FREE TRAINING THIS WEEK ON BECOMING A CFO
For CPAs, Accountants, Bookkeepers & Tax Professionals...
We Turn Accountants & Bookkeepers Into High Earning CFOs For Small Businesses
Become a CFO Advisor using proven systems and increase your income and impact.
Book a 30-Minute Right-Fit CallWant to attend a free training on becoming a CFO instead?1,100+ CFOs trained to date. The average CFO Advisor in our program charges $1,978 per client per month.
Who We're For
We work with accountants, bookkeepers, and CFOs who are currently employed or self-employed.
Accountants
We'll show you how to add CFO Advisory revenue to your tax practice, or we'll show you how to start a service from scratch.
CPA to CFO →Bookkeepers
We'll show you how to add CFO Advisory revenue to your bookkeeping practice, or we'll show you how to start a service from scratch.
Bookkeeper to CFO →Full-Time or Fractional CFOs
We'll give you a repeatable, scalable system to implement into your CFO Advisory practice, or we'll show you how to start a service from scratch.
For Fractional CFOs →What a CFO Advisor Is
A CFO Advisor is someone a small business owner trusts to guide them toward a successful business.
We'll show you exactly how to do this for small business owners with a simple yet profound methodology that allows you to deliver a consistent, scalable service in just 2-4 hours per month, per client. You'll be able to charge a monthly retainer for this service (our CFOs charge on average $1,978 per client per month), with the potential to increase your income and your impact.
Learn what a CFO Advisor does
Start With Free CFO Training or a Right-Fit Call
Start with a free training, or, if you've already watched one of our trainings, book a call with one of our Enrollment Advisors.
Learn the Strategies to Become a CFO for Small Businesses
Discover how to earn $192,000 per year as a CFO for small businesses.
Secure Your SpotBook a Right-Fit Call
To see if our program is the right fit for you, book a call with one of our Enrollment Advisors.
Book a Right-Fit CallWhy 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 through our program and charge 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.
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.
Testimonials and Reviews
Our members are accountants, bookkeepers, tax professionals and CFOs. Here’s what they say about The CFO Project, in their own words.
“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.”
Fractional CFO
“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.”
Self-Employed Accountant
“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.”
Self-Employed Accountant
How We Help You Build Your CFO Advisory Business
We give you the systems and support for an entire year.
Systems
You get a proven system to find, sign and serve CFO Advisory clients, with six self-paced courses that show you how to put it in place. You also get pricing and packaging for your service plus the tools you'll use with every client, including the CFO Workbook, the Client Workbook, service agreements and proposal templates.
Support
Ours is a done-with-you program. For your first six months, you'll meet weekly with a peer roundtable led by an executive coach and a CFO Mentor. Our team also supports you through office hours and the forum, plus a full training on the mindset that holds advisors back.
Community
You join 500+ active members in the forum on The CFO Project Hub app. We hold weekly and monthly live events, including NASBA CPE-eligible masterclasses and workshops. You'll also have an on-demand library of hundreds of recorded events and trainings.
A Path to Certified CFO™, Backed by a Money-Back Guarantee
Some programs offer you a certification for simply taking a course. We require you to land your first advisory client, demonstrating to prospects that you have built and delivered the service. You earn Certified CFO™ by completing the training and landing your first client. If you do the work and don't land a paying client within your first year, you get your money back.
What Makes Our CFO Training and Mentorship Different
- We have around 30 coaches, mentors, and staff members as well as 500+ active members. This means that if you need help, we'll be there for you. You'll belong to the largest community of CFO Advisors.
- You'll be guided by a certified executive coach to ensure you successfully launch your CFO Advisory service and get your first client, and you'll be supported by a team of experienced CFO Mentors who have built successful practices themselves.
- We'll train you on a complete system to get clients and a complete system to provide a CFO Advisory service that takes 2-4 hours per month, per client. No theory. We teach what works in the real world with real businesses.
- Our systems are based on a proven methodology that turns CFO Advisory into a repeatable, scalable service - with clear deliverables, defined pricing, and systems for sales, delivery, and client management.
- Guarantee: We stand by our systems and program. Put in the work with your coach, mentor, and roundtable, and we guarantee you'll land your first client to recoup your investment within your first year, or you'll get your money back.
⭐⭐⭐⭐⭐
“The CFO Project is a training and mentorship program like no other I've ever experienced. The level of community, support, and accountability that are part of the program have made all the difference in my success. Every part of the program practices what it teaches in terms of how to build a successful CFO advisory firm that gets results for clients and helps business owners tell a better story. This is exactly what I was looking for and for anyone looking to offer CFO services, this is THE program to join. I'm so glad I did.”
Kendra P.Google review⭐⭐⭐⭐⭐
“I've been in accounting and finance for 20 years, the last 10 of which have been running my own firm providing outsourced controller, CFO, and advisory services. … Even with all my years of experience I'm finding The CFO Project is teaching me new skills and better ways of supporting my clients. The tools, trainings, discussion groups, and coaches/ mentors are aces.”
Marc Y.Google reviewFrequently Asked Questions
What is The CFO Project?
We're a done-with-you mentorship program where we'll train and mentor you to become a high-earning CFO Advisor for small business owners. We'll show you how to launch your own CFO Advisory practice from scratch or add a CFO Advisory service to your existing tax or bookkeeping practice. Over the course of one year, we'll provide you with training, systems, tools, a community and real mentors so that you can gain freedom, confidence and stability by becoming a high-earning CFO Advisor to small businesses.
Is this a CFO certification?
Yes. Members earn Certified CFO™ by completing the six training courses, attending their weekly roundtables and landing their first CFO Advisory client. Because it requires a paying client, it shows prospects you've already built and delivered the service.
Do I need bookkeeping or CPA experience to join?
You don't need to be a CPA. Our members are accountants, bookkeepers, tax professionals and CFOs, and what they have in common is that they understand the numbers. If you can read a business's financials, the program gives you the rest: Foundation Training starts with what business owners want and what a CFO Advisor does, and the systems turn what you already know into a service you can sell.
How is this different from hiring a business coach?
Coaches who work with accountants usually focus on your practice in general: workflows, capacity, or growth. The CFO Project is built around one specific outcome, a CFO Advisory service with paying clients. Alongside the coaching, you get the systems, training, and tools you need to get there, a path to Certified CFO™, and a community of 500+ active members doing the same work.
Is there a guarantee?
Yes. We stand by our systems and program. Put in the work with your coach, mentor, and roundtable, and we guarantee you'll land your first client to recoup your investment within your first year, or you'll get your money back. Your Enrollment Advisor will walk you through the full terms on your Right-Fit call.
How much does The CFO Project cost?
CFO Advisory Launch starts at $9,999, and financing options are available. See what’s included on our pricing page.
How much time does this take per week?
Plan on at least a few hours a week. That covers the on-demand training, one hour with your roundtable, and the assignments that have you putting the systems in place in your own practice. Remember - you're building a business, so invest as much time as you can afford to keep making progress. Once you have clients, the service takes 2-4 hours per month, per client.
Free Live Training this Week
Learn the Strategies to Become a CFO for Small Businesses
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 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.
Free Training
How to Become a CFO to Small Businesses
General Inquiries
contact@thecfoproject.com
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contact@thecfoproject.com
Interested in Partnerships?
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Copyright 2026 - The CFO Project®