The CFO Project Membership
Now accepting applications for February 2023 enrollment.
Limited space available.
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.

Become a Certified CFO

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.
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 high-value outsourced 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.
See how our system works
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
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'.


Exclusive Member Forum

You'll gain access to our exclusive member forum where you'll be able to get help, offer advice, and be a part of a 24/7 community of like-minded business advisors.


CFO Roundtable

You'll be a part of a live online weekly 'mastermind-style' group for members to share wins, solve challenges and share best practices. Each Roundtable is led by a 'CFO Trainer' who will guide you every step of the way.


Help Desk & Office Hours

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 top facilitators will also be available at set times each week to answer any questions you may have.


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 an advisory service (admin vault)
  • Getting leads (marketing vault)
  • Converting leads to clients (sales vault)
  • Providing the service (operations vault)

CPE Credit

You'll be able to earn at least 12 CPE credits throughout the year by attending our live monthly Masterclasses. We host live deep-dive 'Masterclasses' on specific strategies you can use in your practice.

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

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"Before joining The CFO Project, I was doing bookkeeping and tax prep but wanted to do more for my clients. I wanted to help them make data-driven decisions to help them grow their business. Since joining, I've added 5 CFO clients which represents $7k a month more in additional income."
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Ryan K.
St. Louis, MO
"The CFO Project is a solid structured platform for business professionals who are looking to build their CFO consulting business. I have been able to grow my business 200% by their expertise, business referrals, continued support, and top-notch software."  
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Christina G.
Summerville, SC
Membership Fee

We charge a flat fee per month to be a member of this elite group of financial professionals. You can cancel anytime.

It takes just one client per year for the membership to pay for itself.

We are so confident that you'll see value by joining that we'll go an extra step and say that we guarantee you will get at least three CFO/business advisory clients thus ensuring that you'll see an ROI.

To find out our current member fees and to learn more click the "See if you qualify" button below.


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

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Steps to becoming a member

1. See if you qualify

We only accept qualified individuals into our association. 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. Help your clients make more money

You'll now have the tools, knowledge, and guidance to have a successful CFO/business advisory practice. You'll also be a part of a community of other business advisors who will help sharpen your skills and you can help sharpen their skills.

"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

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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