisor Foundations and converts it into a clear execution path. You will review the core advisory operating model, confirm your package and pricing structure, and leave with a simple short-term action plan to begin applying the system immediately. The outcome is clarity, confidence, and a defined next step toward building a real advisory practice.
Also Included:
✓ Templates for every major deliverable
✓ Scripts for pricing conversations, objection handling, and scope control
✓ Decision trees for upgrade, restructure, and exit scenarios
✓ Lifetime access; revisit anytime your business evolves
Jon Mobley built and sold his own accounting firm. He spent a decade as a CFO. He's held executive roles at Fortune 500 companies. He's been the service provider and the buyer. The advisor and the advised.
This course isn't theory borrowed from a business book. It's the operating system Jon uses and teaches to professionals who are done leaving money on the table.
One Payment: $47 Full access. Lifetime enrollment. All modules, templates, scripts, and updates.
FAQs
If clients already ask for your opinion on financial decisions, you're doing advisory. You're just not packaging or pricing it. This course fixes that.
You're not adding work. You're restructuring work you already do. Advisory isn't more hours it's more value per hour, with better boundaries.
The frameworks are universal. Value-based pricing and structured delivery work whether your clients are contractors, e-commerce brands, medical practices, or creative agencies.
Most people complete the course in 2-3 weeks. The 7-day execution sprint at the end is designed to generate results immediately not after months of "preparation."
Every week you wait, you give away more advisory value for free. Every "quick question" you answer is money you'll never recover. Every client who profits from your insight while you invoice for bookkeeping is proof that the gap exists and it's costing you. This course closes that gap. Not with motivation. With a system. Pricing logic. Decision rules. Scripts. Templates. A 7-day execution plan. Everything you need to stop being the best-kept secret in your client's business and start being the advisor you already are, at the rate you deserve.