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For CPAs, Accountants, & Bookkeepers...
The foolproof way to escape the
accountant's trap
Offer a CFO 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 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.
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 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.
As Featured On
The One Clear Path
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.
Why You Should Join
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...
Gain a competitive advantage
You'll be able to differentiate yourself from all of the other accountants and financial professionals.
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.
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.
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.
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.
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.
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.
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.
Find Out Why You Should Become a CFO Advisor
Watch a short video
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.
What You'll Get
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'.
Training on Building, Growing and Scaling a CFO Advisory Service
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.
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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.
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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. We call them CFO Roundtables. Each CFO Roundtable is led by a 'CFO Mentor' who will guide you every step of the way.
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Unlimited Support
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!
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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
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New for 2024: The Successful CFO Mindset
A training and mastermind 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 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 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.
"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.”
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."
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."
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."
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
Founders
Adam Lean
CEO & Co-Founder
adam@thecfoproject.com
adam@thecfoproject.com
Jeff Prager
Director of Training & Co-Founder
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.
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.
Top 5 Reasons People Join
To make more money.
Instead of earning low fees for transactional or compliance work, you'll have a service where you can earn, on average, $2,000 per month per client (*based on the average member earning $1,956).
Instead of earning low fees for transactional or compliance work, you'll have a service where you can earn, on average, $2,000 per month per client (*based on the average member earning $1,956).
To have more of a work-life balance.
We teach a 'productized CFO Advisory system' that takes as little as four hours per month. If you have 10 clients, you'll be working as little as 40 hours per month (not week!) while earning, on average, $20,000 per month.
We teach a 'productized CFO Advisory system' that takes as little as four hours per month. If you have 10 clients, you'll be working as little as 40 hours per month (not week!) while earning, on average, $20,000 per month.
Switch to a more interesting career.
Transactional and compliance work gets old after a while. However, financial professionals stick with it because they have years of experience in this industry. By becoming a CFO Advisor, you can still use your existing experience and simply apply it to helping business owners have a better future.
Transactional and compliance work gets old after a while. However, financial professionals stick with it because they have years of experience in this industry. By becoming a CFO Advisor, you can still use your existing experience and simply apply it to helping business owners have a better future.
Reduce reliance on tax or bookkeeping work.
Instead of earning just an annual fee for tax work, you'll be earning a recurring fee for monthly advisory work. This means you can spread out your earnings throughout the year.
If you're a bookkeeper, you have a ton of competition from both other bookkeepers and 'tech' companies. Therefore, the lowest priced bookkeeping provider usually wins. You need to differentiate yourself from your competitors by offering a highly sought-after service.
Instead of earning just an annual fee for tax work, you'll be earning a recurring fee for monthly advisory work. This means you can spread out your earnings throughout the year.
If you're a bookkeeper, you have a ton of competition from both other bookkeepers and 'tech' companies. Therefore, the lowest priced bookkeeping provider usually wins. You need to differentiate yourself from your competitors by offering a highly sought-after service.
To have a greater impact on your clients' success.
Your business owner clients care about one thing: having a successful business. They crave someone in their lives in can help them have a better business (not just be a recorder of the past).
Your business owner clients care about one thing: having a successful business. They crave someone in their lives in can help them have a better business (not just be a recorder of the past).
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.
General Inquires
contact@thecfoproject.com
Interested in Partnering?
annemarie@thecfoproject.com
contact@thecfoproject.com
Interested in Partnering?
annemarie@thecfoproject.com
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Copyright 2024 - The CFO Project®
Copyright 2024 - The CFO Project®