TECH TALK: How to Become a CFO to Small Businesses with The CFO Project

  • Thursday, December 18, 2025
  • 2:00 PM - 3:00 PM
  • Zoom

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How to Become a CFO to Small Businesses

A Special Session for Bookkeepers Ready to Level Up

Are you tired of competing on price, drowning in low-margin work, or feeling like you're capable of so much more for your clients? If you’ve been craving deeper impact, higher revenue, and a more meaningful role in your clients’ success, this free training is your next step.

Join us for an eye-opening session with The CFO Project, created exclusively for bookkeepers who want to expand into CFO Advisory services without turning their entire practice upside down.

What You’ll Learn

✨ How to launch a CFO Advisory practice or seamlessly add it to the services you already offer
✨ What a small-business CFO actually does (and why clients desperately need it)
✨ A realistic “day in the life” of a CFO so you can picture your future clearly
✨ Steps to become a CFO while still running your bookkeeping firm
✨ How CFOs find clients and earn up to $192,000 per year working less than 20 hours per week

Why This Training Matters

Most bookkeepers are overworked, underpaid, and under-recognized. Meanwhile, small businesses are hungry for strategic partners who can help them understand their numbers, make better decisions, and grow.

Becoming a CFO to small businesses bridges that gap—and transforms your earning potential.

This training will show you:

⭐ How to provide high-impact advisory services
⭐ How to get big results for clients without giving up your life
⭐ How to add value your clients will happily pay premium rates for
⭐ How to transition into CFO work even if you’ve never done it before
⭐ How to attract CFO clients—without even marketing yourself as one

If you're ready to move beyond endless reconciliations and step into a more fulfilling, profitable role… this is your roadmap.

Ready to step into your next chapter?

Join us for this free training and see what’s possible when you stop trading hours for dollars and start helping clients really move the needle.

Reserve your spot today!

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