Transform Your Financial Leadership

You've mastered the numbers. Now master transformation.

As a financial professional, you know you could revolutionize how business owners relate to their finances. The CFO Collaborative gives you the system, support, and community to build a practice that delivers true financial transformation—without the years of trial and error.

The Challenge

You've mastered the technical aspects of accounting and finance. You know you could transform how owners and founders relate to their numbers. But the path forward isn't clear:

Building financial systems from scratch feels overwhelming

Working independently lacks the energy and support of collaboration

Traditional practices focus on compliance over business transformation

Creating meaningful impact requires more than technical expertise

The result? Many talented financial professionals settle for roles that utilize only a fraction of their potential.

THE PROSPER SYSTEM

Your Day-One Advantage

The Prosper System gives you an immediate, proven framework to deliver transformative financial leadership to business owners—without the years of trial and error.

What Makes Prosper Different?

    • Step-by-step processes for every client interaction

    • Visual templates that translate complex data into clear insights

    • Conversation guides that elicit powerful realizations

    • Implementation roadmaps that drive consistent results

  • The Prosper System positions you not as the answer machine, but as the catalyst for owner-driven transformation:

    • You translate complex financial data into accessible insights

    • You ask questions that help owners arrive at their own conclusions

    • You build confidence by removing fear from decision-making

    • You guide implementation at the right pace for lasting change

  • Unlike fragmentary financial services, Prosper creates alignment between all the financial components of a business:

    • Strategic planning and quarterly execution

    • Cash flow management and growth investments

    • Team performance and compensation systems

    • Tax planning and business development

What you’ll deliver to clients

90-Day 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

Manufacturing Business Owner

"Working with a Prosper 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. The Prosper System doesn't just throw reports at me — it helps me understand what's really happening and asks the questions that get me thinking differently."

Professional Service Firm Owner

"The Prosper process 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."

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Your journey in the CFO Collaborative

As a founding member, you'll receive:

Immediate Business Launch

  • Complete Prosper System methodology and materials

  • Ready-to-use tech stack with cutting-edge financial tools

  • Marketing support and client acquisition assistance

  • Back-end billing and administrative support

  • Profile on the MACKEY website with credentials

  • Listening sessions to support client satisfaction

Professional Development

  • Week-long immersive retreat to master the Prosper methodology

  • Six monthly small group coaching sessions (maximum 6 CFOs)

  • Four private coaching sessions to address your specific challenges

  • Sales meeting assistance for your first two prospects

Ongoing Community and Support

  • Dedicated collaboration channel for peer support

  • Monthly office hours for troubleshooting

  • Continuous updates to the Prosper Playbook

  • License to leverage established branding and materials

Is the CFO Collaborative right for you?

The CFO Collaborative is perfect for 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 founding cohort if:

You're a 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 

Join our founding cohort

Ready to transform your work and the businesses you serve?

Next Immersive Retreat:
October 27, 2025 - October 31, 2025

(Limited to 15 founding members)