The CFO Project™

What You'll Learn

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.

Course Description

Get 3 paying CFO & Advisory clients worth  >$18,000 a year each!

This is a minimum guarantee worth more than $54,000 in revenue.

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.

  1. You’re not getting paid to do that.
  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.


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 you will get 3 paying CFO clients (assuming you 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.

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.

Become a Certified CFO

  • You’ll have the respect and credibility of your clients.
  • You’ll be able to differentiate yourself from your competitors
  • You’ll be able to command higher fees, retain clients longer, and have a bigger impact on their lives

Training on a 100% white labeled “CFO/business advisory” system

  • Part A: Learn how to provide an outsourced CFO service that actually gets results for your clients
  • Part B: Learn how to find leads from business owners who need this type of service
  • Part C: Learn how to convert those leads to a paying client worth (at least) $18,000 per year

Community access to world-class mentors and other CFOs

  • Weekly ‘CFO Roundtable’ to help each other
  • One-to-one coaching and
  • A monthly live ‘Masterclass’
  • 24/7 private online forum where you can get help, offer advice, and be a part of a distinguished community

Resources: access to our vault – tools, templates, and guides to find clients

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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