Free training this week on becoming a CFO
For practicing fractional CFOs and advisors
Already a fractional CFO? Build a practice that scales without reinventing every system yourself
This page is for fractional CFOs, outsourced controllers and business advisors who already have clients and want a practice that runs on a proven system.
The CFO Project gives you a repeatable, scalable system with a clear client profile, a structured and narrow deliverable, and pricing that protects your margins.
Over 1,100 CFOs follow our system. The average CFO Advisor in our program charges $1,978 per client per month.
1,100+
CFOs trained to date
500+
active members building their practices
$1,978
average our members charge per client, per month
1 in 2
proposals converted by members following our sales system
The problem
You've hit the Fractional CFO Plateau
You already have clients who trust you, and you've proven you can help a business owner make better decisions. But your practice still depends on you and your expertise.
Every new client means a new scope of work and bespoke deliverables, which makes each one a new part-time job. That keeps your income bound to how many clients you can personally support.
A proven system lets you stop rebuilding your practice for every client, so you can serve more owners at a price that reflects your value.
What the plateau looks like
01
An unpredictable client pipeline
Client referrals ebb and flow, which leaves your pipeline to chance and without a plan.
02
Bespoke deliverables for every client
Each engagement starts with a fresh scope of work, a new report format and a new meeting cadence.
03
Prices you hope will cover your time and overhead
With custom engagements and no peers to compare notes with, it's hard to know whether you're capturing the most value for your work.
04
Running the practice alone
There's no one to help you prepare for your next meetings or sanity-check your proposals.
The system
What changes when you plug into a system
You install a proven and repeatable, scalable system, and your expertise is what make this service your own. The CFO Project gives you a CFO Advisory system that has been implemented and tested by more than 1,100 CFOs, so you can spend more time with your clients instead of rebuilding everything from scratch.
A repeatable process is what lets a practice grow past what one person can hold in their head.
Our methodology lets you deliver the service in 2-4 hours per month, per client, because the process is the same with every client. You can hand parts of it to a team member as you grow, and every client gets the same quality of work.
See what a CFO Advisor does day to day →Who this is for
Who this is for
You already have clients, and you want a practice that scales.
If you're still deciding whether to become a CFO Advisor, our CPA, bookkeeper and employed accountant pages are a better place to start.
01
Practicing fractional and outsourced CFOs
You serve a handful of clients today and want more of them, at better prices, without adding hours for every one.
02
Controllers who've stepped into CFO work
You moved from running the books to advising owners part time, and you want a structured way to deliver and price that advice.
03
Business advisors adding CFO-level services
You already guide owners on strategy or operations, and you want to add a financial service built on their numbers and their cash flow.
What you'll get
You'll get everything you need to run your CFO Advisory practice on a system
You can adopt it one client at a time, on top of the practice you already run.
Something to sell
Your monthly service
Repeatable, scalable, and delivered the same way for every client you take on.
A way to find clients
Lead generation
Three proven strategies for finding quality leads, through the associations where owners gather and strategic partners like bankers, attorneys and insurance advisors.
A way to convert them
Four-step conversion process
No hard selling, just real conversations that build real relationships.
The whole picture
Your business in a box
You'll know who your client is, the process you run for them each month, the tools you run it with, and what you charge.
Your client
Businesses doing $500,000 to $5 million, where the owner is an expert in their craft and has never had anyone to talk to about the money.
Your north star
Sustainable, positive cash flow, which owners understand far better than financial statements.
Your process
An onboarding process and the same monthly and annual rhythm for every client, with the tools already built for you.
Your fee
A monthly service priced against 2-4 hours of work per client, which is what keeps the margin where it should be.
Repeatable
The same work, every client, every month.
Scalable
2-4 hours per month, per client.
Easy to price
Our advisors charge an average of $1,978 a month.
High margin
No scope creep for you to absorb.
The program
How we help you build your CFO Advisory business
We give you the systems and support for an entire year.
Systems
Three proven systems to find, sign and serve clients, six self-paced courses to put them in place, and the pricing, workbooks and templates you'll use with every client.
Late 2026New members also get the CFO Client Center, our AI-powered software built on the system.
