Free training this week on becoming a CFO
For CPAs, accountants, bookkeepers and tax professionals
We turn accountants & bookkeepers into high-earning CFO Advisors for small businesses
Become a CFO Advisor using proven systems and increase your income and impact.
1,100+ CFOs trained to date. The average CFO in our program charges $1,978 per client per month.
1,100+
CFOs trained to date
500+
active members building their practices
$1,978
average our members charge per client, per month
1 in 2
proposals converted by members following our sales system
Pick your path
Who we're for
We work with accountants, bookkeepers, and CFOs who are currently employed or self-employed.
Accountants
Smooth out your seasons and earn more all year. Add a monthly CFO Advisory service for the business clients who already trust you with their numbers.
CPA to CFO →
Bookkeepers
Go from burnout to balance. Help the owners whose books you already keep plan their future, and get paid a monthly fee for that guidance.
Bookkeeper to CFO →
Employed accountants
Build a CFO Advisory practice on the side while you keep your job, then grow it into a full-time business when you're ready.
For employed accountants →
Full-time or fractional CFOs
Build a practice that scales. Run every client on one proven system, with a clear deliverable and pricing that protects your margins.
For fractional CFOs →The role
What a CFO Advisor is
A CFO Advisor is a trusted guide who helps a small business owner reach their own definition of success and generate consistent, positive cash flow.
Most owners start out unsure about their numbers and reacting to whatever the month throws at them. A CFO Advisor helps them understand their business, know what to focus on and know what to do next.
There are more than 36 million small businesses in the U.S., and about half of them won't reach their fifth birthday. Their owners need someone who can help them succeed, and that's the opportunity.
Learn what a CFO Advisor does →The work at a glance
01
A clear client profile
Small business owners doing $500K to $5M in revenue who are experts at their craft.
02
A focused monthly deliverable
Each month you review what's driving your client's cash flow and agree on a plan for what to do next.
03
A set monthly fee
Clients pay a monthly fee for ongoing guidance, which gives you predictable, recurring revenue.
Two ways to start
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.
Free live training
Learn the strategies to become a CFO for small businesses
Discover how to earn $192,000 per year as a CFO for small businesses.
The session is also available as CPE-eligible training.
Secure Your Spot30-minute call
Book 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 CallThe economics
Why become a CFO Advisor to small businesses?
Because it's the most valuable work you can do with the skills you already have. You'll earn more, work fewer hours and help your clients build businesses that last.
You'll earn more. Business owners will pay more for someone who helps them build a better future than for someone who records the past. Our members average $1,978 per client per month.
You'll work fewer hours. Each client takes 2-4 hours a month. Eight clients at the average fee is about $192,000 a year, for roughly 16 to 32 hours of work a month.
You'll help your clients succeed. You give owners the actionable guidance most small businesses never get, and that's often what decides whether a business grows or closes.
More income, more time and work that changes your clients' businesses. That's why our members make the move to CFO Advisory.
Calculate your own potential →Average annual fee per client
What one client is worth in a year, by service
Tax$750
Bookkeeping$4,800
CFO Advisory$23,736
8 clients × $1,978/mo is about $16,000 a month, or $192,000 a year in CFO Advisory revenue.
Member results
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.”
Todd D.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.”
Karen K.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.”
Joel S.Self-Employed AccountantThe program
How we help you build your CFO Advisory business
We give you the systems and support for an entire year.
Systems
Three proven systems to find, sign and serve clients, six self-paced courses to put them in place, and the pricing, workbooks and templates you'll use with every client.
Late 2026New members also get the CFO Client Center, our AI-powered software built on the system.
Support
Ours is a done-with-you program. You'll meet weekly with a peer roundtable led by an executive coach and a CFO Mentor. You'll also have access to office hours and the forum for a full year.
Community
Join 500+ active members in The CFO Project Hub, with weekly live events, NASBA CPE-eligible masterclasses and an on-demand library of hundreds of recordings.
Certification and guarantee
A path to Certified CFO™, backed by a money-back guarantee
Some programs offer a certification for simply taking a course. You earn Certified CFO™ by completing the training, attending your weekly roundtables and landing your first advisory client, which shows prospects you've built and delivered the service.
If you do the work and don't land a paying client within your first year, you get your money back.
Why The CFO Project
What makes our CFO training and mentorship different
- 01
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.
- 02
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.
- 03
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.
- 04
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.
- 05
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 reviewFAQ
Frequently asked questions
Still have questions? Book a Right-Fit Call and an Enrollment Advisor will walk you through it.
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.
Will AI replace CFO Advisors?
AI is making financial analysis faster, and that makes CFO Advisors more valuable. A small business owner still needs someone they trust to explain what the numbers mean, decide what matters most, and keep them accountable month after month. That work depends on judgment and relationships, and it's exactly what a CFO Advisor does. As AI takes over more compliance and bookkeeping work, advisory is where accountants and bookkeepers can grow their value and their income.
Can't I just use ChatGPT or another AI tool to do this?
You can, and AI tools are worth using. Used on their own, though, they fall back on the average of everything they've read, which is the middle of the internet. You've probably seen it: you ask a real question about a real client, and the answer comes back polished, confident and too generic to use. A tool only becomes useful when it sits on a system that tells it what to look at and what the client needs. That's what The CFO Project gives you. With a proven system for every client, the AI you use works from your client's real numbers and your own judgment, and that's where the value is.
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. 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.
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How to Become a CFO to Small Businesses
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Copyright 2026 - The CFO Project®
Copyright 2026 - The CFO Project®