FREE TRAINING THIS WEDNESDAY ON STARTING A CFO ADVISORY SERVICE

Advice on Marketing, Selling and Providing CFO Advisory Services

Our training team has put together several trainings to help any accountant, bookkeeper or tax professional offer a CFO Advisory service that not only gets results for your clients but will also help you have a growing and successful CFO Advisory practice.

These bite-sized trainings will provide you with advice and motivation on marketing, selling, and providing CFO Advisory services.

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Live Training this Wednesday for Accountants, Bookkeepers & Tax Professionals

Escape the accountant's trap and create a business that works for you!

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.

In this training you'll discover the proven system for getting clients and providing an effective (and efficient!) CFO Advisory service.

This training is eligible to receive CPE credit.

Free Trainings
How to Start a CFO Service
The $192,000 Training
How to Build a Million Dollar Firm
Make 2025 Your Last Tax Season
Make 2025 Your Best Sales Year Ever
The One Clear Path
CPA to CFO
Bookkeeper to CFO
Side-Hustle CFO

Resources
Earnings Calculator
CFO Advisor Qualification Score
The Bookkeeper's Upsell Calculator
What is a CFO Advisor?
Why Choose The CFO Project
How to Double Your Firm's Revenue
CFO Training
The CFO Project Newsletter
The CFO Project Podcast
Advice from the Training Team
Trends Report
About Us

Become a CFO Advisor
Done-With-You Mentorship Program
Success Stories
Join a Right-Fit Call

General Inquires
contact@thecfoproject.com

Interested in Partnerships?
annemarie@thecfoproject.com

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