PowerUp! Your Portfolio
Online training course for ASPIRING portfolio finance directors / fractional cfoS
SELF-PACED TRANSFORMATIONAL ONLINE COURSE THAT’S READY TO START AS SOON AS YOU ARE
Establish your Portfolio FD career QUICKLY and profitably.
Get the inside track, advice, and accountability from a Portfolio Finance Director who set up in 2020 and generated a six-figure profit within the first 12 months.
A few years on and Dani now runs a successful boutique fractional CFO / portfolio FD business where she, along with a small team of other FDs, helps growing and ambitious small and medium businesses get the strategic and commercial finance support they need to thrive.
Born from a desire to help FDs like you acheive and enjoy Portfolio FD success, these exclusive learning sessions will take you from your draining Corporate role to an energising career, intentionally designed by you. You can work when you want, how you want, with those who share your values, around your other commitments in life, and with time for things which bring you joy.
“I established a six-figure profit Portfolio FD business in less than 12 months, replacing my previous Corporate salary completely, and my quality of life, work life balance, health and stress levels have all improved immeasurably.
Now I want to share my formula for getting your Portfolio off to a flying start, so YOU can also enjoy the income and flexibility you’re striving for as soon as possible”.
These exclusive learning sessions will get you far. Fast.
Investment: £1,995 + VAT (remember you should be able to reclaim the VAT element in your new business, and the course investment is tax deductible as a business expense).
Dates: this is a self-paced course so that the timing can work for your specific circumstances.
Content is drip released to you over an 8-week suggested timeframe, but you do not have to stick rigidly to that.
CAN YOU RELATE TO THE FOLLOWING?
Are you tired of your draining senior finance role in a big, corporate business, where overtime is expected (and constant), culture is poor, red tape is tangling everyone up, and you don’t get time for the things that mean the most to you outside of work?
Have you been thinking about taking control of your work life balance and starting a portfolio career, but you don’t know where to start with the legalities, selling, and how to find your ideal clients?
Do you want to make a change in the new year but you’d value guidance and expert advice from someone who’s DONE IT and can help you fast-track your transition?
Do you want to get visible, and clear on your offer, so that you attract businesses and owners who YOU want to work with, that share your beliefs and values, and spend your time adding value to them as part of your Portfolio?
IF YES, THEN THE POWERUP! EXCLUSIVE COURSE
IS LITERALLY MADE FOR YOU.
LET’S GET YOU SET UP, SEEN, AND BRINGING CLIENTS ONBOARD
Sounds good right?
I’ll be your best cheerleader, helping you to monetise your skills and expertise to grow a profitable Portfolio Finance Director business, where YOU decide;
- who you work with,
- when and where you work
- how many days you want to work
So that you can bring your whole self to the work you love, without the overwork, burnout and stresses that come with most top level corporate Finance Director roles.
This course is for you if you;
- Are a qualified accountant with many years of post-qualified experience.
- Are used to working at a high level (Finance Director, Head of Finance or Group Financial Controller).
- Are personal, approachable, and naturally inquisitive.
- Have always felt a little bit entrepreneurial and are excited at the prospect of growing your own business.
- Are willing to put the work in to design a finance career on your terms.
- Would value the knowledge, support and accountability this course brings.
It’s NOT for you if;
- You’re not a qualified Chartered Accountant with many years of post-qualified experience.
- You’re not yet experienced at the highest levels in finance.
- You hate the idea of putting yourself out there to win work (if you’re just a little apprehensive about this we will work on that, but you have to be willing!).
- You’re not driven to work hard and make this happen.
Here’s what you get when we work together;
- 8 x weekly pre-recorded learning sessions covering the 8 ‘PowerUP! Your Portfolio’ modules.
- Resources and planners to support your progress.
- Practical, transformational actions and advice from a fellow Chartered Accountant who has been there and done this, establishing a business with 6 figure profits from year one.
- Connections and community to stay in touch with after the course and beyond as you translate learnings into practice.
You will also receive the following additional benefits (worth £450) at no additional cost;
- 1 x one-to-one follow up session (60 mins) with Dani devoted entirely to you and your journey.
- 3 months’ free membership to the Fractional Finance Family – an invite-only online membership group where friendly, approachable Portfolio FDs share experiences and resources to help each other succeed.
This is no fluffy, generic business course….this is niche. tailored to exactly what you want to achieve, with specificS. It’s a BLUEPRINT for a SELF-SUFFICIENT Portfolio Finance Director career, WHERE YOU CALL THE SHOTS, AND YOU DON’T HAVE TO SHARE YOUR DAY RATE WITH ANYONE.
Here’s what we’ll cover;
- Module 1 – SetUP!
Legalities and practical steps – know your legal responsibilities and the protections and certificates you need in place. Set up safely from the off and sleep soundly in your bed each night. - Module 2 – ShowUP!
Explore your personal brand and learn how to show up authentically to attract your ideal clients. Shake off your Corporate grey suit and build your credibility, authority, and trust. Hear how being the real you not only feels amazing, but why it works. - Module 3 – GrowUP!
Not a ticking off I promise! This week is all about how to get and maintain a Growth mindset whilst establishing your business. We’ll look at tools and techniques to keep Imposter Syndrome in check, stay resilient, and keep the faith during your transition from exhausted employee to energised entrepreneur. - Module 4 – LinkUP!
Tips and tricks to get LinkedIn singing and ensure your profile works hard for you. How to use LinkedIn to market your business, get inbound leads flowing in, and build quality connections you need to thrive. - Module 5 – MeetUP!
