• 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
    続きを読む 一部表示

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
  • How to Stop Competing on Price
    2024/11/19

    In this eye-opening episode of The CFO Project Podcast, host Adam Lean welcomes price and profit coach Loren Fogelman to discuss how accounting professionals can break free from price-based competition. Loren shares powerful insights on the crucial difference between selling features versus benefits, explaining why most firms struggle by focusing on technical aspects like workflows and reports instead of communicating the transformative outcomes they deliver to clients.

    Learn how to transition from hourly billing to value-based pricing and discover Loren's proven five-step process for converting existing clients to a new pricing model without losing them. Whether you're running a bookkeeping, tax, or accounting firm, this episode reveals practical strategies to elevate your pricing, attract better clients, and increase revenue while working less. Loren and Adam dive deep into real examples, including how one bookkeeper transformed her practice by targeting entertainment industry trades and eliminating the "starving artist syndrome" for her clients.

    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 Business Success Solutions
    https://www.businesssuccesssolution.com/work-with-loren/

    続きを読む 一部表示
    29 分
  • 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/

    続きを読む 一部表示
    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/

    続きを読む 一部表示
    27 分

The CFO Projectに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。