About this podcast
This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients.
On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap.
This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkeepers on how to build, launch and scale a CFO and business advisory service.
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Episodes
The newest 20 of 84 episodes
- How to Get Referrals in the Age of ChatGPT & AI · 27 min · Season 4 Episode 37Welcome to The CFO Project Podcast, where host Adam Lean helps accountants, bookkeepers, and CFOs build profitable, advisory-driven firms that clients love. Each episode dives…
- How to Be Successful as an Advisor · 27 min · Season 4 Episode 36Welcome to The CFO Project Podcast, where host Adam Lean helps accountants and CFOs escape the “accountant’s trap” and build thriving, profitable firms through real-world…
- How to Get & Keep Clients by Solving Their Tax Problems · 28 min · Season 4 Episode 35Welcome to The CFO Project Podcast, where host Adam Lean helps accountants and CFOs grow their firms, escape the “accountant’s trap,” and deliver more value to business owners…
- What Does AI Mean and How Does It Relate to Accounting · 26 min · Season 4 Episode 33Welcome to The CFO Project Podcast, where host Adam Lean dives deep into the challenges and opportunities facing today’s accountants, CFOs, and firm owners. Each episode is…
- Why Vulnerable Leadership Is the Future of Accounting · 22 min · Season 4 Episode 32Welcome to The CFO Project Podcast, where host Adam Lean explores the evolving world of CFO services and accounting leadership. Each episode features insights from professionals…
- CFO Case Study: Rob Tokay · 24 min · Season 4 Episode 31In this special case study episode of The CFO Project Podcast, host Adam Lean sits down with Rob Tokay to explore how implementing CFO advisory services transformed his business…
- Starting a CFO Advisory Practice vs. an Accounting or Bookkeeping Practice · 29 min · Season 4 Episode 30On this episode of The CFO Project Podcast, Adam Lean and Jeff Prager dive into the key differences between launching a CFO advisory firm and starting a traditional accounting or…
- The 3 Specific Reasons our CFO Advisory Firm Was a Huge Success · 28 min · Season 4 Episode 29In this episode of the CFO Report, host Adam Lean sits down with Jeff Prager to reveal the three key reasons their CFO advisory firm achieved massive success. With years of…
- 8 Signs You're Earning Less Than You're Worth · 26 min · Season 4 Episode 28Are you working long hours but still feel like you're not earning what you're worth? In this episode of the CFO Project Podcast, hosts Adam Lean and Jeff Prager reveal the eight…
- Top 6 Ways to Overcome Imposter Syndrome as a CFO Advisor · 30 min · Season 4 Episode 27Overcoming imposter syndrome is key to becoming a confident and successful CFO advisor. In this episode of the CFO Project Podcast, we break down six practical ways to overcome…
- The Softskills Needed to be a Great CFO Advisor · 31 min · Season 4 Episode 26In this episode of the CFO Project Podcast, we dive into the essential soft skills every CFO advisor needs to succeed. While technical expertise like forecasting and budgeting…
- How to Avoid Burnout · 24 min · Season 4 Episode 25In this insightful episode of The CFO Project Podcast, host Adam Lean sits down with Lauren Baptiste, founder of Aquilo and former CPA, to tackle the critical issue of burnout in…
- How to Speak Your Client's Language (To Get Them To Take Action) · 24 min · Season 4 Episode 24In this eye-opening episode of The CFO Project Podcast, host Adam Lean sits down with Sara Bryson of CFO Yeah to tackle one of the biggest challenges facing accounting…
- How This Bookkeeper Added CFO Advisory Services to Her Practice · 23 min · Season 4 Episode 23Join Adam Lean as he sits down with Pam Greb, founder of Cloud Nine Financial, to explore her journey from corporate America to building a thriving bookkeeping and CFO advisory…
- How to Stop Competing on Price · 29 min · Season 4 Episode 22In this eye-opening episode of The CFO Project Podcast, host Adam Lean welcomes price and profit coach Loren Fogelman to discuss how accounting professionals can break free from…
- You Don't Have to Be Big to Be Successful · 22 min · Season 4 Episode 21In this episode of The CFO Project Podcast, host Adam Lean is joined by Keila Hill-Trawick, Founder of Little Fish Accounting. They discuss the idea that you don't have to be a…
- The Best Marketing Tactics for Accounting and Advisory Firms · 27 min · Season 4 Episode 20Struggling to market your accounting or advisory firm effectively? In this episode of The CFO Project Podcast, host Adam Lean sits down with Christian Jones, CEO of Tax Pro…
- How to Say No to Demanding Clients · 21 min · Season 4 Episode 19In this enlightening episode of The CFO Project Podcast, host Adam Lean sits down with Shelby Ashley, founder of Optimized Financial Solutions, to tackle the challenging topic of…
- Tips to Run an Efficient Practice · 24 min · Season 4 Episode 18In this insightful episode of The CFO Project Podcast, host Adam Lean sits down with Shahram Zarshenas, founder of Financial Cents, to discuss essential tips for running an…
- Sell Without Selling · 22 min · Season 4 Episode 17Join host Adam Lean and special guest Michelle Weinstein, the "Pitch Queen" and founder of The Abundant Accountant, as they tackle one of the biggest challenges facing financial…
