The CFO Project Membership
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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

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.

Become a Member and Get Everything You Need 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.
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.
Find Out Why You Should Become an Outsourced CFO/Business Advisor
Watch a short video
"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."
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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."
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Jemel S.
Douglasville, GA
What Our Members Have to Say

Below are screenshots from actual member "wins" they've reported in the program.

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.


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.


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.


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!


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

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.

Here's a list of recent and upcoming Masterclasses for this year (all previous Masterclasses were recorded and available for members):

January: Conducting a Powerful Client Meeting Masterclass

February: Overcoming Impostor Syndrome

March: All-Hands Live Meetup

April: How to Forecast Masterclass

May: Conducting a Prospect Meeting Masterclass

June: Say This. Not That. -- A Masterclass on presenting yourself to prospects.

July: Financial Reports Deep Dive Masterclass

August: CFO Mania Live! A trivia-hour to test your CFO & accounting knowledge. Win prizes and have fun.

August: How to Guide Your Clients on Buying an Existing Business Masterclass

September: Case Study Workshop - How to Guide a Client in the "Startup Stage"

September: Financial Reports Deep Dive Masterclass - Part 2

October: Case Study Workshop - How to Guide a Client in the "Scaling Stage"

October: Level Up Your Excel Skills Masterclass

November: Case Study Workshop - How to Guide a Client in the "Optimizing Stage"

December: Getting Your Clients Ready for the New Year Masterclass

December: Case Study Workshop - How to Guide a Client in the "Cash Crunch Stage"

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.

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See what our members have to say in their own words.

“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”
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Ryan K.
St. Louis, MO
“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.”
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Julie P.
Mt. Pleasant, SC
"Joining The CFO Project has worked better than I could have anticipated. I already have 3 CFO clients!"
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Sophie P.
Nashville, TN
"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!
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Connie B.
Missoula, MT
“I went from a career working for someone else to a sustainable career in 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.

This feeling is extremely rewarding, and now I’m the owner of my own small business.

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

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Michael S.
Lakeville, MN
"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."
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Bruce B.
Alpharetta, GA
"I am so glad I found The CFO Project. The Roundtables have been invaluable as we are all working toward the same end goal. The discussions have been informative and eye opening. The overall program is a God-send for me. It takes the guesswork out of "where do I start and how do I do this?"
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Karen K.
Dublin, Ohio
"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. 
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Deborah M.
Encinitas, CA
"There is more need than there are CFOs out there."
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Fred P.
Surprise, AZ
"The scoreboards that you created are simple for business owners to understand."
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Brian N.
San Jose, CA
"I am excited about the possibility of using this program to transition away from tax, account, QBO support, and controller work. My goal is to slowly add quality clients and be full-time Virtual CFO consultant by next year. I watch my first masterclass last night while traveling and it was great! Looking forward to the 2nd one."
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William B.
Florence, SC
"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."
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Rocky L.
Harrisburg, PA
"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."
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Joel S.
Walnut Creek, CA
"Hands down the best program I joined this decade".
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Jemel S.
Douglasville, GA
"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. 
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Steve M.
Midland, VA
"The CFO Hub 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."
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Lynn M.
Fort Myers, FL
"Beginning with the initial “Right Fit” meeting, through the on boarding process, joining the community, participating in the round tables, 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."
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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."

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Maria C.
Oro Valley, AZ
Video Testimonials

Hear what our members have to say in their own words.

