FREE TRAINING THIS THURSDAY JUST FOR BOOKKEEPERS

For Bookkeepers & Bookkeeping Practice Owners

The foolproof way to escape the bookkeeper's trap.

Join our Done-With-You Mentorship Program and add a high value business advisory service with confidence.

Or, check out the resources below.

Are you in the bookkeeper's trap?

As a bookkeeper, the only way to earn more is to take on more clients. You can't earn more by raising your prices because you face fierce competition from other bookkeepers, software companies and tech companies trying to get into our space.

This is a trap.

The way out is to provide a service where you can charge more. That's what we help you do at The CFO Project. We show bookkeepers how to offer a high-value business advisory service on top of (or in lieu of) their bookkeeping service.

Click below to see the resources, trainings, and our done-with-you mentorship program we have for bookkeepers to learn how to become highly sought-after business advisors.

Live Training this Thursday at 3p ET | 12p PT

Go from burnout to balance by becoming a high-earning CFO Advisor!

Many bookkeepers are stuck in what we call The Bookkeeper’s Trap. It’s where you're are trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work.

To make matters worse, you can’t raise your fees because there is always another accountant or bookkeeper willing to do the work for less.

Does this sound familiar? If so, this training is for you.

This training is available for bookkeepers.

Find out how much more you could earn by offering CFO Advisory services.

See the impact that adding a CFO Advisory service could have to your earnings and the number of hours you work.

This calculator will take less than 3 minutes and reveal...

The value of your clients compared to the average CFO Advisory client.
How many CFO Advisory clients you'll need to replace what you're earning now.
How many hours per week to service those CFO Advisory clients.
How much revenue you could add by offering CFO Advisory services.

Go to Calculator

Do you have the skills to be a CFO Advisor? Take the quiz and find out!

See if you're qualified to provide CFO Advisory services.

This calculator will take less than 3 minutes to complete and will reveal to you...

If you're qualified to provide CFO Advisory services.
The skills you'll need to become a CFO Advisor.
How The CFO Project can help you acquire those skills.

Go to Quiz

Find out how many of your clients are eligible to be upsold to CFO Advisory services and how much you could earn!

See how many of your bookkeeping clients are eligible to be upsold to CFO Advisory services.

This calculator will take less than 3 minutes to complete and will reveal to you...

How many of your existing clients are eligible to become CFO Advisory clients.
How much you could earn from upselling those eligible clients.
How many hours it would take to provide CFO Advisory services to those clients.

Go to Calculator

Free On-Demand Training for Accountants, Bookkeepers & Tax Professionals

Discover the 'One Clear Path' Framework You Need to Offer CFO Advisory Services

Watch three short videos that reveal the missing framework you need to provide a CFO Advisory service that works.

These three short videos will reveal a proven framework to provide a CFO Advisory service that allows you to earn more while working less. We call it...The One Clear Path.

Learn More

As Featured On

See if you're a right-fit for our mentorship program.

Click play to watch the video.

Join a Right-Fit Call

Or, click here to learn more about our mentorship program.

The Latest Advice from The CFO Project Training Team

Click to watch video

Click to see more advice

The Latest Video Podcast Episodes

[Block//Post Title]

View Episode

Click to see more video podcast episodes

Recent "Wins" Some of Our Members Have Reported

Learn More About Our Mentorship Program

Three Challenges Facing Bookkeepers...

Challenge #1: To get paid more you have to take on more clients (and/or work more hours)

Challenge #2: You have a ton of competition

Challenge #3: A lot of accounting software are trying to automate your job away

Your job is to record the past correctly. However, your clients don't really care about the quality of the books as much as you think they should.

To them, you and your competitors do the same thing (which is why you really can't raise your fees).

What your business clients do care about is understanding their numbers and getting guidance on how to have a growing and more profitable business.

They want their bookkeeper (you) to be their business advisor.

But, there's two problems with this.

Problem #1: You're not getting paid to do that.

Problem #2: You're not sure, exactly, how to do that.

You're getting paid to do compliance work. This means that to make more money you have to take on a lot of low-paying and demanding clients.

And, because your income is tied directly to how much you work, you have to continuously put in long hours servicing your clients while, at the same time, trying to find new clients.

This is a recipe for burnout.

Plus, even if you wanted to provide a business advisory service you don't have a scalable and efficient way to do that.

Until now...

What you need is a system. A system that will allow you provide a high-quality CFO Advisory service to your clients.

You also need support and community. You need to be surrounded by the best CFOs and business advisors that can help you build a great business.

By offering a CFO Advisory service you'll not only be able to separate yourself from your competition, you'll also be able to command higher fees, have predictable recurring revenue, and have a bigger impact on your clients' lives.

We'll show you how to do all of this in our Done-With-You Mentorship Program

Learn More About Our Mentorship Program