Coaching Package

Growth and Financial Strategy.
Jamie L. Smith, Founder and CFO Coach

What it Looks Like

Summary of Steps

  1. Book a discovery call or enroll today.

  2. We will book the half-day session as soon as you are confirmed. Most sessions are booked in-person from 9am - 1pm or 3-6pm (If you need to be virtual, we may split the session into two.)

  3. You’ll complete a prep assessment to help Jamie select the right collaboration discussions for the half-day session.

  4. Don’t worry - You’ll get the final pick on the 2-3 topics we cover at the half-day session.

  5. We will spend 3 hours covering practical and tangible frameworks and ideas that you can use to grow your career as a CFO.

  6. If we meet in person, we will enjoy a meal and have an open discussion on any topic, wrapping up with tentative goals.

  7. You’ll finalize your goals and create a roadmap for the next 6 months. Jamie will review and assist as needed.

  8. You’ll receive a prep survey for our sessions, which must be returned within three business days of our meeting.

  9. The sessions will cover either a specific learning topic or be an open discussion on a pain point or opportunity you face. You make the final call, leveraging Jamie’s suggestions.

  10. Throughout, you’ll access Double U resources to advance your insight and investment in yourself.*

  11. After our last session, you’ll complete a self-assessment to gauge your progress and help you finalize the next steps.

  12. You’ll complete a roadmap for continuous learning and an action plan. Jamie will review and assist as needed.

  13. You will be ready when the next opportunity presents itself!

Book a Call

Potential Learning Topics

The topics include established frameworks, leadership training and more. Here’s a sample of ones that often pay off:

  • Communication

  • Starting with curiosity

  • The Top Line Matters - Where to Spend the 30 Minutes

  • Leading Leaders

  • The goal isn’t to be obeyed. It’s to influence and be heard.

  • Strategy - Examples of what it is

  • Know the stereotype. Fight it.

  • Financial Literacy - Your role as an educator

  • Sales in every role

  • Personal brand

  • Budgets - Methodologies

  • Accounting for time

  • Your worth is your network

  • Consulting mindset

  • Values-based decision making

  • AI as a Thought Partner

  • Controller vs CFO

  • Connection as a profit driver

  • Customer experience as an Internal Service Provider

  • Root problem analysis

  • Action driven financial analysis

  • Financial strategy

The six-month package includes nearly 8 hours of 1:1 coaching and additional support for $3,750.00.

Your 1:1 sessions are yours. You decide. And regardless of the opportunities, pain points, or learning topics you pick, it will be customized to you and interactive. We will both show up ready to give 120%, and the results are bound to be incredible. Can’t wait!

Additional time is available at $180/half hour.

Frequently Asked Questions

One of Jamie's favourite notebooks.

  • Jamie combines Big 4 training, real CFO roles, entrepreneurship, and a decade of coaching CFOs. Few coaches possess that unique blend of technical credibility, executive experience, and practical business insight.

    Learn more and connect with Jamie: https://www.linkedin.com/in/jamielsmithcpa/

  • Your preassessment will help us recommend topics that will help you achieve your goals. However, your 1:1 time is yours to use. We will use a combination of learning, advisory and coaching to cover topics that will help your growth as well as digging in on your personal opportunities and pain points.

  • The impact of your coaching will depend on how you show up and your willingness to learn and take action.

    There are never guarantees however you can expect to see an impact if you put in the work, including being considered for the next opportunity. How you show up will change and will open doors.

  • The coaching package is designed to help you be ready for the next opportunity. And you will be! So, yes, we will help you find a new job.

    Jamie can advocate for you and introduce you to her alumni firm which does CPA recruiting. Jamie earns a commission for candidates she puts forward.

    Jamie does not compete with the firm that she co-founded and does not directly or indirectly provide any recruitment services for CPAs or finance and accounting professionals. This includes complimentary and paid services - neither of which Jamie will participate in, however she is confident that you will be taken care of well by the epic team at Amplify.