
The CFO Project
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.
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Podcasting since 2023 • 81 episodes
The CFO Project
Latest Episodes
What Does AI Mean and How Does It Relate to Accounting
Welcome to The CFO Project Podcast, where host Adam Lean dives deep into the challenges and opportunities facing today’s accountants, CFOs, and firm owners. Each episode is designed to help you break free from the “accountant’s trap” b...
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Season 4
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Episode 33
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25:45
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Why Vulnerable Leadership Is the Future of Accounting
Welcome to The CFO Project Podcast, where host Adam Lean explores the evolving world of CFO services and accounting leadership. Each episode features insights from professionals who are redefining what it means to grow an accounting pr...
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Season 4
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Episode 32
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22:05

CFO Case Study: Rob Tokay
In this special case study episode of The CFO Project Podcast, host Adam Lean sits down with Rob Tokay to explore how implementing CFO advisory services transformed his business. Rob shares his journey from traditional accounting work to buildi...
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Season 4
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Episode 31
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23:43

Starting a CFO Advisory Practice vs. an Accounting or Bookkeeping Practice
On this episode of The CFO Project Podcast, Adam Lean and Jeff Prager dive into the key differences between launching a CFO advisory firm and starting a traditional accounting or bookkeeping business. While many professionals default to offerin...
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Season 4
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Episode 30
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28:31

The 3 Specific Reasons our CFO Advisory Firm Was a Huge Success
In this episode of the CFO Report, host Adam Lean sits down with Jeff Prager to reveal the three key reasons their CFO advisory firm achieved massive success. With years of experience guiding businesses toward financial clarity and profitabilit...
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Season 4
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Episode 29
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28:22
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