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Escaping the Accountant's Trap

Adam Lean

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.

Episodes
How to Get Clients for Your FirmApril 09, 2024
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How to Get Clients for Your FirmMarch 26, 2024
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Skills Needed to Offer Advisory ServicesFebruary 20, 2024
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Adam & Michelle Answer Your Questions on Selling Advisory ServicesFebruary 13, 2024
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What It's Like To Be A CFO/AdvisorFebruary 06, 2024
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Get Prospects to Say Yes with Zero SellingJanuary 30, 2024
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Selling With ConfidenceJanuary 23, 2024
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The Only Way to Retain ClientsJanuary 16, 2024
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The Life of an Accountant vs a CFO/AdvisorJanuary 09, 2024
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The 4 Stages to Scaling Your PracticeJanuary 02, 2024
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Making the Shift from Compliance to AdvisoryDecember 26, 2023
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The Difference Between An Advisor and An AccountantDecember 19, 2023
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Strategies of Successful ConsultantsDecember 12, 2023
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What is AI and Machine Learning (and How it Will Help Accountants)December 05, 2023
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Get the Right People On Your Team By Testing Them Before You Hire ThemNovember 28, 2023
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Remove Yourself as the Bottleneck by Hiring Remote AccountantsNovember 14, 2023
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How to Transform Your Accounting Practice Into an Accounting BusinessNovember 07, 2023
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How to Make Your Practice Attractive to a BuyerOctober 31, 2023
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How to Automate Your Workflows for Profit and Time FreedomOctober 24, 2023
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Utilizing Systems & People to Get Off the Accounting Firm Hamster WheelOctober 17, 2023
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Creating an Intentional Marketing Plan That Gets ResultsOctober 10, 2023
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How to Get Clients at Scale Through Packaging & Niching DownOctober 03, 2023
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How to Manage Your Mind So You Can Manage Everything ElseSeptember 26, 2023
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How to Use AI To Handle Low Level Tasks In Your PracticeSeptember 19, 2023
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Grow Your Advisory Practice By Leveraging Tax Planning ToolsSeptember 12, 2023
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