About The CFO Project
  Next live training starts in:
  
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  Next live training starts in:
  
  • 6
    DAYS
  • 23
    HOURS
  • 28
    MINUTES
  • 35
    SECONDS
About Us
Welcome

If you're an Accountant, Bookkeeper, CPA, full-time CFO and/or Enrolled Agent, and...

...would like to 'escape the accountants trap' of trading time for money, then you're in the right place.

The CFO Project is a community made up of over 350 financial professionals who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services.

Why The CFO Project?
Adam Lean
adam@thecfoproject.com
Jeff Prager

jeff@thecfoproject.com

Several years ago, Jeff and Adam started a CFO/Advisory firm that quickly became a success. It was successful because two things were happening:

One: Our clients were getting results and our retention rate was through the roof.
Two: We scaled every part of our business. Thus, we didn't own a job, we owned a machine.

You see, what set us apart from other "fractional CFO" or advisory firms was that we did three things differently:

#1. We sold a "productized CFO" service where we gave our clients a specific set of deliverables with an unambiguous fee structure.

#2. We spend the majority of our time helping our clients take action (rather than do what most CFOs do and just talk about numbers).

#3. We created systems for everything. Systems to get leads, systems to convert those leads to paying clients, and systems to provide a CFO/advisory service that got results.

And, so, our firm took off.

We had more business than we knew what to do with.

We perfected our systems. We perfected client acquisition. We perfected client management.

Our clients loved us. We got referrals.

And...we quickly got to capacity.

So, we had a decision to make. We could expand our CFO/advisory firm.

But, we thought, why don't we teach our methodologies to other financial professionals so they can help their clients have the same success our clients had.

Thus, The CFO Project was born.

Today, The CFO Project is a community made up of over 350 financial professionals who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services.

In our community, we teach our proven systems as well as provide resources, tools, and support through trainings, Masterclasses, Roundtables, forums, a resource library, and more.
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Front Office Team

Adam Lean
CEO/Co-Founder
St. Augustine, FL

Anne Marie Roylance
Partnership Manager
Chicago, IL

Brad Ball | Director of Sales
Alberta, Canada

Dave Knee | Office Coordinator
Pittsburg, PA

Ian Darwin | Sales Executive
Pittsburg, PA

Jeff Prager | Director of Training/Co-Founder
Denver, CO

Ryan Kimler | Community Manager
St. Louis, MO

 For Accountants, CPAs, and Bookkeepers
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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ttt11fdf1111h1t1 Free Live Masterclass: June 20th
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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 Free Live Masterclass: June 19th
at 3p ET | 12p PT
 
Bookkeeper to CFO

Go from just being a recorder of the past to helping business owners have a better future.

In this 1-hour Masterclass, you'll learn what a CFO/Advisor does, how to know if you're qualified, how to package and price your services, how to overcome impostor syndrome and how to deliver an advisory service in a way that gets results.

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The CFO Project Newsletter
Learn how to start and grow a CFO/Advisory service by subscribing to our weekly newsletter.

This is a 5-minute weekly email to learn proven tactics to market, sell and provide CFO/Advisory services. Click to see past issues.
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h6 Free Live Masterclass: June 18th
at 3p ET | 12p PT
 
CPA to CFO

Rely less on tax season and use your expertise to help business owners have a better future.

In this 1-hour Masterclass, you'll learn what a CFO/Advisor does, how to know if you're qualified, how to package and price your services, how to overcome impostor syndrome and how to deliver an advisory service in a way that gets results.

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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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CFO Advisor Earnings Calculator
Use this calculator to calculate the impact that adding (or starting) a CFO Advisory Service could have to your earnings and the number of hours you work.
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"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."

Becky L.
Dallas, TX

"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. Hands down the best program I've joined this decade."

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.”

Julie P.
Mt. Pleasant, SC

“This is the first program where I've enjoyed every minute of interaction. It gave me a huge boost in confidence.”

Jeffrey D.
Victoria, BC

"I've been apart of many group coaching/learning programs and this one has been the most comprehensive. You've finally cracked the code on how to actually sell and deliver CFO services."

Jasmine R.
Landover, MD

"Joining The CFO Project has worked better than I could have anticipated. I already have 3 CFO clients!"

Sophie P.
Nashville, TN

“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”

Ryan K.
St. Louis, MO

"I would have joined The CFO Project years ago if I'd known about it."

Wendy M.
Rancho Cucamonga, CA

"The CFO Project trainings have been awesome! The community is extremely supportive, encouraging and helpful."

Angeleen H.
San Diego, CA

"I am greatly enjoying the Roundtables and Masterclasses - a wealth of information and support! I use the CFO Hub and the courses for inspiration and encouragement when fear/paralysis sets it. It helps me keep on keeping on!"

Connie B.
Missoula, MT

"I've recovered my investment many times over within the first six months."

Anthony V.
Newark, NJ

"There is more need than there are CFOs out there.

Fred P.
Surprise, AZ

Next FREE training on How to Start a CFO Service so you can grow your practice
Thursday, June 20th
at 3p ET | 12p PT

  • 6
    DAYS
  • 23
    HOURS
  • 27
    MINUTES
  • 27
    SECONDS
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Copyright 2024 - The CFO Project®

Privacy Policy | Terms of Service

Copyright 2024 - The CFO Project®

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