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Your clients are already asking you for this.
It sounds like “can we afford this hire?” or “why is there no cash when the P&L says we’re profitable?” You’ve been answering those questions for free, in the margins of compliance work.
CFO Advisory turns those answers into a monthly service with a name and a price. Ten clients at $2,000 a month is $240,000 a year in recurring revenue.
A CFO Advisor is a trusted guide who helps a small business owner reach their own definition of success.
Three days to map your advisory practice
Each day builds on the last. By the end of Day 3, you’ll know what your advisory practice looks like, how it runs, and how to land your first client.
Your hosts
Adam Lean
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.
Lacey Harnar
Lacey Harnar is a CPA & Certified CFO with The CFO Project. As a CPA, she has experienced the stress and strain of many tax seasons. As someone who is passionate about intentionally designing her business and life so that each day brings joy and satisfaction, she knew a business built solely on tax work would not allow her to achieve her larger goals. As a CFO, she is not only able to achieve her business and life goals, but also to help other business owners do the same.
Dyanna Salcedo
Dyanna Salcedo is the CEO of The CFO Project, bringing 20 years of leadership experience across Wall Street, growth-stage consumer brands, and the United States Army. Her superpower is helping organizations turn data into decisive action, a through-line that led her to The CFO Project, the premier training platform for accountants and CPAs ready to launch high-impact CFO Advisory practices.
From technical training to real advisory work
"When I joined The CFO Project, it felt like picking up right where my technical training left off. I already had the business perspective and the confidence to make the right suggestions; The CFO Project gave me the framework to act on it. I'd recommend this path to anyone who wants to grow from technical training into real advisory work."
The CFO Project Member
Ready to map out your advisory practice?
Three one-hour sessions that take you from first idea to first client.
Continuing Professional Education (CPE)
The CFO Project is a NASBA Registry sponsor. Each of the three sessions qualifies for 1.0 CPE credit for live attendance, for up to 3.0 CPE credits across the series.
- Identify the financial questions small business owners commonly bring to their accountant or bookkeeper outside of compliance work.
- Explain why adding clients or raising fees on compliance work limits a practice’s revenue growth.
- Describe how an accountant’s or bookkeeper’s client trust and access to financial records apply to delivering CFO Advisory services.
- Compare the annual revenue of monthly CFO Advisory clients with the revenue from compliance work.
- Identify the six steps of a monthly CFO Advisory system and the one step that happens once a year.
- Describe the three purposes of a one-hour monthly CFO Advisory meeting.
- Distinguish a color-coded scoreboard of cash flow drivers from a traditional financial statement as a tool for owner decisions.
- Compare a repeatable, system-based advisory service with a custom fractional CFO engagement in time required per client.
- Identify three strategies for finding CFO Advisory clients, starting with an existing book of business.
- Sequence the four steps of a client conversion process, from the first meeting to the service offer.
- Calculate the monthly hours and annual revenue of a CFO Advisory practice at different client counts.
This three-session series introduces CFO Advisory as a recurring monthly service that accountants and bookkeepers can offer owner-led small businesses. Session 1 covers the financial questions owners bring to their accountant or bookkeeper, the revenue limits of compliance work, and how existing client trust and access to financial records apply to advisory work. Session 2 covers a six-step monthly CFO Advisory system, the purposes of the monthly client meeting, and a scoreboard of cash flow drivers used to support owner decisions. Session 3 covers strategies for finding first advisory clients, a four-step client conversion process, and the hours and revenue of a CFO Advisory practice at different client counts.
Each session includes four polling questions. Answer at least three and remain logged in for at least 50 minutes to earn 1.0 CPE credit for that session. Credit is earned session by session, so attending all three live earns 3.0 CPE credits. Polling answers are used to verify attendance, so they do not need to be answered correctly. Certificates are issued within 72 hours of each session.
Register once using the form on this page. The link to join and a calendar hold for each session are sent by email on registration.
CPE credit requires 50 minutes of live attendance in each session. Credit is not available for replay viewing.
This program is offered at no cost, so there are no refunds. If The CFO Project cancels or reschedules a session, every registrant is notified by email and automatically registered for the new date.
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.