FREE TRAINING THIS WEDNESDAY ON STARTING A CFO ADVISORY SERVICE
About Us
About Us
Welcome
Welcome
If you're an Accountant, Bookkeeper, CPA, full-time CFO and/or Enrolled Agent, and...
...would like to 'escape the accountants trap' of trading time for money, then you're in the right place.
The CFO Project is a done-with-you mentorship program made up of over 500 accountants, CPAs, bookkeepers and Enrolled Agents who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services.
Why The CFO Project?
Why The CFO Project?
Adam Lean
adam@thecfoproject.com
adam@thecfoproject.com
Jeff Prager
jeff@thecfoproject.com
Several years ago, Jeff and Adam started a CFO/Advisory firm that quickly became a success. It was successful because two things were happening:
One: Our clients were getting results and our retention rate was through the roof.
Two: We scaled every part of our business. Thus, we didn't own a job, we owned a machine.
You see, what set us apart from other "fractional CFO" or advisory firms was that we did three things differently:
#1. We sold a "productized CFO" service where we gave our clients a specific set of deliverables with an unambiguous fee structure.
#2. We spend the majority of our time helping our clients take action (rather than do what most CFOs do and just talk about numbers).
#3. We created systems for everything. Systems to get leads, systems to convert those leads to paying clients, and systems to provide a CFO/advisory service that got results.
And, so, our firm took off.
We had more business than we knew what to do with.
We perfected our systems. We perfected client acquisition. We perfected client management.
Our clients loved us. We got referrals.
And...we quickly got to capacity.
So, we had a decision to make. We could expand our CFO/advisory firm.
But, we thought, why don't we teach our methodologies to other financial professionals so they can help their clients have the same success our clients had.
Thus, The CFO Project was born.
Today, The CFO Project is a community made up of over 450 financial professionals who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services.
In our community, we teach our proven systems as well as provide resources, tools, and support through trainings, Masterclasses, Roundtables, forums, a resource library, and more.
One: Our clients were getting results and our retention rate was through the roof.
Two: We scaled every part of our business. Thus, we didn't own a job, we owned a machine.
You see, what set us apart from other "fractional CFO" or advisory firms was that we did three things differently:
#1. We sold a "productized CFO" service where we gave our clients a specific set of deliverables with an unambiguous fee structure.
#2. We spend the majority of our time helping our clients take action (rather than do what most CFOs do and just talk about numbers).
#3. We created systems for everything. Systems to get leads, systems to convert those leads to paying clients, and systems to provide a CFO/advisory service that got results.
And, so, our firm took off.
We had more business than we knew what to do with.
We perfected our systems. We perfected client acquisition. We perfected client management.
Our clients loved us. We got referrals.
And...we quickly got to capacity.
So, we had a decision to make. We could expand our CFO/advisory firm.
But, we thought, why don't we teach our methodologies to other financial professionals so they can help their clients have the same success our clients had.
Thus, The CFO Project was born.
Today, The CFO Project is a community made up of over 450 financial professionals who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services.
In our community, we teach our proven systems as well as provide resources, tools, and support through trainings, Masterclasses, Roundtables, forums, a resource library, and more.
What The CFO Project Is
What The CFO Project Is
The CFO Project is a done-with-you mentorship program made up of over 500 accountants, CPAs, bookkeepers and Enrolled Agents who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services.
You join The CFO Project and become a 'member'. Members have exclusive access to the following...
Included in The CFO Project Membership
Marketing System
You'll get a complete system to confidently find great leads (business owners who want a CFO Advisory service,) without needing to cold call, pay for ads, or rely on social media.
Sales System
We'll show you how to systematically convert leads (either existing tax/bookkeeping clients or new leads) into advisory clients paying at least $1,500 per month per client. The average member of The CFO Project is earning approximately $1,956 per client per month.
Turn-Key CFO Advisory System
We'll train you on a proven system you can use to provide a CFO Advisory service that gets results for your clients. Never again be lost on what to do to help a client grow their business.
This system, called The One Clear Path, is one path to take for all of your clients to help them have a growing and more profitable business.
This system, called The One Clear Path, is one path to take for all of your clients to help them have a growing and more profitable business.
We're Not Just Trainers, We're Practitioners
Everything we teach is based on years (sometimes decades) worth of experience in the field. All methods to get clients and to service clients have been carefully built, tested in the field and have proven to work by the founders, mentors and members in the program.
We want you to get results and so we only teach what has proven to get results. No theory allowed in our program.
