The CFO Project
FREE TRAINING THIS WEEK ON BECOMING A CFO  
 For CPAs, Accountants, Bookkeepers & Tax Professionals...

Start Offering CFO Advisory in 12 Weeks or Less

Join the 1,000+ accounting professionals we've helped add CFO Advisory services to their practice or helped start a CFO Advisory practice from scratch.

Join The CFO Project's CFO Advisory Launch

CFO Advisory Launch is a 12-week program where you'll build, install, and open your CFO Advisory business.

In the 12-week program, you'll get:
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The CFO Advisory System™ - A scalable, repeatable system to get a consistent flow of CFO Advisory clients as well as a complete plug-and-play system that shows you, step-by-step how to provide a CFO Advisory service. 
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Quick Start Training - We'll train you on The CFO Advisory System™ in the first six weeks so you can start getting clients and/or offering a CFO Advisory service quickly. 
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Downloadable Tools & Templates - You'll gain access to our downloadable tools and templates to help you market, sell and provide a CFO Advisory service. 
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CFO Cohort Roundtable - You'll belong to a mastermind-style group who, together, will help each other implement the program and encourage each other. 
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Dedicated CFO Coach - You'll be personally coached during the entire program to ensure you properly implement the program, start getting clients and know how to help your clients own successful businesses. 
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CFO Mentors - You'll receive mentorship from a hand-picked team of CFOs who have already setup their own CFO Advisory practices and have proven to be successful. 

Who We're For

 We're for three main groups of people: self-employed accountants and bookkeepers, employed accountants and existing CFOs/business advisors. 
Self-Employed Accountants: We'll show you how to add a CFO Advisory revenue stream to your tax practice in 12-weeks.
Self-Employed Accountants: We'll show you how to add a CFO Advisory revenue stream to your tax practice in 12-weeks.
Employed Accountants, Former Accountants and Full-Time or Fractional CFOs: We'll show you how to start a CFO Advisory practice from scratch in 12-weeks.

Become a Confident CFO Advisor to Small Businesses

 Joining The CFO Project's CFO Advisory Launch will give you the system, the tools, and the mentorship so you can become a confident CFO Advisor to small business owners.

​​​​​​​This means:​​​​​​​ 
You'll know exactly how to guide a small business owner on increasing their revenue, profit and cash flow.
You'll be able to charge, on average, $2,000 per month per client while only spending about 4 hours per month on each client.
You'll know what to do to get a steady of stream of recurring monthly clients so you can stop trading time for money.
 You'll know what to do to get a steady of stream of recurring monthly clients so you can stop trading time for money.​​​​​​​ 

Why Become a CFO Advisor to Small Businesses?

Business owners will pay more for someone to help them have a better future rather than someone helping them record the past. The average member in our program is charging $1,978 per client per month. Compare that with the average tax service of $750/year or bookkeeping client of $400/month.
If you get 8 CFO Advisory clients and charged just the average that our members are charging ($1,978/mo), you would earn around $16,000 per month - thus, $192,000 per year. This doesn't include any tax or bookkeeping services you could offer.
There are, literally, millions of businesses that are all ran by non-numbers people (e.g., a dentist starts a dental practice). They would jump at the chance to have a financial professional ensure that their business becomes, and stays, successful.
Software, tech and offshore accounting firms are eating into the already competitive industry of accounting and bookkeeping. This means that to make more money you must work more hours or take on more clients - you can't charge more offering tax/bookkeeping because there is a ton of competition.

What Are CFO Advisory Services Exactly?

By joining CFO Advisory Launch you'll be able to offer a CFO Advisory service - much different than a fractional CFO, coaching or consulting service.

A CFO Advisory service is a defined scope of work that you'll offer to business owners to guide them on how to make their business a success where you charge each client anywhere from $1,500 to $7,500 per month.

As a CFO Advisor, you'll be providing your clients with one planning meeting per year and one advisory meeting per month.

In the Annual Planning Meeting, you're guiding your client through a structured process designed to set clear targets for their business that, if accomplished, will guarantee the business would have generated enough positive cash flow that the client can get really excited about obtaining.

In the Monthly Advisory Meeting, you meet with your client for about an hour each month and provide them with two deliverables:
Monthly Scoreboard: A one-page color-coded report on the main 'drivers' that are driving your clients' revenue, profit and cash flow. That way, your client will know exactly how on or off track they are towards hitting their targets.
Monthly Action Plan: You'll present to your client a specific list of next steps you want your client to take to turn the 'red' items on the Scoreboard into yellow or green. That way, you're giving your client a small list of the most important next steps that, if accomplished, will help your client stay on track towards hitting their targets.
Offering a CFO Advisory service gives you the best of both worlds - the scalability of a product with the value of a service...

