Welcome, VM Wasek community

Add a high-margin CFO Advisory service to your practice

A step-by-step system, an executive coach and CFO mentor, and a community of 500+ financial professionals, built to help you land your first CFO Advisory client without cold calling, social media or paid ads.

1,100+

Accounting professionals have used the system to date

Join the program by Oct 31 and take $1,000 off your initial fee. Exclusive for this community.

Who we're for

We work with three main groups: self-employed accountants and bookkeepers, employed accountants, and existing CFOs and business advisors.

Self-employed bookkeepers: We'll show you how to add a CFO Advisory revenue stream to your bookkeeping practice.

Self-employed accountants: We'll show you how to add a CFO Advisory revenue stream to your tax practice.

Employed accountants, former accountants and full-time or fractional CFOs: We'll show you how to start a CFO Advisory practice from scratch.

Book a right-fit call

15 minutes. No pressure and no obligation.

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1,100+

Professionals trained

500+

Active members

Coaches and mentors

What you get

You'll get three systems to stand up your CFO Advisory practice.

Find them

Lead Generation

Three proven strategies for finding quality leads.

Sign them

Four-Step Conversion Process

No selling – real conversations that build real relationships.

Serve them

The One Clear Path

Your repeatable monthly service delivered in 2 to 4 hours a month.

Proof

What members are saying

Tom G. on the member wins board: I have signed 6 new clients in the last month with an average price point of $2k. All I did was follow the process.

Karen K.

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. 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.

From our members

Five-star Google review

Individual member experiences, not typical results. See full disclosures below.

The program

Join CFO Advisory Launch

You get a year of access to the community, tools and resources, plus a Launch roundtable that meets weekly for six months. New cohorts start every few weeks, so you can join the one that fits your schedule.

Launch roundtable

A peer group that meets weekly for six months. You put the systems in place together and get feedback as you go.

Executive coach

An executive coach runs your roundtable and works through action planning with you.

CFO mentor

A CFO mentor who runs their own practice sits in your roundtable and answers the questions only a practitioner can.

Training

Self-paced modules that take you from CFO Basic Training through Getting Leads.

Tools

The CFO Workbook and Client Workbook, which you make your own and use with every client.

Live events and community

Live virtual events, plus a member forum where members answer each other's questions.

How it works

Three steps to your first CFO client

Book a right-fit call

See how the system works and whether it fits your practice. It takes 15 minutes, with no pressure.

Install the system

Join a Launch roundtable and start putting the systems in place with your coach and mentor.

Get your first clients

Use Lead Generation and the Four-Step Conversion Process to land and deliver your first CFO Advisory engagements.

See if this is right for your practice

A free, 15-minute call with no pressure and no obligation.

Book a Right-Fit Call