DISCOVER THE PROVEN PLAYBOOK 700+ FINANCIAL PROFESSIONALS USED TO GROW THEIR FIRM
The step-by-step system that’s enabled accountants, bookkeepers, and aspiring fractional CFOs to charge $3K-$10K/month retainers, attract premium clients on demand, and scale fast—without relying on referrals, discounting, or outdated tactics.
Rick
Fractional CFO | Robyn Consulting Group
"Before I started working with Charles & the team at PSG (Profit Surge Group), I was stuck around ~$10K/month, juggling complicated custom projects and burning hours, I was just stuck in the weeds as we often are as professionals. Within 90 days, we revamped my offer, dialed in my messaging, raised my retainers, and now I’m sitting at $35K/month—on track for $90K/month recurring."
Caryn & Andy
Bookkeeping & Fractional CFO Services
“After working with Profit Surge Group, we raised our prices within two weeks, and in the last two months alone we’ve collected nearly $100K in cleanup and CFO work. We went from $8K/month to over $20K, and now we’re taking 8–9 sales calls a day. It’s been such a shift—we’re hiring, scaling, and finally building the business we always wanted. We’re blown away.”
Carine
Fractional CFO | Financial Services
“I used to be a one-woman show doing everything myself. After joining Profit Surge Group, I scaled from $14K to $40K/month in under 90 days, hired a team of four, and signed a $10K/month CFO client. I stopped thinking like a freelancer and started building a real company. The mindset shift was massive — I finally feel like a business owner with no cap on what’s possible.”
Case Studies
Hear The Results
From Our Clients
Over the years, Profit Surge has worked with over 700+ clients.
Here are a few of their stories...
EARNINGS & INCOME DISCLAIMER:
All testimonials on this page are from real clients. The results shown are averages and do not guarantee similar outcomes. Case studies show average or above-average results, not guarantees. Individual results vary due to factors like effort, business dynamics, and market conditions.
Ashlee
Bookkeeping Firm Owner
Ashlee Hit $30K Months
“I went from under $10K/month to a $30K month in less than 90 days. I retired my husband, started building our dream home, and bought life-changing medical equipment for my kids. One of my clients even grew from $100K to $275K/month just by fixing pricing with my help. This program didn’t just grow my business—it changed my life and gave me confidence I never had before.”
Kristy
Accounting Firm Owner
Started Booking 4–5 Sales Calls a Week
“With hands-on support from Profit Surge Group, I finally built an offer I believed in—and everything changed. I started booking 4–5 sales calls a week, closed high-value clients, and now I’m doing work I actually love. After years of feeling stuck with scattered services, I finally have the clarity, confidence, and momentum to build the firm I always wanted.”
Kate
CPA & Fractional CFO for Therapy Practices
Increased Her Revenue by 50%
“After working alongside Profit Surge Group, I raised my prices, booked better clients, and increased my revenue by 50%—before even launching my full CFO offer. Now I have a clear path to double my income, and I’m attracting high-value clients who actually want what I love to deliver. I finally feel like the CEO of my business, not just a service provider.”
Samantha
Founder, Guide CFO
Landed Her First CFO Client in 5 Weeks
Just five weeks into the program, I signed my first $3,500/month CFO client and uncovered over $250K in lost revenue for them. I never thought I’d be doing this so quickly—leaving corporate, building my own business, and finally owning my value. This completely changed the trajectory of my career. Knowing what I know now, I would never go back to corporate ever again, I'm finally free to do my own thing.
Chad
Fractional CFO for Blue-Collar Trades
First $5K CFO Client in 30 Days
Within weeks of launching my fractional CFO offer, I signed my first $5K client and the process felt natural instead of like a sales pitch. The plan we built together gave me so much confidence that I didn’t have to “sell” at all, just explain how I could help. I wish I had done this sooner. Fractional CFO really has been something that I've enjoyed doing.
Kathryn
Fractional CFO & Bookkeeper for Entrepreneurs
Increased Her Monthly Income by $4K Without Adding a Single Client
"Within weeks of starting the program, I had the clarity and structure my business was missing. That shift alone added $4,000 a month to my income—without taking on more clients. Now I can clearly explain my value, present solutions with confidence, and give business owners the financial insight they need to grow. I’m no longer guessing my way through—I have a proven plan."
Start Growing Your Firm Today!
Terri
Profit & Growth Strategist
Delivered Measurable Wins That Turned Clients Into Long-Term Partners in 30 Days
"Working with Profit Surge Group gave me the structure and tools I was missing. Now I can spot profit leaks in my clients’ businesses within weeks and help them put that money back to work. I’m more confident in my skills, my clients see me as a strategic asset, and I’m delivering results that truly move the needle."
