Your business should be more profitable.

Get one of our CFOs to give you a plan to make more money.

Keep more of what you make.

Work on the business.

Create freedom.

The struggle is real.

It's hard being a business owner. Yes, when things are going well it's nice owning your own business...

...but when things are not going well it can be downright miserable.

When things are not going well, when you have declining profits and poor cash flow, it not only affects your bank account it can also affect you emotionally:

  • Relationships with your spouse, family and friends deteriorate;
  • Your mood changes;
  • Your feeling of self-worth diminishes;
  • You become less confident in yourself;
  • You think about what others may think of you if you fail.

You need an affordable CFO.

The most successful business owners have a CFO (Chief Financial Officer) to guide them, to make sense of all the numbers, and to give them a clear plan of action.

Until recently, getting a CFO was costly. This is why we created The CFO Project.

We give you an affordable CFO to do one thing: Help you make more money.

That's why we exist. That's our mission and that's what we're good at.


Your CFO will lead you through our proven 5-step process to help you make more money, in less time, with less stress.

Our 5-Step Process


Business Assessment
We'll analyze your business and financials and show you exactly what's holding you back from making more profit and cash flow.


Profit & Cash Flow Target
We'll get to work getting to know you and the goals you have for your business. We'll then set 'profit and cash flow goals' and put together a plan designed to improve the profitability and cash flow of your business.


The Scoreboard
Each month we'll 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 and cash flow goals.


The Long-Term Plan
At the same time, we'll also work to help you increase the long-term value (worth) of your business so that you have a well-oiled machine that can run without you. We'll help you develop your leadership team,  processes and systems.

You'll never be alone. Your CFO will be right by your side.

See how it works

We've put together a short video that explains how we work. In less than 15 minutes, you'll discover our process and how much we charge.


"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

"This is the most practial approach to managing cash flow that I've ever seen. Any business can benefit from this simple approach to staying solvent while building profitability."

John - Denver, CO

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Why work with us?

We're financial guides for small-to-medium sized businesses.

Our CFOs help our clients make more money. Period. It's about understanding their current situation and helping them develop a custom plan to make more profit and cash flow.

And, they don't need to understand accounting or finance. We show them what to look at, when to look at it, how to interpret it and what to do about it.

Unlike other CFOs or finance professionals we've made it affordable.

Whether they're overwhelmed, stressed about cash, or simply don't know which direction to go, we will walk with our clients every step of the way.


Our Guarantees


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. Get a financial assessment

3. Meet your CFO

Book a Call

What's it costing you every month that slips by without getting a grip on your profit leaks?