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:
- 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
- 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.
- 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
- 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:
Read client consulting reviews for our company.
"The marketing program and training that The Expert CFO offers is exceptional and helped me land my first client in three weeks." — Amy Smathers
"Joining The Expert CFO network as a consultant has been one of the best financial decisions I have ever made." — Brian Capleton
"The Expert CFO Team has top notch support and are truly experts in this field." — D. smith
"I could not have grown my CFO firm to where it is today without The Expert CFO team." — Jill Davis
"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.
Let's help you!
Raleigh, North Carolina
Ph: 919 977-6138
Why choose us?
Comprehensive CFO Services
Are you ready to start your CFO consulting firm and change your destiny and financial position?
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