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ree training session live this week cpe eligible free training earn 192 000 a year as a cfo for small businesses the live session that shows exactly how members build a cfo advisory practice cpe eligible secure your spot our program the offer membership what s included how the year works pricing what it costs and what you get proof reviews member wins and reviews next step not sure if it s a fit a 30 minute right fit call no pressure just a real conversation book a right fit call grow your practice tools earnings calculator estimate your cfo advisory income cfo advisory trends report the latest industry trends resources learn advice from the training team articles and guidance the cfo project podcast listen to the latest episodes book a right fit call member login free training book a right fit call member login for cpas accountants bookkeepers tax professionals we turn accountants bookkeepers into high earning cfos for small businesses become a cfo advisor using proven systems and increase your income and impact settings book a right fit call want to attend a free training on becoming a cfo instead what a cfo advisor is a cfo advisor is someone that does what a cfo is supposed to do help a business be financially successful while doing what an advisor is supposed to do get a business owner to take action on all the things needed to be financially successful we ll train you on how to do this for small business owners all so you can increase your income and 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 advisor 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 1 year 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 advisor 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 self employed accountants we ll show you how to add a cfo advisory revenue stream to your tax practice self employed bookkeepers we ll show you how to add a cfo advisory revenue stream to your bookkeeping practice employed accountants former accountants and full time or fractional cfos we ll show you how to start a cfo advisory practice from scratch become a confident cfo advisor to small businesses joining the cfo project will give you the system the tools and the mentorship so you can become a confident cfo advisor to small business owners this means you ll know exactly how to guide a small business owner on increasing their revenue profit and cash flow you ll be able to charge on average 2 000 per month per client while only spending about 4 hours per month on each client you ll know what to do to get a steady of stream of recurring monthly clients so you can stop trading time for money 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 advisor 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 settings first name settings last name settings email settings best phone number settings select bookkeeper accountant or cpa cfo fp a or finance leader other finance or business role what best describes you settings select yes as an accountant yes as a cpa yes as a bookkeeper yes as a tax professional no do you have experience as an accountant cpa bookkeeper or tax professional settings select make more money have more of a work life balance switch to a more interesting career still within the financial industry reduce reliance on tax work or get out of altogether reduce reliance on bookkeeping work or get out of altogether be able to have a greater impact on my clients success i already offer these services and i m looking to improve my skills other the main reason i want to offer cfo advisory services is settings select very ready to hit my career or personal goals i know this is a logical next step pretty ready i ve been thinking about this for a while but i do have some questions or hesitations somewhat ready i m not really sure what a cfo advisory service entails so i want to learn more how ready are you to start offering cfo advisory services settings what part of our program interested you the most settings what specific aspects of your own practice are you hoping the cfo project can help you with settings select yes absolutely i d be interested in exploring payment options no any investment would be a challenge right now if our program turns out to be a great fit are you currently in a position to make a financial investment in yourself and your skills to offer a high value advisory service settings select eastern central mountain pacific atlantic other what is your time zone by clicking the button below i have read and agree to the terms of service and privacy policy of this site as well as the website s use of cookies settings click to pick a day time what makes the cfo project different we have around 30 coaches mentors and staff members as well as around 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 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 you ll get complete access to our resource vault a growing library of tools templates sops playbooks and more when you first join you ll join a small peer group of other financial professionals to help you successfully launch your cfo advisory service you ll belong to this cohort until you get your first cfo advisory client you ll be guided by a trained coach to ensure you successfully launch your cfo advisory service and get your first client and you ll be supported by a team of experienced cfo mentors who have built successful practices themselves 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 settings book a right fit call want to attend a free training on becoming a cfo instead what s included in the program get practical training over 6 self paced courses you ll learn how to provide an effective cfo advisory service get leads from business owners who need this service without spending a dime on ads cold calling