Side-Hustle CFO
Free Masterclass for employed accountants and bookkeepers
Side-Hustle CFO 
Start a business on the side offering CFO/Advisory services to small businesses.
In this Masterclass, just for employed accountants and bookkeepers, you'll learn:

  • What a CFO/Advisor does
  • How to know if you're qualified to provide CFO/Advisory services
  • How to make $6k on the side per month with just 3 clients
  • How to package, price and market your CFO/Advisory services
  • How to deliver an advisory service in less than 4 hours per month per client
Friday, May 24th
at 3p ET | 12p PT 

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This masterclass is NASBA approved and qualifies for 1.0 CPE credit hour. Click here to see the CPE details.
See What This Training is All About 
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FREE
Masterclass
  • -
    DAYS
  • -
    HOURS
  • -
    MINUTES
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    SECONDS
Friday, May 24th
12:00 PM Pacific Time
1:00 PM Mountain Time
2:00 PM Central Time
3:00 PM Eastern Time

Testimonials
Rebecca Burk (Hydrometrics, Inc.)
"You two 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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Your Presenters
 Co-Founder of The CFO Project 
Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind.

adam@thecfoproject.com | LinkedIn

 Co-Founder of The CFO Project 
Jeff Prager is a retired CPA, business owner, and entrepreneur for over 35 years. He's built multiple businesses into 7, 8, and 9-figure successes, including Ashworth Golf Clothing, and the second-largest privately-owned home builder in Colorado. His passion is helping business owners understand their numbers so they know how to have a better business.

jeff@thecfoproject.com | LinkedIn



About The Masterclass

Most CPAs and accountants are stuck working for firms that are underutilizing and undervaluing them. What’s worse, you’re always at risk of your job being replaced by an AI or simply being outsourced.

You don’t get to determine your fees, or your pay, or your hours.

If this sounds familiar, then this Masterclass is for you.

The Side-Hustle CFO Masterclass is designed exclusively for employed CPAs and accountants who are looking to supplement their current income or start their own practice by offering CFO/advisory services to small and medium sized businesses.

In this Masterclass we’ll cover the systems you need to start your own side-hustle by offering advisory services to small businesses.

You'll learn:

  • What a CFO/Advisor does
  • How to know if you're qualified to provide CFO/Advisory services
  • How to make $6k on the side per month with just 3 clients
  • How to package, price and market your CFO/Advisory services
  • How to deliver an advisory service in less than 4 hours per month per client

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

Business owners 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.

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

All I know is tax/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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CPE Details
Available Date: Click to see available date.

Cost: Free
CPE Credits: 1.0 hour
NASBA Field of Study: Business Management and Organization (1.0 hour)
Program Knowledge Level: Basic
Instructional Method: Group Internet based
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet Based
Learning Objectives:
  • Recognize what business owners are looking for in a CFO/business advisor
  • Identify the steps required to start and offer a CFO service to business clients
  • Recall a proven 6-step system to conduct a CFO service that gets results
  • Determine the steps needed to sell the CFO service to new clients and to upsell to existing clients

Frequently Asked Questions:
  • To receive CPE credit, you must register for the course prior to the start of each program and login no later than the scheduled start time for the event. You must also answer the polling questions that will be asked throughout the presentation.
  • CPE is available to all eligible participants within 48 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The person who is logging in on behalf of the group cannot be someone who is also attending for CPE credits. CPAs can not self attest and so this person cannot be awarded credits.
  • The post-webinar email contains a link to instructions for the proctor letter.
  • For more information, see our CPE Administration Policies by clicking here.

TheCFOProject.org (Sponsor Id#: 148330) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Click here for our CPE Administrative Policies

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