The CFO Project
A mentorship community empowering financial pros to build advisory-driven practices.
The CFO Project is a step-by-step mentorship program where we'll train and mentor any accountant, CPA, bookkeeper or Enrolled Agent to become a high-earning CFO for small business owners.
We'll show you how to launch your own CFO Advisory practice or add a CFO Advisory service to your existing tax or bookkeeping practice.
Over the course of 12 months, we'll provide you with training, systems, tools, a community and real mentors so that you can gain freedom, confidence and stability by becoming a high-earning CFO to small businesses.
Outcomes
- Transition from tax or bookkeeping to CFO Advisory services
- Price your advisory clients at premium rates
- Build clients with recurring, high-value contracts
- Grow your practice while maintaining work-life balance
What's included?
Done-with-You Mentorship Program
A guided structure to help you set up, deliver, and scale CFO services.
Tools, Scripts & Systems
Resources for lead generation, sales workflows, and service delivery.
Live Training, Masterclasses & Roundtables
Regular sessions with experts and peer-based discussion and problem solving.
Community & Peer Support
Forums, accountability check-ins, and discussions with other financial professionals.
Who is this for?
- Accountants, CPAs, bookkeepers, or enrolled agents wanting to scale advisory services
- Financial pros looking to break free from doing everything themselves
- Professionals needing practical systems, tools, and peer accountability
Adam Lean
Founder & CEO, The CFO Project | Mentor for Financial Professionals
I’m Adam Lean, Co-Founder and CEO of The CFO Project, a mentorship program for accountants, CPAs, bookkeepers and enrolled agents who want to build or grow their outsourced CFO and advisory services business. I moved from professional accounting into...
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