The CFO Project Membership
For CPAs, Accountants, & Bookkeepers...

The foolproof way to escape the
accountant's trap

Offer a CFO/Business Advisory Service and Finally Have a Scalable Way for You to Grow Your Practice
For CPAs, Accountants, & Bookkeepers...

The foolproof way to escape the accountant's trap

Offer a CFO/Business Advisory Service and Finally Have a Scalable Way for You to Grow Your Practice

Command Higher Fees

Have Recurring Revenue

Differentiate Yourself

The accountant's trap

There are three challenges facing accountants:

Challenge #1: To get paid more you have to take on more clients (and/or work more hours)

Challenge #2: You have a ton of competition

Challenge #3: A lot of accounting software are trying to automate your job away

Your job is to record the past correctly. However, your clients don't really care about the quality of the books as much as you think they should.

To them, you and your competitors do the same thing (which is why you really can't raise your fees).

What your business clients do care about is understanding their numbers and getting guidance on how to have a growing and more profitable business.

They want their accountant (you) to be their business advisor.

But, there's two problems with this.

Problem #1: You're not getting paid to do that.

Problem #2: You're not sure, exactly, how to do that.

You're getting paid to do compliance work. This means that to make more money you have to take on a lot of low-paying and demanding clients.

And, because your income is tied directly to how much you work, you have to continuously put in long hours servicing your clients while, at the same time, trying to find new clients.

This is a recipe for burnout.

Plus, even if you wanted to provide a business advisory service you don't have a scalable and efficient way to do that.

Until now...

What you need is a system. A system that will allow you provide a high-quality outsourced CFO/business advisory service to your clients.

You also need support and community. You need to be surrounded by the best CFOs and business advisors that can help you build a great business.

By offering an outsourced CFO/business advisory service you'll not only be able to separate yourself from your competition, you'll also be able to command higher fees, have predictable recurring revenue, and have a bigger impact on your clients' lives.

We'll show you how to do all of this in our exclusive membership program.

The accountant's trap

There are three challenges facing accountants.

Challenge #1: To get paid more you have to take on more clients (and/or work more hours)

Challenge #2: You have a ton of competition

Challenge #3: A lot of accounting software are trying to automate your job away

Your job is to record the past correctly. However, your clients don't really care about the quality of the books as much as you think they should.

To them, you and your competitors do the same thing (which is why you really can't raise your fees).

What your business clients do care about is understanding their numbers and getting guidance on how to have a growing and more profitable business.

They want their accountant (you) to be their business advisor.

But, there's two problems with this.

Problem #1: You're not getting paid to do that.

Problem #2: You're not sure, exactly, how to do that.

You're getting paid to do compliance work. This means that to make more money you have to take on a lot of low-paying and demanding clients.

And, because your income is tied directly to how much you work, you have to continuously put in long hours servicing your clients while, at the same time, trying to find new clients.

This is a recipe for burnout.

Plus, even if you wanted to provide a business advisory service you don't have a scalable and efficient way to do that.

Until now...

What you need is a system. A system that will allow you provide a high-quality outsourced CFO/business advisory service to your clients.

You also need support and community. You need to be surrounded by the best CFOs and business advisors that can help you build a great business.

By offering an outsourced CFO/business advisory service you'll not only be able to separate yourself from your competition, you'll also be able to command higher fees, have predictable recurring revenue, and have a bigger impact on your clients' lives.

We'll show you how to do all of this in our exclusive membership program.

See if you qualify
We're an exclusive membership program made up of qualified accountants and bookkeepers. To see if you qualify, fill out the following.
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Become a Member and Get Everything You Need
...to start or add a CFO/advisory service

By joining our membership, you'll get...

Access to our certification program, where, after completing the requirements you'll become a Certified CFO and be able to offer a high-value service to your clients.
A complete turn-key system for providing an outsourced CFO/business advisory service that allows you to charge for your value - instead of charging for your time.
A complete turn-key system for getting leads on a consistent basis from business owners who are desperate for your expertise and guidance.
A complete turn-key system for converting leads into clients who are paying higher fees and will stay longer.
You'll have complete access to additional trainings, our complete library of tools, templates, and other resources to help you deliver a highly-effective CFO/business advisory service.
If you need CPE, you'll be able to earn monthly CPE by taking some of our trainings live. We are NASBA approved, and members are able to earn CPE credit each month.
You'll be a part of a highly exclusive community and mastermind group of other financial professionals who are on a mission to help business owners have a growing and successful business.
Become a Member and Get Everything You Need to Start or Add a CFO/Advisory Service

By joining our membership, you'll get...

