The CFO Project

The CFO Project is a done-with-you mentorship program to show you how to offer CFO Advisory services.

The CFO Project will provide you training, systems, tools, a community and real mentorship so you can offer a CFO Advisory service to grow your practice and increase your income without sacrificing more time.

In The CFO Project, you’ll get:

Practical Training Over 6 self-paced courses, you'll learn how to provide an effective CFO Advisory service, get leads from business owners who need this service without spending a dime on ads, cold calling, or relying on social media. And, you’ll learn how to convert those leads to high-paying CFO Advisory clients without feeling like a salesperson.

Systems for Everything We've turned everything we teach into systems so you can finally escape the accountant's trap of trading time for money. We teach multiple strategies and tactics for getting leads that have been proven to consistently work. Discover our proven methodology for getting your leads to say "Yes!" to your CFO Advisory service. Provide a systematized CFO Service that gets results for your clients that doesn't feel like you've taken on multiple part-time jobs.

Downloadable Tools & Templates Along with the training & systems, you'll get access to downloadable templates to help you market, sell, and provide a CFO Advisory service. You’ll also get step-by-step guides so you know exactly the next step to take with prospects and/or actual clients.

Become a Certified CFO™ Upon completion of all six of the main training modules, successful completion of the exercises and have demonstrated 'success' by getting at least one CFO Advisory client, you will be eligible to earn the Certified CFO™ certification.This is just one of the ways you'll be able to differentiate yourself from your competitors. As a CFO Advisor, you'll increase your perceived value to your clients which will help you command higher fees, retain clients longer, and have a bigger impact on their lives.

Real Mentors & a Robust Community It’s not enough to learn how to become a CFO Advisor; you won’t actually become one until you execute. To do this, you need a team of supportive people around you to encourage you, guide you, mentor you and hold you accountable.You'll belong to a thriving community of CFO Advisors to turn to for guidance as well as to discuss topics relevant to our profession.