We want you to get results and so we only teach what has proven to get results. No theory allowed in our program.
Done-With-You Mentorship
This is not just a course - this is a mentorship program because you will be trained and mentored by our team of mentors.
We currently have about a 23:1 member to mentor ratio. This means that if you need personalized help, you'll receive it.
You'll also have access to private one-to-one help as well as access to attend our Office Hours with the leadership team.
We currently have about a 23:1 member to mentor ratio. This means that if you need personalized help, you'll receive it.
You'll also have access to private one-to-one help as well as access to attend our Office Hours with the leadership team.
We've Been Around a While
The CFO Project (the done-with-you mentorship program) has been around for almost five years and we've had over 800 financial professionals go through the program.
Plus, the founders and mentors have combined CFO Advisory experience over 75 years. We know what we're doing.
Plus, the founders and mentors have combined CFO Advisory experience over 75 years. We know what we're doing.
Weekly Mastermind Group
You'll belong to your own Mastermind group (called the CFO Roundtable) made up of a handful of other members and led by a Certified Mentor.
In each CFO Roundtable, you'll be able to get your challenges solved, share wins, and hold each other accountable. This is where you'll be able to form friendships and bonds with other financial professionals who are also building a CFO Advisory service.
In each CFO Roundtable, you'll be able to get your challenges solved, share wins, and hold each other accountable. This is where you'll be able to form friendships and bonds with other financial professionals who are also building a CFO Advisory service.
Ready Made Templates
As a member, you'll get unlimited access to our entire library of templates to help you get and serve CFO Advisory clients.
We have templates for selling to prospects (sales presentations, onboarding new clients, client agreement and payment form) as well as templates for providing a high-quality CFO Advisory service to your clients (target setting, forecasting, financial analysis, scoreboard, action plan and more).
We have templates for selling to prospects (sales presentations, onboarding new clients, client agreement and payment form) as well as templates for providing a high-quality CFO Advisory service to your clients (target setting, forecasting, financial analysis, scoreboard, action plan and more).
Unlimited Access to the Knowledge Base
You'll get unlimited access to our searchable knowledge base that contains step-by-step guides, articles, and other resources to help you start and grow your CFO Advisory service.
Access an Elite Group of Financial Professionals
All members get unlimited access to our private online portal that we call The CFO Hub. This portal also contains a robust forum where all 450+ members plus our team of over 15 mentors share resources and discuss various topics related to being a CFO Advisor.
Get Certified as a Certified CFO™
You'll have the opportunity to become a Certified CFO upon completing certain requirements. This will signify that you have command over how to get CFO Advisory clients as well as how to provide a high-quality CFO Advisory service to your clients.
Live Monthly Masterclasses
Each month, we conduct a live Masterclass where we take a deep dive into a particular topic to help all members become a better CFO Advisor and own better CFO Advisory practices. Each training is recorded and is available in the Resource Library.
Plus, each training is eligible for 1.0 CPE credit as The CFO Project is approved by NASBA.
Plus, each training is eligible for 1.0 CPE credit as The CFO Project is approved by NASBA.
100% Money Back Guarantee
We are guaranteeing you your first three CFO Advisory clients within your first twelve months of membership. As long as you follow our instructions, you are guaranteed to get at least three CFO Advisory clients or you get your money back.
No Upsells
Once you're in, you're in. There's no upsells or additional fees needed for additional coaching, resources or tools.
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No Revenue Share
We'll train and mentor you to get your own clients. They are 100% yours - no revenue share.
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No Paying for Ads
We do not recommend paying for ads because, well, they simply don't work for CFO Advisory services. We've tested it. However, we will show you what does work so you can get clients.
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No 'Fend for Yourselves' Mentality
We've been a part of 'coaching-style' groups that, once you pay, you join a Facebook Group and the only people available to help are other people taking the course (who also don't know what they're doing). We hate that and we bet you do to. You'll get supported by a team of mentors and the leadership team that will give you personalized help. We want you to get results.
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Front Office Team
Front Office Team
Adam Lean
CEO/Co-Founder
St. Augustine, FL
adam@thecfoproject.com
Anne Marie Roylance
Partnership Manager
Chicago, IL
annemarie@thecfoproject.com
Brad Ball | Enrollment Advisor
Alberta, Canada
brad@thecfoproject.com
Dave Knee | Digital Marketing Manager
Pittsburg, PA
dave@thecfoproject.com
Ian Darwin | Enrollment Advisor
Pittsburg, PA
ian@thecfoproject.com
Jeff Prager | Director of Training/Co-Founder
Denver, CO
jeff@thecfoproject.com
Ryan Kimler | Community Manager
St. Louis, MO
ryan@thecfoproject.com
Simon Roylance | Enrollment Advisor
Chicago, IL
simon@thecfoproject.com
Mentor Team
Mentor Team
Abigail G.
