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 are 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:
1. Effectively start or incorporate CFO/business advisory service (or add one to their existing practice)
2. Find the business owners who need this service (and are willing to pay premium)
3. Convert them into paying clients (paying a minimum of $1,500 per month)
4. 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.
The accountant’s trap
There are three challenges facing accountants:
They want their accountant (you) to be their business advisor.
But, there’s two problems with this.
You’re getting paid to do compliance work. This means that to make more money you have to take on a lot of low-paying and demanding clients.
What you need is a system. A system that will allow you provide a high-quality CFO service to your clients.
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 business.
By offering a CFO service you’ll not only be able to separate yourself from your competition, you’ll also be able to command higher fees, have predictable recurring revenue, and have a bigger impact on your clients’ lives.
Your Enrollment Also Includes
Assigned Coaches and Mentors
An Orientation Counselor to help you get set up and through the training
An Academic Coach (tutor) to learn the material and help with related real world questions
A Marketing Coach to help you apply our proven turnkey business plan to find and engage with your ideal clients as you start and build your business. Upon completion of the program you’ll have the opportunity to speak with your assigned business coach and have a Marketing Implementation Session. This will be a one-on-one discussion to develop your business plan and a clear marketing strategy to get you the clients you need.
This course prepares you for possible employment in the following occupations:
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Here’s what is included with the program.
3-Client Guarantee: We’ll guarantee that you will get 3 paying CFO clients (assuming you complete, and apply, the training).
Each member will pay for twelve months of membership where they will immediately get full access to the program for twelve months. After the first twelve months, each member will pay a nominal monthly fee to remain in the program (it is currently $397/mo). Members can cancel anytime after the first twelve months.
The foolproof way to escape the accountant’s trap
Offer a CFO service and finally have a scalable way for you to make more money.
Convenient Remote Learning
The CFO Project is delivered through easy-to-follow instructional videos, workbooks and reference materials. You have the flexibility to complete the courses on your own time, in a way that fits your life and business needs. You’ll have access to the support of knowledgeable coaches and mentors each running their own successful businesses offering quality
Become a Certified CFO
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
Module 1 of the Professional Bookkeeper™ program, Accounting Made Easy, teaches you the fundamentals of Bookkeeping in a practical, hands-on methodology. You will learn by doing, the best way for the skills that you gain to stick. If you have ever read a book on a subject and found that you couldn’t retain the knowledge when you needed it later, you already know the value of learning by doing, involving more of your brain in the learning process. As you complete the practice sets in the Professional Bookkeeping course, you become familiar with the processes involved in day-to-day PB Accounting and Bookkeeping tasks. They become second nature to you, enabling you to focus on higher level things.
Module 2 teaches you how to apply those principles to specific industries. You will learn to set up books from scratch, setting up all of the ledgers and journals needed to do full service Bookkeeping Accounting for your paying clients. Your clients will learn that you are the only financial analyst that they will ever need because you can do it all!
The purpose of the 3rd module is to help you set up a complete bookkeeping system, and manage clients from a variety of more sophisticated industries for your new accounting and bookkeeping business.
This 4th module is designed to assist you in successfully creating your own professional in-home, or office-based bookkeeping and accounting service. It gives you the turnkey process to start and build a successful accounting business so you can be in business for yourself but not by yourself.
Learn the most common industries along with their specific nuances associated with them in accounting with the following exercises:
This program is delivered through easy-to-follow instructional videos and workbooks (over 600 pages of instruction and reference materials). You have the flexibility to complete the courses on your own time, in a way that fits your life. Even though you may be training from the comfort of home, you are far from on your own. You’ll have access to the support of knowledgeable bookkeeping accounting coaches and mentors who have their own successful accounting firms along with other experienced pb accounting professionals throughout your course and beyond.
• 81 Video Lessons
• Clock Hours: 60
• Designed to be done in 4 to 6 weeks
• Four Manuals with exclusive bonus content
• Online access, anywhere, anytime
• The opportunity to certify your skills
• Related Coaching & Support
• 100% satisfaction guarantee
Jeff Prager and Adam Lean 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 former accountant turned 2-time entrepreneur who built, scaled, and sold multiple businesses. 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.