Access to our certification program, where, after completing the requirements you'll become a Certified CFO and be able to offer a high-value service to your clients.
A complete turn-key system for providing an outsourced CFO/business advisory service that allows you to charge for your value - instead of charging for your time.
A complete turn-key system for getting leads on a consistent basis from business owners who are desperate for your expertise and guidance.
A complete turn-key system for converting leads into clients who are paying higher fees and will stay longer.
You'll have complete access to additional trainings, our complete library of tools, templates, and other resources to help you deliver a highly-effective CFO/business advisory service.
If you need CPE, you'll be able to earn monthly CPE by taking some of our trainings live. We are NASBA approved, and members are able to earn CPE credit each month.
You'll be a part of a highly exclusive community and mastermind group of other financial professionals who are on a mission to help business owners have a growing and successful business.
See if you qualify
We're an exclusive membership program made up of qualified accountants and bookkeepers. To see if you qualify, fill out the following.
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As Featured On
As Featured On
The One Clear Path

Most accountants don't have a clear process for delivering an effective business advisory service.

Instead, they rely on a generic coaching system that forces the client to fit the system instead of the system fitting the client.

This leaves clients disengaged and frustrated.

In our membership program, we'll teach you our process for delivering a productized CFO/business advisory service that will allow you to charge more per client and retain clients longer.

We call it the One Clear Path.

It's one clear path to help your clients have a growing and more profitable business without stress and overwhelm.

The One Clear Path

Most accountants don't have a clear process for delivering an effective business advisory service.

Instead, they rely on a generic coaching system that forces the client to fit the system instead of the system fitting the client.

This leaves clients disengaged and frustrated.

In our membership program, we'll teach you our process for delivering a productized CFO/business advisory service that will allow you to charge more per client and retain clients longer.

We call it the One Clear Path.

It's one clear path to help your clients have a growing and more profitable business without stress and overwhelm.

Why you should join

We are an exclusive community of CPAsaccountants, bookkeepers and other financial professionals who have a passion for helping business owners have a growing and successful business.

We'll show you how to add (or start) a CFO service so  you can command higher fees, have recurring revenue, and have a bigger impact on your clients' lives.

You'll be able to...


Gain a competitive advantage
You'll be able to differentiate yourself from all of the other accountants and financial professionals.
Get support
You'll immediately be a part of a community of other financial professionals who want to help their clients succeed.
Grow your business
You'll finally have a system to (a) get clients, (b) command higher fees, and (c) have recurring revenue each month.
Increase your take home pay
You'll be able to charge more per client and retain clients longer. This will allow you to increase your revenue without having to work more hours.
Move away from low value work
Instead of trading time for money doing tax, bookkeeping or other compliance related activities, you'll be able provide a high-value advisory service that scales.
Stop the battle between 'doing' the work and 'finding' the work
You'll also have a complete system for getting new clients on a consistent basis.

Have a bigger impact
You'll have a proven method for helping your clients have a growing and more profitable business without stress and overwhelm.
Why you should join

We are an exclusive community of CPAsaccountants, bookkeepers and other financial professionals who have a passion for helping business owners have a growing and successful business.

We'll show you how to add (or start) a CFO service so  you can command higher fees, have recurring revenue, and have a bigger impact on your clients' lives.

You'll be able to...


Gain a competitive advantage
You'll be able to differentiate yourself from all of the other accountants and financial professionals.

Get support
You'll immediately be a part of a community of other financial professionals who want to help their clients succeed.

Grow your business
You'll finally have a system to (a) get clients, (b) command higher fees, and (c) have recurring revenue each month.

Increase your take home pay
You'll be able to charge more per client and retain clients longer. This will allow you to increase your revenue without having to work more hours.

Move away from low value work
Instead of trading time for money doing tax, bookkeeping or other compliance related activities, you'll be able provide a high-value advisory service that scales.

Stop the battle between 'doing' the work and 'finding' the work
You'll also have a complete system for getting new clients on a consistent basis.

Have a bigger impact
You'll have a proven method for helping your clients have a growing and more profitable business without stress and overwhelm.

See if you qualify
We're an exclusive membership program made up of qualified accountants and bookkeepers. To see if you qualify, fill out the following.
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Find Out Why You Should Become an Outsourced CFO/Business Advisor
Watch a short video
Find Out Why You Should Become an Outsourced CFO/Business Advisor
Watch a short video
See if you qualify
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What You'll Get

You'll get training, resources, and a support...all built into the membership.

Become a Certified CFO

You'll have access to our live and on-demand certification courses on...

