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 300 financial professionals who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services.
Hey there! We get asked all the time why we started The CFO Project. We started it, really to solve two major problems:
Problem #1: Business owners are failing at an alarming rate, and they don't have adequate help.
Problem #2: Accountants/bookkeepers are burnt out and are leaving the profession at an alarming rate.
Here's the story of how we sought to solve these two problems:
We both started our careers as accountants but quickly found ourselves burnt out with the idea of simply being the 'recorder of the past'. At the same time, we were bit by the 'entrepreneurial bug'.
So, we both started multiple businesses. However, somewhere along the path, we lost our way.
Jeff built one of the largest privately held home building companies in Colorado. Adam built one of the largest eCommerce stores in his industry.
Soon in our entrepreneurial journey, we both found ourselves overwhelmed, unsure of what to do to have a successful business (read: a profitable and cash flowing business), and anxiety got the best of us.
So...so, we turned to the very people in our lives that we thought could provide help:
Our accountant
Our spouse
Our friends
Our family
Our employees
We even reached out to business coaches and consultants.
But...we never got the real, true help we were searching for.
We were searching for someone that understood business strategy and understood financial strategy who could give us real, actionable advice.
Our accountants didn't have time to help us (nor were they getting paid to help us).
Our spouse, friends, and family were supportive but couldn't really provide help.
Our employees were not equipped to provide help.
And, as we quickly found out, most business coaches have a very limited understanding of financials and have no idea how the advice they give impacts cash flow.
So, we were stuck.
Through many sleepless nights, and many years later, we were able to build our respective businesses through sheer determination.
And, finally, we both sold our businesses.
So, for our next venture, we wanted to do something about the problem of business owners not getting real help.
So, independently, we both started a CFO/advisory firm to give business owners real help.
We wanted to give business owners a financial professional that:
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.
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.
Watch three short videos that reveal the missing framework you need to scale your practice by providing a CFO or business advisory service.
Just for accountants, CPAs, and bookkeepers, these three short videos will reveal a proven framework to provide a CFO or business advisory service that allows you to earn more while working less. We call it...The One Clear Path.
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.
Check out our library of articles designed to help any accountant, bookkeeper, or CPA build, grow and scale a CFO and business advisory practice.
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