The CFO Project Membership

Escape the business advisor trap

Become a Certified CFO and finally have a scalable way to make more money

Command higher fees

Have recurring revenue

Have a bigger impact on their lives

The business advisor trap

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.

Join our membership

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.
The One Clear Path

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.

Why you should join

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...


Gain a competitive advantage
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.
Grow your business
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.
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.
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.

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.
What You'll Get
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Become a Certified CFO

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'

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Exclusive Member Forum

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

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

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

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

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.

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.

Facilitators

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.

Steps to becoming a member
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1. See if you qualify

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

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

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

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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