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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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https://thecfoproject.com/newsletter
The CFO Project
How to Be an Advisor for Service-Based Businesses
In this insightful episode of "Escaping The Accountant's Trap," host Adam Lean sits down with Dr. Ranelli Williams to discuss the art of offering advisory services to service-based businesses. Dr. Williams shares her expertise on why service-based business owners specifically seek CFO advisors and the unique challenges they face. This episode is packed with valuable insights for accountants, CPAs, and bookkeepers looking to expand their services and increase their income through CFO advisory roles.
Discover how to make more money as an accountant or bookkeeper by addressing the pain points of service-based businesses. Dr. Williams and Adam explore real-world examples of how CFO advisory services can transform businesses, from debt management to strategic revenue planning. Whether you're considering how to offer advisory services or looking to refine your approach, this episode provides actionable advice on becoming a trusted CFO advisor and escaping the traditional accountant's trap.
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 Dr. Ranelli Williams
https://www.erjservices.com/