The foolproof way to escape the accountant's trap
Command Higher Fees
Have Recurring Revenue
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.
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.
By joining our membership, you'll get...
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.
We are an exclusive community of 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 service so you can command higher fees, have recurring revenue, and have a bigger impact on your clients' lives.
You'll be able to...
You'll get training, resources, and a support...all built into the membership.
You'll have access to our live and on-demand certification courses on...
Upon successful completion, you'll become a 'Certified CFO'.
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.
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.
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.
You'll have full access to all of our supporting tools, templates, and other resources that will aid you in:
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.
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.
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.
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.