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 done-with-you mentorship program made up of over 450 accountants, CPAs, bookkeepers and Enrolled Agents who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services.
The CFO Project is a done-with-you mentorship program made up of over 450 accountants, CPAs, bookkeepers and Enrolled Agents who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services.
You join The CFO Project and become a 'member'. Members have exclusive access to the following...
Join our exclusive 'done-with-you mentorship' program just for CPAs, accountants and bookkeepers to learn how to provide a scalable CFO Advisory service that actually gets results for your clients.
As part of this program, we'll show you how to add a CFO Advisory 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.
Discover how to grow your practice this year through CFO Advisory services.
Finally escape the accountant's trap (of trading time for money) and join the hundreds of other financial professionals who have made the transition to offering high-ticket CFO Advisory services.
Get immediate access to a free training to discover the proven system for getting clients and providing an effective (and efficient!) CFO Advisory service.
This training is available for accountants, bookkeepers, CPAs and tax professionals.
Many bookkeepers are stuck in what we call The Bookkeeper’s Trap. It’s where you're are trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work.
To make matters worse, you can’t raise your fees because there is always another accountant or bookkeeper willing to do the work for less.
Does this sound familiar? If so, this training is for you.
This training is available for bookkeepers.
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.
This training is available for accountants and CPAs.
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.
See the impact that adding a CFO Advisory service could have to your earnings and the number of hours you work.
This calculator will take less than 3 minutes and reveal...