We show accountants (including bookkeepers, CPAs, and enrolled agents) how to: 1. Start a CFO/business advisory service (or add one to their existing practice) 2. Find leads from business owners who need this service (and are willing to pay premium) 3. Convert those leads to paying clients (paying a minimum of $1,500 per month)
Course Description
The accountant’s trap There are three challenges facing accountants:
Challenge #1: To get paid more you have to take on more clients (and/or work more hours)
Challenge #2: You have a ton of competition
Challenge #3: A lot of accounting software are trying to automate your job away
They want their accountant (you) to be their business advisor.
But, there’s two problems with this.
Problem #1: You’re not getting paid to do that.
Problem #2: You’re not sure, exactly, how to do that.
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.
We’ll show you how to do all of this in our membership program.
Here are the features included in the program:
Training: We’ll train each member on a proven system to provide a high-quality CFO service
Upon joining, each member will go through a series of short “basic trainings” to get them up to speed as quickly as possible.
Our system is scalable. This system takes less than four hours per month per client. This will allow members to take on more clients and make more money per hour.
Our system is 100% white labeled.
Members can learn the compete system and become certified in less than three months.
Each month, we conduct live ‘Masterclasses’ where we deep dive into specific strategies members can use in their CFO practice.
Community: Each member will be a part of an exclusive community of like-minded professionals
Each member will participate in weekly mastermind meetings to get training, share wins, solve challenges, and share best practices – called the “CFO Roundtable”
Each CFO Roundtable is led by a knowledgeable, caring and certified “CFO Trainer” who will guide their members each step of the way
Members will also have unlimited access to a private online forum where they get help, offer advice, and be a part of a 24/7 community of like-minded business advisors to discuss various topics.
Resources: Each member will have full access to our library of supporting resources. Our library is made up of:
Downloadable templates to use in conducting a high-quality (and highly effective) CFO service
Step-by-step guides to assist in providing a CFO service, marketing your practice and converting leads
Copy Ready Scripts to use for marketing (e.g. email messaging), sales (e.g. what to say to prospects) and operations (e.g. how to manage your engagements)
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
Lessons
Here’s what is included with the program.
Training on a step-by-step system to provide and sell a CFO service
Ability to become a Certified CFO
Monthly Masterclasses Live group coaching and mentorship by a CFO Trainer
Full access to the tools, templates, guides and downloads needed to sell and provide a scalable CFO service
Private online forum
CFO Roundtable
3-Client Guarantee: We’ll guarantee that each member will get 3 paying CFO clients (assuming they complete, and apply, the training). Each CFO client is worth (at minimum) approximately $18,000 a year. Thus, the guarantee is worth approximately $54,000.
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.
We do this in a ‘membership-style’ program. Each ‘member’ gets all-access to each feature in the program. As part of the membership, each accountant will get:
Access to live and on-demand training that’s designed to be practical (rather than theoretical) and to get results fast
A community of other like-minded CFOs to lean on for support, get questions answered and to get encouragement – all lead by knowledgeable and caring trainers.
A resource library of tools, templates, guides, and other resources that took years and thousands of dollars to build and accumulate.
Ability to become a ‘Certified CFO’ so they can boost their credibility and be seen as the go-to business advisor that can help with dramatically growing and improving the profitability of small-to-medium sized businesses.
For CPAs, Accountants, Bookkeepers & Enrolled Agents…
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 accounting services along with access to other experienced accounting professionals throughout your course and beyond.
• Video Lessons • Clock Hours: • Designed to be done in 4 to 6 weeks • Two Manuals with exclusive bonus content • Online access, anywhere, anytime • The opportunity to certify your skills • Related Coaching & Support
Meet Your Instructors
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.
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