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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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The CFO Project

The 4 Stages to Scaling Your Practice

January 02, 2024 • Adam Lean • Season 2 • Episode 3

Welcome to the Escaping the Accountants Trap podcast, where we unravel the complexities of breaking free from the accountant's trap that shackles many professionals in the field. In this episode, joined by Jeff Prager, co-founder of the CFO Project, we tackle the critical topic of scaling your accounting or bookkeeping practice. Through a comprehensive discussion, we explore the four fundamental stages of growth: the solo phase, the growing phase, scaling up, and finally, the growth stage. Jeff provides invaluable insights into overcoming obstacles, strategic delegation, and transitioning from a practitioner to a CEO, offering a roadmap for accountants and bookkeepers seeking to elevate their practices to new heights.

Intricately navigating the journey from handling all aspects as a solo practitioner to strategically managing a practice as a CEO, this episode provides actionable advice for those looking to scale their accounting or bookkeeping ventures. Listen in to uncover the keys to growth, effective delegation, and the significance of viewing your expertise as a valuable product that can be strategically marketed in the competitive landscape of accounting services.

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

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