Charles Leikauf – CFO Mastery

CFO Mastery is an eight-week implementation program by Charles Leikauf for accountants, bookkeepers and finance professionals who want to build a fractional CFO practice. It focuses on turning existing finance expertise into an advisory service for business owners.

Skills you’ll build in CFO Mastery

• Package your finance skills into a fractional CFO offer clients will pay a monthly retainer for
• Run executive-level financial analysis faster using AI-enhanced workflows
• Build strategic CFO reports that business owners actually read and act on
• Position your services to move from hourly compliance work to advisory retainers
• Use the program’s ‘AI Charles’ toolset to speed up reporting and analysis
• Structure a fractional CFO delivery process aimed at $3K to $5K monthly retainers

Moving beyond compliance work

Accountants and bookkeepers often provide essential services such as tax returns, reconciliations and month-end closes. CFO Mastery examines how a finance professional can build on that work by helping business owners interpret their numbers and make decisions.

What CFO Mastery covers

The eight-week curriculum is organized around implementing a fractional CFO offer: defining the service, delivering advisory work and establishing how to charge for it. It combines financial analysis, owner-focused reporting and service positioning.

The program introduces AI-enhanced workflows and its AI Charles toolset as ways to streamline analysis and reporting. Its pricing framework aims at monthly retainers of $3,000 to $5,000; those figures are targets, not guaranteed earnings.

Course materials include videos, documents, PDFs and spreadsheets.

From compliance provider to strategic advisor

Rather than concentrating on new technical accounting instruction, the program shows experienced professionals how to reshape skills they already have into an advisory service. The shift involves presenting financial information in a form that supports business decisions and structuring the work around an ongoing relationship instead of hourly compliance tasks.

AI is presented as a tool for reducing time spent on analysis and reporting, leaving the advisory service itself at the center of the offer.

About Charles Leikauf

Charles Leikauf is a corporate CFO who moved into fractional CFO work and entrepreneurship. He says he began working as a fractional CFO in 2017 and founded Profit Surge Group.

Leikauf credits his method with helping hundreds of accountants, bookkeepers, tax professionals and corporate finance professionals start and grow fractional CFO firms.

Who the program is designed for

CFO Mastery assumes an existing finance or accounting foundation. It is aimed at professionals who can perform the underlying financial work and want to develop the advisory positioning and delivery side of a fractional CFO practice.

Business and financial results vary, and income is not guaranteed.

Also on GenkiCourses for finance & investing: Business Explained All-Products Access and Barbara Schreihans – Write Off Your Life.

Frequently asked questions

What does CFO Mastery cover?

The program covers packaging, delivering and selling fractional CFO services, with an emphasis on AI-assisted financial analysis and strategic reporting.

Who is CFO Mastery for?

It is intended for accountants, bookkeepers, tax professionals and corporate finance staff who already have a foundation in finance or accounting.

What materials are included?

The course materials include videos, documents, PDFs and spreadsheets.

Does the course promise a particular income?

No. The $3,000 to $5,000 monthly retainer range is a positioning target, not a guaranteed result.