Adam & Michelle Answer Your Questions on Selling Advisory Services The CFO Project

In this engaging podcast episode, Adam Lean and Michelle delve into the intricacies of integrating CFO advisory services into an existing accounting firm. The discussion kicks off with insights on transitioning from traditional accounting practices to offering higher-value services. Michelle emphasizes the importance of breaking free from the "accountant's trap" of trading time for dollars and advocates for creating an irresistible offer to attract high-quality clients. The duo explores how t...