The Expert CFO Training and Support Consulting Package has a total investment of $19,995

Call you’re The Expert CFO Rep today for details or click here to contact us.

The CFO education program is made up of three main parts: Software & Services, Training, and Lifetime Support. Below is a detailed list of all components included in the Business Package.

Software & Services

  • Online Web-Based Bookkeeping and Full Cycle Accounting ERP System
  • HR & Payroll Software & Services and Employee Benefit Solutions
  • Accounts Payable Automation – Software & Services
  • Tax Pro – Software & Services for Individual & Business Income Tax Returns
  • Cost Segregation – Accelerate Deprecation Service
  • R&D Tax Credit – Service for Identifying & Filing for R&D Tax Credit for Tax Savings
  • Tax Resolution – Service for Assisting Individuals & Businesses with Back Tax Issues
  • Auto Card Marketing System – Software & Service to Market Your CFO Consulting Firm
  • Forecast Pro – Software & Service to Prepare Financial Forecasts and Cash Flow Models Click Here to View
  • Access To Any and All-New Software & Services We Offer in the Future

Marketing Materials 

  • 30 Day Step-By-Step Marketing Action Plan
  • The Expert CFO Business Analysis Tool
  • The Expert CFO Bookkeeping & CFO Service Pricing Tool
  • Professionally Designed Website Click here to view websites
  • Pertinent Articles, News Releases & Information for You to Post to Your Website
  • Customized Full Color Marketing Flyers Click here to view flyers
  • Presentation Folders
  • Downloadable Copies of Contracts, Agreements, Marketing letters, Flyers, Email Templates, Scripts, Proposals, Cover letters, Presentations
  • Auto Card Marketing System to Automate Your Marketing Efforts


  • Over 60 Hours of Training That Can Be Viewed at Your Own Pace
  • Online Internet Training and Resources Through Our Consultant Support & Training Forum
  • As Part of Your Ongoing Support, The Expert CFO Team Holds Private Live Webinars and Conference Calls That Inspire, Educate and Motivate Our Consultants. These Are Recorded and Posted on the Consultant Support & Training Forum for Reference. Here is a Sampling of the Types of Topics We Cover:
    • Success Stories and Roundtable Events with Consultants Within Our Network
    • New Service and Product Launches
    • Warm Marketing During Social Distancing
    • Using Webinars to Grow Your Business
    • Using Webinars to Grow Your Business
    • How To Develop Referral Relationships with Business Influencers
    • How To Develop Referral Relationships with Business Influencers
    • How to Perform a Perfect Business Analysis for Prospective Clients
    • How to Perform a Perfect Business Analysis for Prospective Clients
    • How to Hire, Train and Pay Commissioned Sales Reps
    • How to Hire, Train and Pay CFO Level Consultants to Help You
    • How to Hire, Train and Pay Mid-Level Accounting Consultants to Manage Your Book of Business
    • How To Utilize Our Back Office to Prepare Your Bookkeeping and Tax Returns
    • How to Keep Track of Your Prospects So They Call YOU When They Need Bookkeeping and CFO Services
    • What Is Search Engine Optimization (SEO) and Why It Is Imperative To Your Website
    • How to Promote and Give Live Seminars to Grow Your Business
    • How to Best Utilize Social Media to Grow Your Business
    • How to Use LinkedIn to Grow Your Network and Obtain Clients
    • How to Get All the Clients You Want with Trade Shows
    • Training on the Web Based Bookkeeping & Tax Return Preparation Software
    • Training on Accounting, Bookkeeping & Financial Statement Preparation
    • Training on Individual and Business Income Tax Code & Preparation of Income Tax Returns
    • Effective Use of the Automated Card Marketing System To Grow Your Business
    • How to Market Bookkeeping & CFO Services Effectively
    • How to Effectively Market HR, Payroll and Benefit Services
    • Wny Businesses Need A/P Automation and How You Can Market It
    • The Ins and Outs of Cost Segregation and How to Sell Cost Segregation Services
    • The R&D Tax Credit – What Is It? Why Is It Beneficial? Why You Should Be Selling the R&D Tax Credit Service.
    • What Exactly Is Tax Resolution, Why It’s An Opportunity and How To Sell The Service.
    • Why Financial Forecasting & Modeling Are Essential CFO Services
    • How To Use the Web Based Financial Forecasting & Modeling Tool to Get More Clients and Charge Higher Fees
    • How The Expert CFO Team Can Help You Succeed in CFO Consulting
    • Touring the Consultant Training and Support Site: How to Find What You Want
    • Touring the Consultant Training and Support Site: How to Find What You Want

Lifetime Support

  • Lifetime Marketing and Consultant Support by Phone, Email & Our Support Forum
  • Lifetime Technical Support for all Software Systems & Services
  • Lifetime Access to Consultants Support & Training Forum
  • Lifetime Support for Any New Services We Implement in the Future
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?