about the cfo school
Created to serve
Financial Professionals.
The CFO School was created to serve a very specific group of financial professionals. Not those trying to build large platforms or scale advisory teams indefinitely, but CFOs who want to do good work, with good clients, and build a practice that holds up over time.
Most of the CFOs who find their way here work with owner-led businesses generating somewhere between $500K and $3M in annual revenue, sitting in an uncomfortable middle ground. Too complex for basic bookkeeping support, not large enough to absorb the cost or cadence of enterprise-level finance - that gap is where things tend to break down.
FEATURED IN:
Business owners know they need financial insight.
CFOs know they can help them.
But the way the work is packaged, delivered, priced, and explained often doesn’t line up with what either side actually needs.
The CFO School exists to address that mismatch.
Why the School Exists
Over the last several years, the financial landscape has changed quickly—and not always cleanly.
Data is arriving faster. Tools are more powerful. Expectations are higher. At the same time, the number of financial professionals who can both diagnose what a business needs and deliver it well has quietly declined.
Many CFOs were trained to analyze numbers, not to design a practice.
Capable professionals find themselves:
- over-scoped without realizing it
- under-priced relative to the value they provide
- managing more client dynamics than financial work
- and spending time explaining reports instead of advising from them
The CFO School focuses on the structure around the work
how services are defined, how insight is delivered, and how the relationship between CFO and client stays clear and functional.
Not because structure is trendy. Because without it, even good work becomes unsustainable.
How We Think About Training
The CFO School is not built around long, abstract courses or rigid programs.
Our approach reflects that reality.
We focus on:
practical frameworks that help you decide what work a client actually needs
delivery models that fit Main Street businesses, not venture-backed startups
pricing and scope decisions that reduce volatility instead of creating it
resources you can use when you need them—not “just in case”
The goal is not constant consumption.
It’s discernment, clarity, and confidence in how you run your practice.
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Where The CFO School Fits
The CFO School sits alongside real advisory work, not apart from it.
Shaped by years of hands-on experience
By supporting businesses through growth, transition, and financial uncertainty (much of that work done through Peek Advisory) these frameworks were first tested, refined, and pressure-checked in live client environments.
That proximity matters.
It keeps the focus on what actually works, what breaks under stress, and what business owners can realistically absorb and act on.
About the Founder, Jennifer Peek
The CFO School was founded by Jennifer Peek, a financial advisor and operator with deep experience working alongside owner-led and lower middle-market businesses.
The CFO School - Supporting fractional CFOs who work with small to medium sized businesses to build a practice that's clear, steady, and professionally grounded.
