The CFO Project is a done-with-you mentorship program made up of over 450 accountants, CPAs, bookkeepers and Enrolled Agents who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services.
Several years ago, the founders of The CFO Project (Adam Lean & Jeff Prager) started a CFO Advisory firm that quickly became a success. It was successful because two things were happening:
One: Clients were getting results and their retention rate was through the roof.
Two: They scaled every part of the CFO Advisory firm. Thus, Adam & Jeff didn't own a job, they owned a machine.
What set them apart from other "fractional CFO" or advisory firms was that they did three things differently:
#1. They sold a "productized CFO" service where they gave their clients a specific set of deliverables with an unambiguous fee structure.
#2. They spent the majority of their time helping their clients take action (rather than do what most CFOs do and just talk about numbers).
#3. They created systems for everything. Systems to get leads, systems to convert those leads to paying clients, and systems to provide a CFO Advisory service that got results.
And, so, their firm took off.
They had more business than they knew what to do with.
They perfected our systems. They perfected client acquisition. They perfected client management.
Their clients loved us. They got referrals.
And...they quickly got to capacity.
So, they had a decision to make. They could expand their CFO Advisory firm.
But, they thought, "why don't we teach our methodologies to other financial professionals so they can help their clients have the same success our clients had."
Thus, The CFO Project was born.
Today, The CFO Project is a community made up of over 450 financial professionals who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services.
In our community, we teach our proven systems as well as provide resources, tools, and support through trainings, Masterclasses, Roundtables, forums, a resource library, and more.