From Accountant to Entrepreneur

 Free Training 

For Employed Accountants 

The exact path for accountants to start their own business offering CFO Advisory.

Build a $72k Per Year Side-Hustle That Can Scale to $250k+ and Replace Your Day Job

Tired of trading time for money? Break free from the grind of your 9-to-5 and unlock the blueprint to financial freedom (without quitting your job) by building a CFO Advisory business (without having to have any prior advisory experience!).

If you’re an employed accountant who’s:

✅ Sick of the monotony, office politics, and capped earning potential…

✅Frustrated watching others succeed while you’re stuck in the back office…

✅Ready to turn your skills into a thriving business and replace your income within a year…

...then this is your wake-up call.

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About the Training

Discover how hundreds of accountants just like you are:

✅ Earning $6,000/month on the side (in only 4 hours/week!) with a CFO Advisory service (even with no advisory experience) - no startup costs or risky pivots.

✅ Ditching the employee mindset with a proven 12-month roadmap to full-time entrepreneurship.

✅ Leveraging their existing accounting expertise to command premium fees (without selling tax returns or bookkeeping).

This Training is For You If...

✅ You want a risk adverse way to start a side-hustle that can eventually replace your full-time job.

✅ Don’t want to keep doing compliance/transactional accounting work but stay within the accounting profession.

✅ Thinking about retiring and want a business post-retirement (without having to do taxes, accounting or bookkeeping).

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

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Your Trainer

 Co-Founder of The CFO Project 

Adam Lean is a former accountant who built multiple businesses. After starting several businesses and meeting other business owners, he realized he had taken for granted the fact that he understood accounting, numbers, and financials.

Most other business owners were running their businesses without this knowledge – and because of that, they struggled.

So, several years ago he started his own CFO Advisory firm and got to capacity within a two-year period. Fast forward, Adam, along with his Co-Founder, Jeff Prager, and a team of dedicated trainers and mentors run a done-with-you mentorship program called The CFO Project.

In this program, we guide other financial professionals to start their own CFO Advisory practice or add a CFO Advisory service to their existing practice.


adam@thecfoproject.com | LinkedIn

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."
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Are You in the Accountant's Trap?

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.

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