The foolproof way to escape the
The foolproof way to escape the
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 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.
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'.
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.
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.
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.
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!
You'll have full access to all of our supporting tools, templates, and other resources that will aid you in:
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"
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.
See what our members have to say in their own words.
Hear what our members have to say in their own words.
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.
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 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.