We've trained hundreds of CPAs, accountants, bookkeepers and Enrolled Agents to start a CFO/advisory service in our membership program. This has helped us get tons of testimonials such as...

"Joining The CFO Project has worked better than I could have anticipated. I already have 3 CFO clients!" - Sophie P.

"I've recovered my investment many times over within the first six months." - Anthony V.

"Hands down the best program I joined this decade." - Jemel S.

(See more of our testimonials, reviews, and videos from members here.)

So, why do our members in our membership program see so much success? What's our secret ingredient?

Here it is. We are practical and pragmatic in our teaching.

Practical is defined as 'the actual doing or use of something rather than with theory and ideas.'

Pragmatic is defined as 'dealing with things sensibly and realistically in a way that is based on practical rather than theoretical considerations.'

In other words, we don't teach theory. We teach what works.

There's no point in learning the theory of CFO/advisory work if it doesn't produce results. Results for you (the advisor) and results for your client.

Specifically, we teach what works in three areas:

1. We teach what works in how to get leads (we have multiple strategies and tactics to choose from - all of which have been vetted and proven.)

2. We teach what works in how to convert those leads to actual high-paying clients (without having to feel like a salesperson or spend most of your time, energy and budget on marketing.)

3. We teach what works in advising a client on having a growing and successful business (this, of course, is measurable and our clients love the results.)

If you'd like to actually see results in your practice, then I invite you to schedule a Right-Fit call with one of our Membership Advisors.

We'll take you on a tour of our program, share with you our fee options, and then you decide if this is a right-fit for you.

Click here to schedule a Right-Fit call.


Take a Free Training: Attend our webinar this Thursday called "How to Start a CFO Service" with myself and Jeff (Co-Founders of The CFO Project). Click to learn more.

Download our Free Guide: Download our whitepaper called "An Accountant's Guide to Doubling Your Firm's Revenue Through CFO and Advisory Services". Click to learn more.