Making the Leap to CFO Advisory Services

Ever feel like traditional accounting services are putting you on a hamster wheel—lots of work, not enough impact? Adam Lean from The CFO Project is here to show us how to break free.

In this episode, Adam dives into how accountants can level up their practices by offering high-value advisory services that go beyond the numbers. He’s trained hundreds of accountants to escape the commodity trap, work smarter (not harder), and make a real difference for their clients.

We talk about overcoming imposter syndrome, shifting your mindset, and how to make the leap into advisory work—all while keeping your life balanced and your sanity intact. If you’re ready to create more impact and work fewer hours, this is the conversation you don’t want to miss.

• (00:00) - Welcome to Build to Enough
• (00:57) - Meet Adam Lean of the CFO Projectr
• (02:11) - The Need for CFO Advisory Services
• (03:49) - Starting the CFO Project
• (07:37) - Benefits of Advisory Services for Accountants
• (08:43) - Different Paths for Accountants in Advisory
• (12:17) - Changing Accountants Client Growth Mindset
• (18:07) - Overcoming Challenges and Imposter Syndrome
• (26:45) - Mentorship and Community Support
• (29:56) - Final Thoughts and Contact Information

Connect with Adam!
The CFO Project - https://thecfoproject.com
LinkedIn - https://www.linkedin.com/in/adamlean

Connect with Keila!
LinkedIn - www.linkedin.com/in/keilahilltrawick
Website - www.krht.co

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

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