FREE ON-DEMAND TRAINING FOR CFOs & BUSINESS ADVISORS
For Fractional CFOs and Business Advisors
A Turn-Key System to Scale Your Advisory Firm
A Turn-Key System to Scale Your Advisory Firm
Join our Done-With-You Mentorship Program and get the systems, templates and tools you need to scale your firm.
Join our Done-With-You Mentorship Program and get the systems, templates and tools you need to scale your firm.
Do you own a business or a job?
Do you own a business or a job?
Most Fractional CFOs and business advisors that we talk to own a job. In other words, if they don't work, they don't get paid.
On top of that, they own a business where they are the 'chief everything'. Chief Salesperson, Chief Marketer, Chief Advisor... plus all of the day-to-day tasks that comes with running a business.
This is exhausting. This is a recipe for burnout.
And this is a good way to not earn what you're worth.
The solution is to systematize certain parts of your business so that you can own a machine, not a job. Here's the three systems you need:
#1. A system to getting leads
You need a systematized way to get leads from business owners who are more likely to purchase your CFO and business advisory services.
#2. A system to converting those leads
You need a systematized way to consistently convert business owner leads to CFO Advisory clients paying, on average, $2,000 per month per client.
#3. A system for delivering an advisory service that gets results
You need a systematized way to know how to advise your clients so that they will have a growing and successful business. This is what will keep them paying you and this is what will get them to refer you to their friends.
These three systems are exactly what we teach and mentor you in The CFO Project done-with-you mentorship program.
At The CFO Project, we've developed systems to get leads, a system to convert those leads to clients (paying an average of $2,000 per month) and a system to provide a CFO Advisory service that gets results.
Your clients will generate more cash flow - and your practice will have an unparalleled ability to scale.
With The CFO Project's Done-With-You Mentorship Program you get the systems, tools and mentorship you need to elevate your practice all while ensuring that you're providing real value to your clients.
Click below to see the resources, trainings, and our done-with-you mentorship program we have for advisors who want to take their firm to the next level.
On top of that, they own a business where they are the 'chief everything'. Chief Salesperson, Chief Marketer, Chief Advisor... plus all of the day-to-day tasks that comes with running a business.
This is exhausting. This is a recipe for burnout.
And this is a good way to not earn what you're worth.
The solution is to systematize certain parts of your business so that you can own a machine, not a job. Here's the three systems you need:
#1. A system to getting leads
You need a systematized way to get leads from business owners who are more likely to purchase your CFO and business advisory services.
#2. A system to converting those leads
You need a systematized way to consistently convert business owner leads to CFO Advisory clients paying, on average, $2,000 per month per client.
#3. A system for delivering an advisory service that gets results
You need a systematized way to know how to advise your clients so that they will have a growing and successful business. This is what will keep them paying you and this is what will get them to refer you to their friends.
These three systems are exactly what we teach and mentor you in The CFO Project done-with-you mentorship program.
At The CFO Project, we've developed systems to get leads, a system to convert those leads to clients (paying an average of $2,000 per month) and a system to provide a CFO Advisory service that gets results.
Your clients will generate more cash flow - and your practice will have an unparalleled ability to scale.
With The CFO Project's Done-With-You Mentorship Program you get the systems, tools and mentorship you need to elevate your practice all while ensuring that you're providing real value to your clients.
Click below to see the resources, trainings, and our done-with-you mentorship program we have for advisors who want to take their firm to the next level.
Free On-Demand Training for Accountants, Bookkeepers & Tax Professionals
Discover the three skills to master to earn $192k per year as a CFO Advisor.
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.
This training is available for accountants, bookkeepers, CPAs and tax professionals.
Free Training and Tool for Improving Your Firm's Sales
Discover how to make 2025 your best sales year ever with this 20-minute training and Target Setting Tool.
In this training, we'll show you how to dramatically increase your sales this year through CFO Advisory services.
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.
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.
Free On-Demand Training for Accountants, Bookkeepers & Tax Professionals
Discover the 'One Clear Path' Framework You Need to Offer CFO Advisory Services
Discover the 'One Clear Path' Framework You Need to Offer CFO Advisory Services
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.
For Accountants, Bookkeepers, CPAs and Tax Professionals
The CFO Project Done-With-You Mentorship Program
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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See if you're a right-fit for our mentorship program.
See if you're a right-fit for our mentorship program.
Click play to watch the video.
The Latest Advice from The CFO Project Training Team
The Latest Advice from The CFO Project Training Team
The Latest Video Podcast Episodes
The Latest Video Podcast Episodes
Recent "Wins" Some of Our Members Have Reported
Recent "Wins" Some of Our Members Have Reported
Three Challenges Facing Bookkeepers...
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
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Copyright 2025 - The CFO Project®
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