The foolproof way to escape the accountant's trap
Command Higher Fees
Have Recurring Revenue
Differentiate Yourself
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.
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.
To learn more about The One Clear Path, take our FREE training here.
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 be able to differentiate yourself from all of the other accountants and financial professionals.
You'll immediately be a part of a community of other financial professionals who want to help their clients succeed.
You'll finally have a system to (a) get clients, (b) command higher fees, and (c) have recurring revenue each month.
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.
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.
You'll also have a complete system for getting new clients on a consistent basis.
You'll have a proven method for helping your clients have a growing and more profitable business without stress and overwhelm.
This program has changed my life."
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...
- 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'.
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:
- Starting, setting up, and managing a CFO/advisory service
- Getting leads
- Converting leads to clients
- Providing the service
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.
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...
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.
This feeling is extremely rewarding, and now I’m the owner of my own small business.
I could not have done it without The CFO Project.”
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.
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.
We only accept qualified individuals into our association. The first step is to see if you qualify.
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.
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.
Copyright 2023 - The CFO Project LLC