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.
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.
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.
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.
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 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.
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.
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 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.
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.
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.
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.
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:
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:
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.
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 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
To ensure fast implementation, CFO Advisory Launch includes:
Self-paced, execution-focused training that shows you exactly how to implement the system
Live CFO Coaching from trained coaches designed to help you stay motived and achieving results.
CFO Mentor support from experienced CFOs - when and where you need it.
Full access to a CFO Resource Vault with tools, templates, and a growing SOP library
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.
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.
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.
Free Training
How to Become a CFO to Small Businesses