FREE TRAINING THIS WEDNESDAY ON STARTING A CFO ADVISORY SERVICE
My 7 Go-To Tools for Providing CFO Advisory Services
Adam Lean
June 3, 2025 • 5 min read
June 3, 2025 • 5 min read
Tools That Help You Work Smarter, Not Harder
When you run a CFO Advisory service, your time is valuable. The right tools help you stay organized, communicate clearly, and deliver results efficiently—without getting bogged down in admin work.
In this article, I’ll share the exact seven tools I use to manage my CFO clients and keep everything running smoothly.
Whether you’re just getting started or already have clients, these tools can help you serve at a higher level without working more hours.
In this article, I’ll share the exact seven tools I use to manage my CFO clients and keep everything running smoothly.
Whether you’re just getting started or already have clients, these tools can help you serve at a higher level without working more hours.
Watch the Full Breakdown
Watch the Full Breakdown
Prefer to watch the full video instead? Check it out below:
1. Microsoft Office Suite
This is the backbone of everything I do.
Microsoft 365 gives you the tools to run a professional service, and I rely on it every single day.
- Excel is where I build scoreboards for clients. It helps them track the metrics that matter most.
- PowerPoint is what I use to present information visually during meetings.
- OneNote helps me stay organized with notes for each client.
- OneDrive keeps all documents synced and backed up.
- Outlook manages all my communication.
Microsoft 365 gives you the tools to run a professional service, and I rely on it every single day.
2. Zoom
All of my meetings with clients are on Zoom.
You don’t need to meet in person to deliver incredible value. Zoom makes it easy to run consistent monthly meetings, share your screen, and walk clients through their numbers.
If you're offering virtual CFO services, Zoom is essential.
You don’t need to meet in person to deliver incredible value. Zoom makes it easy to run consistent monthly meetings, share your screen, and walk clients through their numbers.
If you're offering virtual CFO services, Zoom is essential.
3. Calendly
I use Calendly to let clients book their monthly meetings without back-and-forth emails.
It automatically syncs with my calendar and sends reminders to clients. This reduces no-shows and saves time on scheduling.
Simple, effective, and professional.
It automatically syncs with my calendar and sends reminders to clients. This reduces no-shows and saves time on scheduling.
Simple, effective, and professional.
4. Capsule CRM
Capsule is the CRM I use to manage leads and follow-ups.
When someone expresses interest in my services, they go into Capsule. I use it to track conversations, send proposals, and keep everything organized.
It’s user-friendly, and it helps me stay on top of my sales process.
When someone expresses interest in my services, they go into Capsule. I use it to track conversations, send proposals, and keep everything organized.
It’s user-friendly, and it helps me stay on top of my sales process.
5. Loom
Loom is a screen recording tool that lets you send quick videos.
If a client emails me a question, I can record a short video walking them through the answer. It’s faster than typing, and clients love the personal touch.
Loom helps you provide support without always scheduling a call.
If a client emails me a question, I can record a short video walking them through the answer. It’s faster than typing, and clients love the personal touch.
Loom helps you provide support without always scheduling a call.
6. Dropbox Sign
For contracts and agreements, I use Dropbox Sign.
It allows clients to sign documents electronically, which speeds up onboarding and keeps everything professional.
If you're sending proposals or engagement letters, this is a must-have.
It allows clients to sign documents electronically, which speeds up onboarding and keeps everything professional.
If you're sending proposals or engagement letters, this is a must-have.
7. Zoom Phone
This is the phone system I use instead of my personal cell number.
It gives me a professional number I can use for business calls and texts. It’s easy to set up and integrates with Zoom.
If you want to keep work and personal life separate, Zoom Phone is a great option.
It gives me a professional number I can use for business calls and texts. It’s easy to set up and integrates with Zoom.
If you want to keep work and personal life separate, Zoom Phone is a great option.
You Don’t Need to Be a Tech Expert
You don’t need dozens of apps or fancy dashboards. You just need a few reliable tools that help you stay organized, communicate clearly, and deliver value consistently.
These seven tools help me run a lean, high-value CFO Advisory service without over-complicating anything.
These seven tools help me run a lean, high-value CFO Advisory service without over-complicating anything.
Next Steps
Option #1: If you’re ready to build a scalable CFO Advisory service, and get clients without feeling like a salesperson, join our done-with-you mentorship program and get the systems, support, and step-by-step training you need to succeed.
Option #2: If you want to learn how to become a highly successful CFO Advisor, explore all of our CFO Training for Accountants, CPAs, Bookkeepers, and Tax Professionals by checking out our CFO Training.
Option #3: Join an upcoming Right-Fit call to meet with an Enrollment Advisor to get a behind-the-scenes tour of our done-with-you mentorship program where we'll give you a turnkey system to start offering CFO Advisory services. Click to reserve your spot.
Option #2: If you want to learn how to become a highly successful CFO Advisor, explore all of our CFO Training for Accountants, CPAs, Bookkeepers, and Tax Professionals by checking out our CFO Training.
Option #3: Join an upcoming Right-Fit call to meet with an Enrollment Advisor to get a behind-the-scenes tour of our done-with-you mentorship program where we'll give you a turnkey system to start offering CFO Advisory services. Click to reserve your spot.
Live Training this Wednesday for Accountants, Bookkeepers & Tax Professionals
Escape the accountant's trap and create a business that works for you!
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.
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.
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.
Become a CFO Advisor
Done-With-You Mentorship Program
Success Stories
Join a Right-Fit Call
Done-With-You Mentorship Program
Success Stories
Join a Right-Fit Call
General Inquires
contact@thecfoproject.com
Interested in Partnerships?
annemarie@thecfoproject.com
Member Login to the CFO Hub
contact@thecfoproject.com
Interested in Partnerships?
annemarie@thecfoproject.com
Member Login to the CFO Hub
Privacy Policy | Terms of Service
Copyright 2025 - The CFO Project®
Copyright 2025 - The CFO Project®