Most business owners don’t have a solid plan of what to do or how to do it so they can have a growing and more profitable business.

So, they come into work everyday and work in their business.

Then, they look up a year or two later and realize they haven’t made meaningful progress.

They are nowhere close to achieving the freedom of money and time they desperately want.

They simply need a clear path…

…to have a successful, growing and more profitable business.

You, as their business advisor, needs to lead your client down a clear path to help them have a growing and more profitable business.

Specifically, you need to help them be able to…

…know how to increase revenue.

…know how to increase profit.

…know how to increase cash flow.

This all happens in our One Clear Path.

By using the One Clear Path, you can help your clients have a growing and more profitable business every month without stress and overwhelm.

You can help them go from being overworked, stressed out, and always worried about money to having confidence they’re on the right path.

This path will help your clients take home more money, be in control of their time, and finally enjoy their business again.

By joining The CFO Project Membership, you’ll have the training, tools, and support to offer this One Clear Path to your clients.

There are three main stages to our path.

Stage 1: Foundation
This is where you show your client what drives (or influences) their revenue, profit, and cash flow.

Think of their business as a machine. Your job is to break the machine down into different parts (the drivers) to see what’s working and what’s not.

Stage 2: Targets
This is where you, and your client, set measurable targets for this year and the next five years.

You’ll help your client set targets for each of the ‘parts’ of their business (drivers).

Stage 3: Direction
This is where you give your client a simple way to know what’s going on in their business (Scoreboard) and a way to know what to do to (Objectives & Next Steps) have a growing and more profitable business.

If the client completes the Next Steps, they’ll complete the Objectives. If the Objectives are met their Scoreboard will be ‘in the green’. If their Scoreboard is in the green, they will meet their targets.

This a way to keep a client for a very long time. This is a way for a client to have a growing and more profitable business.

Your clients need you to help them accomplish this.

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)

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