You'll get a complete system to confidently find great leads (business owners who want a CFO Advisory service,) without needing to cold call, pay for ads, or rely on social media.

We'll show you how to systematically convert leads (either existing tax/bookkeeping clients or new leads) into advisory clients paying at least $1,500 per month per client. The average member of The CFO Project is earning approximately $1,956 per client per month.

We'll train you on a proven system you can use to provide a CFO Advisory service that gets results for your clients. Never again be lost on what to do to help a client grow their business.

This system, called The One Clear Path, is one path to take for all of your clients to help them have a growing and more profitable business.

Everything we teach is based on years (sometimes decades) worth of experience in the field. All methods to get clients and to service clients have been carefully built, tested in the field and have proven to work by the founders, mentors and members in the program.

We want you to get results and so we only teach what has proven to get results. No theory allowed in our program.

This is not just a course - this is a mentorship program because you will be trained and mentored by our team of mentors.

We currently have about a 23:1 member to mentor ratio. This means that if you need personalized help, you'll receive it.

You'll also have access to private one-to-one help as well as access to attend our Office Hours with the leadership team.

The CFO Project (the done-with-you mentorship program) has been around for almost five years and we've had over 800 financial professionals go through the program.

Plus, the founders and mentors have combined CFO Advisory experience over 75 years. We know what we're doing.

You'll belong to your own Mastermind group (called the CFO Roundtable) made up of a handful of other members and led by a Certified Mentor.

In each CFO Roundtable, you'll be able to get your challenges solved, share wins, and hold each other accountable. This is where you'll be able to form friendships and bonds with other financial professionals who are also building a CFO Advisory service.

As a member, you'll get unlimited access to our entire library of templates to help you get and serve CFO Advisory clients.

We have templates for selling to prospects (sales presentations, onboarding new clients, client agreement and payment form) as well as templates for providing a high-quality CFO Advisory service to your clients (target setting, forecasting, financial analysis, scoreboard, action plan and more).

You'll get unlimited access to our searchable knowledge base that contains step-by-step guides, articles, and other resources to help you start and grow your CFO Advisory service.

All members get unlimited access to our private online portal that we call The CFO Hub. This portal also contains a robust forum where all 450+ members plus our team of over 15 mentors share resources and discuss various topics related to being a CFO Advisor.

You'll have the opportunity to become a Certified CFO upon completing certain requirements. This will signify that you have command over how to get CFO Advisory clients as well as how to provide a high-quality CFO Advisory service to your clients.

Each month, we conduct a live Masterclass where we take a deep dive into a particular topic to help all members become a better CFO Advisor and own better CFO Advisory practices. Each training is recorded and is available in the Resource Library.

Plus, each training is eligible for 1.0 CPE credit as The CFO Project is approved by NASBA.

We are guaranteeing you your first three CFO Advisory clients within your first twelve months of membership. As long as you follow our instructions, you are guaranteed to get at least three CFO Advisory clients or you get your money back.

Once you're in, you're in. There's no upsells or additional fees needed for additional coaching, resources or tools.

We'll train and mentor you to get your own clients. They are 100% yours - no revenue share.

We do not recommend paying for ads because, well, they simply don't work for CFO Advisory services. We've tested it. However, we will show you what does work so you can get clients.

We've been a part of 'coaching-style' groups that, once you pay, you join a Facebook Group and the only people available to help are other people taking the course (who also don't know what they're doing). We hate that and we bet you do to. You'll get supported by a team of mentors and the leadership team that will give you personalized help. We want you to get results.