How to Build a Million Dollar Firm

 Free Training 

For Accountants, CPAs, and Bookkeepers 

Discover the systems and people you need to scale your firm to seven figures

Learn the10 steps your firm needs to go through in order to earn a million dollars in annual revenue

If you want to generate more than $1 million in annual revenue, you must adopt a scaling mindset, implement the right systems and hire a good team. How to Build a Million Dollar Firm Through CFO Advisory Services will teach you every step of the process so you can have the firm you've always wanted.

Register for the training to discover the systems to scale and how to provide an effective (and efficient!) CFO Advisory service.


In this free 1-hour training, you'll learn:

  • How to scale your practice without going broke in the process.
  • How to know if you’re ready to scale your practice.
  • The types of team members needed in order to scale.
  • How to structure your team.
  • How to build a marketing machine that scales.
  • How to scale the delivery of your accounting, bookkeeping and CFO Advisory services.

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Fill out this form to register for an upcoming session.

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Your Trainer

 Co-Founder of The CFO Project 

Adam Lean is a former accountant who built multiple businesses. After starting several businesses and meeting other business owners, he realized he had taken for granted the fact that he understood accounting, numbers, and financials.

Most other business owners were running their businesses without this knowledge – and because of that, they struggled.

So, several years ago he started his own CFO Advisory firm and got to capacity within a two-year period. Fast forward, Adam, along with his Co-Founder, Jeff Prager, and a team of dedicated trainers and mentors run a done-with-you mentorship program called The CFO Project.

In this program, we guide other financial professionals to start their own CFO Advisory practice or add a CFO Advisory service to their existing practice.


adam@thecfoproject.com | LinkedIn

Watch the Video to See How You Can Dramatically Increase Your Income as a CFO Advisor 

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Testimonials

Rebecca Burk (Hydrometrics, Inc.)
"You were great; thanks for the info on providing a quality CFO service. I will definitely be connecting with you to learn more in the future."
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Veronica Wasek (VM Wasek CPA, LLC)
"Excellent presentation showing how accountants can provide CFO services. They showed how it is doable if you have a good system in place."
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Pierre Pinkerton (Jericho Business Advisors)
"CFO Project presentation WAS PHENOMENAL!!! Great info and clearly presented information compellingly explained."
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Scott Berry (Calculated Industries)
"Wow, what a great webinar. I learned valuable insight into marketing CFO services."
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About The Training

Only 9% of all businesses make more than $1 million in annual revenue.

In this webinar, we're going to show firm owners how to be a part of this 9% club through offering advisory services.


Most firm owners are in what we call the ‘Accountant’s Trap’ - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients. At the same time, most accountants cannot raise their fees because there’s always another accountant (or software) willing to do the job for less.

This is a trap.

The best way to escape the trap is to offer something that your clients truly value: advice on having a growing and successful business.

If you can do that, you’ll not only escape the accountant’s trap, but you’ll also be able to sell all your other tax, accounting, or bookkeeping services (if you still want to).

We hope you join us for this action-packed hour where we’ll show you exactly how to build a million-dollar firm through advisory services.

In this masterclass, we’ll discuss…

  • How to scale your practice without going broke in the process.
  • How to know if you’re ready to scale your practice.
  • The types of team members needed in order to scale.
  • How to structure your team.
  • How to build a marketing machine that scales.
  • How to scale the delivery of your accounting, bookkeeping and CFO/advisory services.

We’ll also talk about some frequent objections that we hear. Things like…

My clients don’t need a CFO
You’re right, but they do need someone they trust to help them make more money. Whether you call yourself a CFO or something else almost doesn’t matter.

I’m not qualified to be a CFO
You may not be qualified to be Coca-Cola’s next CFO but you’re probably qualified to guide a business doing between $1mm and $10mm in annual revenue.

My clients can’t afford this
If someone wants something bad enough, they’ll afford it.

All I know is accounting. I’ve never ran a business before.
You have two major things that most business coaches don’t have. Trust from business clients from the get-go and an understanding of the numbers. Most business coaches can’t even explain how the advice they give will effect cash flow.

I don’t really know how to sell this service.
This is tricky. You can’t go up to a client and pitch your CFO service. They don’t know what a CFO is, nor will they think their small business needs one. In our masterclass, we’ll show you how to pitch it to them in a way that gets them to take action.
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