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 • 73 episodes
The CFO Project
Latest Episodes
How to Avoid Burnout
In this insightful episode of The CFO Project Podcast, host Adam Lean sits down with Lauren Baptiste, founder of Aquilo and former CPA, to tackle the critical issue of burnout in the accounting profession. Lauren shares her personal journey fro...
•
Season 4
•
Episode 25
•
23:35
.png)
How to Speak Your Client's Language (To Get Them To Take Action)
In this eye-opening episode of The CFO Project Podcast, host Adam Lean sits down with Sara Bryson of CFO Yeah to tackle one of the biggest challenges facing accounting professionals today: effectively communicating with clients. Sara shares pow...
•
Season 4
•
Episode 24
•
23:57
.png)
How This Bookkeeper Added CFO Advisory Services to Her Practice
Join Adam Lean as he sits down with Pam Greb, founder of Cloud Nine Financial, to explore her journey from corporate America to building a thriving bookkeeping and CFO advisory practice. After a 20-year career spanning engineering, account mana...
•
Season 4
•
Episode 23
•
22:50
.png)
How to Stop Competing on Price
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 cru...
•
Season 4
•
Episode 22
•
29:25
.png)
You Don't Have to Be Big to Be Successful
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 ...
•
Season 4
•
Episode 21
•
21:30
.png)