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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
How to Be a Strategic CFO
In this insightful episode of The CFO Project Podcast, host Adam Lean sits down with Carina Thomas to explore the critical topic of "How to Be a Strategic CFO." Carina, an experienced financial professional, shares her journey from traditional accounting to becoming a strategic CFO, emphasizing the importance of looking beyond basic bookkeeping and tax preparation. She discusses how strategic CFOs use data-driven decision-making to help businesses grow, and explains why benchmarking against a company's own performance can be more valuable than industry comparisons.
Accountants, CPAs, and bookkeepers will find valuable insights on transitioning from compliance-focused work to advisory services. Carina highlights the benefits of this shift, including better work-life balance and the ability to make a more significant impact on clients' businesses. She also touches on the importance of building an ecosystem of partners and the personal nature of the CFO-client relationship. Whether you're considering expanding your services or looking to enhance your strategic financial leadership, this episode offers practical advice and motivation to take your career to the next level.
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 Carina Thomas
https://www.everlifeaccountinggroup.com/