Several years ago, the founders of The CFO Project (Adam Lean and Jeff Prager) started a CFO Advisory firm that quickly became a success. It was successful because two things were happening:

One: Their small business clients were getting results and, thus, their client retention rate was through the roof.

Two: They scaled every part of their business by installing systems (lead systems, sales systems, CFO Advisory systems). Thus, they didn't own a job, they owned a machine.

What set Adam and Jeff apart from other "fractional CFO" or advisory firms was that they did three things differently:

#1. They sold a productized CFO service where they gave their clients a specific set of deliverables with an unambiguous fee structure.

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

#3. They 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, their firm took off.

They had more business than they knew what to do with.

They perfected our systems. They perfected client acquisition. They  perfected client management.

Their clients loved them. They got referrals.

And...they quickly got to capacity.

So, they had a decision to make. They could expand their CFO Advisory firm.

But, they thought, let's teach these methodologies and systems 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 training and mentorship program where we teach our proven systems as well as provide resources, tools, and support through trainings, Masterclasses, Roundtables, forums, a resource library, and more.