Escape the business advisor trap
Command higher fees
Have recurring revenue
Have a bigger impact on their lives
Whether you are an accountant, business coach, or bookkeeper most 'business advisors' face five main problems:
Problem #1: You're trading time for money
Problem #2: You're dealing with low-paying and high-demanding clients
Problem #3: There's nothing that separates you from your competition
Problem #4: You're constantly battling between finding clients and servicing clients
Problem #5: You don't have an effective method for providing real help that business owners need
The bottom line is that 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.
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.
By joining our membership, you'll get...
Most accountants, business coaches and bookkeepers 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.
We are an exclusive community of accountants, business coaches, and bookkeepers 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...
You'll be able to differentiate yourself from all of the other accountants and financial professionals.
You'll immediately be a part of a community of other financial professionals who want to help their clients succeed.
You'll finally have a system to (a) get clients, (b) command higher fees, and (c) have recurring revenue each month.
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.
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.
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 proven method for helping your clients have a growing and more profitable business without stress and overwhelm.
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 $10k per year)
- How to provide the actual CFO service
Upon successful completion, you'll be a 'Certified CFO'
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.
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.
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.
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)
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.
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.
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 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.
We only accept qualified individuals into our association. The first step is to see if you qualify.
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.
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.
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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