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We accept 10 new members each month. The deadline for the next cohort of members is April 23, 2021.
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The foolproof way to escape the accountant's trap
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Offer a CFO service and finally have a scalable way to make more money
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Command higher fees
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Have recurring revenue
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Have a bigger impact on their lives
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The accountant's trap
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Instead of guiding their business clients, most accountants end up simply doing compliance work.
They ensure the past is recorded correctly so that the client has accurate books and the IRS is happy.
Here's the problem: your clients don't care.
What they care about is understanding their numbers and getting guidance on how to have a successful business.
If you're like most accountants, you do want to help your business clients figure out how to have a successful business.
So what's stopping you?
We've found that there's usually two reasons:
Reason #1: You're not getting paid to do that.
Reason #2: You're not sure, exactly, how to do that.
You're getting paid to do compliance work. This means that to make more money you have to take on a lot of low-paying and demanding clients.
And, because your income is tied directly to how much you work, you have to continuously put in long hours servicing your clients while, at the same time, trying to find new clients.
This is a recipe for burnout.
Plus, even if you wanted to provide a business advisory service you don't have a scalable and efficient way to do that.
Until now...
What you need is a system. A system that will allow you to command higher fees, have predictable recurring revenue, and have a bigger impact on your clients' lives.
You also need support and community. You need to be surrounded by the best CFOs and business advisors that can help you build a great CFO service.
You will get all of this in our The CFO Project Membership.
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Join our membership
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By joining our membership, you'll get...
Access to our certification program, where, after completing the requirements you'll become a Certified CFO and offer a high-value service to your clients.
A complete turn-key system for providing a CFO service that allows you to charge for your value - instead of charging for your time.
A complete turn-key system for getting leads on a consistent basis from business owners who are desperate for your expertise and guidance.
A complete turn-key system for converting leads into clients who are paying higher fees and will stay longer.
You'll have access to additional trainings, our complete library of tools, templates, and other resources to help you deliver a highly-effective CFO service.
You'll be a part of a highly exclusive community and mastermind group of other professionals who are on a mission to help business owners make more money.
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The One Clear Path
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Most accountants don't have a clear process for delivering an effective business advisory service.
Instead, they rely on a generic coaching system that forces the client to fit the system instead of the system fitting the client.
This leaves clients disengaged and frustrated.
In our membership, we'll teach you our process for delivering a high-value CFO service that will allow you to charge more per client and retain clients longer.
We call it the One Clear Path.
It's one clear path to help your clients have a growing and more profitable business without stress and overwhelm.
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Why you should join
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We are an exclusive community of accountants who have a passion for helping business owners have a growing and more profitable business.
We'll show you how to add (or start) a CFO service so that you can command higher fees, have recurring revenue, and have a bigger impact on your clients' lives.
You'll be able to...
Gain a competitive advantage
You'll be able to differentiate yourself from all of the other accountants and financial professionals.
You'll be able to differentiate yourself from all of the other accountants and financial professionals.
Get support
You'll immediately be a part of a community of other financial professionals who want to help their clients succeed.
You'll immediately be a part of a community of other financial professionals who want to help their clients succeed.
Grow your business
You'll finally have a system to (a) get clients, (b) command higher fees, and (c) have recurring revenue each month.
You'll finally have a system to (a) get clients, (b) command higher fees, and (c) have recurring revenue each month.
Increase your take home pay
You'll be able to charge more per client and retain clients longer. This will allow you to increase your revenue without having to work more hours.
You'll be able to charge more per client and retain clients longer. This will allow you to increase your revenue without having to work more hours.
Move away from low value compliance work
Instead of trading time for money doing tax, bookkeeping other compliance related activities, you'll be able provide a high-value advisory service that scales.
Instead of trading time for money doing tax, bookkeeping other compliance related activities, you'll be able provide a high-value advisory service that scales.
Stop the battle between 'doing' the work and 'finding' the work
You'll have a complete system for being able to provide a solid CFO and business advisory service while have a system for getting new clients on a consistent basis.
You'll have a complete system for being able to provide a solid CFO and business advisory service while have a system for getting new clients on a consistent basis.
Have a bigger impact
You'll have a proven method for helping your clients have a growing and more profitable business without stress and overwhelm.
You'll have a proven method for helping your clients have a growing and more profitable business without stress and overwhelm.
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What You'll Get
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You'll get training, resources, and a community...all built into the membership.
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Become a Certified CFO
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You'll have access to our live and on-demand certification courses on...
- How to add a CFO service to your existing practice
- How to get qualified leads from business owners
- How to convert leads to paying clients (paying a minimum of $18k per year)
- How to provide the actual CFO service
Upon successful completion, you'll be a 'Certified CFO'
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Exclusive Member Forum
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You'll gain access to our exclusive member forum where you'll be able to get help, offer advice, and be a part of a 24/7 community of like-minded business advisors.
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Mastermind Group
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You'll be a part of a 10-person mastermind group that meets each week. This will be your core tribe of trusted colleagues. Each member will help 'sharpen' each other.
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Monthly Live Events
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Each month we offer live training events to help sharpen your skills as a CFO. Each event will be recorded so that you can watch on your own schedule.
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Resource Vault
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You'll have full access to all of our supporting tools, templates, and other resources that will aid you in:
- Starting, setting up, and managing an advisory service (admin vault)
- Getting leads (marketing vault)
- Converting leads to clients (sales vault)
- Providing the service (operations vault)
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License Our Entire System
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Upon successful completion of the certification program you'll have the ability to license our entire system and use with as many clients as you choose as long as you're a member.
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Membership Fee
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We charge a flat fee per month to be a member of this elite group of financial professionals. You can cancel anytime.
It takes just one client per year for the membership to pay for itself.
We are so confident that you'll see value by joining that we'll go an extra step and say that we guarantee you will get at least one client so that a year's worth of membership will have a positive ROI.
To find out our current member fees and to learn more click the "See if you qualify" button below.
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Facilitators
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Jeff Prager (left) and Adam Lean (right) are passionate about helping business owners have a better business and be better business owners. They're mission is to help 10,000 business owners make more money. They founded The CFO Project to help as many business owners as they can make more money.
Jeff has been a CPA, business owner, and entrepreneur for over 35 years. He's built multiple businesses into 7, 8, and 9-figure successes, including Ashworth Golf Clothing, and the second largest privately-owned homebuilder in Colorado. His passion is helping business owners understand their numbers so they know how to have a better business.
Adam is a former accountant turned 2-time entrepreneur who built, scaled, and sold a successful eCommerce business. 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.
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Steps to becoming a member
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1. See if you qualify
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We only accept qualified individuals into our association. The first step is to see if you qualify.
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2. Interview with a facilitator
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If you qualify, you'll be invited to interview with one of our facilitators. We look for three main things: (a) a heart for business owners, (b) willingness to give in our community, and (c) adequate business financial knowledge.
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3. Get accepted
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We'll notify all accepted applicants via email and invite them to attend a new member orientation call where we'll help you get all setup.
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4. Help your clients make more money
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You'll now have the tools, knowledge, and guidance to have a successful CFO/business advisory practice. You'll also be a part of a community of other business advisors who will help sharpen your skills and you can help sharpen their skills.
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