The CFO Project Adam Lean

Are you spending too much time on manual data entry and repetitive tasks in your accounting firm? In this episode, our hosts discuss how leveraging the right automation tools can free up your time to focus on higher-value advisory services.They provide practical advice on evaluating which processes to automate first by identifying where you're spending the most non-review time. You'll learn tips for overcoming the "control freak" mentality around trusting automated systems, implementing check...

Are you struggling to decide if you should niche down your accounting services or keep a broad focus? In this episode, the hosts dive into the pros and cons of niching from the perspective of experienced accountants and CFOs.They discuss how you can start out taking any clients when first building your business, then eventually niche into your ideal client type once you have more experience. The hosts provide practical advice on broadening your niche if it feels too narrow, determining if ind...

Are you an accountant, CPA, or bookkeeper struggling with imposter syndrome? In this episode of Escaping the Accountant's Trap, Adam Lean is joined by Nancy McClelland CPA, aka The Dancing Accountant, to tackle this widespread issue. Nancy shares her expertise on imposter syndrome - what it really means, how to know if you have it or are simply learning something new, and practical tips for overcoming those feelings of being a fraud.You'll hear Nancy's insightful perspective on why imposter s...

Uncover the secrets to marketing your accounting and advisory services with expert insights from Matt Banker, owner of Benchmark Growth Marketing, in the latest episode of "Escaping the Accountant's Trap" podcast. Dive into the discussion as Adam Lean and Matt Banker address key questions on how to effectively market yourself in a crowded space and attract high-quality clients. Learn why differentiation is key and discover actionable strategies to stand out in a competitive market.Gain valuab...

In this episode of "Escaping The Accountant's Trap," host Adam Lean welcomes Roger Knecht, CEO of Universal Accounting Center, to delve into the transformative journey from traditional accounting to becoming a strategic advisor. The discussion opens with a look back at the evolution of Universal Accounting Center, from its inception in 1979 as a local school to its current status as a leading online educational platform for accounting professionals. Knecht shares insights into the center's ph...

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...