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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
Why I Became a CFO Advisor
In this episode of "The CFO Project Podcast," Adam Lean is joined by Kelly Goode to discuss the compelling reasons behind her transition from corporate finance to becoming a CFO advisor. With nearly two decades of experience in various accounting and finance roles, Kelly shares her journey of seeking more autonomy, meaningful impact, and the desire to assist small business owners beyond traditional bookkeeping. The conversation delves into how small businesses often lack the financial expertise needed to truly understand and leverage their numbers, and how CFO advisors can fill that critical gap, offering strategic insights that drive growth.
Kelly highlights the challenges small business owners face when their financials are merely viewed as historical data for tax purposes, rather than as a tool for future planning and decision-making. She emphasizes the importance of shifting the conversation from just bookkeeping to operational goals and strategic planning. This episode is a must-listen for accountants, CPAs, and bookkeepers interested in expanding their roles to become trusted advisors who help businesses thrive by turning financial data into actionable insights.
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 Kelly Goode
https://www.thegoodepathgroup.com/