Andrea B.

The CFO project has been a game-changer for my business. Not only did they provide me with a clear, actionable system, but they also equipped me with the knowledge and ongoing support to scale effectively.
As a result, I've doubled my income this year!

What truly sets this project apart is the combination of strategic insights, practical tools, and personalized support that they offer. It's been an invaluable partnership that has allowed me to grow confidently and sustainably. I highly recommend the CFO project to anyone looking to scale their accounting business and achieve measurable success.

Thank you for empowering me to take my business to the next level!

John D.

Joining the CFO Project has been a game-changer for my career as a financial professional. The training is comprehensive and practical, the support is exceptional, and the sense of community among members is truly inspiring. The tools and resources they provide are not just helpful—they're invaluable for delivering real results to clients. I've gained insights and strategies that have elevated my offerings to clients. If you're looking to make a meaningful impact as a CFO advisor, this program is second to none. Highly recommend!

Todd D.

As both a CFO and a Fractional CFO, I can confidently say The CFO Project is the ultimate system for creating a consistent experience for your clients and a complete guide on how to improve your CFO advisory delivery and operations. Implementing this program will not only level up your accounting practice but also transform your clients' businesses. In just one year of using this program, nearly all of my clients outperformed the prior year—even in a down economy. The results have been incredible, taking both my business and my clients to the next level!

Kendra P.

The CFO Project is a training and mentorship program like no other I've ever experienced. The level of community, support, and accountability that are part of the program have made all the difference in my success. Every part of the program practices what it teaches in terms of how to build a successful CFO advisory firm that gets results for clients and helps business owners tell a better story. This is exactly what I was looking for and for anyone looking to offer CFO services, this is THE program to join. I'm so glad I did.

Jill D.

I have really enjoyed this course. To be honest, I have never taken such a thorough and comprehensive course before. Both Jeff and Adam have literally thought of everything! There is a wealth of information in the hub, which I am still going through. This program has really set up it's members for success. I have been very impressed with all of it! Everything from templates, to power point presentations and sample contracts. It really is a great value for the money. I would also not hesitate to recommend others to The CFO Project. I cannot find one thing that I haven't liked. I am so happy that I chose to go down this path. Thank you, to both Jeff and Adam, for creating this amazing course!

Racquel I.

After reviewing several programs similar to The CFO Project, I beyond thrilled with my decision to join the program. The Founders and staff genuinely care about the success of every student in the program. Even though the program is comprehensive and structured, they are continuously improving the program and offering additional training masterclasses. The Program is delivered in a stand alone inclusive platform so you are not forced to join a Facebook group for community support and discussion. This is an excellent program and I couldn't be happier with my choice.

Patricia S.

I can't say enough good things about the program and all of the value Jeff and Adam provide. They've literally provided everything needed to start up a business, and then some! Lots of great content through masterclasses, weekly roundtables, and an invaluable network of great folks who are on the same journey. Can't thank the two of them enough for building a program like this! I honestly don't think I would have been able to make the leap into trying to start my own business at this point in time if I hadn't come across The CFO Project (or even remotely have the same chances of success having tried to figure out something on my own). You won't regret joining!

Aleksey K.

As a serial entrepreneur and someone that has taken dozens of coaching trainings over the years, The CFO Project is on its own level compared to everything else. The entire team at The CFO Project is committed to helping each one of their students to succeed. They provide substantial amount of value in their training and then monthly roundtables and other complimentary trainings. I highly recommend The CFO Project for someone who is committed to making changes in their current practice and transitioning to high value service practice. Thank you to The CFO Project for the opportunity to be a part of the team where I learn from the best in the industry.

Marc Y.

I've been in accounting and finance for 20 years, the last 10 of which have been running my own firm providing outsourced controller, CFO, and advisory services. For a long time now I've known that something was missing in my service delivery and client experience. Clients struggle to express what they're really asking for (financial statements aren't it!) and I never did develop mind-reading capabilities. I stumbled across the CFO project completely on accident and realized these folks had already created the solution to the problem I was struggling to define. Even with all my years of experience I'm finding The CFO Project is teaching me new skills and better ways of supporting my clients. The tools, trainings, discussion groups, and coaches/ mentors are aces. The CFO Project has refreshed my practice and helped me increased my revenues by giving me the tools I was missing, and teaching me how to use those tools most effectively. In this group I've found a support systems that understands my struggles as a business owner, accountant, and finance professional. So glad I found them!

