How to Start a CFO Service That Gets Real Results

Free Training for Accountants, CPAs, and Bookkeepers

The Business of Advisory

How to Build a $250k Per Year Advisory Practice

Simply being a great accountant or bookkeeper is not enough. To really succeed, you must stand out from the competition.

In this 1-hour training from The CFO Project, we'll show you exactly how adding business advisory services can help you stand out from the compe

In this free 1-hour Masterclass, you'll learn:

How to make advisory services your competitive advantage.
The common questions and misconceptions about offering CFO Advisory services.
The skills and traits needed to excel and the pitfalls to avoid.
How to launch an advisory service without needing a team, without spending a dime on advertising and without needing to be a good salesperson.

Saturday, September 7th
at 11a ET | 8a PT

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See What This Training is All About

FREE
Masterclass

11
DAYS
00
HOURS
12
MINUTES
27
SECONDS

Saturday, September 7th

8:00 AM Pacific Time
9:00 AM Mountain Time
10:00 AM Central Time
11:00 AM Eastern Time

Testimonials

Rebecca Burk (Hydrometrics, Inc.)

"You were great; thanks for the info on providing a quality CFO service. I will definitely be connecting with you to learn more in the future."

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Veronica Wasek (VM Wasek CPA, LLC)

"Excellent presentation showing how accountants can provide CFO services. They showed how it is doable if you have a good system in place."

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Pierre Pinkerton (Jericho Business Advisors)

"CFO Project presentation WAS PHENOMENAL!!! Great info and clearly presented information compellingly explained."

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Scott Berry (Calculated Industries)

"Wow, what a great webinar. I learned valuable insight into marketing CFO services."

Your Presenter

Co-Founder of The CFO Project

Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind.

adam@thecfoproject.com | LinkedIn

About The Masterclass

Are you stuck in the accountant's trap?

This is where any accountant or bookkeeper is stuck working for low fees, in a commoditized industry, dealing with high-demanding clients...

...while at the same time you can't raise your fees because there's always another accountant or bookkeeper (or "tech company") willing to do the job for less.

This is a trap.

How do you escape? By offering advisory services!

With advisory services...

You can't be replaced by automation or AI.
You can charge more than tax or bookkeeping.
You have a service where there's not that much competition.
There's a ton of demand from business owners who are struggling.

In this Masterclass, we'll show you how to start a CFO Advisory service.