You sell it like as a service (because business owners would be glad to pay for a financial professional to tell them what to do to be a success) while delivering it like a product (you conduct the same meeting agenda and provide the same Scoreboard and Action Plan concepts for each client each month).

No more customizing engagements. No more wondering what to do to help your client. And no more trading time for money.

What's In It For Your Small Business Clients?

Most small business owners (earning less than $5mm in annual revenue) want these five things:
  • To own a successful business.
  • To be successful.
  • To enjoy their business again.
  • To be confident in their decision-making.
  • To know they're on the right track.
At the same time, they want to avoid these five things:
  • Failing.
  • Making stupid decisions.
  • Letting down their family/friends/employees.
  • Not making enough money.
  • Looking dumb
A CFO Advisory service is designed to help you guide every one of your clients to continuously obtain what they want while helping them avoid what they don't want.

This is why they hire CFO Advisors. This is why they'll pay you, on average, $2,000 per month.

Ready to Add High-Ticket Advisory? Book Your Right-Fit Call

To see if CFO Advisory Launch is right for you, book a Right-Fit call with one of our Enrollment Advisors.

In 30 minutes, we’ll show you exactly how the 12-week program works, what you’ll get, and whether it’s the right move for your firm.
To see available call times, fill out the form below.
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"I’ve signed 3 CFO clients in the last week, and I’m just getting started. Many thanks to everyone at The CFO Project. It’s all brilliant."

Todd D.

 ⭐⭐⭐⭐⭐

The 12-Week CFO Advisory Launch Roadmap

Here's what to expect when you join CFO Advisory Launch.
 Within the First Week 
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Get access to The CFO Hub, your private and exclusive website (with downloadable iPhone and Android app) to access all trainings, tools, community and resources.
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Learn how The CFO Advisory System™ works and start setting the foundation for implementing it in your firm (or start setting up your firm if you don't have one).
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Meet your CFO Coach and your CFO Mentor Team
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Set targets for the five main revenue drivers for your firm for the next 12-months so that you have clear goals to aim for.

You'll set targets for: Leads, Conversion Rate, Retention Rate, Client Frequency Rate and Average Client Value.

 Within the First Six Weeks 
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You'll meet weekly with your CFO Coach and your CFO Cohort Roundtable in a weekly Zoom meeting called The CFO Roundtable. Here you'll get coached on the specific next steps you need to take to ensure you completely implement the CFO Advisory systems into your firm by the end of the 12-week program.​​​​​​​

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Complete all six 'Quick Start Training' modules so you can start getting clients and/or offering a CFO Advisory service quickly.

Here's the training modules you'll take:

Module #1: The CFO Basic Training - You'll learn exactly what a CFO Advisor is, why business owners hire them, and what types of business owners hire a CFO Advisor.

Module #2: The One Clear Path Training - You'll learn the specific steps to conduct a CFO Advisory service with each client. Each step is designed to help your clients get - and stay - a high cash flowing business.

Module #3: The Client Workbook Training - You'll gain access to a downloadable Excel workbook you'll use with each client designed for target setting, financial modeling, forecasting, ratio analysis, Scoreboard setting, goals, and more.

Module #4: The Client Experience Training - You'll learn how to conduct a new client Onboarding Meeting, Annual Planning Meeting and Monthly Advisory Meeting all designed to ensure your client is receiving an exception client experience from you (so they'll stay a client).

Module #5: Selling Your Service Training - You'll learn a clear, four-step system for converting qualified leads into CFO Advisory clients at monthly fees ranging from $1,500 to $7,500.

Module #6: Getting Leads Training - You’ll learn how to generate a consistent flow of leads from business owners who want a CFO Advisory service). All without paid advertising, cold calling, or relying on social media.

 Within the Last Six Weeks 
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Continue meeting weekly with your CFO Coach and your CFO Cohort Roundtable in a weekly Zoom meeting called The CFO Roundtable. Here you'll get coached on the specific next steps you need to take to ensure you completely implement the CFO Advisory systems into your firm by the end of the 12-week program.​​​​​​​

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Start implementing all aspects of The CFO Advisory System™ in your practice. This includes:

The CFO Advisory Lead Flow System
A complete system to generate a consistent flow of leads (made up of business owners who want a CFO Advisory service).

