Become a CFO to Small Businesses Training

Free Training

For Accountants, Bookkeepers & Tax Professionals 

Learn the Strategies to Become a CFO for Small Businesses

Discover how to earn $192,000 per year as a CFO for small businesses. 

If you're tired of competing on price, working long hours and/or just want to have more of an impact on your clients' lives you need to become a CFO to small businesses.

Here's what you'll learn in this free training:

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How to launch a CFO Advisory practice or add a CFO Advisory service to your existing practice.

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What, exactly, a CFO to small businesses does.

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The 'day in the life' of a small business CFO.

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How to become a CFO while continuing to run your tax or bookkeeping practice or while employed as an accountant.

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How to find CFO clients (hint: you can't market yourself as a CFO).

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How to make $192,000 per year in less than 20 hours per week.

This training is eligible for CPE.

  Live Training Date 

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  Register Now 

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  What You'll Learn in 60-Minutes 

Gone are the days when accountants and bookkeepers could just offer services that record the past (e.g., tax prep and bookkeeping).

Why? Because there's a ton of competition. Not only from other accounting professionals, but from major software, tech and offshore companies. Plus, AI is encroaching in our space at a rapid pace.

So, for you to make more money, you must offer a service that's so valuable that price and competition become irrelevant. We suggest you become a CFO for small businesses.

We've proven that business owners will pay on average $2,000 per month for CFO services because they crave someone in their lives that can help them have a better future - not just be a recorder of the past.

And, if you charge $2,000 per month per client, you only need 8 clients to earn $192,000 per year.

We'll show you how in this1-hour training.

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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 step-by-step mentorship program called The CFO Project.

In this program, we train and mentors on how to become high-earning CFOs for small businesses


adam@thecfoproject.com | LinkedIn
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