The CFO Project
 For CPAs, Accountants, Bookkeepers & Tax Professionals...

The proven path to dramatically increase your income by becoming a sought-after CFO Advisor.

Join our Done-With-You Mentorship Program and launch your CFO Advisory business with confidence.

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Or, check out the resources below.

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.
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Do you have the skills to be a CFO Advisor? Take the quiz and find out!

See if you're qualified to provide CFO Advisory services.

This calculator will take less than 3 minutes to complete and will reveal to you...

  • If you're qualified to provide CFO Advisory services.
  • The skills you'll need to become a CFO Advisor.
  • How The CFO Project can help you acquire those skills.
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Find out how many of your clients are eligible to be upsold to CFO Advisory services and how much you could earn!

See how many of your bookkeeping clients are eligible to be upsold to CFO Advisory services.

This calculator will take less than 3 minutes to complete and will reveal to you...

  • How many of your existing clients are eligible to become CFO Advisory clients.
  • How much you could earn from upselling those eligible clients.
  • How many hours it would take to provide CFO Advisory services to those clients.
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ttt11fdf1111h1t1 Free On-Demand Training

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.

Get immediate access to a free training to discover the proven system for getting clients and providing an effective (and efficient!) CFO Advisory service.

This training is available for accountants, bookkeepers, CPAs and tax professionals.

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h6 Free On-Demand Training for CPAs and Tax Professionals

Replace your tax clients with CFO Advisory clients - and transform your life in 12 months!

Learn how to replace your low-paying tax clients with high-paying advisory clients so you can make more money while working a lot less.

In this 3 part training, you learn the 8 reasons why you should make 2025 your last tax season, how to replace 100% of your income with CFO Advisory services, and get a timeline for replacing your tax income over the next 12 months.

This training is available for accountants and CPAs.

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Free Live Training for Bookkeepers

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.

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h6 Free Training for CPAs

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.

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Free On-Demand Training for Accountants, Bookkeepers & Tax Professionals

Discover the three skills to master to earn $192k per year as a CFO Advisor.

Unlock the three essential skills you must master to earn $192k per year as a CFO Advisor - while working less than 20 hours per week!

Spend your time the way you want. More time for family, friends, sports, vacations, sleeping...

Join our free training to discover the proven formula for becoming a top advisor and increasing your income while working part-time.

This training is available for accountants, bookkeepers, CPAs and tax professionals.

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Free Training for Employed Accountants

Discover how to start a CFO Advisory business on the side that could eventually replace your day job.

Learn how to earn $6,000 per month on the side through CFO Advisory services.

In this 1-hour Masterclass, you'll learn what a CFO Advisor does, how to know if you're qualified, how to make $6k on the side per month with just 3 clients, how to package, price and market your services, and how to deliver an advisory service in less than 4 hours per month per client.

This training is available for employed accountants.

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Free Whitepaper for Accounting & Bookkeeping Firm Owners

Find out how to double your firm's revenue by adding CFO Advisory services.

In this short guide, learn how to double your firm's revenue through adding CFO Advisory services.

Whether you own a tax, accounting or bookkeeping practice, discover the systems you need in order to offer a highly valued CFO Advisory service (which will, in turn, help you increase your firm's revenue).
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 For Accountants, Bookkeepers, CPAs and Enrolled Agents 

Discover the 'One Clear Path' Framework You Need to Offer CFO Advisory Services

Watch three short videos that reveal the missing framework you need to provide a CFO Advisory service that works.

These three short videos will reveal a proven framework to provide a CFO Advisory service that allows you to earn more while working less. We call it...The One Clear Path.

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Weekly tips on building a CFO Advisory practice sent straight to your inbox each Wednesday.

Get a 5-minute weekly email on building, growing and scaling your practice through CFO Advisory services.

Join over 40,000 other accountants, CPAs, bookkeepers and tax professionals who are learning how to escape the accountants' trap by offering CFO Advisory services. Click here to see the type of content you can expect.

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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.

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 For Accountants, Bookkeepers, CPAs and Enrolled Agents

The CFO Project Done-With-You Mentorship Program

Join our exclusive 'done-with-you mentorship' program just for CPAs, accountants and bookkeepers 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.

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Three Challenges Facing Accountants, CPAs and Bookkeepers...


Challenge #1: To get paid more you have to take on more clients (and/or work more hours)

Challenge #2: You have a ton of competition

Challenge #3: A lot of accounting software are trying to automate your job away

Your job is to record the past correctly. However, your clients don't really care about the quality of the books as much as you think they should.

To them, you and your competitors do the same thing (which is why you really can't raise your fees).

What your business clients do care about is understanding their numbers and getting guidance on how to have a growing and more profitable business.

They want their accountant (you) to be their business advisor.

But, there's two problems with this.

Problem #1: You're not getting paid to do that.

Problem #2: You're not sure, exactly, how to do that.

You're getting paid to do compliance work. This means that to make more money you have to take on a lot of low-paying and demanding clients.

And, because your income is tied directly to how much you work, you have to continuously put in long hours servicing your clients while, at the same time, trying to find new clients.

This is a recipe for burnout.

Plus, even if you wanted to provide a business advisory service you don't have a scalable and efficient way to do that.

Until now...

What you need is a system. A system that will allow you provide a high-quality CFO Advisory service to your clients.

You also need support and community. You need to be surrounded by the best CFOs and business advisors that can help you build a great business.

By offering a CFO Advisory service you'll not only be able to separate yourself from your competition, you'll also be able to command higher fees, have predictable recurring revenue, and have a bigger impact on your clients' lives.

We'll show you how to do all of this in our Done-With-You Mentorship Program

"Using the systems that The CFO Project equipped me with, I reduced my workload by 75% (not even kidding) and I increased my income by 50%. This program has changed my life."

Becky L.
Dallas, TX

"I've been part of many groups, I've NEVER seen the success I've seen with The CFO Project. In less than 6 months I've added more than $100K in contracts. Hands down the best program I've joined this decade."

Jemel S.
Douglasville, GA

“The CFO Project is really extraordinary. There isn't anything I need that you haven't already thought of. Your training is comprehensive and straightforward. The templates, ranging from workshops to email scripts, are incredibly useful.”

Julie P.
Mt. Pleasant, SC

“Since joining The CFO Project, it took me only 8 months to leave my day job. And, in 2 and half months since leaving my day job I’ve already doubled what I was making”

Ryan K.
St. Louis, MO

"I would have joined The CFO Project years ago if I'd known about it."

Wendy M.
Rancho Cucamonga, CA

"Joining The CFO Project has worked better than I could have anticipated. I already have 3 CFO clients!

Sophie P.
Nashville, TN

"I am greatly enjoying the Roundtables and Masterclasses - a wealth of information and support! I use the CFO Hub and the courses for inspiration and encouragement when fear/paralysis sets it. It helps me keep on keeping on!"

Connie B.
Missoula, MT

"I've recovered my investment many times over within the first six months."

Anthony V.
Newark, NJ

"There is more need than there are CFOs out there.

Fred P.
Surprise, AZ

For Accountants, CPAs and Bookkeepers

Free Training

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.

Get immediate access to a free training to discover the proven system for getting clients and providing an effective (and efficient!) CFO Advisory service.

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