Live Webinar. June 18, 2026.
How accountants and fractional CFOs are scaling advisory revenue without adding headcount.
Compliance work is commoditizing. Advisory is where the margin lives, but advisory doesn't scale. On June 18, the Helcyon founding team is showing 50 accounting firms and solo fractional CFOs how forward-thinking practices are delivering monthly diagnostic Intelligence Briefs to every client, on autopilot.
June 18
Live Date
50 min
Format
50
Founding Spots
$5–15K
MRR Upside
For US-based accounting firms (2–15 staff) and solo fractional CFOs
The squeeze is real. Every accounting firm owner feels it.
Tax prep margins are thinning. Bookkeeping is being automated by every QuickBooks and Xero release. Clients are asking why they should pay for what software seems to do for free.
The firms pulling ahead aren't competing on compliance anymore. They're delivering monthly advisory: diagnoses, prescriptions, real intelligence about what's happening in their clients' businesses.
The problem: doing that diagnostic work manually takes 4–6 hours per client per month. A solo fractional CFO maxes out at 10 clients. A small accounting firm maxes out at 30 before quality drops or someone burns out.
So the question becomes: what if the diagnostic work itself was automated, and delivered to every client every month, on autopilot?
What you'll take back to your practice.
The Business Vital Signs™ Framework
The five-metric diagnostic protocol your practice can deliver to every client, every month, without building it from scratch.
A Live Intelligence Brief Walkthrough
See the exact monthly deliverable your clients receive. Real numbers, real prescriptions, real client conversations.
The Practice-Scaling Math
Specific dollar projections for solo fCFOs and small firms. How Helcyon translates into $5K to $15K in monthly recurring advisory revenue without hiring.
The Founding Partner Path
First access to the 50-firm founding partner cohort, locked pricing, and direct line to the Helcyon founding team.
Limited to 50 firms. Then it closes.
Once those spots are filled, the program ends. New customers join at retail.
For All Attendees
Locked for the first year. Versus $199 retail. Grandfathered for the life of your account.
Private channel with Lukas, Blake, and Fahad. Not a support queue. Direct access.
Founding partners get early access to every product release before the general market.
Live Attendance Bonuses
Onboard your first client at zero cost. Use it as a pilot to demonstrate the deliverable to the rest of your book.
Our team handles the integration, runs the first diagnosis, and delivers a complete Intelligence Brief you can walk through with your client.
A firm with 10 clients saves $12,000 in year one alone, before the free account, the white-glove onboarding, or the advisory revenue layered on top.
50 spots · First-come, first-served · Closes when filled
What we'll cover.
- 01
The Structural Shift in Accounting
Why compliance is squeezing margins and where the next decade of practice growth actually lives.
- 02
The Business Vital Signs™ Framework
The five-metric diagnostic protocol that catches 80% of business distress before it becomes terminal.
- 03
Live Diagnostic Walkthrough
Blake walks through a real Intelligence Brief, line by line, the way you'd deliver it to a client.
- 04
The Financial Immune System™ & Scenario Engine™
Automated fraud, waste, and decision-modeling layered on top of the core diagnostic.
- 05
The Practice-Scaling Math
Specific MRR projections for solo fCFOs and small firms. What this translates to in real revenue.
- 06
Founding Partner Q&A
Direct access to Lukas, Blake, and Fahad. Bring every question. Pricing, integrations, onboarding, security.
Hosted by the Helcyon founding team.
Lukas Swid
Founder & CEO
$1B+ in payments processed across 5 continents and 7 countries. Author of Before the Flatline. Lukas built Helcyon after watching the same financial failure patterns repeat across every geography he worked in.
Blake Drakos
Cofounder & COO
Mechanical engineering background turned operations builder. Blake owns the operational systems that translate Helcyon's diagnostic output into real-world execution. He'll be running the live diagnostic walkthrough.
Fahad Azeem
CTO
14 years of engineering experience with platforms running in 185 countries. Production deployments at Microsoft, IBM, and Cisco. Fahad owns Helcyon's technical stack: the Vital Signs engine, the Immune System, the architecture.
Ben Swanson
Cofounder & CMO
Business and IT background with deep digital marketing roots. Ben moderates Q&A and ensures every founding partner question gets answered.
Reserve your founding partner spot.
June 18, 2026. 50 minutes. 50 founding partner spots.
We'll never sell or share your data. Used only for webinar communication and your founding partner application.
Common questions.
Yes. Registered attendees get a 7-day replay window. Founding partner pricing is available to replay viewers. The live-attendance bonuses (free first account and done-for-you onboarding) are only available to attendees on the live broadcast.
No. Helcyon is a diagnostic engine that automates the scanning your practice already does manually. You stay the trusted advisor. Helcyon just makes it possible to deliver that advisory to every client, every month, at scale.
QuickBooks, Xero, FreshBooks, Sage, Stripe, Plaid, plus direct CSV upload. If your client's stack isn't listed, ask us. We're actively expanding the integration library.
Helcyon observes data through certified read-only connections. We cannot modify, transfer, or transact on any account. Ever. SOC 2 Type II certified, 256-bit AES encryption, GDPR compliant.
Founding partner pricing closes. New customers join at retail ($199/month per client account) without the locked rate or the bonuses. Founding partner status is grandfathered for the life of your account.
Onboarding begins the week of June 19. Done-for-you onboarding for live attendees starts immediately on a first-come basis.
50 spots. Then it closes.
The founding partner cohort closes once it fills. Live-attendance bonuses are only available on the live broadcast.