CFO Training for Accountants, CPAs, Bookkeepers & Tax Professionals
If you're an accountant, CPA, bookkeeper or tax professional you are ideally suited to provide advice business owners and managers to ensure they have a better future.
But...to do this, you need adequate CFO training. Specifically, you need CFO training on how to get clients, how to provide a CFO Advisory service that gets results and training on how to keep clients.
This is why we started The CFO Project. We equip accountants, CPAs, bookkeepers and tax professionals with the CFO Training they need so that they know how to get clients and how to provide a high-quality CFO Advisory service that keeps clients coming back for more.
Below are the various CFO training opportunities that we provide in The CFO Project.
Free Live CFO Training
Rely less on tax season and use your expertise to help business owners have a better future.
In this 1-hour Masterclass, you'll learn what a CFO Advisor does, how to know if you're qualified, how to package and price your services, how to overcome impostor syndrome and how to deliver an advisory service in a way that gets results.
This training is eligible for CPE credit.
Discover how to grow your practice this year through CFO Advisory services.
Finally escape the accountant's trap (of trading time for money) and join the hundreds of other financial professionals who have made the transition to offering high-ticket CFO Advisory services.
Get immediate access to a free training to discover the proven system for getting clients and providing an effective (and efficient!) CFO Advisory service.
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.
Learn the ten steps your firm needs to go through in order to earn a million dollars in annual revenue.
If you want to generate more than $1 million in annual revenue, you must adopt a scaling mindset, implement the right systems and hire a good team. How to Build a Million Dollar Firm Through CFO Advisory Services will teach you every step of the process so you can have the firm you've always wanted.
Learn how to earn $6,000 per month on the side through CFO Advisory services.
In this 1-hour Masterclass, you'll learn what a CFO Advisor does, how to know if you're qualified, how to make $6k on the side per month with just 3 clients, how to package, price and market your services, and how to deliver an advisory service in less than 4 hours per month per client.
Free On-Demand CFO Training
Unlock the three essential skills you must master to earn $192k per year as a CFO Advisor - while working less than 20 hours per week!
Spend your time the way you want. More time for family, friends, sports, vacations, sleeping...
Join our free training to discover the proven formula for becoming a top advisor and increasing your income while working part-time.
Learn how to replace your low-paying tax clients with high-paying advisory clients so you can make more money while working a lot less.
In this 3 part training, you learn the 8 reasons why you should make 2025 your last tax season, how to replace 100% of your income with CFO Advisory services, and get a timeline for replacing your tax income over the next 12 months.
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.
We'll explain how to get a business owner to purchase a $2,000 per month CFO Advisory service from you and we'll show you how CFO Advisory services stack up against tax and bookkeeping services.
As a bonus, you'll get our 2025 Target Setting Tool. It's a downloadable Excel spreadsheet where you can set aggressive revenue targets for your firm so that you can stay on track to making this year your best sales year ever.
A podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients.
On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap.
Our training team has put together several videos to help any accountant, bookkeeper or tax professional offer a CFO Advisory service that not only gets results for your clients but will also help you have a growing and successful CFO Advisory practice.
These bite-sized videos will provide you with advice and motivation on marketing, selling, and providing CFO Advisory services.
Paid CFO Training
Join our exclusive 'done-with-you mentorship' program just for CPAs, accountants and bookkeepers to learn how to provide a scalable CFO Advisory service that actually gets results for your clients.
As part of this program, we'll show you how to add a CFO Advisory service so you can command higher fees, have recurring revenue, and a bigger impact on your clients' lives. In addition, we'll teach you a system on how to get clients and upsell existing clients.
Advice Videos from the Training Team
The CFO Project Podcast
Three Challenges Facing Accountants, CPAs and 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 accountant (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, CFO Training, support and community.
A system that will allow you provide a high-quality CFO Advisory service to your clients.
You also need CFO Training so that you'll feel confident in your abilities to provide a CFO Advisory service that gets results.
In addition, 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 and CFO Training Program
Done-With-You Mentorship Program
Success Stories
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