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For CPAs, Accountants, Bookkeepers & Tax Professionals...

The foolproof way to escape the accountant's trap

Join our done-with-you mentorship program where we'll guide you to start a CFO Advisory service.

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Find Out Why You Should Become a CFO Advisor & Join our Done-With-You Mentorship Program

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A Done-With-You Mentorship Program Just for CPAs, Accountants, Bookkeepers & Tax Professionals

The CFO Project will provide you training, systems, tools, a community and real mentorship so you can offer a CFO Advisory service to grow your practice and increase your income without sacrificing more time.

Become a CFO Advisor

Almost every business owner is looking for someone who can help them have a growing and successful business. To do that, they need the help of someone who understands financial strategy (a CFO) and someone who can get a business owner to take action on the right things (an advisor).

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Get Practical Training

Over 6 self-paced courses, you'll learn how to:

Provide an effective CFO Advisory service.

Get leads from business owners who need this service without spending a dime on ads, cold calling, or relying on social media.
Convert those leads to high-paying CFO Advisory clients without feeling like a salesperson.
We teach zero theory. We teach what works in the real world with real prospects and with real clients.

Systems for Everything

We've turned everything we teach into systems so you can finally escape the accountant's trap of trading time for money.

We teach multiple strategies and tactics for getting leads that have been proven to consistently work.

Discover our proven methodology for getting your leads to say "Yes!" to your CFO Advisory service.
Provide a systematized CFO Service that gets results for your clients that doesn't feel like you've taken on multiple part-time jobs.

Downloadable Tools & Templates

Along with the training & systems, you'll get access to:

Downloadable templates to help you market, sell, and provide a CFO Advisory service.
Step-by-step guides so you know exactly the next step to take with prospects and/or actual clients.
Other tools & resources to help you build, grow and scale a CFO Advisory service.

Become a Certified CFO™

Upon completion of all six of the main training modules, successful completion of the exercises and have demonstrated 'success' by getting at least one CFO Advisory client, you will be eligible to earn the Certified CFO™ certification.

This is just one of the ways you'll be able to differentiate yourself from your competitors.

As a CFO Advisor, you'll increase your perceived value to your clients which will help you command higher fees, retain clients longer, and have a bigger impact on their lives.

Real Mentors & a Robust Community

It’s not enough to learn how to become a CFO Advisor; you won’t actually become one until you execute.
To do this, you need a team of supportive people around you to encourage you, guide you, mentor you and hold you accountable.
You'll belong to a thriving community of over 450 CFO Advisors to turn to for guidance as well as to discuss topics relevant to our profession.

Vibrant & Active Forum

You'll have 24/7 access to discuss ideas, share resources and recommendations and get help from fellow CFO Advisors and CFO Mentors.
Get fast, insightful answers to your questions related to getting clients, providing a CFO Advisory service, and scaling your practice.
The forum is highly moderated to ensure all conversations are quality and helpful.

CFO Roundtable

Upon joining, you'll be assigned to one of our CFO Roundtables - these are mastermind style small groups that meet each week for one hour.
You'll join up a handful of other members each week in lively discussions on everything from getting clients to providing a robust CFO Advisory service to scaling your practice.
Each CFO Roundtable is led by a trained CFO Mentor who will become your go-to guide.

Live Masterclasses

We conduct live Masterclasses on a regular basis.
In each Masterclass, we will do a deep dive into a specific topic to help you get better at building and scaling CFO Advisory services.
Each Masterclass is recoded, and the entire library is available on-demand.
If you're a CPA, each Masterclass is eligible for hour of CPE (we are an approved CPE provider through NASBA). At minimum, you'll be eligible to earn 12 CPE credits per year.

Expert Led Workshops

We invite experts to lead various live workshops with members on a regular basis.
These are hands-on workshops designed to help you improve a particular skill (e.g., overcoming mindset blocks, getting better at communicating).
Improve your skills in a trusted, safe environment led by our team of experts.

Join a Right-Fit Call

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. You'll join up to three other people to discover how our program works and the fee options (including our money-back guarantee).

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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

Why You Should Join The CFO Project

We are an done-with-you mentorship program made up of over 500 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...

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.

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.

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Are you in 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 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 so you can finally escape the accountant's trap.

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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

Join our Done-With-You Mentorship Program

...and get everything you need to start or add a CFO Advisory service

By joining our done-with-you mentorship program, 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 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 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.

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.

Join a Right-Fit Call

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

What You'll Get

You'll get everything you need to start a CFO Advisory service so you can finally escape the accountant's trap of trading time for money. You'll get training, resources, and a support...all built into the done-with-you mentorship program.

Become a Certified CFO™

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

How to add a CFO 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 Advisory service

Upon successful completion, you'll become a Certified CFO™. This is a recognized certification mark filed with the U.S. Patent and Trademark Office.

This will set you apart from other fractional CFOs, accountants, bookkeepers, business advisors and coaches as being someone who understands how to help a business transform into a growing and financially successful business.

CFO Advisory System-in-a-Box

Upon joining, you'll get immediate access to our turnkey system in a box 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 a turnkey system that includes all of the training, templates, guides and other tools you'll need to start offering a CFO Advisory services that not only gets results for your clients but also will allow you to increase your income while reducing your workload.

