Our Business Is Your Success

The Expert CFO is the only company that places a significant emphasis on teaching specific, proven marketing techniques and business development methods to help you quickly obtain clients. Our extensive train-at-your own pace CFO consulting training covers everything you need to know to get ramped up quickly and even includes a step-by-step 30-day action plan to help you land your first client. Most consultants gain their first client within 30-45 days of completing the training.

To put it simply, our support is second to none and we live and breathe to help our consultants achieve success. If you are ready to give 100% and grow your business, we are ready to stand behind you and give you 110% and support you in anyway. From the technical side of running a consulting CFO firm, to client acquisition, to bringing new products and services to our consultants to help them grow their firms, we are with you every step of the way.

Training

  • Train at Your Own Pace Online Training
  • Recorded Versions of Various Training Workshops
  • Live On-Going Training Webinars
  • Private Business Owner Training Website
  • Training On Any New Products & Services We Offer in The Future

Support

  • Lifetime Toll-Free Phone Support
  • Lifetime Email Support
  • Lifetime Access to Private Support Website & Forum
  • Lifetime Support on All Products & Services We Offer in the Future

For more details on our Training and Support, feel free to Contact Us to discuss with a The Expert CFO team member.

Comprehensive CFO Services

Bookkeeping Full-service bookkeeping and financial reporting using a web-based ERP system to support businesses of all sizes in any industry.
Full Cycle Accounting Full-service bookkeeping (cash basis and full accrual), accounts receivable, accounts payable, inventory tracking and financial reporting using a web-based ERP system to support businesses of all sizes in any industry.
Payroll, HR & People Services Payroll processing, time tracking & PTO, HR services, employee benefits, compliance support and people services.
A/P Automation Automate the accounts payable process, approval of vendor invoices for payment and remove the headache of getting bills paid.
Tax-Pro Provide your clients with tax preparation services for individual and business income tax returns in addition to providing overall tax planning strategies.
Cost Segregation Providing a properly administered cost segregation study can lead to potential tax savings for clients that own a commercial building.
R&D Tax Credit Help clients identify Federal and state research and development tax credits, enabling them to realize cash tax savings for qualified research activities.
Financial Modeling Assist businesses with preparing financial forecasts, budgeting and financial models to help guide them to success and to implement sound financial plans.
CFO Services Provide businesses with general CFO services by helping interpret their numbers and using sound financial data to support their operations and achieve success.
Are you ready to start your CFO consulting firm and change your destiny and financial position?
Contact Us Today

Insights

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Category Startup CFO

Financial Modeling Secrets: What Top CFOs Know About Scenario Planning

October 7, 2025
Financial Modeling Secrets: What Top CFOs Know About Scenario Planning Financial modeling goes beyond predicting...
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