The CFO Project Adam Lean

In this episode of "Escaping The Accountant's Trap," host Adam Lean interviews Geraldine Carter, an expert in helping accountants and CPAs boost their profitability without working more hours. Geraldine shares invaluable insights on how to offer advisory services and make more money as an accountant or bookkeeper. She emphasizes the importance of understanding value creation, effective pricing strategies, and efficient service delivery. This episode is packed with practical tips for solo CPAs...

Struggling to find work-life balance as an accountant or bookkeeper? In this episode of the "Escaping The Accountant's Trap" podcast, host Adam Lean from The CFO Project interviews productivity expert Marcey Rader. She shares practical tips on how to prioritize tasks, batch work, and manage your calendar so you can offer advisory CFO services to clients without sacrificing quality or your wellbeing - especially during busy tax seasons.Marcey reveals the key to avoiding burnout by taking real ...

Is pricing your advisory services a struggle? In this episode, Adam interviews Shahrooz Niknami from Aco Tech Group about how he prices and packages his CFO advisory services. Niknami shares his evolution from hourly billing nightmares to profitable fixed-fee pricing models. You'll learn why hourly rates often lead to client disputes and leave money on the table. Niknami reveals the ideal way to scope and price advisory projects so prospects say yes without sticker shock.The key is giving bus...

Are you an accountant, CPA, or bookkeeper looking to make more money by offering advisory services? In this episode of Escaping The Accountant's Trap, Adam Lean interviews Katie Ferro, founder of the "Profits and Prosecco" movement. Katie shares her journey from corporate accounting to building a thriving bookkeeping and advisory business. You'll learn how she leverages technology like Xero to offer efficient, scalable bookkeeping that truly advises clients on profits. Katie also reveals the ...

What exactly does it mean to offer CFO advisory services to clients? Many accountants and bookkeepers hear they should provide advisory but aren't sure what that entails. In this episode, Adam and his guest demystify the CFO advisor role. You'll learn the key difference between bookkeeping, tax compliance, and true advisory work. Discover why business owners crave advice and answers they can't get from their bookkeeper or overtaxed CPA firm.The hosts break down what clients really want from a...

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 ...