Your business should be more profitable.
Our proven 4-step process will untangle your financials and show you exactly which levers to pull to maximize your profit and freedom.
Keep more of what you make.
Work on the business.
Small business can be cutthroat.
Low margins, tons of competition, and rapidly changing tactics make it hard to survive.
The sad story of small business: When revenue goes up, profit margin usually goes down...but, does it have to be that way?
You know you should be more successful by now...
You should be (much) more profitable, but you're not sure why it hasn't happened yet.
The answer is in your numbers…
...but they're too hard to untangle. And while your accountant and bookkeeper are great, they're job is to report what happened in the past and prepare your taxes. But you need help interpreting the right numbers to drive your next move.
We've built a 4-step process to turn your numbers into actions that create more profit.
The Profit Process
The Profit Audit
We'll analyze your business and financials and show you exactly what's holding you back from making more profit.
The Profit Target
We'll get to work getting to know you and the goals you have for your business. We'll then set "profit goals" and put together a plan designed to improve the profitability and growth of your business.
Each month we'll analyze your business and give you a simple one-page "scoreboard" report that will clearly show you what's going right and what's going wrong.
The Action Plan
You and your "CFO" will get on a video call each month and we'll provide you with a short list of the MOST important "next steps" that need to happen within the next 30-days to stay on track to hit your profit goals.
You'll never be alone. Your CFO will be right by your side.
See how it works
Watch this 20 minute video workshop and see the 5 changes you need to make today to improve profitability.
"I really appreciate all of my CFO's help and am excited about seeing the growth of my company really happening!"
Jeremiah - Sarasota, FL
"It's exciting to set goals and then also have a plan to accomplish it!"
Lucia - Lexington, SC
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Why work with us?
Hi, I'm Adam Lean, Founder of The CFO Project. I know what's it like to be in your shoes.
I've been there. In 2006 I started my own small business (an eCommerce store).
By 2010, I hit a low point in that business.
It was only after using my accounting background and diving deep into my numbers that I found the path to profitability. And it wasn't in the reports from my bookkeeper...
I developed a 4-step process for finding the profit in my numbers; then using them to grow profit and revenue systematically.
I stopped being the "doer-of-all-things" in my business and started running the business "by-the-numbers" like an owner.
And that's when I finally got the freedom I really wanted when I started my business.
3-time entrepreneur &
Founder of The CFO Project
No Accounting-Speak Guarantee
We promise not to make your eyes glaze over with complicated financial jargon!
No Strings Guarantee
We work month-by-month, no long-term contract, cancel anytime.
No Overwhelm Guarantee
Fixing your business will involve work, but we'll work together to make sure you never feel overwhelmed by the process. We'll make it easy!
Right-Fit Money-Back Guarantee
If you decided we're just not the right-fit, let us know during your first month and get back every penny you paid.
Imagine what you can accomplish in the next 12 months...
- Increase profits
- Increase revenue
- Create a business that's easy to manage "by the numbers"
- Get more time and freedom
- Make better decisions
- Achieve the success you know you're capable of
- Systematize your business so it can run without you
- Stop feeling overwhelmed by your business
- Finally, get clarity and focus, so you can make faster progress
- Stop feeling isolated and finally have a trusted confidant who understands your business and can give you the "score" every month, and help you identify 3-5 next actions to improve profit.
Get Started in 3 Easy Steps
1. Book a Right-Fit Call
2. Find your Profit Target
3. Meet your CFO
What's it costing you every month that slips by without getting a grip on your profit leaks?