How to Build a Million Dollar Firm

Discover the systems and people you need to scale your firm to seven figures

Learn the10 steps your firm needs to go through in order to earn a million dollars in annual revenue

If you want to generate more than $1 million in annual revenue, you must adopt a scaling mindset, implement the right systems and hire a good team. How to Build a Million Dollar Firm Through CFO Advisory Services will teach you every step of the process so you can have the firm you've always wanted.

Register for the training to discover the systems to scale and how to provide an effective (and efficient!) CFO Advisory service.

In this free 1-hour training, you'll learn:

How to scale your practice without going broke in the process.
How to know if you’re ready to scale your practice.
The types of team members needed in order to scale.
How to structure your team.
How to build a marketing machine that scales.
How to scale the delivery of your accounting, bookkeeping and CFO Advisory services.

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See What This Training is All About

Testimonials

Rebecca Burk

"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

"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

"CFO Project presentation WAS PHENOMENAL!!! Great info and clearly presented information compellingly explained."

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Scott Berry

"Wow, what a great webinar. I learned valuable insight into marketing CFO services."

Are you in the Accountant's Trap?

This is where any accountant or bookkeeper is stuck working for low fees, in a commoditized industry, dealing with high-demanding clients...

...while at the same time you can't raise your fees because there's always another accountant or bookkeeper (or "tech company") willing to do the job for less.

This is a trap.

How do you escape? By offering advisory services!

With advisory services...

You can't be replaced by automation or AI.
You can charge more than tax or bookkeeping.
You have a service where there's not that much competition.
There's a ton of demand from business owners who are struggling.

In this Masterclass, we'll show you how to start a CFO Advisory service.

Your Presenter

Co-Founder of The CFO Project

Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He currently runs The CFO Project - a training company that trains financial professionals on how to offer an outsourced CFO and business advisory service.

adam@thecfoproject.com | LinkedIn