No. We have trained consultants with varying backgrounds in accounting and finance. Some have had a career as a VP of Finance and wanted to switch gears and others have had only a little experience with bookkeeping. The services and opportunities that exists with a bookkeeping and CFO consulting firm are numerous. The key is to find your niche and build a successful CFO consulting firm around that niche. Our training will teach you everything you need to know to get ramped up and generating revenue quickly.

Everyone’s situation is obviously different. If you are currently working full time and your paycheck is your only source of income, we recommend you start out on a part-time basis and as you pick up clients and build a book of business, you can transition into doing CFO consulting full time. When you join The Expert CFO network, we grant you access to our back office if you need assistance with preparing any bookkeeping, tax returns, etc. This allows you to continue to work full time and grow your business to the point where you can do it full time.

Consultants who study our 30-day marketing action plan and perform the steps as instructed typically land their first client within 30 days or so. If you can’t devote yourself to this business full time, that's OK. We can show you how to build this business part time at first, as several of our consultants have done.

This varies on a case-by-case basis depending on your efforts and the niche you decide to focus on. It is not uncommon to build a six-figure bookkeeping business within the first year or two. Once you establish a book of bookkeeping clients, you will have the ability to implement several of the other services we train you to utilize to generate additional income and add value to your clients. Add the other income streams on top of that and the income potential you can earn is unlimited. Not to mention, once your clients see that you truly are a trusted advisor to their business, you will have the opportunity to provide general CFO services, which can be billed out at hourly rates of $75 - $150 per hour.

Absolutely! The program is built to guide you step-by-step, even if you’ve never run a business before. From pricing your services to acquiring clients and delivering results, we provide the tools, templates, and mentorship you need to build a thriving CFO firm from scratch.

The program is self-paced, allowing you to learn on your own schedule. Most participants spend 5–10 hours per week and start seeing progress within the first few weeks. You can adjust your pace based on your commitments.

You’ll have access to weekly live Q&A sessions, and a community of like-minded professionals. Plus, our resources include templates and an AI-powered CFO forecasting tool to streamline your work and save time.

We stand by the value of this program, which is why we offer a 5-day money-back guarantee. If you don’t feel the program meets your expectations, you can request a full refund within the first 5 days—no questions asked.

Yes! The Expert CFO program is designed to help both beginners and those already running small CFO businesses. If you’re looking to scale, streamline your operations, or attract higher-paying clients, this program will provide advanced strategies to take your firm to the next level.