Cheryl T.

I am blown away on the depth of learning and support CFO Project gives. It makes you want to succeed! I can't recommend it enough

Beth P.

I can't say enough good things about the program and all of the value Jeff and Adam provide. They've literally provided everything needed to start up a business, and then some! Lots of great content through masterclasses, weekly roundtables, and an invaluable network of great folks who are on the same journey. Can't thank the two of them enough for building a program like this! I honestly don't think I would have been able to make the leap into trying to start my own business at this point in time if I hadn't come across The CFO Project (or even remotely have the same chances of success having tried to figure out something on my own). You won't regret joining!

Ana K.

The CFO Project is an exceptional program! It's filled with people who have real-world experience, not just a sales pitch. The program provides all the tools and support you need to succeed. They are constantly improving their deliverables, and you can genuinely feel that everyone involved is invested in your success. I highly recommend The CFO Project to anyone interested—you won't be disappointed!

JoAnne A.

The CFO project has indeed been the sharpest tool in my toolbox used to create my own CPA Advisory practice. This community is full of valuable resources from trainings to direct access to financial professionals across different regions, stages of business, industries, ethnicities, and much more. The CFO Project Leaders are always available for support and open to ways to make the community better for its enrolled members. Definitely happy I said “Yes” to this opportunity.

Kelly G.

I joined the program after leaving the corporate accounting world in October 2023, and The CFO Project has had such a positive impact on my career! I knew I wanted to offer more than bookkeeping and accounting services, and the CFO Project has truly allowed me to see all the possibilities. The comprehensive training, resources, insights, and support have been invaluable along the way, allowing me to expand the services I offer, and enable me to operate more efficiently and effectively with a streamlined process. I've been able to attract and serve a broader range of clients and scale my business with greater confidence, transforming my approach to consulting and client services, setting my firm up for long-term success. Their system works, and now I don't have to spend years creating a process; I highly recommend this program to anyone looking to elevate their business and professional growth.

Teresa W.

Very pleased with this investment. The overall content and tools of the website alone are worth it. I don't have to re-invent the wheel for anything! Simply execute.

Shay J.

The CFO Project has helped me with my accounting practice in a few critical ways: understanding how to help clients achieve what they want--which is surprise - not just taxes and bookkeeping; providing a framework to support and help clients with their businesses; and confidence in offering a scalable service. There are also other nice perks to belonging to this organization, including monthly CPE credits, an active and flourishing community, and the two founders (Jeff and Adam) really care about the success of the accountants who join. I highly recommend this group!

Michael K.

I joined The CFO Project about 9 months ago and have been very happy with their training and support. They teach both how to build an outsourced CFO practice and how to deliver the service to clients. There is initial training followed by ongoing weekly roundtable discussions. There is also a library of masterclasses and weekly office hours if you need more. Overall, the instructors and peer community are very helpful. The company founders are also involved and accessible.

Tina V.

The CFO Project has been an invaluable resource for growing my Fractional CFO business. The community is incredibly supportive, and the wealth of knowledge shared through the online forum, weekly meetings, and monthly mastermind classes has helped me refine my skills to serve clients better. The training is top-notch and continuously updated, ensuring I stay ahead in my field. I highly recommend the CFO Project!

Caleb H.

I had high expectations when I signed up, but The CFO Project is a lot better than I thought it would be. If you have ever wondered how you can move beyond being "just an accountant," here is your answer! Much of the value is learning to get specific with objectives and measures, breaking everything down into simple metrics that define and drive success. Jeff, Adam, and the team - who you get to know on a first-name basis - have built a lot of value into the program. This comes out more and more as you participate on an ongoing basis, and it is difficult to fully appreciate until you dive into it. I feel like I am still barely getting started after 3+ months - there is so much potential for fully implementing the program - but I am excited about the future because of what I am learning and implementing from the program so far.