Never be unclear about how to have a profitable business ever again.

We are CFOs (Chief Financial Officers) who have a passion for coaching business owners. 

We do one thing: we coach small business owners on how to turn their business into a well-oiled machine that's profitable.

Since we've started I have a better business.

- Gerry B, Owner of a Custom Sign & Banner Business -

Why Do You Need A CFO?

We're like having both a business coach and CFO in one. Our difference: we focus on results.

Frustrated Business owners are frustrated. They love their business, yet, their exausted and overwhelmed with trying to juggle everything.

Low Profits and Poor Cash Flow Business owners are expected to be experts in everything: sales, marketing, operations...and finance. Let us help you figure out how to improve profits and grow cash flow.

Love Your Business Again We help our clients get back to loving their business again and being able to do the things they really enjoy doing.

Be Successful Our mission is to make you and your business a success. You'll have someone to turn to that "gets it". Finally have a business that you own instead of the other way around.

Who does The CFO Project help?

We work with small businesses that are making at least $100k in annual revenue. The average client is generating between $250k and $2.5 million in annual revenue.


"The CFO Project's services are unparalleled by any internal or external effort we have made towards financial strategy and clarity in over 30 years of business. 

Our CFO's approach is specific and intentional, and has armed us with a plethora of valuable tools that help us plan and strengthen our company and our finances. 

He is also kind and a pleasure to work with. Let this be the easiest choice of running your business: hire The CFO Project."

Julie M. - Speaker, Author, and Owner of a Workshop and Coaching Business

"Over the course of the past 20 years of running my business, I have tried to solve problem after problem on my own. With little guidance or direction I mostly just kept kicking the can down the road and remained in 'survival mode'. 

Then, I found The CFO Project. The immediate difference of advice and guidance helped change my mindset about how to be successful, instead of simply surviving. 

My CFO is a game changer and a must have for any business that wants to have drastic improvement!"

David T. - Owner of a Mortgage Brokerage Business

The CFO Project story: Hi, I'm Adam!

Twelve years ago I became an accountant. However, I quickly realized that I was meant to be a business owner. 

So, I started a business. And then started a second business. 

Things were going well at first. However, profits and cash flow seemed to be getting tighter and tighter each year. 

What frustrated me was that I didn't know why. What frustrated me even more was that I didn't have anyone to turn to that could give me real help on an on-going basis to help me have a successful business.

Fast forward a few years and I started The CFO Project to do just that. We give business owners someone that has a heart of a coach but with (and this is key) the knowledge of a CFO

Our mission, with every client, is to improve the profits and make the business a success.

Since working with my CFO we've been able to figure out how to not only stabilize our cash flow but improve it. I highly recommend any business owner to The CFO Project.

- Jeremiah S, Owner of a Digital Marketing Agency -

Let's Introduce You to the CFO that Would Work With You

Click the button below to meet your CFO that specializes in your industry and business type. We'll also explain how we work, what we'll do for you, and pricing.