The CFO Project

The CFO Project is a financial management membership organization. We are accomplished CFOs that specialize in training financial professionals on providing high-quality CFO services to their clients as well as matching fractional CFOs to growing businesses. Ready to transition from doing mundane compliance work to providing a great CFO service to your clients? Most financial professionals don’t have a proven process for delivering an effective business advisory service. In our membership, we offer One Clear Path for delivering a high-value CFO service that will allow you to get more leads, charge more per client and retain clients longer. Become a scalable CFO advisory service that commands higher fees, increases recurring revenues, and gains distinct competitive advantages in the marketplace. Interested in taking your business to the next level? As an extension of our CFO advisory service, we also match business owners with high-quality Fractional CFO’s to optimize financial health and performance. Businesses are able to leverage professional financial planning, gain vital data driven insights and action plans, and skillfully navigate the stewardship of company’s assets at a fraction of the cost of a traditional CFO. Many of our hundreds of business owners have increased the profitability of their business by over $500,000 from working with us. With The CFO Project, we remove obstacles and break down barriers so that financial professionals and business owners can transform their business landscape. Ready to get started? Join us at thecfoproject.org.