Solopreneurs • CFO Firms • CPA Practices

Build a Thriving CFO Practice

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Market, Sell and Perform with Confidence

Free Agent CFO™ Is The Only Educational Platform for the Part-Time CFO Industry

Customized education, coaching, and mentoring for individuals or small firms for finding, getting, and serving the clients CFOs want to transform.

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Let’s overcome obstacles

How Free Agent CFO™ Helps You Win …

Positioning

Gain better insights on who your clients should be the services you provide based on your unique capabilities.

Marketing

Learn proven strategies to find your ideal clients using a predictable and consistent process.

Selling

Master a business development framework that reduces stress and leads to more clients.

Delivering

Use a proven toolset that will initially address the biggest issues every new client is facing.

Improving

Build a new set of skills to lead your clients to a whole new level of sales, profitability, and cash flow.

Transforming

Ultimately become your client’s most vital asset as they start building a legacy for the next generation.

Customized Training and Coaching on Your Terms

PICK YOUR TRACK

One-to-One

Boot Camp

Workshop

Free Agent CFO™ is not a one-size-fits-all. Whether you are a firm of one or a team of many, all coaching and training is customized to your unique capabilities and desired or current client base.

A Process THAT Works

Feedback From a Part-Time CFO

Free Agent CFO™ has deep experience in this field and is THE teacher to help anyone wanting to break into the industry. I know this from personal experience as Mark was my guide and has helped me establish and build a successful CFO practice.

Adam Lean

Founder of The CFO Project

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