  • How to add a CFO/business advisory service to your existing practice
  • How to get qualified leads from business owners
  • How to convert leads to paying clients (paying a minimum of $18k per year)
  • How to provide an effective outsourced CFO/business advisory service

Upon successful completion, you'll become a 'Certified CFO'.

Training on Building, Growing and Scaling a CFO/Business Advisory Service

Upon joining, you'll get immediate access to our training that will show you, step-by-step, how to provide a CFO/business advisory service that not only gets results but will keep your clients engaged with you for years.

This training will also show you how a proven system to get clients without feeling like a salesperson and without spending a dime on ads.

forum

Exclusive Member Forum

You'll gain access to our exclusive member forum where you'll be able to connect with other accountants, CPAs and bookkeepers as well as our entire team of CFO Trainers.

group

Weekly CFO Roundtables

You have the ability to join a live online weekly 'mastermind-style' virtual meeting made up of a handful of your peers. Each Roundtable is led by a 'CFO Trainer' who will guide you every step of the way.

event

Unlimited Support

You'll have unlimited access to one-to-one calls with a 'CFO Trainer' to help you solve any challenge or answer any questions.

Our rule of thumb is that if it takes you more than five minutes to solve a problem, reach out!

folder

Resource Vault

You'll have full access to all of our supporting tools, templates, and other resources that will aid you in:

  • Starting, setting up, and managing a CFO/advisory service
  • Getting leads
  • Converting leads to clients
  • Providing the service
stars

New for 2024: The Successful CFO Mindset

A training to help you overcome mindset blocks. This training will help you dissolve your limiting beliefs around...

  • …not feeling qualified to be a CFO/Advisor.
  • …not being good enough.
  • …not having what it takes.
  • …being an impostor.
  • …not being able to raise your prices.
  • …not being able to say no to lower paying clients.
  • …not being able to be successful.
  • …being an introvert and not good at marketing.

Live Monthly Masterclasses

Each month we teach a live Masterclass on a variety of topics to help you build, grow and scale a CFO/business advisory practice.

We are NASBA approved, and members are eligible to earn CPE credit for EVERY Masterclass.

3-Client Guarantee

Once you join, we'll guaranteeing your first three CFO clients. That's how much we believe in this program and how well it's worked for our members.

One CFO client will more than pay for this program, however, we're guaranteeing you three.

What You'll Get

You'll get training, resources, and a support...all built into the membership.

Become a Certified CFO

You'll have access to our live and on-demand certification courses on...

  • How to add a CFO/business advisory service to your existing practice
  • How to get qualified leads from business owners
  • How to convert leads to paying clients (paying a minimum of $18k per year)
  • How to provide an effective outsourced CFO/business advisory service

Upon successful completion, you'll become a 'Certified CFO'.

Training on Building, Growing and Scaling a CFO/Business Advisory Service

Upon joining, you'll get immediate access to our training that will show you, step-by-step, how to provide a CFO/business advisory service that not only gets results but will keep your clients engaged with you for years.

This training will also show you how a proven system to get clients without feeling like a salesperson and without spending a dime on ads.

forum

Exclusive Member Forum

You'll gain access to our exclusive member forum where you'll be able to connect with other accountants, CPAs and bookkeepers as well as our entire team of CFO Trainers.

group

Weekly CFO Roundtables

You have the ability to join a live online weekly 'mastermind-style' virtual meeting made up of a handful of your peers. Each Roundtable is led by a 'CFO Trainer' who will guide you every step of the way.

event

Unlimited Support

You'll have unlimited access to one-to-one calls with a 'CFO Trainer' to help you solve any challenge or answer any questions.

Our rule of thumb is that if it takes you more than five minutes to solve a problem, reach out!

folder

Resource Vault

You'll have full access to all of our supporting tools, templates, and other resources that will aid you in:

  • Starting, setting up, and managing a CFO/advisory service
  • Getting leads
  • Converting leads to clients
  • Providing the service
stars

New for 2024: The Successful CFO Mindset

A training to help you overcome mindset blocks. This training will help you dissolve your limiting beliefs around...

  • …not feeling qualified to be a CFO/Advisor.
  • …not being good enough.
  • …not having what it takes.
  • …being an impostor.
  • …not being able to raise your prices.
  • …not being able to say no to lower paying clients.
  • …not being able to be successful.
  • …being an introvert and not good at marketing.

Live Monthly Masterclasses

Each month we teach a live Masterclass on a variety of topics to help you build, grow and scale a CFO/business advisory practice.

We are NASBA approved, and members are eligible to earn CPE credit for EVERY Masterclass.

