You'll get everything you need to become a high-earning CFO for small businesses. You'll get training, resources, and support...all built into the step-by-step mentorship program.

You'll have access to our live and on-demand certification courses on...

• How to add a CFO Advisory service to your existing practice (or start a practice)
• How to get qualified leads from business owners
• How to convert leads to paying clients (paying a minimum of $18k per year)
• How to provide an effective outsourced CFO Advisory service

Upon successful completion, you'll become a Certified CFO™. This is a recognized certification mark filed with the U.S. Patent and Trademark Office.

This will set you apart from other fractional CFOs, accountants, bookkeepers, business advisors and coaches as being someone who understands how to help a business transform into a growing and financially successful business.

Upon joining, you'll get immediate access to our turnkey system in a box that will show you, step-by-step, how to provide a CFO Advisory service that not only gets results but will keep your clients engaged with you for years.

This a turnkey system that includes all of the training, templates, guides and other tools you'll need to start offering a CFO Advisory services that not only gets results for your clients but also will allow you to increase your income while reducing your workload.

Here is the training curriculum to show you how to offer CFO Advisory services:

The CFO Basic Training Module

• Lesson 1: What business owners want

• Lesson 2: What a CFO does
• Lesson 3: Why business owners hire CFOs
• Lesson 4: How to get a business owner to hire you
• Lesson 5: How to provide a CFO service that gets results
• Lesson 6: How to have a successful CFO practice
• Lesson 7: Takeaways, Next Steps & Exercises

• Lesson 1: The Two Approaches to Providing a CFO Service
• Lesson 2: The One Clear Path overview
• Lesson 3 - 5: Each step of The One Clear Path explained
• Lesson 6, 7 & 8: The Cash Flow drivers
• Lesson 9: The Cash Flow formula
• Lesson 10: Driving the drivers
• Lesson 11: Takeaways, Next Steps & Exercises

• Download: An Excel Workbook to set targets, forecasts, scores and an action plan for each of your clients. We call it The Client Workbook.
• Lesson 1: The Client Workbook Overview
• Lesson 2: The Client Info & Notes tab
• Lesson 3: The Targets tab
• Lesson 4: The Actuals tab
• Lesson 5: The Forecast tab
• Lesson 6: The Scoreboard tab
• Lesson 7: The Action Plan tab
• Lesson 8: All optional tabs
• Lesson 9: Takeaways, Next Steps & Exercises

• Lesson 1: How to provide an exceptional client experience

• Lesson 2: The five rules for exceptional client experiences
• Lesson 3 & 4: The Kickoff Meeting
• Lesson 5, 6 & 7: The Monthly Meeting 
• Lesson 8: The Annual Meeting
• Lesson 9: Takeaways, Next Steps & Exercises

To become a successful CFO Advisor, you need to get clients. So, upon joining, you'll get immediate access to our marketing systems that will show you step-by-step how to get clients...guaranteed.

There are multiple systems to choose from. Simply pick one system and follow the training and playbooks to get at least 3 CFO Advisory clients. Once you get 3 clients from one system, you can add on another system or continue working the first system. The choice is yours.

The bottom line is that we'll be by your side the entire time to ensure that you get clients. By the way, our marketing systems do not require you to cold call, use social media, nor paid ads.

Once you get leads, you'll need to convert those leads to CFO Advisory clients paying you anywhere between $1,500 and $5,000 per month per client. Upon joining, you'll get immediate access to our Four Step Sales System that will show you how to convert leads to high-ticket CFO Advisory clients. You'll get the training, and downloadable tools and templates to aid you in converting leads to CFO Advisory clients.

In fact, according to our latest member survey, the members that are following our sales system are converting 1 out of every 2 business owners they've offered a proposal to.

We'll show you exactly how to communicate to business owners what your CFO Advisory service is, why they need it and how much it is in a way that resonates with them and gets them to say 'Yes!' to your CFO Advisory service.

You'll gain access to our exclusive member forum where you'll be able to connect with other accountants, CPAs and bookkeepers as well as our entire team of CFO Mentors.

This is where any member can post questions or challenges they are facing and can get the perspective of other CFO Advisors who has personal experience. You can also discover ideas and resources that can help you as you're building a CFO Advisory practice.

You'll belong to your very own mastermind-style group that meets online each week. We call these groups CFO Roundtables.

Each CFO Roundtable is made up of a handful of your peers whom you can get to know, and they can get to know you. Each CFO Roundtable is led by a CFO Mentor who will guide you every step of the way.

Each week, we solve challenges, celebrate wins, and discuss important topics designed to help each member build, grow and scale a CFO Advisory service.

You'll have unlimited access to support from our team of CFO Mentors, Trainers and Experts to help you solve any challenge or answer any questions.

We have a variety of ways to get support from Office Hours, one-to-one communication, the forum, CFO Roundtables and more.

Our rule of thumb is that if it takes you more than five minutes to solve a problem, reach out!

You'll have full access to all of our supporting tools, templates, and other resources that will aid you in:

• Starting, setting up, and managing a CFO Advisory service (e.g., Service Agreement, CFO Workbook to set targets & track performance for your practice)
• Getting leads (e.g., Promotional tools and templates)
• Converting leads to clients (e.g., Proposal templates)
• Providing the service (e.g., Scoreboard, Forecasting and Target Setting templates)

• …not feeling qualified to be a CFO Advisor.
• …not being good enough.
• …not having what it takes.
• …being an impostor.
• …not being able to raise your prices.
• …not being able to say no to lower paying clients.
• …not being able to be successful.
• …being an introvert and not good at marketing.
  

Each month we teach a live Masterclass on a variety of topics to help you build, grow and scale a CFO Advisory practice.

Examples of Masterclasses we've conducted include:

• A Weekly Checklist for Getting a Steady Stream of Leads
• Say This. Not That. A Masterclass on Presenting Yourself to Prospects
  
• How to Get a Prospect to Say Yes to Your Proposal
  
• How to Talk to Prospects: A Masterclass on Communication
  
• How to Guide Business Owners Through Various Stages (The Startup State, The Scaling State, The Optimizing Stage, The Cash Crunch Stage and The Exiting Stage)
• Advanced Financial Analysis
  
• Advanced Pricing Strategies
  
• Level Up Your Excel Skills
  
• Explaining Cash Flow to Clients
  
• How to Guide Your Clients on Buying an Existing Business
  
• How to Value a Business
  
• The CFO's Guide to Job Costing
  
• Working with Large and/or Complex Clients
  
• 5 Steps to Raising Money
  
• How to Build a Million Dollar Firm Through Advisory Services
  

We are NASBA approved, and members are eligible to earn CPE credit for every Masterclass.

• Overcoming Mindset Blocks like Impostor Syndrome w/ Nina (a mind-set expert
  
• Communicating Your Value so you know how to attract and talk to prospects w/ John (a communication expert)
  
• Scaling Your Practice so you can scale your practice to $1mm in annual revenue w/ Jeff & Ryan (CFO Advisory experts)

As a member, you'll get exclusive access to The CFO Project hub where you can connect with other members, get access to all of our training and resources, as well as get help when needed.

You can access The CFO Project Hub from your desktop computer or by downloading our app from your iPhone or Android device!

If you follow the directions as taught in the program, we’re guaranteeing that you’ll earn at least what you've paid into the program within 10-months or your money back.

This is how much we believe in this program and how well it's worked for our members.