CFS-Growing and Scaling

Starting your own bookkeeping business was a bold, exciting step. You're a skilled bookkeeper, clients value your expertise, and you dream of being your own boss-having control over your free time and achieving limitless success. It's truly exhilarating!

But as a business owner, you're likely facing challenges that go far beyond the technical work you're so good at.

Building a successful business involves so much more......

Managing daily business operations
Finding and retaining the RIGHT clients
Marketing yourself effectively
Structuring a team to grow sustainably

If you find it tough to keep up with ALL of the demands of running your business, you're not alone- and you don't have to navigate it alone either.

Our comprehensive course is specifically designed to help bookkeepers like you develop essential business skills, so you can achieve lasting success without overwhelm. With our guidance, you'll learn to streamline your processes, attract more clients, and set yourself up for scalable growth.

Take control of your business journey and build a foundation for success beyond your technical skills. Join us to unlock the freedom, confidence, and growth potential you set out to achieve!

Many bookkeepers focus exclusively on sharpening their bookkeeping skills. They pour time and energy into technical courses, mastering financial reporting, and learning accounting software. While these are worthy endeavors, it's not the focus that will move the needle when it comes to scaling their business.

The real challenge? Building and running a successful business requires a WHOLE different set of skills:

Business Processes: Streamlining operations so your business runs smoothly.

Client Acquisition & Management: Attract the right clients and keep with you on a recurring basis.

Marketing: Learn how to effectively promote your business to stand out in a competitive market.

Team Building: Assemble and manage a cohesive, motivated team to grow sustainably.

This course is designed to bridge the gap, giving you the business skills needed to elevate your bookkeeping practice and achieve long-term success.

Ready to build a stronger, more resilient business?

Let's take your business to the next level!

(and.... why listen to me?)

I'm Megan Fleming, CEO of Cardinal Financial Solutions, and I specialize in empowering business owners to take control of their bookkeeping while building strong, sustainable teams. As a business owner myself, and a wife and momma to 3, I know the importance of creating a business that supports both professional success and a fulfilling personal life.

With years of experience managing a thriving bookkeeping firm and leading a skilled team, I understand the challenges you face-not just in mastering technical skills, but in balancing work with family, and in building a business that aligns with your life goals.

As a former teacher, I bring a clear, structured approach to training, breaking down complex concepts into practical steps that are easy to understand and apply. My passion for teaching and the success I've achieved in my own business have come together to offer a solution tailored for business owners who want to grown confidently, build a team, and create a successful, balanced future.

Let's work together to help you build a business that works for YOU-and supports the life you love.

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