or relying on social media convert those leads to high paying cfo advisory clients without feeling like a salesperson we teach zero theory we teach what works in the real world with real prospects and with real clients systems for everything we ve turned everything we teach into systems so you can finally escape the accountant s trap of trading time for money we teach multiple strategies and tactics for getting leads that have been proven to consistently work discover our proven methodology for getting your leads to say yes to your cfo advisory service provide a systematized cfo service that gets results for your clients that doesn t feel like you ve taken on multiple part time jobs downloadable tools templates along with the training systems you ll get access to downloadable templates to help you market sell and provide a cfo advisory service step by step guides so you know exactly the next step to take with prospects and or actual clients other tools resources to help you build grow and scale a cfo advisory service real mentors a robust community it s not enough to learn how to become a cfo advisor you won t actually become one until you execute to do this you need a team of supportive people around you to encourage you guide you mentor you and hold you accountable you ll belong to a thriving community of around 500 cfo advisors to turn to for guidance as well as to discuss topics relevant to our profession we believe that confidence is not having all the answers it s knowing you can get all the answers vibrant active forum you ll have 24 7 access to discuss ideas share resources and recommendations and get help from fellow cfo advisors and cfo mentors get fast insightful answers to your questions related to getting clients providing a cfo advisory service and scaling your practice the forum is highly moderated to ensure all conversations are quality and helpful weekly cfo roundtable upon joining you ll be assigned to one of our cfo roundtables these are mastermind style small groups that meet each week for one hour you ll join up a handful of other members each week in lively discussions on everything from getting clients to providing a robust cfo advisory service to scaling your practice each cfo roundtable is led by a trained executive coach and cfo mentors who will become your go to guide settings book a right fit call want to attend a free training on becoming a cfo instead 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 settings secure your spot 7 reasons to join the cfo project you ll gain a competitive advantage you ll be able to differentiate yourself from all of the other accountants and financial professionals you won t be alone you ll immediately be a part of a growing community of other financial professionals and trained mentors to lean on for support mentorship and accountability you ll have systems to grow your practice you ll have a complete proven system to get clients from business owners who want a cfo advisory service you ll also get encouragement and support so you can command higher prices as compared to tax or bookkeeping increase your pay with less work you ll be able to charge more per client work less hours per client and retain clients longer this will allow you to increase your take home pay without having to work more hours move away from low value work instead of trading time for money by offering tax or bookkeeping you ll be able to provide a high value advisory service that is scalable get off the marketing roller coaster we ll train you on multiple proven systems to get a steady stream of leads from qualified business owners on a regular basis without cold calling without social media and without relying on ads you ll have a bigger impact you ll have a proven method for helping your clients have a successful business without stress and overhelm settings book a right fit call want to attend a free training on becoming a cfo instead 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 and there are still several clients that are out there i could approach 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 truly thankful beyond words karen k what you ll get you ll get everything you need to become a high earning cfo for small businesses you ll get training resources and support all built into the step by step mentorship program cfo advisory system in a box upon joining you ll get immediate access to our turnkey system in a box that will show you step by step how to provide a cfo advisory service that not only gets results but will keep your clients engaged with you for years this a turnkey system that includes all of the training templates guides and other tools you ll need to start offering a cfo advisory services that not only gets results for your clients but also will allow you to increase your income while reducing your workload here is the training curriculum to show you how to offer cfo advisory services the cfo basic training module lesson 1 what business owners want lesson 2 what a cfo does lesson 3 why business owners hire cfos lesson 4 how to get a business owner to hire you lesson 5 how to provide a cfo service that gets results lesson 6 how to have a successful cfo practice lesson 7 takeaways next steps exercises the one clear path training module lesson 1 the two approaches to providing a cfo service lesson 2 the one clear path overview lesson 3 5 each step of the one clear path explained lesson 6 7 8 the cash flow drivers lesson 9 the cash flow formula lesson 10 driving the drivers lesson 11 takeaways next steps exercises the client workbook training module download an excel workbook to set targets forecasts scores and an action plan for each of your clients we call it the client workbook lesson 1 the client workbook overview lesson 2 the client info notes tab lesson 3 the...