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.