FREE TRAINING THIS WEDNESDAY ON STARTING A CFO ADVISORY SERVICE

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.

Learn More About the Mentorship Program

-or-

Resources for Bookkeeping Practice Owners

Resources for Tax Practice Owners

Resources for Employed Accountants

Resources for Fractional CFOs and Business Advisors

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.

Go to Calculator

LIVE Training this Wednesday for Accountants, Bookkeepers & Tax Professionals

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.

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.

Get Instant Access

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

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.

Learn More

For Accountants, Bookkeepers, CPAs and Tax Professionals

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.

Learn More

As Featured On

See if you're a right-fit for our mentorship program.

Click play to watch the video.

Join a Right-Fit Call

Or, click here to learn more about our mentorship program.

The Latest Advice from The CFO Project Training Team

Click to watch video

Click to see more advice

The Latest Video Podcast Episodes

[Block//Post Title]

View Episode

Click to see more video podcast episodes

Recent "Wins" Some of Our Members Have Reported

Learn More About Our Mentorship Program

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

Learn More About Our Mentorship Program