CPA to CFO

Free Training

For Accountants, CPAs, and Bookkeepers

CPA to CFO

Rely less on tax season and use your expertise to help business owners have a better future.

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.

Here's what you'll learn:

What, exactly, a CFO Advisor does
How to know if you're qualified to provide CFO Advisory services
How to replace your income with just advisory clients
How to package and price your advisory services
How to combine tax and advisory services (if you still want to offer tax)
How to deliver an advisory service in a way that keeps clients coming back for more

Watch the Video to See How You Can Dramatically Increase Your Income as a CFO Advisor

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 Trainer

Lacey Harnar
Lead CFO Mentor at The CFO Project

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, she is able to help other business owners do the same.

About The Training

Many CPAs and accountants are stuck in what we call The Accountant’s Trap. It’s where the you 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 Masterclass is for you.

This Masterclass is for all CPAs and accountants who are looking to transform their practice by offering a productized CFO/Advisory service.

In this Masterclass we’ll cover the systems you need to transform your practice and the services you should offer to double your firm's revenue.

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

What, exactly, a CFO Advisor does
How to know if you're qualified to provide CFO Advisory services
How to replace your income with just advisory clients
How to package and price your advisory services
How to combine tax and advisory services (if you still want to offer tax)
How to deliver an advisory service in a way that keeps clients coming back for more

We’ll also talk about some frequent objections that we hear. Things like…

My clients don’t need a CFO
You’re right, but they do need someone they trust to help them make more money. Whether you call yourself a CFO or something else almost doesn’t matter.

I’m not qualified to be a CFO
You may not be qualified to be Coca-Cola’s next CFO but you’re probably qualified to guide a business doing between $1mm and $10mm in annual revenue.

My clients can’t afford this
If someone wants something bad enough, they’ll afford it.

All I know is tax/accounting. I’ve never ran a business before.
You have two major things that most business coaches don’t have. Trust from business clients from the get-go and an understanding of the numbers. Most business coaches can’t even explain how the advice they give will effect cash flow.

I don’t really know how to sell this service.
This is tricky. You can’t go up to a client and pitch your CFO service. They don’t know what a CFO is, nor will they think their small business needs one. In our masterclass, we’ll show you how to pitch it to them in a way that gets them to take action.