Make 2025 Your Last Tax Season

 
 Free Training 
 

For Accounting Professionals

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.

Imagine spending fewer hours chained to your desk during tax season and still making far more than your peers. While most accounting professionals are stuck in the grind, you could be on the fast track to earning a lot more through CFO Advisory services —without sacrificing your health or personal life.

Here's what you'll learn:

  • The 8 reasons why you should make 2025 your last tax season.
  • How to replace 100% of your income with CFO Advisory services.
  • What, exactly, are CFO Advisory services.
  • A timeline for replacing your tax income over the next 12 months.

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Put Your Health and Wealth First

Make 2025 Your Last Tax Season is an exclusive training that teaches you exactly how to replace low-paying tax clients with high-value advisory clients so you can finally escape the grind, reclaim your time, and reach new heights in your career.

  • Cut your working hours by focusing on high-impact advisory clients instead of juggling endless tax returns.
  • Boost your income and earn a lot more than the average tax accountant while working a lot less.
  • Free up your time to enjoy your life, improve your health, and finally have the work-life balance you deserve.
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Testimonials

Check out what other accountants are saying.

Kelben had an accounting practice where he found himself on a hamster wheel that left little time for his family and other interests. Now, he's excited about his career again because he has a way to deliver value to his clients.
Becky was able to reduce her workload by 75% and increase her income by 50% using the systems provided by The CFO Project.
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Joan - Miami, FL
"I got a $100M manufacturing client. contract signed for $12,000 per month. It's the very first client since I started The CFO Project. I follow all the things you taught, and it works! Now I have finally gone through the whole cycle from pitching to closing deal."
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Nicole - Phoenix, AZ
"I am so grateful for this program. I absolutely love it and the community I have here. This is something that will change my life."
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Jeremy - Lewisburg, WV
"The CFO Project literally has been a life changing for me. I have two CFO clients and working towards another four to add an additional $100k to my practice."
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Karen - Dublin, OH
“As I predicted, The CFO Project is changing my life and I am beyond busy. I am on track to double my gross revenue this year.  And there are still several clients that are out there I could approach.  Before I found The CFO Project, I was stuck at the same number every year.  Now the doors are open and I see so much opportunity.  Truly thankful beyond words.”
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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

About The Training

Discover how this training will help you transition from low-paying tax clients to high-value advisory clients, so you can earn up to $192,000 per year while reclaiming your time and health

Every tax season, you’re stuck working late nights, taking on endless clients just to keep up. You push through, sacrificing your personal life, your health, and your sanity - all for an income that’s barely keeping pace with your efforts.

The truth is, the way you're working now isn’t sustainable. Research shows that working over 55 hours a week increases your risk of a stroke by 35% and heart disease by 17%. This is not just about long hours; it's about the toll on your body, your mind, and ultimately, your life.

But what if there was a better way? A way where you could reduce your working hours, improve your health, and make more money?

That’s exactly what this training is designed to do.

Here’s What You’ll Learn:
 
  • How to replace 30 low-paying tax clients with just one high-value advisory client. Imagine the relief of working fewer hours while generating more income. One advisory client can easily be worth what you’d make from dozens of tax clients, freeing up your schedule and your stress levels.

  • The exact steps to transition from tax preparation to advisory services without risking your current income or losing existing clients. You’ll learn how to guide your clients into higher-value services that benefit both of you, making you indispensable to their business success.

  • How to protect your health while growing your income. Studies from leading health organizations have shown that working over 55 hours a week drastically increases your risk of life-threatening conditions like stroke and heart disease. This training helps you reclaim your time and avoid the long-term health risks associated with the way you're currently working.

  • Real-world case studies from accounting professionals who have already made the switch. You’ll hear from professionals who were once stuck in the same grind you’re in now. They’ve used these strategies to not only boost their income to $192,000 or more per year but also to regain control over their time and well-being.
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The Hidden Costs of Overworking

If you’re like most accountants and bookkeepers, you’ve probably accepted that long hours and constant stress are just part of the job. But that stress doesn’t go away after tax season—it accumulates. And eventually, it takes its toll.

Maybe you've already felt the effects. Sleepless nights, constant fatigue, nagging headaches - those are just the early signs. Over time, working these kinds of hours can lead to much more serious consequences. A study of over 600,000 workers found that those who work more than 55 hours per week had a 35% higher risk of stroke and were 17% more likely to develop heart disease, even if they led otherwise healthy lifestyles.

That’s the cost of staying on your current path. Every hour you work beyond your limits isn’t just an investment in your business—it’s a withdrawal from your health and your future.

Why This Training is Different

Make 2025 Your Last Tax Season isn’t about simply “working harder” or “finding better clients.” It’s about completely changing the way you work - from struggling with low-paying, high-demand tax clients to thriving with fewer, high-value advisory clients. By focusing on CFO Advisory services, you can drastically reduce your workload while increasing your income, and most importantly, reclaiming your life.

Here's why:

  • It’s designed specifically for accounting professionals who are tired of the grind and ready for a sustainable, high-reward career.

  • You’ll get a step-by-step blueprint that’s been used successfully by hundreds of professionals to make the transition without risking their income or business.

  • It’s backed by real-world success stories. This isn’t theory—these are strategies and systems that have been proven time and again by professionals just like you, who are now working less and earning more than they ever thought possible.

  • You’ll learn how to protect your health and mental well-being. You’ll be given the tools to reduce your hours and avoid the long-term health risks associated with overwork, all while building a more profitable business.

The Transformation Your Deserve

This training is about more than just making more money - it’s about giving you the freedom to live the life you’ve always wanted. No more sacrificing your evenings, weekends, or health just to meet deadlines. No more constant stress. No more burnout.

By transitioning to advisory services, you’ll earn more in fewer hours, regain control of your life, and finally experience the work-life balance that’s been missing. Imagine what it would feel like to hit the $192,000 mark while working a fraction of the hours you do now. That’s the transformation that’s waiting for you.

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

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