How I built
Harbour Finance

1

Took my first accounting position at an architecture firm straight out of school

3

I realized that many businesses needed much more than tax help. They needed profitability and cash management assistance. Problem. You need certification for stuff like this.

5

I was hired as a CFO in a large (80+ employees) company. Getting elbow-deep experience with cash flow problems led me to handcraft my CFO method

7

My first coaching client actually found me, and the rest as they say… is not history. I’m still doing it!

2

Moved on to a major property management firm (350mm!) where I supervised a team of bookkeepers.

4

My family was growing and I couldn’t work full time on someone else’s schedule and still be there for my family. ‘Twas a dream job, but time to move on.

6

Got certified with the ACCA (Association of Chartered Certified Accountants) and learned all about cash flow management. I started offering these services to my clients.

1

Took my first accounting position at an architecture firm straight out of school

2

Moved on to a major property management firm (350mm!) where I supervised a team of bookkeepers.

3

I realized that many businesses needed much more than tax help. They needed profitability and cash management assistance. Problem. You need certification for stuff like this.

4

My family was growing and I couldn’t work full time on someone else’s schedule and still be there for my family. ‘Twas a dream job, but time to move on.

5

I was hired as a CFO in a large (80+ employees) company. Getting elbow-deep experience with cash flow problems led me to handcraft my CFO method

6

Got certified with the ACCA (Association of Chartered Certified Accountants) and learned all about cash flow management. I started offering these services to my clients.

7

My first coaching client actually found me, and the rest as they say… is not history. I’m still doing it!

An uphill climb…

When I decided to start Harbour Finance, the reaction I got was, “Wow you’re going to be great at this. Good luck getting clients.” I couldn’t land a client for three months.

I was beyond frustrated. I’m certified and capable, I thought, so why am I chasing clients and money on LinkedIn?

After investing dozens of hours on LinkedIn, I finally had some leads. All of whom pushed back on paying for the value I was delivering.

…until I reached the summit

It’s not like that anymore.
  • My clients pay in advance, they’re on retainer, and they value what I bring to the table.
  • My clients are thrilled with the way their business looks and refer me onward. Now the clients are coming to me!
  • I’ve spent over 30k on various coaches and consultants, and finally cracked the code on how to make this extremely profitable.
In the last two years, I’ve shown dozens of accountants how to scale to 20k+ net a month.

You can do it too.

Show me How Fradel

“ Fradel is very professional but also has a really personal approach which is something I found worked as a great mix so I would highly recommend ”

Julie Wilkinson
Wilkinson Accounting Solutions

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