In Part 1, Adam Lean will cover how to escape the trap of trading time for money and join the hundreds of other financial professionals who have made the transition to offering high-ticket CFO services to small businesses.
Free Training
Free Training
For Accountants, Bookkeepers & Tax Professionals
For Accountants, Bookkeepers & Tax Professionals
Free Training
Free Training
For Accountants, Bookkeepers & Tax Professionals
For Accountants, Bookkeepers & Tax Professionals
The $5K Challenge
Can You Add At Least $5k in Monthly Recurring Revenue While Working Less Than 4 Hours a Week?
Part 1: How to Become a CFO to Small Businesses In Less Than 90 Days
Part 2: How to Price, Package and Sell CFO Services So That Clients Will Be Eager to Say Yes
Part 2: How to Price, Package and Sell CFO Services So That Clients Will Be Eager to Say Yes
In Part 2, Michelle Weinstein, will explain how to market and sell your CFO Advisory services without feeling like a salesperson so you can finally earn what you're worth.
What is The $5K Challenge?
The biggest challenge facing accountants and bookkeepers is too much competition. From other professionals, outsourcing companies, and tech like apps an AI, you can't raise your rates because of the competition.
And you don't have the time to take on more clients.
So, how do you overcome the challenge of earning $5k in monthly recurring revenue?
By offering a service that's so valuable that price and competition become irrelevant. We suggest you become a CFO for small businesses.
In This 2-part challenge, we'll break down exactly how to start a CFO Advisory service or add a CFO Advisory service to your practice - and how to sell it so you can work with fewer clients while still earning $5k a month.
And you don't have the time to take on more clients.
So, how do you overcome the challenge of earning $5k in monthly recurring revenue?
By offering a service that's so valuable that price and competition become irrelevant. We suggest you become a CFO for small businesses.
In This 2-part challenge, we'll break down exactly how to start a CFO Advisory service or add a CFO Advisory service to your practice - and how to sell it so you can work with fewer clients while still earning $5k a month.
Your Presenters
Your Presenters
Adam Lean
Co-Founder of The CFO Project
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
adam@thecfoproject.com | LinkedIn
Michelle Weinstein
Founder and CEO of The Abundant Accountant
Founder and CEO of The Abundant Accountant
Michelle Weinstein is a seasoned entrepreneur, sales strategist, and founder of The Abundant Accountant. She helps accounting, tax, fractional CFO, and bookkeeping firm owners own their value and confidently sell high-level services without pressure or burnout. Her clients have collectively added over $20 million in additional revenue to their firms, all without working more hours, chasing more clients, or doing anything they didn’t want to do.
iam@thepitchqueen.com | LinkedIn
iam@thepitchqueen.com | LinkedIn
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