About Us

Why Work With Us

We show small business owners what they need to do to make their business profitable.

Here's four reasons to work with us...

1. We focus on one thing: profit. Everything we do is centered around increasing the profit of your business.

2. We get key members of your team involved so they know what they need to focus on and show how they are contributing to the success of the business. 

3. Your Small Business CFO is there when you need him or her. We'll set regularly scheduled meetings, however, if you need to talk in-between meetings we're there for you.

4. We make the financials of your business clear and easy-to-understand. You'll finally be able to take control of your business and your money.

Answer three questions and get a proposal via email in three minutes.

Our Mission

I'm a former accountant turned small business owner. Things started off great, however, my business quickly went south.

I struggled with how to make a profit and how to increase cash flow - and yet I was an accountant!

What made things worse was that I had no one to turn to for help. I tried soliciting help from my accountant and bookkeeper, however, they really weren't strategic advisors. They were getting paid to record my "books" correctly.

I tried turning to family and friends and, although they wanted to help, they really couldn't provide the type of help I was looking for.

Fast forward 10 years and I founded The CFO Project. I wanted to provide the same type of help that I so desperately wanted many years earlier.

We are "financial business coaches" that understand small business.

Our mission is to guide you in increasing your profits, improving your cash flow, and allowing you to finally get control of your business and your money.


Adam Lean


Answer three questions and get a proposal via email in three minutes.