The CFO Advisory Four-Step Client Conversion System
A complete system to convert your leads into paying CFO Advisory clients. Each of the four steps is designed to get an easy 'Yes!' from each of your leads.

The CFO Advisory Client Onboarding System
A complete system to onboard each new CFO Advisory client using a proven, repeatable process that builds confidence, creates early momentum, and establishes clear, measurable targets (goals) to guide the advisory work for the year ahead.

The CFO Advisory Monthly Performance System
A proven monthly advisory system to prepare for and lead high-impact CFO Advisory meetings that clarify what’s working, what’s not, and what actions to take. All designed to keep clients on track towards hitting their targets.

The CFO Advisory Annual Planning System
A structured annual planning process that reviews results, sets new priorities, and establishes clear targets for the year ahead - reinforcing the value of your ongoing CFO Advisory service.

​​​​​​​The CFO Advisory Practice Setup (This system is for members who do not have an existing tax or bookkeeping practice.) *AVAILABLE MARCH 2026*
A step-by-step system to guide you to setup your own CFO Advisory practice from scratch. We'll help you implement your tech stack, setup your entity, come up with a name and more so that you’re fully prepared to take on clients and start delivering CFO Advisory services.

The CFO Advisory System™
 

When you have completed CFO Advisory Launch you'll be equipped to offer a complete CFO Advisory service because you will have implemented the following systems into your existing practice (or in your new practice).

The CFO Advisory Lead Flow System
A system designed to generate a consistent lead flow made up of business owners who want a CFO Advisory service. This proven, fully developed lead flow system does not require paid advertising, cold calling, or relying on social media.

The CFO Advisory Four-Step Client Conversion System
A clear, four-step system for converting qualified leads into CFO Advisory clients at monthly fees ranging from $1,500 to $7,500. You’ll use this same structured process for every lead generated in the Lead Flow System (above).

The CFO Advisory Client Onboarding System
You’ll onboard each new CFO Advisory client using a proven, repeatable system that builds confidence, creates early momentum, and establishes clear, measurable targets (goals) to guide the advisory work for the year ahead.

The CFO Advisory Monthly Performance System
A proven monthly advisory system to prepare for and lead high-impact CFO Advisory meetings that clarify what’s working, what’s not, and what actions to take - keeping clients on track toward the targets established in your new client onboarding.

The CFO Advisory Annual Planning System
A system designed to guide your clients through a structured annual planning process that reviews results, sets new priorities, and establishes clear targets for the year ahead - reinforcing the value of ongoing CFO Advisory.

The CFO Advisory Practice Setup (This system is for members who do not have an existing tax or bookkeeping practice.) *AVAILABLE MARCH 2026*
A step-by-step system to guide you to setup your own CFO Advisory practice from scratch. We'll help you implement your tech stack, setup your entity, come up with a name and more so that you’re fully prepared to take on clients and start delivering CFO Advisory services.

Free Live Training this Week

Learn the Strategies to Become a CFO for Small Businesses

Discover how to earn $192,000 per year as a CFO for small businesses.

If you're tired of competing on price, working long hours and/or just want to have a more of an impact on your clients' lives you need to become a CFO to small businesses.

This training is eligible to receive CPE credit.

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Secure Your Spot

7 Reasons to Join The CFO Project

You'll gain a competitive advantage - You'll be able to differentiate yourself from all of the other accountants and financial professionals.
You won't be alone - You'll immediately be a part of a growing community of other financial professionals and trained mentors to lean on for support, mentorship and accountability.
You'll have systems to grow your practice - You'll have a complete proven system to get clients from business owners who want a CFO Advisory service. You'll also get encouragement and support so you can command higher prices (as compared to tax or bookkeeping).
Increase your pay with less work - You'll be able to charge more per client, work less hours per client and retain clients longer. This will allow you to increase your take home pay without having to work more hours.
Move away from low value work - Instead of trading time for money by offering tax or bookkeeping, you'll be able to provide a high-value advisory service that is scalable.
Get off the marketing roller coaster - We'll train you on multiple proven systems to get a steady stream of leads from qualified business owners on a regular basis without cold calling, without social media and without relying on ads.
You'll have a bigger impact - You'll have a proven method for helping your clients have a successful business without stress and overhelm.

 Stop Trading Hours for Dollars 

Fractional CFO services are typically built around custom work, individual expertise, and open-ended client expectations. That model works - but it often ties revenue to hours, creates scope creep, and makes growth dependent on the individual providing the service.

The CFO Advisory System™ is different by design.

