• The CFO Project

  • 著者: Adam Lean
  • ポッドキャスト

The CFO Project

著者: Adam Lean
  • サマリー

  • 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.

    Sign Up For Our Newsletter:
    https://thecfoproject.com/newsletter

    © 2024 The CFO Project
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あらすじ・解説

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.

Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter

© 2024 The CFO Project
エピソード
  • You Don't Have to Be Big to Be Successful
    2024/11/12

    In this episode of The CFO Project Podcast, host Adam Lean is joined by Keila Hill-Trawick, Founder of Little Fish Accounting. They discuss the idea that you don't have to be a big firm to be successful in the accounting industry. Keila shares how she built her practice to serve the "little fish" - small businesses and sole proprietors - by offering a concierge-level experience regardless of the client's size.

    Keila emphasizes the importance of defining "enough" for your firm and not constantly chasing growth for growth's sake. She talks about how she structured her team and services to provide maximum value to her clients without burning out. This episode is full of practical advice for accountants, CPAs, and bookkeepers who want to build a sustainable, fulfilling practice that aligns with their personal and professional goals.

    Sign Up For Our Newsletter:
    https://thecfoproject.com/newsletter

    And check out The CFO Project's free training here:
    https://thecfoproject.com/start-a-cfo-service

    Learn More About The CFO Project:
    https://thecfoproject.com/

    Learn More About Little Fish Accounting
    https://www.littlefishaccounting.com/

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    22 分
  • The Best Marketing Tactics for Accounting and Advisory Firms
    2024/10/29

    Struggling to market your accounting or advisory firm effectively? In this episode of The CFO Project Podcast, host Adam Lean sits down with Christian Jones, CEO of Tax Pro Marketer, to discuss the best marketing tactics for accounting and advisory practices.

    Christian shares insights on building genuine relationships with potential clients, creating a marketing funnel that converts, and leveraging online and offline strategies to attract your ideal customers. Whether you're a tax practitioner, bookkeeper, or advisory services provider, this episode is packed with practical tips to grow your firm through smart, effective marketing. Don't miss it!

    Sign Up For Our Newsletter:
    https://thecfoproject.com/newsletter

    And check out The CFO Project's free training here:
    https://thecfoproject.com/start-a-cfo-service

    Learn More About The CFO Project:
    https://thecfoproject.com/

    Learn More About TaxProMarketer
    https://taxpromarketer.com/

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    27 分
  • How to Say No to Demanding Clients
    2024/10/22

    In this enlightening episode of The CFO Project Podcast, host Adam Lean sits down with Shelby Ashley, founder of Optimized Financial Solutions, to tackle the challenging topic of setting boundaries with demanding clients. Shelby shares her journey from corporate financial analyst to successful CFO advisor, and discusses how learning to say "no" transformed her business - leading her to sign three new clients in just one month after letting go of a problematic one.

    Join Adam and Shelby as they dive into practical strategies for managing client expectations, setting clear boundaries, and maintaining a healthy work-life balance while delivering high-value CFO services. They explore why financial professionals often struggle to turn down client requests, how to structure engagements to prevent scope creep, and when it's appropriate to part ways with clients who aren't the right fit. Whether you're an established CFO advisor or just starting your journey from accountant to advisor, this episode offers valuable insights on building a sustainable and profitable practice.


    Sign Up For Our Newsletter:
    https://thecfoproject.com/newsletter

    And check out The CFO Project's free training here:
    https://thecfoproject.com/start-a-cfo-service

    Learn More About The CFO Project:
    https://thecfoproject.com/

    Learn More About Optimized Financial Solutions
    https://www.optimizedfinancialsolutions.com/

    続きを読む 一部表示
    21 分

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