3-Client Guarantee

Once you join, we'll guaranteeing your first three CFO clients. That's how much we believe in this program and how well it's worked for our members.

One CFO client will more than pay for this program, however, we're guaranteeing you three.

See if you qualify
We're an exclusive membership program made up of qualified accountants and bookkeepers. To see if you qualify, fill out the following.
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"Using the systems that The CFO Project equipped me with, I reduced my workload by 75% (not even kidding) and I increased my income by 50%. This program has changed my life."

Becky L.
Dallas, TX

"I've been part of many groups, I've NEVER seen the success I've seen with The CFO Project. In less than 6 months I've added more than $100K in contracts. Hands down the best program I've joined this decade."

Jemel S.
Douglasville, GA

“The CFO Project is really extraordinary. There isn't anything I need that you haven't already thought of. Your training is comprehensive and straightforward. The templates, ranging from workshops to email scripts, are incredibly useful.”

Julie P.
Mt. Pleasant, SC

“This is the first program where I've enjoyed every minute of interaction. It gave me a huge boost in confidence.”

Jeffrey D.
Victoria, BC

"I've been apart of many group coaching/learning programs and this one has been the most comprehensive. You've finally cracked the code on how to actually sell and deliver CFO services."

Jasmine R.
Landover, MD

"Joining The CFO Project has worked better than I could have anticipated. I already have 3 CFO clients!"

Sophie P.
Nashville, TN

“Since joining The CFO Project, it took me only 8 months to leave my day job. And, in 2 and half months since leaving my day job I’ve already doubled what I was making”

Ryan K.
St. Louis, MO

"I would have joined The CFO Project years ago if I'd known about it."

Wendy M.
Rancho Cucamonga, CA

"The CFO Project trainings have been awesome! The community is extremely supportive, encouraging and helpful."

Angeleen H.
San Diego, CA

"I am greatly enjoying the Roundtables and Masterclasses - a wealth of information and support! I use the CFO Hub and the courses for inspiration and encouragement when fear/paralysis sets it. It helps me keep on keeping on!"

Connie B.
Missoula, MT

"I've recovered my investment many times over within the first six months."

Anthony V.
Newark, NJ

"There is more need than there are CFOs out there.

Fred P.
Surprise, AZ

"Since joining The CFO Project, I sold off the bulk of my tax practice and am just focusing on my CFO clients. I am now in line to make the most that I have ever made in my life this year."
 

Joel S.
Walnut Creek, CA

 
"When I find something good, I want to share it with everyone! Finding The CFO Project has been a game-changer (LIFE-changer) for me."

Lacey H.
Peachtree City, GA

"The CFO Project has been an amazing launching pad for starting my own business. I've gone from "how can I help you" to "here's how we help you" thanks to the process they teach to guide a business owner to their goals. This has resulted in a 3x growth in my effective rate over traditional hourly billing I've used in the past when doing consulting work. Last but not least, the community aspect is almost priceless, we're all here to help each other grow."

Bruce B.
Alpharetta, GA

“I went from a career working for someone else to a career helping small businesses grow and become more profitable…in just six months.


The program makes it easy to learn and to apply the principles that drive small businesses and to help the owner to perform and feel like a CEO.

I could not have done it without The CFO Project.”

Michael S.
Lakeville, MN

"I had already been doing CFO/advisory services and joined so I could learn how to streamline and market those services as I grow out this part of our practice as well as collaborate with other professionals doing the same thing. This program is exceeding expectations. I am finding the Roundtables to be extremely valuable and they are fun to attend. I feel like I will be a better CFO and see more success for my clients using the One Clear Path and monthly meeting format."

Deborah M.
Encinitas, CA

"The training and systems have definitely helped me close more clients and increase my rates. I can't say enough about the high level of support that this program provides."

Rocky L.
Harrisburg, PA

"I am getting so much more out of this program than I anticipated. The networking and meeting people in my field in my Roundtable have been HUGE. I have been applying the training not just to my accounting business buy my real estate practice and farm business as well."

Steve M.
Midland, VA

"The CFO Project has so much solid, relevant information. I appreciate the Roundtables and the experiences that the other members share. The practical discussions help us all to visualize moving through the process. My time in the program has definitely been high-quality."

Lynn M.
Fort Myers, FL

"Beginning with the initial “Right Fit” meeting, through the on-boarding process, joining the community, participating in the Roundtables, going through the training, the feedback and support was and is unmatched to anything I have been involved in. The founders of this group, Adam and Jeff, both walk the talk. They both genuinely care about their member’s success and they back it up with tons of value. I guess you could say I have been converted to a raving fan."

