The foolproof way to escape the
accountant's trap
Command Higher Fees
Have Recurring Revenue
Differentiate Yourself
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 Advisory service to your clients.
You also need support and community. You need to be surrounded by the best CFO Advisors that can help you build a great business.
By offering an outsourced CFO 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 done-with-you mentorship program.
Click the button below to join a 30-minute Zoom call where we'll show you exactly how we'll help you start a CFO Advisory service in our done-with-you mentorship program.
By joining our done-with-you mentorship program, you'll get...
Most financial professionals do not have a clear process for delivering an effective CFO Advisory service.
Most 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 done-with-you mentorship program, we'll teach you our process for delivering a productized CFO 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.
Click below to schedule a 30-minute Zoom call where we'll show you exactly how we'll help you start a CFO Advisory service in our done-with-you mentorship program.
We are an done-with-you mentorship program made up of over 450 CPAs, accountants, 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 Advisory service so you can command higher fees, have recurring revenue, and have a bigger impact on your clients' lives.
You'll be able to...
Click below to schedule a 30-minute Zoom call where we'll show you exactly how we'll help you start a CFO Advisory service in our done-with-you mentorship program.
You'll get training, resources, and a support...all built into the done-with-you mentorship program.
You'll have access to our live and on-demand certification courses on...
Upon successful completion, you'll become a 'Certified CFO'.
Upon joining, you'll get immediate access to our training that will show you, step-by-step, how to provide a CFO 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.
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 Mentors.
You have the ability to join a live online weekly 'mastermind-style' virtual meeting made up of a handful of your peers. We call them CFO Roundtables. Each CFO Roundtable is led by a 'CFO Mentor' who will guide you every step of the way.
You'll have unlimited access to one-to-one calls with a CFO Mentor 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!
You'll have full access to all of our supporting tools, templates, and other resources that will aid you in:
New for 2024: The Successful CFO Mindset
Each month we teach a live Masterclass on a variety of topics to help you build, grow and scale a CFO Advisory practice.
We are NASBA approved, and members are eligible to earn CPE credit for every Masterclass.
Once you join, we'll guaranteeing your first three CFO Advisory clients. That's how much we believe in this program and how well it's worked for our members.
One CFO Advisory client will more than pay for this program, however, we're guaranteeing you three.
Click below to schedule a 30-minute Zoom call where we'll show you exactly how we'll help you start a CFO Advisory service in our done-with-you mentorship program.
Bruce B.
Alpharetta, GA
Michael S.
Lakeville, MN
Deborah M.
Encinitas, CA
Michael B.
Dallas, TX
Antwan H.
San Antonio, TX
Holly S.
Princeton, NJ
Ryan M.
Maple Grove, MN
Chad S.
Vancouver, WA
Karen K.
Dublin, OH
Adam Lean and Jeff Prager are both former accountants turned entrepreneurs who have (separately) built multiple businesses.
They formed a partnership and built a highly successful outsourced CFO 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, mentor CPAs, accountants, and bookkeepers how to start and grow their own outsourced CFO Advisory service.
What differentiates The CFO Project is that everything we teach is practical, proven and simply works. We do not teach theory. This is why we have a money-back guarantee. If you follow the process the way we teach it, you will get clients - or your money back.
Currently there are over 450 members in The CFO Project done-with-you mentorship program who are building, growing, and scaling their own outsourced CFO Advisory practice.
Click below to schedule a 30-minute Zoom call where we'll show you exactly how we'll help you start a CFO Advisory service in our done-with-you mentorship program.