The CFO Project
FREE TRAINING THIS WEEK ON BECOMING A CFO  
 For CPAs, Accountants, Bookkeepers & Tax Professionals...

We Turn Accountants & Bookkeepers Into High Earning CFOs For Small Businesses

Launch a CFO Advisory practice or add a CFO Advisory service to your existing practice with our step-by-step mentorship program so you can have a better life and make more of an impact.

What The CFO Project Is

 We're a step-by-step mentorship program where we'll train and mentor you to become a high-earning CFO for small business owners.

We'll show you how to launch your own CFO Advisory practice or add a CFO Advisory service to your existing tax or bookkeeping practice.

Over the course of 12 months, we'll provide you with training, systems, tools, a community and real mentors so that you can gain freedom, confidence and stability by becoming a high-earning CFO to small businesses. 

Who We're For

 We're for three main groups of people: self-employed accountants and bookkeepers, employed accountants and existing CFOs/business advisors. 

Why Become a CFO Advisor to Small Businesses?

Business owners will pay more for someone to help them have a better future rather than someone helping them record the past. The average member in our mentorship program is charging $1,978 per client per month. Compare that with the average tax service of $750/year or bookkeeping client of $400/month.
If you get 8 CFO Advisory clients through our program and charged just the average that our members are charging ($1,978/mo), you would earn around $16,000 per month - thus, $192,000 per year. This doesn't include any tax or bookkeeping services you could offer.
There are, literally, millions of businesses that are all ran by non-numbers people (e.g., a dentist starts a dental practice). They would jump at the chance to have a financial professional ensure that their business becomes, and stays, successful.
Software, tech and offshore accounting firms are eating into the already competitive industry of accounting and bookkeeping. This means that to make more money you must work more hours or take on more clients - you can't charge more offering tax/bookkeeping because there is a ton of competition.

Book a Right-Fit Call

To see if our program is right fit you, book a Right-Fit call with one of our enrollment advisors.

This is not a sales call. Rather, this is a 30-minute Zoom call where we'll show you exactly how we'll help you get clients and how we'll train you to become a CFO to small businesses. We'll also explain how the program works, the fee and our money-back guarantee.
To see available call times, fill out the form below.
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What Makes The CFO Project Different

We guarantee that you’ll get at least three clients within your first year of membership (as long as you follow the directions as outlined in the program) or your money back.
We have around 20 mentors and 500 members. This means that if you have need help, we'll be there for you. You'll belong to the largest community of CFO Advisors.
We'll train you within 3-months on a complete system to get clients and a complete system to provide a CFO Advisory service that takes less than 4 hours per month per client. No theory. We teach what works in the real world with real businesses.
"I’ve signed 3 CFO clients in the last week, and I’m just getting started. Many thanks to everyone at The CFO Project. It’s all brilliant."

Todd D.  ⭐⭐⭐⭐⭐

How it Works

Step 1 - Join The CFO Project: For one price, you'll get 12-months access to the entire step-by-step program. This includes the proven systems training, tools, mentorship and community.
Step 2 - Start Your Training: We encourage you to complete your training within 90-days so that you can start executing what you've learned. We'll mentor you on the fastest way to get clients so that you can earn around $2,000 per month per client.
Step 3 - Start Getting Clients: We'll mentor you to get enough clients so that you're earning at the level that you desire. Whether you want to offer CFO only or a combination of CFO with tax, bookkeeping or any other accounting service, we'll guide you every step of the way.
Free Live Training this Week

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 a 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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