Here is the training curriculum to show you how to offer CFO Advisory services:

The CFO Basic Training Module

Lesson 1: What business owners want

Lesson 2: What a CFO does
Lesson 3: Why business owners hire CFOs
Lesson 4: How to get a business owner to hire you
Lesson 5: How to provide a CFO service that gets results
Lesson 6: How to have a successful CFO practice
Lesson 7: Takeaways, Next Steps & Exercises

The One Clear Path Training Module

Lesson 1: The Two Approaches to Providing a CFO Service
Lesson 2: The One Clear Path overview
Lesson 3 - 5: Each step of The One Clear Path explained
Lesson 6, 7 & 8: The Cash Flow drivers
Lesson 9: The Cash Flow formula
Lesson 10: Driving the drivers
Lesson 11: Takeaways, Next Steps & Exercises

The Client Workbook Training Module

Download: An Excel Workbook to set targets, forecasts, scores and an action plan for each of your clients. We call it The Client Workbook.
Lesson 1: The Client Workbook Overview
Lesson 2: The Client Info & Notes tab
Lesson 3: The Targets tab
Lesson 4: The Actuals tab
Lesson 5: The Forecast tab
Lesson 6: The Scoreboard tab
Lesson 7: The Action Plan tab
Lesson 8: All optional tabs
Lesson 9: Takeaways, Next Steps & Exercises

The Client Experience Training Module

Lesson 1: How to provide an exceptional client experience

Lesson 2: The five rules for exceptional client experiences
Lesson 3 & 4: The Kickoff Meeting
Lesson 5, 6 & 7: The Monthly Meeting
Lesson 8: The Annual Meeting
Lesson 9: Takeaways, Next Steps & Exercises

Endless Leads Marketing Systems

To become a successful CFO Advisor, you need to get clients. So, upon joining, you'll get immediate access to our marketing systems that will show you step-by-step how to get clients...guaranteed.

There are multiple systems to choose from. Simply pick one system and follow the training and playbooks to get at least 3 CFO Advisory clients. Once you get 3 clients from one system, you can add on another system or continue working the first system. The choice is yours.

The bottom line is that we'll be by your side the entire time to ensure that you get clients.

By the way, our marketing systems do not require you to cold call, use social media, nor paid ads.

The Four Step Sales System

Once you get leads, you'll need to convert those leads to CFO Advisory clients paying you anywhere between $1,500 and $5,000 per month per client. Upon joining, you'll get immediate access to our Four Step Sales System that will show you how to convert leads to high-ticket CFO Advisory clients. You'll get the training, and downloadable tools and templates to aid you in converting leads to CFO Advisory clients.

In fact, according to our latest member survey, the members that are following our sales system are converting 1 out of every 2 business owners they've offered a proposal to.

We'll show you exactly how to communicate to business owners what your CFO Advisory service is, why they need it and how much it is in a way that resonates with them and gets them to say 'Yes!' to your CFO Advisory service.

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 Mentors.

This is where any member can post questions or challenges they are facing and can get the perspective of other CFO Advisors who has personal experience. You can also discover ideas and resources that can help you as you're building a CFO Advisory practice.

Weekly CFO Roundtables

You'll belong to your very own mastermind-style group that meets online each week. We call these groups CFO Roundtables.

Each CFO Roundtable is made up of a handful of your peers whom you can get to know, and they can get to know you. Each CFO Roundtable is led by a CFO Mentor who will guide you every step of the way.

Each week, we solve challenges, celebrate wins, and discuss important topics designed to help each member build, grow and scale a CFO Advisory service.

Unlimited Support

You'll have unlimited access to support from our team of CFO Mentors, Trainers and Experts to help you solve any challenge or answer any questions.

We have a variety of ways to get support from Office Hours, one-to-one communication, the forum, CFO Roundtables and more.

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 (e.g., Service Agreement, CFO Workbook to set targets & track performance for your practice)
Getting leads (e.g., Promotional tools and templates)
Converting leads to clients (e.g., Proposal templates)
Providing the service (e.g., Scoreboard, Forecasting and Target Setting templates)

The Successful CFO Mindset

A training and mastermind to help you overcome mindset blocks (e.g., impostor syndrome). 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 Advisory practice.

Examples of Masterclasses we've conducted include:

A Weekly Checklist for Getting a Steady Stream of Leads
Say This. Not That. A Masterclass on Presenting Yourself to Prospects
How to Get a Prospect to Say Yes to Your Proposal
How to Talk to Prospects: A Masterclass on Communication
How to Guide Business Owners Through Various Stages (The Startup State, The Scaling State, The Optimizing Stage, The Cash Crunch Stage and The Exiting Stage)
Advanced Financial Analysis
Advanced Pricing Strategies
Level Up Your Excel Skills
Explaining Cash Flow to Clients
How to Guide Your Clients on Buying an Existing Business
How to Value a Business
The CFO's Guide to Job Costing
Working with Large and/or Complex Clients
5 Steps to Raising Money
How to Build a Million Dollar Firm Through Advisory Services

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

Monthly Workshops

Each month, we invite experts to lead hands-on workshops designed to help members improve a particular skill. Currently, we offer three workshops each month:

Overcoming Mindset Blocks like Impostor Syndrome w/ Nina (a mind-set expert
Communicating Your Value so you know how to attract and talk to prospects w/ John (a communication expert)
Scaling Your Practice so you can scale your practice to $1mm in annual revenue w/ Jeff & Ryan (CFO Advisory experts)

The CFO Project Hub App

As a member, you'll get exclusive access to The CFO Project hub where you can connect with other members, get access to all of our training and resources, as well as get help when needed.

You can access The CFO Project Hub from your desktop computer or by downloading our app from your iPhone or Android device!

3-Client Guarantee

If you follow the directions as taught in the program, we’re guaranteeing that you’ll get at least three CFO Advisory clients within twelve months – or you get your money back.

This is 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.

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Recent "Wins" Some of Our Members Have Reported

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Founders

Adam Lean

CEO & Co-Founder
adam@thecfoproject.com

Jeff Prager
Director of Training & Co-Founder

jeff@thecfoproject.com

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.

Join a Right-Fit Call

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.