Leave the session knowing how CFO Advisory works and where you fit
What a small business CFO actually does
You'll see what the work looks like each month, the repeatable system CFO Advisors follow with every client, and why business owners pay an average of $2,000 a month for this help.
How to start from where you are
You'll see both ways in: launching a CFO Advisory practice from scratch or adding it to your tax or bookkeeping practice. We'll also cover how to price your service and how to get started while you're still employed as an accountant.
How to find your first CFO clients
You'll learn where first CFO clients usually come from and why marketing yourself as a CFO is the wrong place to start.
What members are saying
As I predicted, The CFO Project is changing my life and I am beyond busy. I am on track to double my gross revenue this year. Before I found The CFO Project, I was stuck at the same number every year. Now the doors are open and I see so much opportunity.
Individual member experiences, not typical results. See full disclosures below.
Who you'll hear from
Adam Lean
Adam Lean is a former accountant turned two-time entrepreneur who built, scaled, and sold two businesses. After discovering his passion for teaching owners how to make more money and gain peace of mind, he co-founded The CFO Project, a training company that teaches financial professionals how to offer an outsourced CFO and business advisory service.
Questions people ask before they register
Do I need to be a CPA?
No. Our members include bookkeepers, enrolled agents, CPAs, and accountants in industry. What you can deliver for a business owner matters more than the letters after your name.
Do I need to leave my current job or practice?
No. Many professionals add CFO Advisory alongside the work they already do, and others use it to start a practice of their own. We cover both paths in the session.
Is it really free?
Yes. The training is free, and we'll tell you about our paid program at the end for anyone who wants help going further.
Will there be a replay?
Everyone who registers will receive the replay link after the session.
What do CFO Advisors charge?
The average CFO Advisory retainer we see is $2,000 a month. We'll walk through how pricing works in the session, including what shapes the fee you can charge.
How to Become a CFO to Small Businesses
The CFO Project is a NASBA Registry sponsor.
Learning objectives
- How to launch a CFO Advisory practice or add a CFO Advisory service to your existing practice.
- What, exactly, a CFO to small businesses does.
- The 'day in the life' of a small business CFO.
- How to become a CFO while continuing to run your tax or bookkeeping practice or while employed as an accountant.
- How to find CFO clients (hint: you can't market yourself as a CFO).
- How to make $192,000 per year in less than 20 hours per week.
How to earn credit
Four polling questions are posted during the session. Answer at least three and remain logged in for 50 minutes to earn 1.0 CPE credit.
Registration
Register using the form on this page. The Zoom link and a calendar hold are sent by email on registration.
Attendance
CPE credit requires 50 minutes of live attendance. Credit is not available for replay viewing.
Cancellation
This program is offered at no cost, so there are no refunds. If The CFO Project cancels or reschedules the session, every registrant is notified by email and automatically registered for the new date.
Complaint resolution
For questions or concerns about this program, contact Customer Support at support@thecfoproject.com. Complaints are acknowledged within two business days and resolved within ten business days.
The CFO Project (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