Free training this week on becoming a CFO
Pricing
What does The CFO Project cost?
The CFO Project cost starts at $9,999 for your first year of CFO Advisory Launch, with financing options available.
You get a repeatable, scalable CFO Advisory system that adds high-margin, recurring revenue to the practice you already run, or builds you one from scratch.
What one client is worth
One client can cover your investment in about five months.
Your first-year investment$9,999
One client, for one year$23,736
Our members charge an average of $1,978 per client per month, for 2-4 hours per month, per client. Eight clients is about $192,000 a year in recurring revenue.
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
The investment
The investment, and how to pay
There are three ways to pay, and all three cover the same program.
Our program starts at $9,999 if you pay upfront, and we have two other options if you would rather finance over time. When you book a call with one of our Enrollment Advisors, they will walk you through all three. After your first year, you can pay a monthly membership fee to keep access to all the tools, resources and community.
The price of our program covers much more than training. We give you exactly what you need to stand up a CFO Advisory practice, whether you're adding a new revenue stream to your existing practice or starting one from scratch. Read on to see what the price covers, what your business can become, and how our guarantee works.
What's included
What you get for $9,999
You're buying a business in a box. It comes as three systems, and they're the three things any business needs: something to sell, a way to find clients, and a way to convert them.
Something to sell
Your monthly service
The One Clear Path is repeatable, scalable, and delivered the same way for every client you take on, in 2-4 hours per month, per client.
A way to find clients
Lead generation
Three proven strategies for finding quality leads, with no cold calling or paid ads.
A way to convert them
Four-step conversion process
No hard selling, just real conversations that build real relationships.
Alongside the systems you get the pricing and packaging for your new service, plus the CFO Workbook, the Client Workbook and the templates behind each system, so you're never guessing at what to charge or what to sell.
You're not doing this alone
A peer group that meets weekly, led by an executive coach and a CFO Mentor
You meet weekly with your own cohort. The coach gets you past imposter syndrome and holds you accountable, and the CFO Mentor runs a practice of their own and knows what clients will ask. You also get on-demand training, workshops, NASBA CPE-eligible masterclasses and the member forum.
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.
Think of it the way you would think about buying into a proven business model.
You're paying for systems that already worked somewhere else, so you don't spend three years finding out what doesn't. There's no royalty, no percentage of your revenue, no territory and no brand you have to operate under. Your practice keeps your name, and your clients stay yours.
See the full program details →Want to see how this would work in your practice?
The return
How The CFO Project cost compares to what members earn
Monthly fees for CFO Advisory services commonly run from $1,500 to $5,000, depending on your client's size, complexity and industry, and on your own experience. The average monthly fee across our members is $1,978. Round up to $2,000 and eight clients comes to around $192,000 per year in recurring revenue.
Getting to eight clients comes down to your pipeline of prospective clients. In our latest member survey, the members following our four-step sales process were converting 1 out of every 2 business owners they sent a proposal to.
On average, our most committed (and lucky) members land their first client in the four-to-six-month range. Some get there faster and some take longer, and the biggest difference comes down to whether they start with a book of existing clients they can offer the service to. At the average fee of about $2,000 per month, one client covers the $9,999 investment in about five months.
These figures are averages across our members who are actively working the system. They show the potential and are not a promise about what you will earn. That will all come down to you: how you build your pipeline, how many clients you sign and what you ultimately charge.
It also helps to compare it with national average earnings for accountants and bookkeepers. The average accountant makes about $81,680 per year, which works out to just $39 per hour. Following The CFO Project system at the average fee works out to just under $500 per hour.
Calculate your own potential →The numbers behind the investment
Averages across members actively working the system
$1,978
average monthly fee per client
1 in 2
proposals converted by members following our sales system
4 to 6 months
for our most committed members to land a first client
About 5 months
of one client's fees to cover the $9,999 investment
★★★★★
“I've been part of many groups, I've NEVER seen the success I've seen with The CFO Project. In less than 6 months I've added more than $100K in contracts.”
Jemel S.Member of The CFO ProjectIs it a fit
Who this is for, and who it is not for
Take a look at your client roster and mark everyone who has asked you something in the last year that went beyond your main deliverable, the books or the return. They may have asked whether they could afford to hire someone or buy new equipment, or why they're profitable on paper but short on cash.
If you found three or more, you've uncovered an opportunity to add CFO Advisory services right away. Those owners have been asking you these questions for years, and you just need a way to package and price the answer.
If you found none, that's a fine place to start, and it's the reason lead generation systems are part of our program. You'll be building your client base and your service at the same time, so plan for it to take a little longer.
This is not the right fit if
You are hoping clients will be handed to you.
You want a credential more than a practice to run.
Your schedule cannot hold a few hours a week right now.
You need the program to pay for itself in sixty days.
The guarantee
Our money-back guarantee
We believe in our methodology and stand behind it with a 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.
This is a two-way commitment, and we expect you to do the work to find, sign and serve your own clients. Your Enrollment Advisor will walk you through the terms on your Right-Fit Call.
What we ask of you
- Show up to your weekly roundtable.
- Do the work, which means the training, implementing your systems, and the action planning with your coach.
- Reach out for help when you're stuck.
If you hold up your end, we hold up ours.
Book a Right-Fit CallFAQ
Frequently asked questions
500+ active members and 1,100+ CFOs trained to date. See real member outcomes.
Is this a one-time course or ongoing support?
It is ongoing support. You meet weekly with a peer group led by an executive coach and a CFO Mentor, and you work through on-demand training and assignments alongside it. You are implementing the systems in your own practice the whole time, with people checking your work. After your first year, you can keep your membership going for a monthly fee.
What if I don't land a client?
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. Doing the work means showing up to your weekly roundtable, completing the training, implementing your systems, working through action plans with your coach, and reaching out when you're stuck. An Enrollment Advisor will walk you through the full terms. Read more about our money-back guarantee.
Can I get a custom quote?
No. The price is set, and you choose one of three ways to pay: $9,999 upfront, $11,499 financed through a third-party partner, or $12,499 financed with us. If you are an accounting firm looking to train a team, that is a different program, and the best next step is to book a Right-Fit Call so we can walk you through it.
Is there a payment plan?
Yes, two of them. You can finance through a third-party partner at $11,499 with $2,500 down and monthly payments at 0% APR, which requires a credit check. Or you can finance directly with us at $12,499 with at least $2,500 down and monthly installments, with no credit check. An Enrollment Advisor will walk you through the current terms on a Right-Fit Call.
How does this compare to hiring a business coach?
A business coach helps you work on your business in general. The CFO Project gives you a specific service to sell, a way to find clients for it, a way to close them, and the templates behind each one. The executive coach and CFO Mentor who support you are there to get those systems running in your practice.
How soon could this pay for itself?
It depends on how quickly you land your first client. On average, our most committed members get there in four to six months, and some are faster while others take longer. At the average client fee of about $2,000 a month, one client covers $9,999 in about five months of fees. If you need the program to pay for itself in sixty days, it probably will not.
How much do CFO Advisors charge their clients?
Monthly fees commonly run $1,500 to $5,000, and the average across members of The CFO Project is $1,978 a month. Five clients at that rate is $118,680 a year in recurring revenue.
Next step
What to do next
You have the price, what is in the box, what the business can be worth, and how the guarantee works. The next step is a Right-Fit Call: thirty minutes with one of our Enrollment Advisors about your practice and whether this is the right move for you. If you are not ready to talk about price yet, start with a free training session.
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.
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