Free training this week on becoming a CFO
Free live training for accountants, bookkeepers and CPAs
Free CFO Training: Learn how to become a CFO for small businesses
Discover how to earn $192,000 per year as a CFO for small businesses. In one live session, you'll see what small business CFO work looks like, what business owners pay for it, and how to start offering it from the practice you have today.
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Live training
Free to attend
CPE eligible
Live Q&A
Replay included
1,100+
Accounting professionals have trained with The CFO Project
$1,978
A month is what the average CFO in our program charges per client
Save My Seat
We'll email your join link, a reminder before the session starts, and the replay afterward.
Your information is safe. We never share your data with third parties.
What you'll learn in 60 minutes
Leave the session knowing how CFO Advisory works and where you fit
01
What a small business CFO actually does
You'll see what the work looks like each month, explained in plain terms, and the repeatable system CFO Advisors follow with every client.
02
A day in the life of a CFO Advisor
You'll see how a CFO Advisor spends a working day and how the monthly meeting with a business owner runs.
03
Two ways to start
You'll see both ways in: launching a CFO Advisory practice from scratch, or adding the service to the practice you run today.
04
How to do it alongside your current work
We'll cover how to build this while you keep your tax or bookkeeping practice, or while you're still employed as an accountant.
05
How to find your first CFO clients
You'll learn where first CFO clients usually come from and why marketing yourself as a CFO is the wrong place to start.
06
The math behind the practice
You'll see how 8 clients at our members' average fee adds up to about $192,000 a year in less than 20 hours a week.
Why CFO Advisory
Why CFO Advisory, and why now
Accountants and bookkeepers have built their practices on services that record the past, like tax prep and bookkeeping. Those services now face competition from other firms, from software and offshore providers, and from AI, which keeps pushing fees down.
Business owners will pay well for someone who helps them build a better future. The average CFO in our program charges $1,978 per client per month. At that rate, 8 clients would bring in about $16,000 a month, or about $192,000 a year, and our methodology lets you deliver the service in 2-4 hours per client per month.
See what advisory clients could add to your income →The same client. Three relationships.
Here's what one small business owner is worth to your practice each year.
Tax return
Bookkeeping
CFO Advisory
One advisory client is worth about five bookkeeping clients, or more than thirty tax returns. Same person, same trust, a completely different business.
Who it's for
Who this free training is for
Self-employed accountants and tax professionals
You want recurring revenue that lasts all year, beyond tax season.
CPA to CFO →Self-employed bookkeepers
You want to offer your clients more than the monthly close.
Bookkeeper to CFO →Employed accountants and fractional CFOs
You want to build a practice of your own.
Side Hustle CFO →For fractional CFOs →This training is built for people who want to serve small business owners. If you're looking for a corporate or Fortune 500 CFO role, it probably isn't the right fit.
Proof
What members are saying
Karen K.
As I predicted, The CFO Project is changing my life and I am beyond busy. I am on track to double my gross revenue this year. And there are still several clients that are out there I could approach. Before I found The CFO Project, I was stuck at the same number every year. Now the doors are open and I see so much opportunity. Truly thankful beyond words.
From our members
Todd D.
I've signed 3 CFO clients in the last week, and I'm just getting started. Many thanks to everyone at The CFO Project. It's all brilliant.
Joel S.
Since joining The CFO Project, I sold off the bulk of my tax practice and am just focusing on my CFO clients. I am now in line to make the most that I have ever made in my life this year.
Five-star reviews
Read more member results →Individual member experiences, not typical results. See full disclosures below.
After the session
What happens after the training
The training stands on its own. You'll leave knowing what CFO Advisory work looks like, how the numbers work, and the first step you can take this week. Every registrant also receives the replay.
At the end of the session, your trainer explains how The CFO Project's done-with-you mentorship program works, for anyone who wants help going further. You're welcome to stay for that part or leave when the training ends.
See the full mentorship program →Your host
Who you'll hear from
Adam Lean
Co-Founder, The CFO Project
Adam Lean is a former accountant turned two-time entrepreneur who built, scaled, and sold two businesses. After discovering his passion for teaching owners how to make more money and gain peace of mind, he co-founded The CFO Project, a training company that teaches financial professionals how to offer an outsourced CFO and business advisory service.
Today, Adam, his Co-Founder Jeff Prager, and a team of dedicated trainers and CFO Mentors run The CFO Project's step-by-step mentorship program.
Frequently asked questions
Questions people ask before they register
Bring any other questions to the live Q&A during the session.
Is this a sales pitch?
The training teaches the work for the full session. You'll see what a small business CFO does, how the service is priced, and how to find your first clients. At the end, we share how our mentorship program works for anyone who wants help going further.
Do I need CFO or advisory experience?
No. Our members include bookkeepers, enrolled agents, CPAs and accountants in industry. Your accounting background already lets you read a business owner's numbers, and the training shows you how to build a service around that skill.
Do I need to leave my current job or practice?
No. Many professionals add CFO Advisory alongside the work they already do, and others use it to start a practice of their own. We cover both paths in the session.
Is CPE credit available?
Yes. This training is eligible for 1.0 CPE credit, and you can request credit on the registration form. You can also browse our other CPE courses.
Is there a replay if I can't attend live?
Yes. Everyone who registers receives the replay link after the session, so register even if you can't make the live time. CPE credit requires live attendance.
Continuing Professional Education (CPE)
How to Become a CFO to Small Businesses
This live session shows accountants, bookkeepers and CPAs what small business CFO work looks like, what business owners pay for it, and how to start offering it from the practice they have today.
Learning objectives
- How to launch a CFO Advisory practice or add a CFO Advisory service to your existing practice.
- What, exactly, a CFO to small businesses does.
- The 'day in the life' of a small business CFO.
- How to become a CFO while continuing to run your tax or bookkeeping practice or while employed as an accountant.
- How to find CFO clients (hint: you can't market yourself as a CFO).
- How to make $192,000 per year in less than 20 hours per week.
Cost: Free
CPE Credits: 1.0 (50 minutes)
NASBA Field of Study: Business Management and Organization
Program Knowledge Level: Basic
Type of Formal Learning Program: Group Internet Based
Prerequisites: None
Advance Preparation: None
How to earn credit
Four polling questions are posted during the session. Answer at least three and remain logged in for 50 minutes to earn 1.0 CPE credit.
Registration
Register using the form on this page. The Zoom link and a calendar hold are sent by email on registration.
Attendance
CPE credit requires 50 minutes of live attendance. Credit is not available for replay viewing.
Cancellation
This program is offered at no cost, so there are no refunds. If The CFO Project cancels or reschedules the session, every registrant is notified by email and automatically registered for the new date.
Complaint resolution
For questions or concerns about this program, contact Customer Support at support@thecfoproject.com. Complaints are acknowledged within two business days and resolved within ten business days.
The CFO Project (Sponsor ID #148330) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Testimonials reflect individual member experiences and are not typical results. We do not guarantee any specific income, client count or outcome. Results depend on factors outside our control, including background, market and effort. This page is for general education, not legal, tax or financial advice.
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