Support
Ours is a done-with-you program. For six months you'll meet weekly with a peer roundtable led by an executive coach and a CFO Mentor, backed by office hours and the forum.
Community
Join 500+ active members in The CFO Project Hub, with weekly live events, NASBA CPE-eligible masterclasses and an on-demand library of hundreds of recordings.
Certification and guarantee
A path to Certified CFO™, backed by a money-back guarantee
Some programs offer a certification for simply taking a course. You earn Certified CFO™ by completing the training, attending your weekly roundtables and landing your first advisory client, which shows prospects you've built and delivered the service.
If you do the work and don't land a paying client within your first year, you get your money back.
Your mentors
Meet Ryan Kimler, Certified CFO
Lead CFO Mentor at The CFO Project
Ryan Kimler is a Certified CFO, the founder of Net Profit CFO and our Lead CFO Mentor. He built his CFO Advisory practice on The CFO Project's system, and today he runs a CFO firm with a team of four.
When you join The CFO Project, you can learn directly from Ryan and our other CFO Mentors, who have built CFO Advisory practices of their own, through office hours, the member forum and the weekly roundtables they help lead.
FAQ
Frequently asked questions
Still have questions? Book a Right-Fit Call and an Enrollment Advisor will walk you through it.
I already have clients. Why do I need this?
The hardest parts of a fractional practice are usually keeping the pipeline full, pricing with confidence and delivering the same quality to every client without rebuilding the process each time. The CFO Project gives you a system for each of those, plus a peer roundtable to pressure-test your decisions.
I already have my own systems. Why would I redo them?
You don't have to throw out what works. Most members adopt the pieces they're missing first, often the sales process or the pricing framework, and bring the rest in one client at a time. The One Clear Path gives you a single monthly process you can run the same way with every client and hand to a team member as you grow.
Is this only for people just starting out?
No. Many of our members join to become CFO Advisors, and many join with an advisory practice already running. The systems, the roundtable and the CFO Mentors serve both, and practicing CFOs often move faster because they already have clients to apply the system with.
I started as a controller. Is this a fit?
Yes, if you're advising business owners or want to. The CFO Project helps controllers who've moved into part-time or fractional CFO work run that work as a structured, monthly service for small business owners.
Will this help me raise my rates?
The program includes pricing and packaging for CFO Advisory as a monthly service, and the roundtable gives you peers to compare notes with. The average CFO Advisor in our program charges $1,978 per client per month.
How much time does this take per week?
Plan on at least a few hours a week. That covers the on-demand training, one hour with your roundtable, and the assignments that have you putting the systems in place in your own practice. Once the system is running, the service takes 2-4 hours per month, per client.
Is this a CFO certification?
Yes. Members earn Certified CFO™ by completing the six training courses, attending their weekly roundtables and landing their first CFO Advisory client. Because it requires a paying client, it shows prospects you've already built and delivered the service.
How much does The CFO Project cost?
CFO Advisory Launch starts at $9,999, and financing options are available. See what's included on our pricing page.
Two ways to start
Start with free CFO training or a Right-Fit Call
Start with the free training to see the system behind the service, or, if you've already watched one of our trainings, book a call with one of our Enrollment Advisors.
Free live training
Learn the strategies to become a CFO for small businesses
Discover how to earn $192,000 per year as a CFO for small businesses.
The session is also available as CPE-eligible training.
Secure Your Spot30-minute call
Book a Right-Fit Call
To see if our program is the right fit for you, book a call with one of our Enrollment Advisors.
Book a Right-Fit CallOther paths
Still building toward CFO Advisory? Start here
Accountants
Add CFO Advisory revenue to your tax practice, or start a service from scratch.
CPA to CFO →
Bookkeepers
Add CFO Advisory revenue to your bookkeeping practice, or start a service from scratch.
Bookkeeper to CFO →
Employed accountants
Start a CFO Advisory service on the side while you keep your job, then grow it when you're ready.
For employed accountants →
Free Live Training this Week
Learn the Strategies to Become a CFO for Small Businesses
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.
This training is eligible to receive CPE credit.
Free Training
How to Become a CFO to Small Businesses
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Copyright 2026 - The CFO Project®
Copyright 2026 - The CFO Project®