It’s a fully productized system with clearly defined offers, pricing, delivery cadence, and outcomes. Instead of reinventing the work for every client, you install a repeatable CFO Advisory framework that fits cleanly into your firm and can be delivered consistently - by you or your team.

This structure allows you to provide high-value advisory services without becoming the bottleneck, over-customizing every engagement, or trading time for money.

​​​​​​​You'll learn the entire system in our 12-week ​​​​​​​program.

Future Proof Yourself Against AI, Software and Offshore Competition 

Tax preparation and bookkeeping is becoming faster, cheaper, and more automated every year. AI, software, and offshore teams are excellent at producing reports, processing transactions, and completing compliance/transactional - but they can’t replace judgment, context, or trusted guidance.

CFO Advisory is the work that doesn’t get automated.

The CFO Advisory System™ helps you move up the value chain - from compliance and reporting to strategic insight and decision support. Instead of competing on speed or price, you become the person clients rely on to interpret the numbers, guide key decisions, and help them build a stronger business.

This shift future-proofs your tax practice by anchoring your value in relationships, insight, and leadership - areas where AI and offshore providers can support the work, but not replace you.
"As I predicted, The CFO Project is changing my life and I am beyond busy. I am on track to double my gross revenue this year.  And there are still several clients that are out there I could approach.  Before I found The CFO Project, I was stuck at the same number every year.  Now the doors are open and I see so much opportunity.   Truly thankful beyond words.

Karen K.

  ⭐⭐⭐⭐⭐

Why Join CFO Advisory Launch?

Install a high-margin CFO Advisory service into your practice (or start a CFO Advisory practice from scratch) with a proven, plug-and-play system - backed by live CFO Coaches, Mentors, a peer community, and world-class systems to ensure you increase your income without an additional increase to your workload.

Stop Guessing How to Deliver CFO Services - Install a Proven System

Stop guessing how to deliver CFO Advisory services. Install a proven system that shows you exactly what to do, when to do it, and how to do it - so you can deliver advisory services with confidence and consistency.

Our system is designed to keep clients engaged and produce results for them. That way, you can be confident in providing a CFO Advisory service that your clients will love but will also produce real, tangible results - namely, your client will experience growing, positive cash flow on a consistent basis.

Stop Wondering Where Clients Will Come From - Use Proven Systems That Bring Leads to You

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. 

​​​​​​​There are multiple systems to choose from. Simply pick one system and follow the training 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.

Never Fumble a Sales Conversation Again - Know Exactly How to Sell High-Ticket CFO Advisory with Confidence

Once you get leads, you'll need to convert those leads to CFO Advisory clients paying you anywhere between $1,500 and $7,500 per month per client. Upon joining, you'll get 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.

Stop Building in Isolation - Join a Community of Other Financial Professionals Who Are Actually Doing This

You’ll join a tight-knit community of CFO Coaches, CFO Mentors and other financial professionals who are all implementing the same system. You'll be a part of your own dedicated mastermind group - called The CFO Roundtable - where you’ll get support to take action, get unstuck, and make progress week after week.

This is a space to ask questions, pressure-test ideas, share wins, and build real relationships with peers who understand your challenges - professionally and personally.

Access Proven CFO Advisory Resources - Without Creating Anything from Scratch

When you join CFO Advisory Launch you don’t start from scratch. You get full access to our CFO Resource Vault - a growing library of ready-to-use tools, templates, and SOPs designed specifically for delivering CFO Advisory inside a real accounting firm.

Everything is built to save time, reduce guesswork, and create consistency - so you can implement faster, deliver confidently, and avoid reinventing processes that already work.

​​​​​​​A few of the items in our Resource Vault:

  • A Step-by-Step Playbook to implement this system into your practice within weeks - not years.
  • ​​​​​​​Productized CFO Advisory offers and pricing.
  • Client-ready agenda, scoreboards and workflows.
  • Step-by-step marketing guides to get clients without paying for ads, using social media or cold calling.
  • Sales conversations and positioning for non-CFO clients.
  • Delivery system designed to avoid scope creep.
  • Systems that work alongside your existing tax service.
  • SOPs for client onboarding and for CFO meetings.
  • Ready-made templates for client agreements, sales conversations, and CFO delivery.
"Since joining The CFO Project, I sold off the bulk of my tax practice and am just focusing on my CFO clients. I am now in line to make the most that I have ever made in my life this year.

Joel S.  