Amanda M.
Amy F.
Becky L.
Carina T.
Fred P.
Jeff P.
Jemel S.
Jeremy T.
Kimberly F.
Lacey H.
Monica R.
Pam G.
Pierre P.
Sara B.
Shelby A.
Tabitha H.
Ryan K.
For Accountants, Bookkeepers, CPAs and Tax Professionals
The CFO Project Done-With-You Mentorship Program
The CFO Project Done-With-You Mentorship Program
Join our exclusive 'done-with-you mentorship' program just for accountants, bookkeepers, and tax professionals to learn how to provide a scalable CFO Advisory service that actually gets results for your clients.
As part of this program, we'll show you how to add a CFO Advisory service so you can command higher fees, have recurring revenue, and a bigger impact on your clients' lives. In addition, we'll teach you a system on how to get clients and upsell existing clients.
LIVE Training this Wednesday for Accountants, Bookkeepers & Tax Professionals
Escape the accountant's trap and create a business that works for you!
Escape the accountant's trap and create a business that works for you!
Discover how to grow your practice this year through CFO Advisory services.
Finally escape the accountant's trap (of trading time for money) and join the hundreds of other financial professionals who have made the transition to offering high-ticket CFO Advisory services.
In this training you'll discover the proven system for getting clients and providing an effective (and efficient!) CFO Advisory service.
This training is eligible to receive CPE credit.
Live Training this Thursday at 3p ET | 12p PT
Go from burnout to balance by becoming a high-earning CFO Advisor!
Many bookkeepers are stuck in what we call The Bookkeeper’s Trap. It’s where you're are trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work.
To make matters worse, you can’t raise your fees because there is always another accountant or bookkeeper willing to do the work for less.
Does this sound familiar? If so, this training is for you.
This training is available for bookkeepers.
Live Training this Tuesday at 3p ET | 12p PT
Discover how to increase your income by becoming a sought-after CFO Advisor.
Rely less on tax season and use your expertise to help business owners have a better future.
In this 1-hour Masterclass, you'll learn what a CFO Advisor does, how to know if you're qualified, how to package and price your services, how to overcome impostor syndrome and how to deliver an advisory service in a way that gets results.
This training is available for accountants and CPAs and eligible for CPE credit.
Hear directly from CFO Advisors and other experts in our weekly podcast on how to build, grow and scale a CFO Advisory practice.
A podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients.
On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap.
Find out how much more you could earn by offering CFO Advisory services.
See the impact that adding a CFO Advisory service could have to your earnings and the number of hours you work.
This calculator will take less than 3 minutes and reveal...
- The value of your clients compared to the average CFO Advisory client.
- How many CFO Advisory clients you'll need to replace what you're earning now.
- How many hours per week to service those CFO Advisory clients.
- How much revenue you could add by offering CFO Advisory services.
A Few of Our Google Reviews
A Few of Our Google Reviews
Live Training this Wednesday for Accountants, Bookkeepers & Tax Professionals
Escape the accountant's trap and create a business that works for you!
Escape the accountant's trap and create a business that works for you!
Discover how to grow your practice this year through CFO Advisory services.
Discover how to grow your practice this year through CFO Advisory services.
Finally escape the accountant's trap (of trading time for money) and join the hundreds of other financial professionals who have made the transition to offering high-ticket CFO Advisory services.
In this training you'll discover the proven system for getting clients and providing an effective (and efficient!) CFO Advisory service.
This training is eligible to receive CPE credit.
In this training you'll discover the proven system for getting clients and providing an effective (and efficient!) CFO Advisory service.
This training is eligible to receive CPE credit.
Become a CFO Advisor
Done-With-You Mentorship Program
Success Stories
Join a Right-Fit Call
Done-With-You Mentorship Program
Success Stories
Join a Right-Fit Call
General Inquires
contact@thecfoproject.com
Interested in Partnerships?
annemarie@thecfoproject.com
Member Login to the CFO Hub
contact@thecfoproject.com
Interested in Partnerships?
annemarie@thecfoproject.com
Member Login to the CFO Hub
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Copyright 2025 - The CFO Project®
Copyright 2025 - The CFO Project®