Business owners are demanding their advisors help them with the financial operations of their business and are more than willing to pay for such services.

We have the training, tools, years of experience and support team to help you start, grow and scale a successful CFO firm.

This package is designed for the individual that does not currently own a business but would like to start their own CFO consulting firm.  This package is our most comprehensive package and includes literally everything you need to know to start a successful CFO consulting firm.

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 start-up business package:

Software & Services
  • Training on Eight Services Your CFO Firm Can Offer
  • Training on 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– Software & Service to Prepare, CFO Dashboards, Financial Forecasts and Cash Flow Models Click Here to View
  • Access To Any and All-New Software & Services We Offer in the Future
Training
  • Over 60 Hours of Web-Based Training That Can Be Viewed at Your Own Pace.
  • Online Support 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.
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
  • Access To Our Digital Marketing Platform to Grow Your Online Presence Fast
Support
  • Lifetime Marketing and Consultant Support by Phone, Email & Our Support Forum by A Team of CPA’s With Over 100 Years of Combined Experience
  • 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 and Trainings We Offer

Join The Expert CFO Network

By joining The Expert CFO Network, you will gain access to the following:

A complete turn-key business package that provides you with everything you need to start, grow and scale a successful CFO consulting firm.
A proven marketing system that is guaranteed to get leads from qualified businesses that demand CFO services and are more than willing to pay for them.
Over 60 hours of comprehensive web-based trainings that can be watched at your own pace that cover everything you need to know from A to Z to start a CFO firm.
Access to a support team of CPA’s that have a combined experience of over 100 years that are here to support you every step of the way.
Our library of tools, templates, contracts, proposals marketing materials and other resources to help you start a successful CFO consulting firm. 
You’ll be a part of an exclusive network of like minded professionals and consultants that all bring value to the table and are on a mission to add value to business owners one client at a time.
Join The Expert CFO Network

Testimonials

Read client consulting reviews for our company.

CFO Training Program

"The marketing program and training that The Expert CFO offers is exceptional and helped me land my first client in three weeks."

— Amy Smathers
CFO Training Program

"Joining The Expert CFO network as a consultant has been one of the best financial decisions I have ever made."

— Brian Capleton
CFO Training Program

"The Expert CFO Team has top notch support and are truly experts in this field."

— D. smith
business opportunities

"I could not have grown my CFO firm to where it is today without The Expert CFO team."

— Jill Davis
jones-robert-w

"After joining The Expert CFO network, I recouped my initial investment in my first year of business."

— Robert Jones

Download The Expert CFO Whitepaper

Why businesses are demanding CFO services and how you can start a successful CFO consulting firm that gives you the lifestyle, income and flexibility you have always wanted.

Download PDF
Let's help you!
Raleigh, North Carolina
Ph: 919 977-6138
Email: info@theexpertcfo.com
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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

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