Rick
Fractional CFO | Robyn Consulting Group
Went From $10K to $35K/Month in 90 Days
"Before working with Charles, I was stuck around $10K/month, juggling custom projects and burning hours in the weeds. Within 90 days, we revamped my offer, dialed in my messaging, raised my retainers, and now I’m sitting at $35K/month—on track for $90K/month recurring. I work fewer hours, my team handles the grunt work, and I finally feel like the CEO of my own business. I should’ve done this sooner."
Caryn
Bookkeeping & Fractional CFO Services
Went From $8K to $20K/Month in Just Two Months
“We raised our prices within two weeks, and in the last two months alone we’ve collected nearly $100K in cleanup and CFO work. We went from $8K/month to over $20K, and now we’re taking 8–9 sales calls a day. It’s been such a shift—we’re hiring, scaling, and finally building the business we always wanted. We’re blown away.”
See More Client Results!
Kristy
Accounting Firm Owner
“With hands-on support from Profit Surge Group, I finally built an CFO offer and everything changed. I started booking 4–5 sales calls a week, closed high-value clients. After years of feeling stuck offering scattered services, I’m finally doing work I actually love.”
What Is This New Fractional CFO Model And Why Is It Better Than The Old "Traditional Accounting Model?"
Earn More With Less: Repackage your existing accounting skills into a premium CFO service charging $3K+ per month—working fewer hours with fewer clients.
Solve the Two Big Roadblocks: Learn exactly where to find high-paying business owners and how to turn them into long-term clients.
This Predictable System Allows You to Grow & Scale a Profitable Firm!
Kate
CPA & Accounting Firm Owner
“After working alongside Profit Surge Group, I raised my prices, booked better clients, and increased my revenue by 50%—before even launching my full CFO offer. Now I have a clear path to double my income, and I’m attracting high-value clients who actually want what I love to deliver. The momentum hasn’t slowed down, and I finally feel like the CEO of my business—not just a service provider.”
Turn Low-Paying Clients Into Scalable Revenue
Niches With 7-Figure Potential
We work with accountants, bookkeepers, and fractional CFOs serving industries like medical & dental practices, construction companies, law firms, eCommerce brands, med spas, and more.
Coaches & Consultants
Roofing
Construction
Companies
HVAC Companies
Flooring
Med Spas
Marketing Agencies
Chiropractors
Real Estate
Medical Practices
Dentists
Home Renovations
Home Health Agencies
Gyms & Fitness
Architectural Firms
Ecom
Churches & Religious
Law Firms
Auto Repair Shops
Speciality Retail Stores
Event Planning
And more…
Grow Faster With Qualified Leads Who Value Premium CFO Services
Frequently Asked
Questions
What is Fractional CFO service, and how can it benefit my financial firm?
Fractional CFO services provide expert financial guidance on a part-time basis, allowing you to offer high-level financial strategies to your clients without the cost of a full-time CFO. This service can significantly enhance your firm's value proposition, attracting higher-caliber clients who are willing to pay for your expertise, leading to increased revenue.
How quickly can I expect to see results from implementing the Profit Surge System?
Many clients have reported significant growth in their monthly revenue within 90 days of using our system. For example, Jennifer increased her revenue from $15K to $50K in less than 60 days.
What qualifications or experience do I need to offer Fractional CFO services?
While you need to be an experienced accountant, bookkeeper, or tax professional, the key is your willingness to adopt a strategic mindset and start offering Fractional CFO services. Our program is designed to equip you with the skills and confidence needed to offer these high-value services to your clients.
How can I start offering Fractional CFO services to my clients?
Start by applying to book a call with us to discuss how we can build a tailored Fractional CFO offer for your firm. During the call, we'll provide insights on our CFO Blueprint System, explain the profit stacking strategies, and guide you on implementing these services effectively to attract high-ticket clients.
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All results stated above are not typical, we are not implying you’ll duplicate them (or do anything for that matter). Any of our strategies and case studies are only estimates of what is possible. There is no assurance you’ll do as well or even close to as well as we have done or other clients. Results are based on many factors including luck, hard work, effort and years of hard work. We have no way of knowing how well you will do, as we do not know you, your background, your business model, or your work ethic etc. Therefore, we do not guarantee or imply that you will get better results or earn more money, that you will do as well, especially if the techniques are never implemented. If you rely upon our figures; you must accept the risk of not doing as well as we are a large established business developer over many years of research and work.
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The Information on this website and provided from or through this website is general in nature and is not specific to you the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this video without undertaking independent due diligence and consultation with a professional broker or financial advisory. You understand that you are using any and all Information available on or through this video at your own risk.