Michael B.
Dallas, TX

"I am so excited to say that I am a Certified CFO. Almost as exciting as getting my first client. Pretty close feeling. Thank you guys.

I love this community."

Maria C.
Oro Valley, AZ

"I’ve signed 3 CFO clients in the last week, and I’m just getting started. I took a few months to lay the ground work, and it’s paying dividends. Many thanks to everyone at The CFO Project. It’s all brilliant.
 

Todd D.
Cedar City, UT

 
“I firmly and wholeheartedly endorse The CFO Project. I think it is a wonderful training opportunity and apparatus. The information that you will learn is not information you can’t use; everything I’ve learned is sharpening my toolkit and it made me a better financial manager.”

Antwan H.
San Antonio, TX

“The resources are invaluable. I’m frequently surprised by the number of resources that get added and incredibly grateful because the value of each of these resources significantly improves the value both I can present to potential clients and can present to my current clients.”

Holly S.
Princeton, NJ

"I couldn't be happier with my decision to join the program. I previously felt like I was alone trying to figure everything out myself (after leaving a big firm with lots of resources) and now I feel like I'm connected again and have a support system in place.

You have provided many times over the value I expected, and it doesn't stop.... new service offerings, masterclasses, office hours. It's really, really impressive and I wouldn't want to be anywhere else."

Ryan M.
Maple Grove, MN

"I love the simplicity of how you present the information (I also like how you repeat things for those of us who may be slow learners.).

The resources you've provided will save me hundreds of hours creating my own from scratch. No kidding."

Bill H.
St. Louis, MO

"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."

Joan Z.
Miami, FL

"This is the most amazing group that I've been a part of. It's jam packed with value."

Donna H.
Shady Cove, OR

"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."

Jeremy T.
Lewisburg, WV

"I just had a meeting with a legacy advisory client who we are transitioning to The CFO Project service model.  I showed them a Scoreboard and Action Plan for this month and they were really excited.  And I'm excited about getting them on this streamlined model that's going to save me time every month Thank you The CFO Project!"

Chad S.
Vancouver, WA

"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."

Nicole B.
Phoenix, AZ

"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."
 

Karen K.
Dublin, OH

 
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Founders
Jeff Prager
Adam Lean

Jeff Prager and Adam Lean are both former accountants who have built multiple businesses.

Together, they built a successful outsourced CFO/business advisory firm. As they were scaling this firm, they developed a complete system to ensure their team was providing real results to their clients (small and medium sized business owners).

They then founded The CFO Project where they, along with several other professionals, teach CPAs, accountants, and bookkeepers how to start and grow their own outsourced CFO/business advisory practice.

Currently there are over 350 members in The CFO Project membership program who are building, growing, and scaling their own outsourced CFO/business advisory practice.

The CFO Project is taught and led by Jeff and Adam as well as a team of CFO Trainers. We all have one mission: to help our members have a thriving, growing, and successful practice.

Steps to becoming a member
touch_app

1. See if you qualify

We only accept qualified individuals into our membership. The first step is to see if you qualify.

contact_phone

2. Interview with a facilitator

If you qualify, you'll be invited to interview with one of our facilitators to ensure this is a right fit for you and a right fit for us.

thumb_up

3. Get accepted

We'll notify all accepted applicants via email and invite them to attend a new member orientation call where we'll help you get all setup. 

4. Get Started

You'll have access to worldclass training, tools and support so you can build a successful CFO/business advisory practice. You'll also be a part of a community of other financial professionals and CFO Trainers who will help sharpen your skills and help you grow.

Steps to becoming a member
touch_app

1. See if you qualify

We only accept qualified individuals into our membership. The first step is to see if you qualify.

contact_phone

2. Interview with a facilitator

If you qualify, you'll be invited to interview with one of our facilitators to ensure this is a right fit for you and a right fit for us.

thumb_up

3. Get accepted

We'll notify all accepted applicants via email and invite them to attend a new member orientation call where we'll help you get all setup.

4. Get Started

You'll have access to worldclass training, tools and support so you can build a successful CFO/business advisory practice. You'll also be a part of a community of other financial professionals and CFO Trainers who will help sharpen your skills and help you grow.

See if you qualify
We're an exclusive membership program made up of qualified accountants and bookkeepers. To see if you qualify, fill out the following.
settings
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The CFO Project is proudly registered with the National Association of State Boards of Accountancy (NASBA) and is a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Privacy Policy | Terms of Service

Copyright 2024 - The CFO Project LLC

Privacy Policy | Terms of Service

Copyright 2024 - The CFO Project LLC

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