The Expert CFO - Business Opportunity

Quick Business Summary

If you have a background in bookkeeping, accounting or finance, The Expert CFO is the fastest way to start your own CFO consulting business, and we're the only company with Comprehensive Training, Lifetime Support, and a proven Marketing System. Build substantial re-occurring income working from anywhere, full-time, or part-time.

*Please contact "The Expert CFO" to confirm the accuracy of any information provided on this page.

The Expert CFO
Business Cost, Fees & Facts for 2023

Minimum Cash Required $19,995
Training & Support Yes

Available In These States:

We are currently accepting inquiries in ALL States
  • Overview
  • Video


The Expert CFO - Business Opportunity

Why Start A CFO Consulting Firm as Your New Business?

  • Startups and Rapidly Growing Businesses Need CFO Services - A 2020 survey by revealed that advisory and consulting services are businesses' greatest unmet need. Traditional CPA firms are not providing their clients with that they need to grow. With a CFO firm you can help these businesses!
  • EVERYTHING Can Be Done from Home - All Training, Marketing, and Support can all be done from the comfort and safety of your own home. With the tech stack we teach you to use, you can run your CFO firm right from your home.
  • Complete Flexibility - You can work from anywhere and set your own schedule. Build a part-time business to earn extra income, replace your salary, or grow your firm to a seven-figure firm.
  • Strong Growth Potential - According to and The Journal of Accountancy, the demand for CFO services continues to increase significantly as businesses need more from their trusted advisors. In general, the number of businesses that need such services has grown exponentially.
  • No Special Education Is Required - While a general background and understanding of accounting and finance is required, you do not need to have an MBA or be a CFO in your current job to start a CFO firm. We provide you with comprehensive training in accounting & finance and our support team consists of CPA’s that have a combined one hundred years of experience offering CFO type services. If you follow our system, our support team will help you achieve success.

Comprehensive Business Package

Our complete online Chief Financial Officer consulting training and support courses includes 60 hours of training and support for web-based bookkeeping & full cycle accounting systems, web-based forecasting and budgeting tool and access to our back-office to perform bookkeeping and accounting services, professional marketing materials, comprehensive work at your own pace trainings, video trainings, lifetime technical and marketing support, ongoing live webinars and conference calls, and access & support for any new services we implement into our business package.

No experience is necessary. We can train you on how to use our web-based bookkeeping system and web-based forecasting and budgeting tool and you can even use our back office to process your bookkeeping so that you can focus on growing your business. With the nine income streams our business package offers, there is a niche in CFO consulting for everyone regardless of your background or experience. We are here to support you and help you achieve success.

When you become part of our network of consultants, you gain access to the following products and services. Even more importantly, we offer free lifetime support, over 60 hours of web-based training and a proven marketing system. You will also get your very own customized marketing materials, as well as your own website, branded with your custom company name, logo, etc.

Comprehensive CFO Services

Our business opportunity provides you with the ability to create nine income streams for your CFO firm by providing your clients with the following 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 & A/P Automation - Automate the accounts payable process, approval of vendor invoices for payment and remove the headache of getting bills paid. Automate the accounts receivable process to reduce invoicing time and speed up collections.
  • 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 utilizing our proprietary web-based forecasting tool.
  • 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.

Training Modules

Our support team consists of CPA’s with over one hundred years of combined experience, and we are here to make our consultants successful. In addition to our support team, we have the following web-based training modules that our consultants have access to at any time:

  • Welcome to The Expert CFO Network
  • Let’s Get Started
  • Jump Start Marketing Plan
  • Overview of CFO Services You Can Offer
  • Accounting & Finance Bootcamp
  • Marketing Your CFO Firm
  • Deep Dive into Each Service You Can Offer
  • Landing The Client
  • Scaling Your Firm
  • Accounting Systems Deep Dive
  • Resources for Your CFO Firm

This opportunity is available in the United States only.


When you submit your information, you will receive details about our weekly Free One-hour Webinar (online presentation) where we do a deep dive into our business opportunity and open it up so our attendees can ask questions.

You will also have the opportunity to speak directly with a Business Development Rep at The Expert CFO to learn more about joining our network of consultants





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