Offer CFO & Advisory services with confidence following a proven process. Learn how to effectively price, market, sell business coaching services as a
Profit & Growth Expert
to help your clients work ON their business. As a trusted strategic advisor you will provide year long engagements implementing the
Universal Business Builder
systems as part of the
We'd love to hear from you and talk about your future!
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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.
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
Schedule an appointment at your convenience
We look forward to speaking with you
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