The CFO Project
Education
Free · Designed for iPad. Not verified for macOS.
The CFO Project is a done-with-you mentorship program to show you how to offer CFO Advisory services.
The CFO Project will provide you training, systems, tools, a community and real mentorship so you can offer a CFO Advisory service to grow your practice and increase your income without sacrificing more time.
In The CFO Project, you’ll get:
Practical Training
Over 6 self-paced courses, you'll learn how to provide an effective CFO Advisory service, get leads from business owners who need this service without spending a dime on ads, cold calling, or relying on social media. And, you’ll learn how to convert those leads to high-paying CFO Advisory clients without feeling like a salesperson.
Systems for Everything
We've turned everything we teach into systems so you can finally escape the accountant's trap of trading time for money. We teach multiple strategies and tactics for getting leads that have been proven to consistently work.
Discover our proven methodology for getting your leads to say "Yes!" to your CFO Advisory service. Provide a systematized CFO Service that gets results for your clients that doesn't feel like you've taken on multiple part-time jobs.
Downloadable Tools & Templates
Along with the training & systems, you'll get access to downloadable templates to help you market, sell, and provide a CFO Advisory service. You’ll also get step-by-step guides so you know exactly the next step to take with prospects and/or actual clients.
Become a Certified CFO™
Upon completion of all six of the main training modules, successful completion of the exercises and have demonstrated 'success' by getting at least one CFO Advisory client, you will be eligible to earn the Certified CFO™ certification.This is just one of the ways you'll be able to differentiate yourself from your competitors. As a CFO Advisor, you'll increase your perceived value to your clients which will help you command higher fees, retain clients longer, and have a bigger impact on their lives.
Real Mentors & a Robust Community
It’s not enough to learn how to become a CFO Advisor; you won’t actually become one until you execute. To do this, you need a team of supportive people around you to encourage you, guide you, mentor you and hold you accountable.You'll belong to a thriving community of CFO Advisors to turn to for guidance as well as to discuss topics relevant to our profession.
Ratings & Reviews
This update brings you new features, bug fixes, and performance improvements to provide you a better experience. To make sure you don't miss a thing, stay updated with the latest version.
The developer, The CFO Project, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Identifiers
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- User Content
- Search History
- Identifiers
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- The CFO Project, LLC
- Size
- 74.7 MB
- Category
- Education
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
18+
- 18+
- Contains
Messaging and Chat
User-Generated Content
- Copyright
- © The CFO Project 2025