News Announcement

By Marton Medina  |  October 1, 2025

A revolutionary franchise model giving CPAs a way to escape the tax season grind, protect thier clients, and build a lasting legacy.

A Profession at a Crossroads

The CPA profession is facing a historic moment. Thousands of small firms owners are nearing retirement. Young accountants aren't entering the field fast enough to replace them. Clients are demanding more than tax returns—they want year-round guidance and clarity. Meanwhile, too many small CPA practices are caught in a broken model: Seasonal chaos during tax season. Declining margins as compliance work is automated. Uncertainty about what happens to clients and staff when the owner retires.

It's a perfect storm—and it's leaving CPAs wondering: "How do I take care of my clients, my team, and my own future at the same time?"

Why We Created Money CFO®

As the founder of Money CFO®, I see the toll the tax seasons take, the worries about client relationships, and the unknowns of the future dragging along questions of how to transition out gracefully. But I also see how CPAs are more valuable than ever. Clients don't just need compliance—they need trusted guides who can help them reduce taxes strategically, make smarter financial decisions, and build thriving businesses and secure family futures. Unfortunately, most CPAs are stuck in outdated business models that make this impossible. That's why I created Money CFO®: to give CPAs a proven path forward—one that honors their expertise, serves their clients, and builds something lasting.

What Makes Us Different

Money CFO® isn't just another accounting firm. It's a franchise sytem that combines the strategic mindset of a business coach with the financial rigor of a CPA to design a business model that turns accounting expertise into ongoing, high-trust client advisory relationships—the kind that creates real impact and predictable revenue. Here's what makes us unique:

1. Year-Round Recurring Revenue Model — No more feast-or-famine cycles. Our system bundles tax planning, bookkeeping, accounting, and CFO advisory services into monthly subscriptions. This allows us stable, predictable cash flow, higher firm valuations, and year-round support for our clients.

    

2. Seamless Client Experience — Our clients aren't just numbers. Our systems provide personalized, tech-enabled service that makes them feel cared for while improving efficiency.

    

3. Training and Transition Support — We don't just hand you a manual and walk away. Our team works alongside you during launch, setting up systems and onboarding clients. We provide continued coaching and support to help you grow as a business owner so you can eventually step back or hand off entirely.

    

4. Built for Retiring CPAs — If you're ready to retire, we provide a structured exit plan where you can mentor a successor for 6–12 months and within that time see that your clients are protected, and your legacy will live on through the next generation.

Who This Is For

Money CFO® is designed for CPAs who:

• Are 60+ and planning to retire in 1-5 years, but don't want to abandon their clients.
• Own a small firm under $500k in revenue with 0-3 employees.
• Want to escape tax season chaos and transition to a more sustainable business model.
• Believe their work should make a lasting difference in their community.

Whether you're looking to retire with distinction, sell your practice, or grow beyond the grind, Money CFO® provides a clear path forward.

Our Vision For the Future of the Profession

Our mission goes beyond individual firms. We're building a network of local CPA leaders who guide families and businesses with trusted financial expertise. Strengthening communities through financial health takes a leader. And redefining what it means to be a CPA in today's world is where that community leader will emerge.

We believe every community deserves a CPA who acts as a year-round financial guide—and every CPA deserves a business model that rewards their expertise. This isn't just about saving individual firms. It's about shaping the future of the profession itself.

Why Now Is the Time

The trends are clear. The CPA retirement surge is accelerating. Automation is reducing the value of basic compliance work. And clients are demanding advisory services like never before. The next five years will determine whether small firms fade away—or rise to meet these challenges. Money CFO® exists to make sure CPAs aren't left behind.

Be Part of the Movement

If you've been feeling stuck, overwhelmed, or uncertain about the future, you're not alone. Thousands of CPAs are facing the same questions. And now there's a new way forward. Together, we can create a future where CPAs are valued, fulfilled, and free—and where communities thrive because they have the financial guidance they deserve.

Money CFO® isn't just a franchise. It's a movement to rewrite what it means to be a CPA. The old model is fading. The new era is here. And it starts with you.

Money CFO, Inc. This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. U.S. residents: Please note that the states of California, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Rhode Island, Virginia, Washington, and Wisconsin regulate the offer and sale of franchises. If you are a resident of one of these states, or seeking a franchise in one of these states, we will not offer you a franchise unless and until we have qualified for an exemption, or have complied with applicable pre-sale registration and disclosure requirements in your state.