Wendy disliked being bogged down with transaction work. And, although she was providing consulting services already, she didn't have an organized method for providing the results her clients wanted. 
Sophie says that joining The CFO Project has worked better than she could have anticipated. She's already landed 3 CFO clients and is well on her way to overcoming her "impostor syndrome".
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.
Sandy said joining The CFO Project was one of the best decisions she's ever made. She loves the "tremendous wealth of knowledge and support that I can't even describe".
Before joining, Anthony didn't know how to "package his services". Plus, he wanted a way to get more involved with his clients' businesses and not have to do taxes all day.
Janu was getting bored doing compliance work as a bookkeeper. Since joining, her confidence level around finance has drastically increased.
Ron had a "volume driven" tax practice where the only way to increase revenue was getting more and more clients. He started searching for a way out and found The CFO Project.
Rocky got his first CFO client within 60 days of joining at $12k/year. Now he charges double that. He enjoys having systems and tools to evaluate his clients' businesses and help them improve.
Becky was able to reduce her workload by 75% and increase her income by 50% using the systems provided by The CFO Project.
Jeff wanted to get out of the rat race of his corporate finance job but didn't have the framework or the know-how to go out on his own. The CFO Project was his path to get out of his day job and work for himself full time.
Joe is a partner in a traditional accounting form that was grinding through 1,500 tax returns each year. The CFO Project has allowed his firm to re-distribute both the revenue and workflow throughout the year. His goal is to add $500k in annual billings from just CFO/business advisory services.
Claudia owned a bookkeeping practice but saw that her clients really wanted a service that provided business advice. The CFO Project has allowed Claudia to be more confident in providing these services.
Chris owned a tax compliance practice, however, he wanted a way to be able to help his clients improve profit and cash flow rather than just focus on compliance.
Pierre felt like he was "chasing squirrels" with his tax practice. Plus, he knew he wasn't providing the value that his clients really needed. Now, he has a system to provide real help to his clients.
Joel built his business on the idea that he was a "cheap CPA", however, it was tough to grow. The CFO Project has given him a clear path to a growing and more profitable business.
Since joining The CFO Project, Sanjay has been able to add "high margin" CFOs services to his tax practice. He says that his CFO clients never miss a meeting because they enjoy the service so much.
Bruce was able to leave his full-time finance job and start his own CFO/business advisory practice. The CFO Project gave him a framework for how to get clients and help his clients succeed. He's been able to add 1 to 2 new clients a month.
Ryan owned a bookkeeping and tax prep business but knew he needed to differentiate himself and provide a service that helped his clients make "data driven decisions". He was able to accomplish this with The CFO Project.
Melissa was able to convert one of our "project-based" clients into a strong recurring-relationship where she finally considers herself a "partner" with her client offering real value.
Holly started her practice providing bookkeeping services; however, she was frustrated that it didn't fully utilize her skillset. At the same time, she didn't have the tools she needed to provide CFO/advisory services. The CFO Project gave her a framework to use.
Walter's earnings have increased three-fold and he's able to work much less (around 20 hours a week) which allows him to travel a lot more. He's delegated his tax/bookkeeping clients to his staff and he spends his time on just his CFO clients.
Kristen was thinking about selling her bookkeeping practice when she joined The CFO Project. After going through the training and when she started offering advisory services, the passion for her business came back.
Karen talks about how she values the fact that offering advisory services allows her to provide a service at her pace and at her schedule and not be at the mercy of deadlines or the government (or clients).
Deborah now has a clear answer for when someone ask her what her "CFO" services entails. She's since been able to convert existing clients to CFO/advisory services.
What Our Members Have to Say

Below are screenshots from actual member "wins" they've reported in the program.


Jeff Prager (left) and Adam Lean (right) 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 300 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.

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Steps to becoming a member

1. See if you qualify

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


2. Interview with a facilitator

If you qualify, you'll be invited to interview with one of our facilitators. We look for two main things: (a) a desire to help business owners, and (b) adequate business financial knowledge.


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.

“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.”
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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.”

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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, business hours. It's really, really impressive and I wouldn't want to be anywhere else."

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Ryan M.
Maple Grove, MN
“Since joining, my practice has grown tremendously. I’m currently up to 13 CFO clients. I spend more time these days on just my CFO clients. I work pretty much about 20 hours a week. I travel a lot more, have a lot more time with my family, and I’m less stressful. I destressed myself!"
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Walter M.
Union, NJ
"I got this $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. There are still improvements needed, but I'm making progress."
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Joan Z.
Miami, FL
"This is the most amazing group that I've been a part of. It's jam packed with value." 
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Donna H.
Shady Cove, OR

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.

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