Company details
If you're an Accountant, Bookkeeper, CPA, full-time CFO and/or Enrolled Agent, and...
...would like to 'escape the accountants trap' of trading time for money, then you're in the right place.
The CFO Project is a done-with-you mentorship program made up of over 450 accountants, CPAs, bookkeepers and Enrolled Agents who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services.
Presenters
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Lacey Harnar
- CFO Mentor at The CFO Project
- The CFO Project
Lacey Harnar is a CPA & Certified CFO with The CFO Project. As a CPA, she has experienced the stress and strain of many tax seasons. As someone who is passionate about intentionally designing her business and life so that each day brings joy and satisfaction, she knew a business built solely on tax work would not allow her to achieve her larger goals. As a CFO, she is not only able to achieve her business and life goals, she is able to help other business owners do the same.
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Adam Lean
- CEO/Co-Founder, TheCFOProject.com
- The CFO Project
Adam Lean, Co-founder and CEO, The CFO Project
Adam Lean is a former accountant turned two-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to help them make more money and gain peace of mind. He currently leads The CFO Project, a mentorship and training company that equips accountants, CPAs, bookkeepers, and Enrolled Agents with the skills to offer outsourced CFO and business advisory services. The CFO Project has over 450 financial professionals committed to growing their firms through high- value advisory services.
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Jeff Prager
- Co-Founder
- The CFO Project
Jeff Prager is the Co-Founder of TheCFOProject.com and a retired CPA, business owner, and entrepreneur for over 35 years. Jeff has a passion in teaching and helping business owners understand their numbers so they know how to run a better business.
Upcoming live webinars
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11
JunBuild a Scalable (and Sellable) Firm Through Advisory Services
by Adam Lean -
18
JunFrom Accountant to Entrepreneur: Build a $72k/yr Side-Hustle That Can Scale to $250k+ and Replace Your Day Job
by Adam Lean -
10
JulThe $192,000 Training
by Adam Lean -
14
AugCPA to CFO
by Lacey Harnar -
11
SepHow to Start a CFO Service
by Adam Lean -
14
OctFrom Accountant to Entrepreneur: Build a $72k/yr Side-Hustle That Can Scale to $250k+ and Replace Your Day Job
by Adam Lean