start a CFO consulting business

Start a CFO consulting business – when you are considering starting a new business or looking into a business opportunity, there are many decisions that need to be made during that process. Starting a CFO consulting business from scratch is certainly an option but the amount of time, cost, and hours it will take to move up the learning curve can be substantial.

A more viable option to start a CFO consulting business is to consider a business opportunity where you are purchasing a package or proven system that that has been created by experts that have successfully run a similar business. While the benefits of going with a business opportunity are many, some of the key benefits are having access to a proven system and process, having a team to support you along the way, and the ability to get started with your business immediately.

When exploring a business opportunity, it is imperative that you know exactly how the seller of the business opportunity can support you with your new business endeavor. Working with the right team and purchasing a business opportunity that provides a proven track record and superior support will ultimately contribute to your overall success when you start a CFO consulting business.

At The Expert CFO, we offer a comprehensive package of CFO services and provide the necessary training, support, and tools that individuals need to start, grow, and scale a successful CFO firm.

How The Expert CFO Helps You Start A CFO Consulting Business

We have outlined below, at a minimum, what we offer and how we help individuals start a CFO consulting business:

We Offer Comprehensive CFO Services

The Expert CFO offers a comprehensive package of CFO services that you can offer your end client which in turn creates multiple revenue streams for you when you start a CFO consulting business. These are proven services that are in demand in the marketplace and will position you as the expert and will allow you to assist your clients with full cycle accounting, payroll & HR, forecasting & modeling, accounting automation and tax strategy.


We Provide Over 60 Hours of Web-Based Training

The Expert CFO provides over 60 hours of web-based training that covers anything and everything you can think of. Topics include getting your CFO firm started, a deep dive into each service you can offer, our Accounting & Finance bootcamp, marketing your firm, landing the client, scaling you firm and resources for you to help you successfully start a CFO consulting business. We are always adding new training to further enhance your skills.


We Provide The Best of Support

When you join The Expert CFO network, you will have immediate access and support from a team of CPA’s that have over one hundred years of combined CPA experience. These are CPA’s that have backgrounds in tax, forecasting and modeling and have been in the trenches before and know what it takes to successfully start a CFO consulting business. We are here to help you succeed in any way that we can. Our business is your success!


We Provide Professionally Designed Marketing Materials

We provide marketing materials that consist of marketing brochures for each service you can offer and a professionally designed website that is ready to market your firm and is optimized to enhance your digital presence. We do not want you wasting time designing marketing materials, we want you out in the field getting clients, so we have already done the hard work for you to help you start a CFO consulting business quicker.


We Provide A Digital Marketing Platform

Access to our online digital marketing platform that allows you to put your online marketing on autopilot to generate leads and develop an online presence with ease so that you can grow your CFO firm as fast and as big as you would like.  This is critical step to your success when you start a CFO consulting business.


Jump Start Marketing Plan

We provide a proven jump-start marketing plan that uses specific techniques and strategies that typically lands consultants their first client within the first 30 to 45 days. This is imperative because we want you focused on growing your firm and working on your business and not in your business.  This will ensure your success when you start a CFO consulting business.


Modeling & Forecasting Software

We provide and train you on our CFO forecasting and modeling software that provides a dashboard summary of your client’s financial position and assists you with creating cash forecasts and financial statement forecasts. This literally allows you to offer CFO services with ease and your clients will love seeing all their metrics in a dashboard style format.  This makes it easier for individuals that don’t necessarily have CFO experience start a CFO consulting business.


We Provide Access to Back Office Support

We provide you with back-office support using the same strategy and techniques that the Big 4 firms and regional firms do with their outsourced accounting services. Our back office can assist you with the day-to-day accounting so that you can focus on growing your firm and maximize your firm’s profitability. This is imperative to scaling your firm to seven figures and will help you start a CFO consulting business.


Step-By-Step Instructions to Help You Start, Grow and Scale a CFO Firm

At The Expert CFO, we teach you from Day 1 how to start, grow and scale your firm by implementing processes and people so that you can quickly scale your firm to seven figures. It is imperative that you begin working on your business from the start. This will ensure your firm grows at a rapid pace and is critical when you start a CFO consulting business.


Lifetime Access to Our Training, Support and Services

When you become a part of The Expert CFO network of consultants, you will have lifetime access to our training, support, and services. Our support team is always here to help you achieve success and we are constantly looking for new services and trainings we can provide to help our consultants achieve success and earn additional income streams. Our business is your success and we are committed to helping you start a CFO consulting business.

As you can see the business package, tools, training and support we provide at The Expert CFO are quite extensive. We are constantly looking for new tools, methods, and services in the marketplace that we can bring to the table for our consultants that will allow them to add more value to their end clients and in turn, increase their CFO firm’s revenue.

We truly love helping individuals achieve success and we live by our slogan that our business is your success and our team will do whatever it takes to help you start a CFO consulting business.

If you’d like to talk to us about joining our network of consultants and start a CFO consulting business, contact us today to talk to one of our team members.

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Attend Our Free Classes!!

We host a series of free classes where we talk about how the landscape in the accounting world has changed, why CFO services are in such demand and how businesses are willing to pay substantial fees for CFO advisory services and how you can start a CFO firm today.