Because most business owners don't understand financial concepts.
But they know enough to know that businesses live and die on one thing: cash flow. And...cash flow is a financial concept.
So, business owners crave someone in their lives that can:
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.
We recommend you go after businesses doing between $500k and $5mm (or more) in annual revenue.
There's a couple of reasons for this:
Most bookkeepers record the past and most accountants ensure the taxes are filed.
These two functions have almost nothing to do with helping a business survive.
Think about it, almost every failed business in the last 50 years had either an accountant or bookkeeper.
And...if you asked those accountants or bookkeepers if they did their job, they would resoundingly say "yes".
But the business still failed. What's the point?
In our view, a business owner needs their financial professional (accountant or bookkeeper) to not only record the past and ensure taxes are filed but also ensure the business stays in business.
If a businesses' accountant or bookkeeper is not doing that then, yes, they do need you.
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.
Free Training
How to Become a CFO to Small Businesses