Free training this week on becoming a CFO
For CPAs, accountants, bookkeepers and tax professionals
Everything you need to add a CFO Advisory service to your practice
If you've been looking for an accounting firm coach, this is coaching with one outcome: a CFO Advisory service with paying clients. Our members charge an average of $1,978 per client per month for 2-4 hours of work, using a proven method they repeat with every client.
The tools, the training and a year of coaching and community are there to help you put that method to work in your own practice.
1,100+
CFOs trained to date
500+
active members building their practices
$1,978
average our members charge per client, per month
1 in 2
proposals converted by members following our sales system
Why become a CFO Advisor
Your clients already ask you the questions a CFO Advisor answers
Every small business owner wants a business that grows and pays them well. To get there, they need someone who can read their numbers, explain what they mean, and tell them where to focus to improve cash flow.
You already know how to read the numbers. A CFO Advisory service lets you charge a monthly fee for the rest, on a repeatable process that takes 2-4 hours per month, per client.
What a CFO Advisor does day to day →
A done-with-you mentorship program
Ongoing coaching, a community and the systems, for a full year
You'll have access to the training, tools, community, mentorship and resources for one year. If you have looked at hiring an accounting firm coach, this works the same way, with every hour of coaching aimed at one outcome: a CFO Advisory service with paying clients.
The sooner you put the systems in motion, the sooner you land your first client. On average, members report that happens within six months, and how quickly comes down to how much you put in.
Built for bookkeepers, CPAs, tax preparers, employed accountants and fractional CFOs.
Systems for everything
Three systems to find, sign and serve your clients
You run a practice that has already been proven, so you are not inventing one from scratch.
Find them
Lead generation
Start with the clients you have, partner with the bankers, attorneys and insurance advisors who serve the same owners, or meet owners through associations.
Sign them
The Four-Step Conversion Process
A sales process for people who do not like selling, built on real conversations that build real relationships.
Serve them
The One Clear Path
Your repeatable monthly service, delivered in 2-4 hours per month, per client.
The service at a glance
A clear client profile
Small business owners doing $500K to $5M in revenue who are experts at their craft.
A narrow, structured deliverable
Cash flow is the north star, and it's what your clients understand best. The service takes 2-4 hours per month, per client.
A price that protects your margins
Our CFOs charge an average of $1,978 per client, per month.
The tools behind the systems
Downloadable tools you make your own and use with every client: the CFO Workbook for your practice, the Client Workbook for every engagement, and templates for service agreements, proposals and promotion.
Coming soonThe Client Center, software built on our methodology where you review each client's numbers every month and build the action plan. The toolkit keeps growing the whole time you are a member.
See how these systems would work in your practice
Get practical training
Six self-paced courses
You work through them on your own schedule, and your roundtable helps you apply each one to your practice. Every course ends with an exercise, so you finish each one having done something in your practice.
01
Foundation Training
An introduction to The CFO Advisory System: what business owners want, what a CFO Advisor does, and the mindset the role takes.
02
Client Identification
Your target clients, what they are going through, and the three lead generation strategies, built on relationships.
03
Advisory Conversion
The Four-Step Conversion Process, from offering a Right-Fit Meeting to offering the advisory engagement.
04
Client Onboarding
Administrative setup, the kickoff meeting before, during and after, and a full walkthrough of the Client Workbook.
05
Monthly Performance
The One Clear Path, the twelve cash flow drivers, and what to do before, during and after every monthly meeting.
06
Annual Planning
The annual planning meeting, the 5-year plan, and how the full CFO Advisory System fits together.
Become a Certified CFO™
A certification you earn by building the practice
Some programs offer a certification for simply taking a course. You earn Certified CFO™ by completing the training, attending your weekly roundtables and landing your first advisory client, which shows prospects you've built and delivered the service.
Real mentors and a real community
A peer group that meets weekly, led by an executive coach and a CFO Mentor
You meet weekly with your own cohort. New cohorts start every few weeks, so you join one that fits your schedule.
