The $90K Leak Audit

Stop learning how to charge.
Start seeing what you lose.

Every week, you answer three to five "quick questions." Every week, you never invoice them. Every year, the gap between the advisory you deliver and the advisory you bill adds up to something specific. The $90K Leak Audit is ninety minutes with me, one-to-one, to put that specific number in front of you — so the next decision you make is informed by what you're losing, not a guess about what you could charge.

Book the Audit How it works

Same clients.
Same conversations. Different invoice.

You do not have a skills gap. You have a capture gap. The advisory is already happening. It is in the "quick questions." It is in the late-night emails. It is in the follow-ups to last quarter's tax return. You are already the CFO your clients call first.

The problem is not that you do not know how. The problem is that nothing in your firm's current structure names that work, prices that work, or puts that work on an invoice. Hourly billing is built for bookkeepers. Package pricing is built for advisors.

Every year, a compliance-focused firm of typical size gives away roughly $90,000 in advisory revenue. Sometimes more. Almost never less. That number has a name now. It is the leak.

The 90-Minute Audit

One session. One number.

Not a course. Not a membership. Not a coaching program. Ninety minutes live with Joy Francis to calculate exactly how much advisory your firm delivers for free — and hand you a written summary and action plan you keep no matter what you decide to do next.

A personalized capture gap number — the exact annual dollar amount your firm is giving away
A written summary documenting advisory categories, client segments, and dollar values
A clear action plan for converting existing compliance relationships into paid advisory — without damaging relationships
No upsell during the session. No ongoing coaching. No system to implement.
You keep the number and own your next decision completely

Founding Advisor Investment

$450

first 10 seats · $1,000 thereafter

Fifty-five percent off the standard investment for the first ten firm owners. Everything you pay credits toward the next-level program when you graduate — the Assessment, the Blueprint, the Bootcamp, or a RevTurbo™ engagement. Nothing you invest is spent. It compounds.

Reserve Your Seat

Four traps that hide the leak.

The reason compliance-focused firm owners cannot see their capture gap is structural, not personal. Four specific traps keep the advisory work invisible on the firm's own reports. Every one of them shows up in the Audit.

The Generosity Trap

You were trained to give strategic advice for free because the profession taught you to. That is not a character flaw. It is an inherited pricing pattern — and it is structurally invisible until someone measures it.

The "Quick Question" Trap

Three to five of them a week. Every one is ten to twenty minutes of CFO-level thinking. Zero of them show up on an invoice. "Quick question" is the most expensive phrase in your practice.

The Hourly Trap

Hourly billing rewards doing the work slowly. Advisory rewards doing the thinking quickly. Until your pricing structure rewards the value of the decision rather than the length of the hour, the advisory stays hidden.

The Measurement Trap

You cannot price what you have not measured. And most firms have never measured what they give away — because the reports that would surface it were never built to exist. That is what the Audit is for.

How the audit actually runs.

Simple, direct, no theatrics. You book. I prepare. We meet. You leave with the number. That is the shape of it.

You book.

Reserve one of the first ten Founding Advisor seats. You receive a short pre-session questionnaire about your client base and your practice — nothing that takes more than twenty minutes to answer honestly.

I prepare.

I review your responses before we meet and pre-calculate your capture gap range. When we get on the call, we are not starting from zero — we are confirming and refining a number I have already built.

We meet. Ninety minutes.

Live video call. One-to-one. No team, no agenda padding. We walk through your actual client segments, the advisory categories inside them, and the specific dollar values you are leaving uninvoiced — until the number is real.

You leave with the deliverable.

Within seventy-two hours, you receive a written summary with your capture gap number, the advisory categories driving it, and a clear action plan. You keep all of it. You own what comes next.

You have done the work.
Now see what it is worth.

Ninety minutes with Joy. A calculated capture gap number. A written summary. A clear action plan. Four hundred and fifty dollars that credit forward into whatever you decide to do next. The first ten seats at this price close the moment they are claimed.