Transform Your Financial Leadership
Become the CFO your clients need. Move beyond compliance and step into high-value, coaching-based financial leadership.
The CPA role is changing. The question is, will you?
AI is commoditizing compliance work, large CPA firms are consolidating, and clients want more than reports and tax returns.
They want strategy, guidance, and a trusted partner. They want a Fractional CFO.
Sound Familiar?
You feel burnt out from reactive tax and compliance work.
You want to do more meaningful work for fewer, higher-value clients.
You crave deeper, more strategic relationships with clients.
You want more time, flexibility, and recurring revenue in your business.
You feel the pressure of AI and know the industry is rapidly changing.
You’re a CPA, boutique CPA firm owner, or financial professional who’s excellent at the technical side of your work… but deep down, you know you’re capable of offering more.
You’re not alone.
The opportunity for growth is no longer in offering more services. It’s in stepping into a more valuable role. 👇
Introducing…
The CFO Collaborative
A virtual training system and community designed to help CPAs, boutique CPA firm owners, and financial professionals transition from compliance work into high-value CFO leadership.
Inside the Program, Members Learn How To:
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Sell CFO services with confidence.
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Lead higher-value, strategic client conversations.
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Deliver a structured, results-driven first 90 days.
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Guide planning, forecasting, and accountability.
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Turn financial data into clear decisions.
06
Coach clients to think and lead differently.
Who It's For
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Who It's For ✦
Solo CPAs, CFOs, and other Financial Professionals who:
Feel burnt out from tax and compliance work.
Want more time, income, and flexibility.
Crave deep client relationships.
Don’t want to build their own firm, but would love to work as a Contractor under MACKEY.
Boutique CPA Firms and Future Firm Owners who:
Want to add CFO services or improve their current offering.
Need a proven delivery system.
Hope to do more work for fewer clients.
Want to 2x-10x the fees per client.
Feel pressure to adapt from AI.
What’s Included:
The CFO Collaborative System gives CPAs an immediate, proven CFO framework to deliver transformative financial leadership to business owners, without the years 35+ years of trial and error.
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A full virtual training system covering sales, delivery, forecasting, dashboards, financial systems analysis, coaching mastery, accountability, and client transformation frameworks.
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Structured video trainings that walk you through the entire CFO Coaching process, from selling the work to leading ongoing monthly advisory relationships.
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Live implementation and coaching sessions focused on the major pillars of the program, with space to ask questions and work through real scenarios.
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Ready-to-use sales decks, forecasting tools, planning templates, dashboards, accountability systems, FSA reports, and client handouts you can customize to your firm.
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Join a private community of CPAs and financial professionals building CFO advisory services together. Includes monthly “Ask Me Anything” calls with Mackey for ongoing support around client situations, implementation, sales conversations, delivery, and growth as you begin applying the system in real time.
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Continually updated trainings, tools, tech recommendations, coaching resources, and frameworks as the industry evolves.
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Additional one-on-one coaching available for sales support, implementation guidance, and personalized growth strategy.
Two Ways to Join The CFO Collaborative
#1: Join the MACKEY Team
For solo CPAs + financial professionals
Plug into an existing system and start delivering CFO services without building the backend yourself.
Training + implementation support
White-labeled tools and templates
Ongoing community and coaching
Built-in infrastructure and support
Revenue share opportunities as a contractor at MACKEY
#2: Use Inside Your Firm
For boutique CPA firms and firm owners
Build and white-label your own CFO service offering using a proven, repeatable system.
Full training curriculum
Team implementation tools
Sales + delivery frameworks
Community access and ongoing updates
Scalable advisory systems
You’ll Learn How to Structure & Deliver…
A 90-Day Client Onboarding Experience
Strategic Plan + Intention Setting.
Comprehensive Financial Systems Analysis.
Grow 4 Ways Ideation Session.
Grow 4 Ways Activation Session.
Cascading Metrics Plan Creation.
Month-by-Month Financial Plan.
Initial Dashboard and CFO Coaching Session.
Ongoing Annual Services
Strategic Planning Update.
Annual Planning Process (From Ideation to Execution).
Monthly Financial Analysis with Visual Reporting.
Structured Monthly Coaching Sessions.
Development of Revenue and Net Income Forecasting Systems.
Strategic Add-ons
Pricing Analysis and Optimization.
Comprehensive Cost Review.
Team Efficiency Analysis.
Multiple Owner Directional Alignment.
Performance-Based Compensation Design.
Custom KPI Development.
The Impact You’ll Make On Your Clients:
Manufacturing Business Owner
"Working with a CFO Collaborative Coach completely changed how I view my business finances. For the first time, I feel like I'm truly in control. We've increased our net income by 68% while I'm actually working fewer hours."
Retail Business Owner
"I used to dread financial meetings. Now I look forward to them. My CFO Collaborative Coach doesn't just throw reports at me, they help me understand what's really happening and asks the questions that get me thinking differently."
Professional Service Firm Owner
"The CFO Collaborative Coach helped me make the tough decisions I'd been avoiding for years. Having someone translate the numbers into clear options and then coach me through the changes made all the difference."
Is The CFO Collaborative Right For You?
The CFO Collaborative is perfect for CPAs, boutique CPA firms, or financial professionals who've left corporate roles or are looking to pivot.
Individuals who want to create their ideal lifestyle while doing truly transformative work.
You’ll Thrive in Our Training If:
✅ You're a CPA, boutique CPA firm, or financial professional with at least 3 years of experience working with business owners.
✅ You want to build an impactful, one-person practice without the isolation that comes from being solo.
✅ You believe in empowering clients rather than creating dependence.
✅ You're willing to embrace a coaching mindset alongside your technical expertise.
✅ You're looking for freedom and flexibility while making a meaningful difference.
Meet Mackey McNeill, CPA, PFS
Mackey McNeill is a CPA, entrepreneur, and founder who has spent 30 years helping business owners achieve true prosperity: time freedom, mind freedom, and money freedom.
After building and selling an Inc. 5000 fractional CFO firm, MACKEY, she now leads The CFO Collaborative, where she teaches CPAs and financial professionals how to move beyond compliance work into transformational CFO leadership.