Imposter syndrome is the single biggest thing we see stop people. Your coach gets you past it and holds you accountable, and your mentor tells you what a client is going to ask before they ask it.
Carla Greenan
Executive coach. 23 years developing leaders at E&Y.
Kenya Haupt
Executive coach. 31 years developing leaders at PwC.
Ryan Kimler
Lead CFO Mentor. Certified CFO.
Community
500+ active members
A moderated member forum where a question posted at night has an answer by morning.
Learning
Live masterclasses
Monthly deep dives with a recorded on-demand library, eligible for NASBA CPE credit.
Growth
Expert-led workshops
Monthly workshops on communicating your value, mindset and scaling your practice.
What you'll get
Everything you need to start or add a CFO Advisory service
- Three systems to find, sign and serve CFO Advisory clients.
- Six self-paced courses, from Foundation Training through Annual Planning.
- Pricing and packaging for your new service.
- A weekly roundtable led by an executive coach and a CFO Mentor.
- Unlimited support through office hours, the forum and your roundtable.
- Tools and templates, including the CFO Workbook and the Client Workbook.
- The Successful CFO Advisor Mindset, training on the beliefs that hold advisors back.
- Live monthly masterclasses, eligible for NASBA CPE credit.
- Monthly expert-led workshops on communication, mindset and scaling.
- The forum and the Hub app on desktop, iPhone and Android.
- A path to Certified CFO™, earned by landing your first client.
- A money-back guarantee if you do the work and do not land a paying client within your first year.
How much does The CFO Project cost?
CFO Advisory Launch starts at $9,999, and financing options are available. Current pricing, payment options and the guarantee are all on our pricing page.
How much time does this take per week?
Plan on at least a few hours a week for the training, one hour with your roundtable, and the assignments. Once you have clients, The One Clear Path takes 2-4 hours per month, per client.
Do I need experience as a CFO Advisor already?
You do not. The program is built for financial professionals who understand the numbers and have never offered advisory work. Foundation Training starts with what business owners want and what a CFO Advisor does.
What exactly is the guarantee?
Do the work, and if you have not landed at least one paying client within your first year, we'll give you your money back. The terms, and what we ask of you, are on our pricing page.
Is this different from a course I buy once?
It is. We support you the whole way, with weekly coaching and accountability in a peer group led by an executive coach and a CFO Mentor. You also get access to live workshops and masterclasses that keep you growing your skills and your revenue.
How is this different from hiring a business coach for accountants?
Coaches in that space usually work on your practice in general. The CFO Project is built around one outcome, a CFO Advisory service with paying clients, with the systems, tools and training to get there.
What if I already have a full client roster?
Then you are in a strong position. The fastest path to your first CFO Advisory client is usually a client you already serve.
What if I don't have any clients yet?
That is a normal place to start. Lead generation is one of the three systems for exactly this reason, so plan for it to take longer.
Member results
CFO Advisors who started where you are
Straight from our members' Google reviews and the wins board inside the community.
From corporate accounting to her own firm
First CFO client in 30 days
6 new clients in one month
Doubled her income
+$3,050 a month from an existing client
Third client at $5,000 a month
Grew her fractional CFO business
First client from his firm's book
Highest-paying client at $3,000
Two ways to start
Start with free CFO training or a Right-Fit Call
Start with a free training, or, if you've already watched one of our trainings, book a call with one of our Enrollment Advisors.
Free live training
Learn the strategies to become a CFO for small businesses
Discover how to earn $192,000 per year as a CFO for small businesses.
The session is also available as CPE-eligible training.
Secure Your Spot30-minute call
Book a Right-Fit Call
To see if our program is the right fit for you, book a call with one of our Enrollment Advisors.
Book a Right-Fit Call
Free Live Training this Week
Learn the Strategies to Become a CFO for Small Businesses
Learn the Strategies to Become a CFO for Small Businesses
Discover how to earn $192,000 per year as a CFO for small businesses.
If you're tired of competing on price, working long hours and/or just want to have more of an impact on your clients' lives you need to become a CFO to small businesses.
This training is eligible to receive CPE credit.
By professionals, for professionals.
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