Be in business for yourself. Not by yourself.

We're business advisors just for small business owners. We'll help transform your business into one that's healthy and growing. 

All so you can...

  • Take a vacation without worry
  • Know the health of your business at all times
  • Have a business that can scale
  • Have a business that's more profitable
  • Never have to wonder "Am I doing things right?" again

Answer three questions and get a proposal via email in three minutes.

Who this is for

We're for small business owners who...

  • Are tired of being overwhelmed, frustrated, and unsure of the next steps to take.
  • Want an easy way to understand their business and know where to put their focus.
  • Wants a business that works and can scale. Not a job that they happen to own.

Some examples of businesses we've worked with:

  • Sign and banner shop
  • Promotional products business
  • A digital marketing agency
  • General contractor
  • Tiny house designer
  • eCommerce store
  • Sporting goods distributor
  • Residential and commercial cleaning business
  • Author and workshop developer
  • IT agency
  • Mortgage brokerage
  • Food truck
  • Course creator and facilitator
  • Cutom iron welding shop
  • Roofing business
  • Chimney sweep business
  • Hardscape and waterfall design business
  • Mitigation and restoration business
  • HR and recruiting firm
  • Private investigator agency
  • Elderly home care and transportation business
  • Colonoscopy doctor's office
  • Footwear manufacturer
  • Architect firm
  • Generator rental business
  • Custom woodworking business
  • Pest exterminating business

Answer three questions and get a proposal via email in three minutes.

What we do

We have a proven method to transform your business into one that's healthy and growing.


We'll set ambitious financial goals around the vision you have for your business (like Sales, Gross Profit, and Profit).


You and your business advisor will build a solid strategy for your business and determine exactly the next steps you and your team need to take to meet those goals.


We'll figure out how to measure each part of your business so that everyone on your team knows what their accountable for.


You'll get a dashboard every week on the health of your business so you know what needs your attention and where to focus your time.

Along the way, you and your business advisor will meet, via video call, on a regular basis to review the progress, talk out any issues, and strategize next steps.

Answer three questions and get a proposal via email in three minutes.

Your business advisor will help you own a successful business. Not a job that owns you.

You own a job if...

  • You don't work you don't get paid
  • You're not building "value" in your business
  • Your business is not scalable
  • You don't have systems in place that are repeatable and teachable
  • You don't have a good handle on your business
  • You don't know if you'll make a profit this year
  • You are always working in the business

You own a business if...

  • You get paid regardless if you are physically working
  • Your business is worth something when it's time to sell it
  • You're able to scale your business
  • You have a system for every aspect of your business that can be measured
  • You have a systamatic way to know the status of your business at all times
  • You know that you'll make a profit this year (and you'll know why)
  • You are working on the business (instead of in it)

Answer three questions and get a proposal via email in three minutes.

Who we are

This business was founded on one basic idea: giving small business owners the same type of help that big businesses get.

Big businesses have Chief Financial Officers to provide guidance, understand the numbers, and show management where to focus their time.

We wanted to provide something like this for small business owners. And thus The CFO Project was born.


We're business advisors who you actually want to talk to. We're down-to-earth, friendly, and we care. We're "numbers people" with a personality.

We're business advisors who are results focused. Our goal is to turn your business into a well-oiled machine that gets results.

We're part CFO. CFOs understand the health of the business. We show you the health of your business in an easy-to-understand dashboard given to you on a regular basis.

We're part coach. The greatest athletes in the world have coaches for a reason. A good coach helps motivate you, encourage you, and provides guidance.

Answer three questions and get a proposal via email in three minutes.

Frequently Asked Questions

Is this right for my business? Every business owner we've worked with says that our process has helped them and their business. That beig said, we do our best work when we are working with small business owners who are serious about making their business a success. 

Who are you? We are a caring team of business advisors who have a passion for small business owners. Our team of business advisors have deep experieince with owning small businesses and advising other small business owners. 

Can I talk to someone before I commit? Absolutely. We actually prefer to speak to you before you commit to make sure you're comfortable with us. The best thing to do is request a proposal by clicking the button below. We'll reach out to you and offer to get on a phone call.