The CFO Project
The CFO Project is a community made up of over 300 financial professionals who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services.
Finally Earn What You're Worth
Join our membership program that trains and certifies financial professionals to offer CFO and advisory services.
For Accountants, CPAs, and Bookkeepers
The CFO Project Membership
An exclusive membership program just for CPAs, accountants and bookkeepers to learn how to provide a scalable CFO service that actually gets results for your clients.
As part of the certification program, we'll show you how to add a CFO service so you can command higher fees, have recurring revenue, and a bigger impact on your clients' lives. In addition, we'll teach you a system on how to get clients and upsell existing clients.
If you're an Accountant, Bookkeeper, CPA, full-time CFO and/or Enrolled Agent, and...
...would like to 'escape the accountants trap' of trading time for money, then you're in the right place.
The CFO Project is a community made up of over 300 financial professionals who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services.
The Framework to Escape the Accountant's Trap
The CFO Project
Offering quality CFO & Advisory Services with your clients can be very rewarding, especially financially. As a certified Profit & Growth Expert™ you are ready to confidently market, price, sell your services implementing the Universal Business Builder engagement. Now you're ready to apply the principles from The CFO Project with your clients and get paid what you are worth.
We show accountants (including bookkeepers, CPAs, and enrolled agents) how to:
- Effectively start or incorporate CFO/business advisory service (or add one to their existing practice)
- Find the business owners who need this service (and are willing to pay premium)
- Convert them into paying clients (paying a minimum of $1,500 per month)
- All so that you can add a consistent, and predictable revenue stream to your practice where you’ll earn more money while working a lot less.
COURSE OVERVIEW
- Training on a 100% white labeled “CFO/business advisory” system
- Community access to world-class mentors and other CFOs
- Resources: access to our vault – tools, templates, and guides to find clients
Text (with CTA)
Include supporting information here.
Use this section to explain to potential students the value of your offering. Great copy shows your audience how their life might look after working with you. Start by identifying the problem you're solving. Next, present how their life will be different with the solution you’re providing. Finally, explain why you’re uniquely positioned to provide this solution.