Freedom Contract
With Carissa Bordeleau
What if you had a powerful and nurturing platform to help you grow your business?
That’s what we’re here to help you do
What is DIY CFO Membership?
We bring together business leaders ready to navigate financial activities to gain clarity, plan effectively and make decisions wisely so that we can meet our goals with ease
Hello, we’re the Bordeleaus
And, we’ve got you.
As former managers for top global CPA firms, we know the value of shared information. After working as chartered professional accountants for the past 12 years, starting our own firm, and advising thousands of entrepreneurs, we have developed the ultimate membership. Let us save you time and give you clarity.
So many times we’ve provided the same advice to our clients, but now we’re here to bring it all together and share it all with you.
"I felt empowered to make decisions and focus on growing my business in an informed way." - Susan Power
All the tools you need to;
+Master Strategic Planning
+Build business projections
+Monitor performance
+Prepare for tax time
+clarify compliance requirements
+propel your business with industry resources
+Build confidence as a business leader
+Choose top applications
+Stay motivated, focused & inspired
Unique to the Membership
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BETTER TOGETHER
Top talent, all-star business leaders. Share your process, your struggles and... your SUCCESSES! We’re fully accessible and the community is ready to support you.
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LIVE INTERACTION
Get your questions answered with Q&A calls with leading experts, a place to share your thoughts, and a way to connect deeply with other business leaders. Connecting with the community and meeting other like-minded people is part of what makes this experience so empowering.
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FOCUS & FLEXIBILITY
Follow the guides as they’re released, or work at your own pace. Either way, you’ll have prompts and an approachable, bite-sized table of contents to help keep you on track.
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SEARCHABILITY
We use an incredible platform that allows members to search keywords and see every instance. We also have closed captioning and transcripts for any video guides.
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PEACE OF MIND
It’s like having a part time CFO in your pocket. We understand most of your struggles, and if we don’t know all the answers, we’ll find them out through our rockstar network.
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RISK FREE
The membership is backed by a 100% satisfaction 30-day money-back guarantee. You can invest in your future absolutely risk-free. If you're unhappy with DIY CFO in the first month, I'll give you your money back.
“Talking to you is like A535 for the soul. I needed this today”
— Denis Benoit
Our Guides
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A Systematic Process to Develop a World-Class Strategic Plan
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Wrap up your year of financial activity and prepare for tax time
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Follow this guide to start your business off on the right foot
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Learn key strategies to better position your business for tax purposes
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Stay informed of new funding opportunities, their criteria, and how to apply
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Ready to put your excess cash flow to work? We have top investment advisors to help you no matter how low or high your risk tolerance is
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ULTIMATE BUSINESS RESOURCES
A TOOLKIT FOR KEY BUSINESS GO-TOS
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IMPORTANT EVENTS
YOU WON’T HAVE TO WORRY ABOUT MISSING ANOTHER DEADLINE WITH OUR EVENTS CALENDAR
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MEMBER CHAT
CONNECT WITH LIKE-MINDED BUSINESS LEADERS, NETWORK, AND LEARN THE COMMUNITY’S TIPS AND TRICKS
This membership isn’t for you if you…
+need hands on Assistance
We love connecting and guiding but this is DIY (Do-it-Yourself) when it comes to taking action
+are completely lost when it comes to your bookkeeping and do not have a bookkeeper
+Would Rather Google it
+Don’t like sharing your success secrets
+Are more than two years behind on your compliance
+like to delegate all financial activities (including planning)
