SAVE MY SEAT
FREE 3-DAY WORKSHOP FOR ACCOUNTING PROFESSIONALS
The CFO Advisory Blueprint
3 SESSIONS OVER 3 DAYS TO MAP OUT YOUR PLAN FOR OFFERING CFO ADVISORY SERVICES
Whether you're a bookkeeper, tax accountant, or firm owner, this workshop gives you the system, the economics, and the path to building a CFO Advisory practice.
May 26 – 28, 2026 | 12:00 – 1:00 PM ET Daily
Save My Seat What You'll Learn
Three days. One blueprint.
Each session builds on the last. By Day 3, you'll have a clear picture of what a CFO Advisory practice looks like, how it works, and what it takes to build one.
Day 1 – May 26 | 12:00 – 1:00 PM ET
Positioning Yourself as a CFO Advisor
How to reframe what you do in the eyes of your existing clients, potential clients, and yourself. Why compliance work has a ceiling that no rate increase can break.
Day 2 – May 27 | 12:00 – 1:00 PM ET
The One Clear Path
A six-step system for delivering effective CFO Advisory services to any small business client in just one meeting per month. This is the product your clients will pay a retainer for.
Day 3 – May 28 | 12:00 – 1:00 PM ET
Running the Advisory Practice
The easiest way to get your first CFO Advisory client, how many hours you or your team will work per month, and the scalable economics behind a successful practice.
Your Presenters
Led by practitioners, not professors.
Adam Lean
Co-Founder, The CFO Project
Adam Lean is a Co-Founder of The CFO Project. He is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind.
Dyanna Salcedo
CEO, The CFO Project
Dyanna Salcedo is the CEO of The CFO Project, bringing 20 years of leadership experience across Wall Street, growth-stage consumer brands, and the United States Army. Her superpower is helping organizations turn data into decisive action, a through-line that led her to The CFO Project, the premier training platform for accountants and CPAs ready to launch high-impact CFO Advisory practices.
Lacey Harnar
CPA & Certified CFO, The CFO Project
Lacey Harnar is a CPA & Certified CFO with The CFO Project. As a CPA, she has experienced the stress and strain of many tax seasons. As someone who is passionate about intentionally designing her business and life so that each day brings joy and satisfaction, she knew a business built solely on tax work would not allow her to achieve her larger goals. As a CFO, she is not only able to achieve her business and life goals, but also to help other business owners do the same.
About the Workshop
What is The CFO Advisory Blueprint?
The biggest challenge facing accounting professionals isn't finding more clients or working more hours. It's that compliance work has a ceiling, and no amount of effort breaks through it.
The CFO Advisory Blueprint is a free 3-day workshop where we walk you through the system, the economics, and the path to building a CFO Advisory practice that generates recurring revenue by delivering cash flow leadership to small businesses.
Whether you're a bookkeeper, tax accountant, controller, or firm owner, this workshop will show you what a repeatable, scalable advisory practice actually looks like and what it takes to build one.
Learning Objectives
What you'll walk away with.
Day 1
Positioning Yourself as a CFO Advisor
- Reframe what you do so existing and potential clients see you as an advisor, not just a compliance provider
- Identify the ceiling on compliance-based revenue and why raising rates doesn't break it
- Understand the identity shift from technician to CFO Advisor and why it matters more than credentials
Day 2
The One Clear Path
- Outline the six steps that make up the monthly rhythm of a repeatable, scalable CFO Advisory service
- Explain how a monthly advisory meeting is structured and what the client experiences
- Describe how a repeatable, scalable advisory system commands premium retainer pricing
Day 3
Running the Advisory Practice
- Evaluate the economics of a retainer-based CFO Advisory practice vs. compliance-only
- Identify advisory-ready clients in an existing book of business
- Describe the client onboarding process and first 90 days of a CFO Advisory engagement
Continuing Professional Education (CPE)
This workshop is NASBA-approved and qualifies for CPE credit. Indicate your preference on the registration form and we’ll handle the rest.
Available Dates
- May 26, 2026 · 12:00 PM – 1:00 PM ET (1 CPE)
- May 27, 2026 · 12:00 PM – 1:00 PM ET (1 CPE)
- May 28, 2026 · 12:00 PM – 1:00 PM ET (1 CPE)
Cost: Free
CPE Credits: 3.0 hours
NASBA Field of Study: Business Management and Organization (3.0 hour)
Program Knowledge Level: Basic
Instructional Method: Group Internet Based
Delivery Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
The CFO Project (Sponsor ID #148330) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
The CFO Project · 16531 E. Crestline Place, Centennial, CO 80015
The CFO Project · 16531 E. Crestline Place, Centennial, CO 80015
Ready to map out your advisory practice?
Three sessions. Three days. One hour each. A clear plan for building a CFO Advisory practice that generates recurring revenue.
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Copyright 2025 - The CFO Project®
Copyright 2025 - The CFO Project®