⭐⭐⭐⭐⭐

CFO Advisory Launch Was Built So You Can Launch Fast

Most practice owners struggle to add CFO Advisory services because they try to build everything from scratch - custom pricing, unclear deliverables, inconsistent workflows, and open-ended client expectations. That approach is slow, risky, and hard to scale.

CFO Advisory Launch was built to solve that problem.

Our systems are based on a proven methodology that turns CFO Advisory into a productized, repeatable service - with clear deliverables, defined pricing, and systems for sales, delivery, and client management.

When implemented correctly, it creates strong client results, high retention, and a business model that scales without turning into a job.

What makes this approach different is how it’s designed:

You'll learn how to sell and provide CFO Advisory services as a clearly defined product - not open ended and highly customized engagements (like Fractional CFO, CAS, or Controller services).
The focus is on helping your clients (small business owners) take action and make better decisions - not just reviewing reports.
Every part of the process is systemized, from client acquisition to service delivery. You'll implement a complete plug-and-play system into your new or existing practice.

Because the work is productized and system-driven, you'll be able to implement it quickly, deliver consistently, and grow without reinventing the wheel.

In 12-weeks, you'll get step-by-step implementation guidance, practical training, ready-to-use resources, and real support - so you can launch a CFO Advisory service with confidence and build a scalable advisory revenue stream without relying on any one 'guru', hype, or guesswork.

Three Challenges Facing Accountants and Bookkeepers

Challenge #1: The only way to make more money is to take on more clients - or work more hours.

Challenge #2: Tax and bookkeeping services are increasingly competitive and commoditized.

Challenge #3: AI, software, and offshore firms are automating and undercutting compliance work.

Your role has traditionally been to record the past accurately. But your clients don’t value clean books or tax prep nearly as much as they value clarity, confidence, and direction.

From their perspective, you and your competitors all do roughly the same thing - which is why raising fees is difficult and price pressure keeps increasing.

What business owners actually want is help understanding their numbers and guidance on how to grow a more profitable, sustainable business. They want their accountant to be a trusted business advisor.

But two problems get in the way...

Problem #1: You’re not being paid to deliver that level of guidance.

Problem #2: Even if you wanted to, you don’t have a clear, scalable way to do it.

Compliance work ties your income directly to time and volume. To earn more, you’re forced to take on more low-margin clients, work longer hours, and constantly juggle delivery with client acquisition. That model leads to burnout - and leaves you exposed as automation and offshore competition continue to accelerate.

And while “CFO Advisory” is often suggested as the answer, most accountants never implement it successfully because it’s unclear, custom, and hard to scale without turning into another job.

The Shift That Changes Everything

The solution isn’t working harder or adding more services.
The solution is installing a system.

The CFO Advisory System™ is a fully productized, plug-and-play system that allows any established practice owner to add a high-ticket CFO Advisory revenue stream - quickly and confidently.

This is not a fractional CFO model built around open-ended consulting or selling yourself by the hour. It’s a defined, repeatable advisory system with clear offers, pricing, deliverables, and workflows - designed to work inside a real tax or bookkeeping practice.

Instead of reinventing the wheel, you install a proven framework that lets you

Increase revenue per client without increasing workload.
Differentiate and future-proof your firm from competitors (other accountants, bookkeepers, off-shore accounting firms, AI, "tech" accounting companies, software...
Deliver high-value advisory without time creep, scope creep or over-customization.

Built For Execution, Not Guesswork

To ensure fast implementation, CFO Advisory Launch includes:

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Self-paced, execution-focused training that shows you exactly how to implement the system

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Live CFO Coaching from trained coaches designed to help you stay motived and achieving results.

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CFO Mentor support from experienced CFOs - when and where you need it.

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Full access to a CFO Resource Vault with tools, templates, and a growing SOP library

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A peer community and small mastermind group to help you take action, get unstuck, and build momentum

You’re not left to figure things out on your own - and you’re not joining because of personalities or gurus. You’re joining because the system works.

Increase Your Income and Impact

By adding a productized CFO Advisory service, you move up the value chain - from compliance to strategy. You command higher fees, create predictable recurring revenue, and become indispensable to your clients in ways automation never can.

This is how accountants build resilient, scalable practices in the future of the profession.

And we’ll show you exactly how to do it - step by step - inside CFO Advisory Launch.

Free Live Training this Week

Learn the Strategies to Become a CFO for Small Businesses

Discover how to earn $192,000 per year as a CFO for small businesses.

If you're tired of competing on price, working long hours and/or just want to have a more of an impact on your clients' lives you need to become a CFO to small businesses.

This training is eligible to receive CPE credit.

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