50 episodes

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.

The CFO Project Adam Lean

    • Business
    • 4.0 • 5 Ratings

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.

    Why Business Owners Hire CFOs

    Why Business Owners Hire CFOs

    Are you wondering what motivates business owners to bring on a CFO or advisor for their company? This insightful episode of The CFO Project podcast dives into the key reasons entrepreneurs decide to hire fractional CFO services.Host Adam Lean picks the brain of an experienced CFO advisor who has recently won several new client engagements. You'll learn the common pain points and challenges that prompt owners to seek out financial guidance, from struggling to understand the numbers to feeling ...

    • 20 min
    How to Build an Online Presence to Attract More Clients

    How to Build an Online Presence to Attract More Clients

    Looking to attract more bookkeeping and advisory clients through an online presence? In this episode of The CFO Project podcast, host Adam Lean picks the brain of KJ Johnson, known as the "Bookkeeping Side Hustle Kate."KJ shares her inspiring story of building a successful firm by leveraging video content on YouTube. You'll hear her practical tips on getting started with video, optimizing for visibility, increasing conversions from viewers to clients, and diversifying revenue streams. KJ prov...

    • 24 min
    How To Value Price So You Can Earn More

    How To Value Price So You Can Earn More

    Want to learn how to effectively price your services based on value rather than hourly rates? In this episode of The CFO Project podcast, host Adam Lean picks the brain of value pricing expert Mark Wickersham.Mark shares his invaluable insights on communicating the value of services like bookkeeping to clients, determining pricing for advisory offerings, using package options strategically, and raising rates without scaring away prospects. You'll learn practical tips on anchoring your prices,...

    • 22 min
    Should I Add Advisory Services To My Practice?

    Should I Add Advisory Services To My Practice?

    Are you looking to move your accounting firm beyond compliance work and drive more value for clients? In this episode of The CFO Project podcast, host Adam Lean discusses strategies for successfully adding advisory services alongside tax and bookkeeping offerings.Adam is joined by Tim Woodward of Blend Health, who recently made the leap into providing advisory services after joining The CFO Project. Tim shares his first-hand experience on leveraging The CFO Project's systems and visual presen...

    • 18 min
    How to Use Automation to Get Your Time Back (So You Can Get Paid More)

    How to Use Automation to Get Your Time Back (So You Can Get Paid More)

    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...

    • 23 min
    To Niche or Not to Niche, that is the Question

    To Niche or Not to Niche, that is the Question

    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...

    • 21 min

Customer Reviews

4.0 out of 5
5 Ratings

5 Ratings

Paul in Sarasota ,

Delete the episodes with bad audio quality

Bad audio kills a podcast . Ditch the episodes where the guest is barely audible, such as Scaling by outsourcing

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