The CFO Project
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 For CPAs, Accountants, Bookkeepers & Tax Professionals...

The foolproof way to finally earn what you're worth.

Join our done-with-you mentorship program where we'll guide you to start a CFO Advisory service.

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How to Start a CFO Advisory Service

Discover how to grow your practice this year through CFO Advisory services.

Finally escape the accountant's trap (of trading time for money) and join the hundreds of other financial professionals who have made the transition to offering high-ticket CFO Advisory services.

Get immediate access to a free training to discover the proven system for getting clients and providing an effective (and efficient!) CFO Advisory service.

This training is available for accountants, bookkeepers, CPAs and tax professionals.

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Make 2025 Your Last Tax Season

Learn how to replace your low-paying tax clients with high-paying advisory clients so you can make more money while working a lot less.

In this 3 part training, you learn the 8 reasons why you should make 2025 your last tax season, how to replace 100% of your income with CFO Advisory services, and get a timeline for replacing your tax income over the next 12 months.

This training is available for accountants and CPAs.

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Free Training
Bookkeeper to CFO

Go from just being a recorder of the past to helping business owners have a better future.

In this 1-hour Masterclass, you'll learn what a CFO Advisor does, how to know if you're qualified, how to package and price your services, how to overcome impostor syndrome and how to deliver an advisory service in a way that gets results.

This training is available for bookkeepers.

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h6 Free Training
CPA to CFO

Rely less on tax season and use your expertise to help business owners have a better future.

In this 1-hour Masterclass, you'll learn what a CFO Advisor does, how to know if you're qualified, how to package and price your services, how to overcome impostor syndrome and how to deliver an advisory service in a way that gets results.

This training is available for accountants and CPAs.

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Free Training
The $192,000 Training

Unlock the three essential skills you must master to earn $192k per year as a CFO Advisor - while working less than 20 hours per week!

Spend your time the way you want. More time for family, friends, sports, vacations, sleeping...

Join our free training to discover the proven formula for becoming a top advisor and increasing your income while working part-time.

This training is available for accountants, bookkeepers, CPAs and tax professionals.

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Side-Hustle CFO

Start a business on the side offering CFO Advisory services to small businesses.

In this 1-hour Masterclass, you'll learn what a CFO Advisor does, how to know if you're qualified, how to make $6k on the side per month with just 3 clients, how to package, price and market your services, and how to deliver an advisory service in less than 4 hours per month per client.

This training is available for employed accountants.

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Free Whitepaper
An Accountant's Guide to Doubling Your Firm's Revenue
In this short guide, learn how to double your firm's revenue through adding CFO Advisory services.

Whether you own a tax, accounting or bookkeeping practice, discover the systems you need in order to offer a highly valued CFO Advisory service (which will, in turn, help you increase your firm's revenue).
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The CFO Project Newsletter
Get weekly tips on building, growing and scaling CFO Advisory service by subscribing to our weekly newsletter.

This is a 5-minute weekly email to learn proven tactics to market, sell and provide CFO Advisory services. Click to see past issues.
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The CFO Project Podcast

A podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients.

On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap.

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CFO Advisor Earnings Calculator
See how much you could earn as a CFO Advisor.

Use this calculator to calculate the impact that adding (or starting) a CFO Advisory Service could have to your earnings and the number of hours you work.
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Three Challenges Facing Accountants, CPAs and Bookkeepers...


Challenge #1: To get paid more you have to take on more clients (and/or work more hours)

Challenge #2: You have a ton of competition

Challenge #3: A lot of accounting software are trying to automate your job away

Your job is to record the past correctly. However, your clients don't really care about the quality of the books as much as you think they should.

To them, you and your competitors do the same thing (which is why you really can't raise your fees).

What your business clients do care about is understanding their numbers and getting guidance on how to have a growing and more profitable business.

They want their accountant (you) to be their business advisor.

But, there's two problems with this.

Problem #1: You're not getting paid to do that.

Problem #2: You're not sure, exactly, how to do that.

You're getting paid to do compliance work. This means that to make more money you have to take on a lot of low-paying and demanding clients.

And, because your income is tied directly to how much you work, you have to continuously put in long hours servicing your clients while, at the same time, trying to find new clients.

This is a recipe for burnout.

Plus, even if you wanted to provide a business advisory service you don't have a scalable and efficient way to do that.

Until now...

What you need is a system. A system that will allow you provide a high-quality CFO Advisory service to your clients.

You also need support and community. You need to be surrounded by the best CFOs and business advisors that can help you build a great business.

By offering a CFO Advisory service you'll not only be able to separate yourself from your competition, you'll also be able to command higher fees, have predictable recurring revenue, and have a bigger impact on your clients' lives.

We'll show you how to do all of this in our Done-With-You Mentorship Program

"Using the systems that The CFO Project equipped me with, I reduced my workload by 75% (not even kidding) and I increased my income by 50%. This program has changed my life."

Becky L.
Dallas, TX

"I've been part of many groups, I've NEVER seen the success I've seen with The CFO Project. In less than 6 months I've added more than $100K in contracts. Hands down the best program I've joined this decade."

Jemel S.
Douglasville, GA

“The CFO Project is really extraordinary. There isn't anything I need that you haven't already thought of. Your training is comprehensive and straightforward. The templates, ranging from workshops to email scripts, are incredibly useful.”

Julie P.
Mt. Pleasant, SC

“Since joining The CFO Project, it took me only 8 months to leave my day job. And, in 2 and half months since leaving my day job I’ve already doubled what I was making”

Ryan K.
St. Louis, MO

"I would have joined The CFO Project years ago if I'd known about it."

Wendy M.
Rancho Cucamonga, CA

"Joining The CFO Project has worked better than I could have anticipated. I already have 3 CFO clients!

Sophie P.
Nashville, TN

"I am greatly enjoying the Roundtables and Masterclasses - a wealth of information and support! I use the CFO Hub and the courses for inspiration and encouragement when fear/paralysis sets it. It helps me keep on keeping on!"

Connie B.
Missoula, MT

"I've recovered my investment many times over within the first six months."

Anthony V.
Newark, NJ

"There is more need than there are CFOs out there.

Fred P.
Surprise, AZ

For Accountants, CPAs and Bookkeepers
Free Training
Discover how to grow your practice this year through CFO Advisory services.
Finally escape the accountant's trap (of trading time for money) and join the hundreds of other financial professionals who have made the transition to offering high-ticket CFO Advisory services.

Get immediate access to a free training to discover the proven system for getting clients and providing an effective (and efficient!) CFO Advisory service.

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