How (and with whom) to network so it’s comfortable to you, and so you’re ‘front of mind’ when those valuable referrals opportunities arise. How to ensure you get the best ‘bang for your buck’ so networking is effective, and doesn’t become another drain on your precious time, and how to nail your elevator pitch. - Module 6 – UP!Sell
You’re in sales now – this week we cover how to tailor your voice and content so your ideal client is ready to buy, and we show you how to sell without the ‘icky’ feeling (and yes, it CAN be done). Master my approach to selling by playing the right role in your client’s story, and sell confidently and with ease. - Module 7 – ToolUP!
See software solutions available to set up your business with as much automation and efficiency as possible. We cover great solutions for your own business, and for your clients, so you can save research time and put forward viable options. - Module 8 – Hit Me UP!
A week dedicated to exploring the main niggles, concerns and questions aspiring FDs have spoken to Dani about over her years of helping others succeed on this journey. Plus, you’ll be taken through the next steps of how to book your 1:1 exclusive 60-minute session, and how to join the Freelance Finance Family (first 3 months’ access included with your course purchase) so your support and accountability continues, all within a supportive, encouraging, and friendly environment.
Be the next success story and get the control you crave.
If you have questions, then don’t wait to message me.
If you’re ready, let’s go make this happen…..
QUESTIONS? I’VE GOT YOU…
When does the course start, and how long does it run for?
Well, the good news is, that it’s ready to go as soon as you are. The course is now pre-recorded, so that you can get started as soon as you’re ready, as we know that when you’ve set your sights on something you just want to go! The course is drip released to you over 8 weeks, but this is just a suggested pace – you do not have to stick rigidly to this.
Wait? Don't you run the cohort courses anymore?
No, we’ve changed our delivery model so that we can help even more FDs access this awesome Portfolio life. With the cohorts only kicking off three times a year, timing was often an issue…some people wanted to start, like yesterday (!), some couldn’t make Tuesday nights, some needed more time to work through the course as they still were in full time employment, etc.
This way, the course pace and start time is in your control, and the community and connection building you miss by not being part of a cohort, we make sure you still enjoy by gifting you a 60-minute 1:1 session with Dani, working specifically on your business, and 3 months of complimentary access to the invite-only Fractional Finance Family (thereafter £25 + vat per month if you wish to stay with us) so you never feel isolated and always have peers to bounce something off, or share your little wins.
Can I really transition from a draining corporate role to a flexible portfolio career in just 8 weeks?
No, we won’t lie to you. This is typically a 3-6 month journey and requires hard work. You’re also advised to have a financial ‘buffer’ or ‘runway’ available as career change takes time. You can absolutely gather all the tools and advice you need though! Our course is designed to fast-track your journey with insider tips and strategies from a seasoned Portfolio Finance Director, and get your there so much faster than going it alone.
At £1,995+ VAT, the investment for the course is approximately just three times your future day rate – can you see a big return on investment (ROI) heading your way? 😉
What's the investment, and is it tax-deductible?
It’s £1,995 + VAT. If you set up a Limited Company and VAT register your business, then good news: reclaim that VAT, and yes, the course cost is tax-deductible as a business expense. Win-win! You can pay in full or the course fee can be split into two equal monthly payments, if required.
What sets this course apart from generic business programs?
This isn’t your run-of-the-mill course. It’s niche, tailored, and specific to building a self-sufficient Portfolio Finance Director career. One where you don’t have to share your day rate with anyone, as you have the skills and confidence to generate your own work. No fluff here!
Is this course only for experienced Finance Directors and CFOs?
Spot on! It’s tailored for qualified Chartered Accountants with many years of post-qualified, commercial and strategic experience at the highest levels. If you’re not at this level, this course simply won’t work for you at this stage, and it would be disingenuous to suggest it would. It would also be disingenous for you to offer FD services to potential clients.
If you are not yet at this stage, but are hoping a Portfolio FD career could be for you in the future, you can purchase the course to help you understand exactly what’s required to make a success of this career, BUT you will not be allowed access to the Fractional Finance Family as its important that remains a group of peers at the appropriate level.
How hands-on is the support during and after the course?
During the course learning modules, you’ll be working through the course solo, so you can decide the timing of your sessions, and go at your own pace. Once you’ve completed the modules you’ll be invited to book in your 60-minutes 1:1 video call session with Dani, to work on whatever you want, hyper-specific to YOUR business. You’ll also get three months’ free membership in the Fractional Finance Family community group (thereafter £25 +vat per month), so the support, community, and accountability is ongoing.
Do I need to have already left my corporate role to join the course?
Absolutely not. Whilst you might be able to move at a quicker pace if you’re already free from the shackles of corporate life, we know this is a huge leap. If you have responsibilities and loved ones relying on your income, sometimes you might feel better working through the course as you work your notice, or even before you take any action at all. All of these approaches are completely understandable, and you are in control of the pace with which you work through the course and put your learnings into practice.
What if I have questions after the course ends?
No worries! Our final module is dedicated to all the common questions Dani hears regularly, ensuring you leave with all the info and confidence you need. Any remaining questions can then be brought to your 60-minute 1:1 video call with Dani. Plus. you’ll then get 3 months’ free access to our community group, ‘Fractional Finance Family’, where you’ll find a supportive and friendly group of other Portfolio FDs you can get guidance and insight from. The ‘colleagues’ you no longer have!
How do I secure my spot on the course?
Hit any of the “Join the Course” yellow buttons now and you’ll be taken to the purchase page. You’ll pay for the course, create an account on our learning platform, and the course introduction and Module 1 will be available to your from the first time you log in. Subsequent modules will then be drip-released to you at 7 day intervals.
GET THE FREEDOM AND CONTROL YOU CRAVE.
Escape the pressure of your Corporate role in Finance and carve out a career on your terms.
Interested in the course but have more questions before you commit?
Simply fill in this quick Application Form and we’ll invite you to a free discovery chat with Dani to learn more.
