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Want a roadmap for getting your first CFO client? Click here
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For accountants, bookkeepers & CPAs...
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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 for you to make more money
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Command higher fees
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Have recurring revenue
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Separate yourself from your competition
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The accountant's trap
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There are three challenges facing accountants:
Challenge #1: To get paid more you have to take on more clients (and/or work more hours)
Challenge #2: You have a ton of competition
Challenge #3: A lot of accounting software are trying to automate your job away
Your job is to record the past correctly. However, your clients don't really care about the quality of the books as much as you think they should.
To them, you and your competitors do the same thing (which is why you really can't raise your fees).
What they do care about is understanding their numbers and getting guidance on how to have a growing and more profitable business.
But, there's two problems with this.
Problem #1: You're not getting paid to do that.
Problem #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 provide a high-quality CFO service to your clients.
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 business.
By offering a CFO service you'll not only be able to separate yourself from your competition, you'll also be able to command higher fees, have predictable recurring revenue, and have a bigger impact on your clients' lives.
We'll show you how to do all of this in our membership program.
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Become a Certified CFO
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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 be able to 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 CPAs, accountants, bookkeepers and other financial professionals 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 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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"Joining The CFO Project was the smartest thing I have done in years! I have received profound and intelligent teaching, mentoring and coaching from Jeff and Adam.
They share best practices freely and elegantly. They provide impressive and comprehensive tools for a fractional CFO to use to launch their business and to provide amazing service to the client. Their support is exceptional - I ask a question or ask for help, and I get it … FAST.
I am very happy to be a part of this group and gladly pay their fees. Worth every penny."
They share best practices freely and elegantly. They provide impressive and comprehensive tools for a fractional CFO to use to launch their business and to provide amazing service to the client. Their support is exceptional - I ask a question or ask for help, and I get it … FAST.
I am very happy to be a part of this group and gladly pay their fees. Worth every penny."
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Diana Miret
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Jensen Beach, FL
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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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CFO Roundtable
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You'll be a part of a live online weekly meetup for members to share wins, solve challenges and share best practices.
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Office Hours
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You'll have access to a weekly session where our facilitators will be available one-to-one to help you solve any challenge or answer any questions.
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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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"Being a part of the group has helped me realize it's not about having all the answers, it's about asking the right questions. I can add a lot of value to a business by asking the right questions at the right time.
We also share experiences which has helped me realize I'm not alone and the issues I have with running a business, dealing with clients and deciding how much to charge are common."
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Pam Jahnke
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Truckee, CA
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"The CFO Project is a solid structured platform for business professionals who are looking to build their CFO consulting business. I have been able to grow my business 200% by their expertise, business referrals, continued support, and top-notch software.
Adam and Jeff have assembled a group of professionals who all work together to support ideas, clients, and future improvements of the CFO profession."
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Christina Gutierrez
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Summerville, SC
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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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"The training and systems have definitely helped me close more clients and increase my rates. I can't say enough about the high level of support that this program provides."
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Rocky Lalvani
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Harrisburg, PA
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