FREE TRAINING THIS SATURDAY JUST FOR EMPLOYED ACCOUNTANTS

For Employed Financial Professionals

The foolproof way to escape the accountant's trap.

Join our Done-With-You Mentorship Program and start a business advisory service with confidence.

Or, check out the resources below.

Are you in the accountant's trap?

As an employed accountant, you don't have much control over the two things that most accountants want: control over their time (when and how much they work) and control over how much they make.

You're in, what we call, the accountant's trap.

The way out is to start a business where you will have control over your time and you will have control over how much you make.

Now...you could start a tax or bookkeeping practice. The problem there is that there's a ton of competition already and you'll, essentially, be selling a commoditized service.

Which means...you'll be back in that accountant's trap of trading time for money.

The way out of the trap is to offer a valuable service where you can charge a lot for that also leverages your accounting background.

That service is a CFO Advisory service.

Click below to see the resources, trainings, and our done-with-you mentorship program we have for employed financial professionals to learn how to become highly sought-after business advisors and start their own CFO Advisory business.

Free Training for Employed Accountants

Discover how to start a CFO Advisory business on the side that could eventually replace your day job.

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.

This training is available for employed accountants.

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Free Training for Accountants, Tax Professionals & Tax Practice Owners

Make 2025 Your Last Tax Season

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.

This training is available for accountants and CPAs.

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Find out how much more you could earn by offering CFO Advisory services.

See the impact that adding a CFO Advisory service could have to your earnings and the number of hours you work.

This calculator will take less than 3 minutes and reveal...

The value of your clients compared to the average CFO Advisory client.
How many CFO Advisory clients you'll need to replace what you're earning now.
How many hours per week to service those CFO Advisory clients.
How much revenue you could add by offering CFO Advisory services.

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For Accountants, Bookkeepers, CPAs and Tax Professionals

The CFO Project Done-With-You Mentorship Program

Join our exclusive 'done-with-you mentorship' program just for accountants, bookkeepers, and tax professionals 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.

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Three Challenges Facing 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 bookkeeper (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. A system that will allow you provide a high-quality CFO Advisory service to your clients.

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 Program

Learn More About Our Mentorship Program