Escaping the Accountant's Trap

What It's Like To Be A CFO/Advisor

February 06, 2024 Adam Lean Season 2 Episode 8
Escaping the Accountant's Trap
What It's Like To Be A CFO/Advisor
Show Notes

Do you feel trapped doing mundane accounting work and want to break free to become a high-value advisor? Learn how to make the transition from compliance to strategic CFO directly from a fellow financial expert.

In this episode of Escaping the Accountant's Trap, host Adam Lean interviews Lacey Harner, an experienced CFO, about escaping the trap by moving into advisory services. Discover why most small businesses fail without financial leadership and how accountants can fill this gap by becoming trusted advisors. Learn the communication and relationship skills vital for guiding clients versus confusing them with accounting jargon. Hear how focusing your time on your unique zone of genius transforms your impact on clients and your income. Whether you crave meaning over money or want to 10x your revenue, providing high-level CFO insights is the key to escaping the grind of compliance work.

Tune in for inspiration and practical tips to stop simply accounting and start advising businesses to success.

Learn More About The CFO Project:
https://thecfoproject.com/

And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service