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.
Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter
Podcasting since 2023 • 68 episodes
The CFO Project
Latest Episodes
The Best Marketing Tactics for Accounting and Advisory Firms
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 advi...
•
Season 4
•
Episode 20
•
26:51
.png)
How to Say No to Demanding Clients
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 jour...
•
Season 4
•
Episode 19
•
20:44
.png)
Tips to Run an Efficient Practice
In this insightful episode of The CFO Project Podcast, host Adam Lean sits down with Shahram Zarshenas, founder of Financial Cents, to discuss essential tips for running an efficient accounting practice. Shahram shares his journey from investme...
•
Season 4
•
Episode 18
•
24:00
.png)
Sell Without Selling
Join host Adam Lean and special guest Michelle Weinstein, the "Pitch Queen" and founder of The Abundant Accountant, as they tackle one of the biggest challenges facing financial professionals: selling services without feeling like a salesperson...
•
Season 4
•
Episode 17
•
21:36
.png)
Selling CFO Advisory Services
In this episode of The CFO Project Podcast, host Adam Lean sits down with Tom Griffiths, a fellow CFO and founder of Synergy CFO Solutions, to discuss how accountants and finance professionals can effectively sell CFO advisory services.T...
•
Season 4
•
Episode 16
•
22:59
.png)