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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
Should I Add Advisory Services To My Practice?
Are you looking to move your accounting firm beyond compliance work and drive more value for clients? In this episode of The CFO Project podcast, host Adam Lean discusses strategies for successfully adding advisory services alongside tax and bookkeeping offerings.
Adam is joined by Tim Woodward of Blend Health, who recently made the leap into providing advisory services after joining The CFO Project. Tim shares his first-hand experience on leveraging The CFO Project's systems and visual presentations to quickly win an advisory client engagement within just 9 days. You'll hear tips on convincing prospects of the benefits, upselling existing clients, and finding the right tools like The CFO Project to streamline your processes. Whether you're just getting started or want to take your advisory to the next level, this episode provides a roadmap for accountants to become trusted advisors through Adam's proven approach.
Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter
And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service
Learn More About The CFO Project:
https://thecfoproject.com/
Learn More About Blend Wealth
https://www.blendwealth.com/