The CFO Project
The CFO Project is a US-based 12-month mentorship program that trains accountants, bookkeepers, CPAs, and tax professionals to become high-earning CFO Advisors serving small business owners, delivered through its proprietary CFO Hub platform to a community of ~500 members.
- Company typePrivate
- Founded-
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What The CFO Project does
The CFO Project is a private US-based mentorship and training company that teaches accountants, bookkeepers, CPAs, and tax professionals to become "CFO Advisors" serving small business owners. Its core product is a 12-month, done-with-you mentorship program priced as a multi-year subscription that combines self-paced training, weekly CFO Roundtables, live masterclasses, and one-on-one coaching, delivered through The CFO Hub — a proprietary platform accessible via web and native iOS/Android apps. The curriculum centers on a codified methodology called "The One Clear Path," supported by an Excel-based Client Workbook, a Resource Vault of templates and SOPs, a "Four Step Sales System," and "Endless Leads" marketing systems; the company holds registered trademarks for its brand and logo. The business model is high-ticket subscription coaching: members pay a single program fee (undisclosed publicly) for 12 months of access, then monetize their training by charging small business clients an average of $1,978 per month per client, with the company claiming members can reach roughly $192,000 per year with eight clients. Go-to-market relies on top-of-funnel content (a weekly podcast, YouTube, LinkedIn, Facebook, Instagram, CPE-eligible free live training, an Earnings Calculator, and a Trends Report) feeding a "Right-Fit Call" funnel staffed by enrollment advisors; member referrals reinforce community-led growth within a base of approximately 500 members supported by roughly 30 coaches, mentors, and staff.
The CFO Project firmographics
Firmographics- Name
- The CFO Project
- Legal name
- The CFO Project LLC
- Website
- https://thecfoproject.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The CFO Project is a US-based 12-month mentorship program that trains accountants, bookkeepers, CPAs, and tax professionals to become high-earning CFO Advisors serving small business owners, delivered through its proprietary CFO Hub platform to a community of ~500 members.
- Ownership category
- akta.pro rank
The CFO Project industry classification
Industry- Product category
- Professional Mentorship and Training Services
- NAICS
- Professional and Management Development Training (611430), Professional and Management Development Training (61143)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Finance, Accounting & Procurement Training (EDAGANAG)
- akta.pro secondary industry
- Strategy, Decision-Making & Business Acumen Coaching (EDABANAH)
Keywords
Where The CFO Project is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices8 records
Markets served
The CFO Project business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations, Others
Revenue model
- Mentorship Program Subscription: 12-month step-by-step mentorship program providing training, systems, tools, community, and real mentors. Includes access to all courses, templates, CFO Roundtables, forums, and ongoing support.
- CFO Advisory Services (by members): Members charge clients $1,500-$5,000 per month for CFO Advisory services. Average member charges $1,978 per client per month. With 8 clients, members can earn approximately $192,000 per year.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | 12-Month Mentorship Program |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels10 records
The CFO Project product offering
Product offeringCore offering
The CFO Project sells a 12-month step-by-step mentorship program that trains and mentors accountants, CPAs, bookkeepers, and tax professionals to launch or add a CFO Advisory practice serving small business owners. Members receive training modules, proprietary methodologies (The One Clear Path), templates and tools (including the Client Workbook), marketing and sales systems, weekly CFO Roundtables, monthly Masterclasses, and access to a private community of roughly 500 CFO Advisors, delivered through the web-based CFO Hub platform and iOS/Android mobile apps.
Product overview
The CFO Project is a step-by-step mentorship program serving accountants, CPAs, bookkeepers, and tax professionals who want to become high-earning CFO Advisors for small businesses. The core offering consists of the 12-month Mentorship Program, which provides training, systems, tools, community support, and real mentors. Members access the program through The CFO Hub (available on desktop and mobile). The program includes the CFO Advisory System-in-a-Box (turnkey system with training modules), The One Clear Path methodology (productized advisory service), The Client Workbook (Excel template), Endless Leads Marketing Systems, Four Step Sales System, CFO Roundtables (weekly mastermind groups), Live Monthly Masterclasses, and the Resource Vault (tools and templates). Additional offerings include The CFO Project Podcast and an Earnings Calculator tool. The program positions itself as a done-with-you mentorship rather than a simple course, emphasizing practical, real-world systems that have been proven in the founders' own CFO Advisory practices.
Differentiator
Problem solved
Functional benefit
Products and services
- The CFO Project Mentorship Program
- The CFO Advisory System-in-a-Box
Quantifiable outcome
- Members charge average $1,978/month per client (vs $750/year tax or $400/month bookkeeping)
- +5 more outcomes
Companies that use The CFO Project
Customer profileNamed customers6 records
Segments5 records
Ideal customer profiles4 records
The CFO Project technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
The CFO Project partnerships and signals
Strategic signalScale indicators11 records
Recent moves6 records
Expansion highlights4 records
The CFO Project competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
The CFO Project social profiles
Digital presenceThe CFO Project financial estimates
Financial estimateRevenue estimate
Valuation estimate
The CFO Project leadership team
Management profileNumber of profiles
Profiles13 records
The CFO Project funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The CFO Project M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The CFO Project
What does The CFO Project do?
The CFO Project sells a 12-month step-by-step mentorship program that trains and mentors accountants, CPAs, bookkeepers, and tax professionals to launch or add a CFO Advisory practice serving small business owners. Members receive training modules, proprietary methodologies (The One Clear Path), templates and tools (including the Client Workbook), marketing and sales systems, weekly CFO Roundtables, monthly Masterclasses, and access to a private community of roughly 500 CFO Advisors, delivered through the web-based CFO Hub platform and iOS/Android mobile apps.
Is The CFO Project a public or private company?
The CFO Project is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The CFO Project founded?
The CFO Project was founded in -1. It employs 1 to 10 people.
Where is The CFO Project based?
The CFO Project is headquartered in Austin, United States, in the North America region.
How does The CFO Project make money?
Two revenue lines are on record. Mentorship Program Subscription is the primary driver. The others are CFO Advisory Services (by members).
Does The CFO Project have an API?
No public API is recorded for The CFO Project.
What industry is The CFO Project in?
The CFO Project's product category is Professional Mentorship and Training Services. Its primary akta.pro industry code is EDAGANAG, Finance, Accounting & Procurement Training, with a secondary code of EDABANAH, Strategy, Decision-Making & Business Acumen Coaching. Its NAICS code is 611430 and its SIC code is 8200.