The CFO Project
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 For CPAs, Accountants & Bookkeepers... 
The foolproof way to finally earn what you're worth.
Join our membership program that trains and certifies financial professionals to offer CFO and advisory services.
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 Taking Applications for December 2023 Enrollment 
The CFO Project Membership

An exclusive membership program just for CPAs, accountants and bookkeepers to learn how to provide a scalable CFO service that actually gets results for your clients.

As part of the certification program, we'll show you how to add a CFO service so you can command higher fees, have recurring revenue, and a bigger impact on your clients' lives. In addition, we'll teach you a system on how to get clients and upsell existing clients.

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 Free Live Masterclass: December 14th
at 3p ET | 12p PT
How to Start a CFO Service

Grow your business this year through CFO and business advisory services.

In this 1-hour Masterclass, you'll learn what your clients really want from a CFO/business advisor, how to sell them on it and how you can provide a CFO/business advisory service in the most efficient way possible.

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 Free Whitepaper 
An Accountant's Guide to Doubling Your Firm's Revenue Through CFO and Advisory Services

This free guide is written exclusively for accountants, CPAs, bookkeepers, and enrolled agents who are looking to transform their practice – and double their revenue – by offering a productized CFO/Advisory service.

In the guide we’ll cover the systems you need to transform your practice and the services you should offer in order to double your firm's revenue.

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Escaping the Accountant's Trap Video 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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Advice on Building, Growing and Scaling a CFO and Advisory Practice

Check out our library of articles designed to help any accountant, bookkeeper, or CPA build, grow and scale a CFO and business advisory practice.

The most popular articles of the year are:

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The Latest Advice Articles from our CFO Team
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The Latest Video Podcast Episodes
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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 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 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 membership 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."

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Becky L.
Dallas, TX
“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”
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Ryan K.
St. Louis, MO
"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."
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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.”
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Julie P.
Mt. Pleasant, SC
Next FREE training on How to Start a CFO Service so you can grow your practice
Thursday, December 14th
at 3p ET | 12p PT

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