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
CFO Case Study: Rob Tokay
In this special case study episode of The CFO Project Podcast, host Adam Lean sits down with Rob Tokay to explore how implementing CFO advisory services transformed his business. Rob shares his journey from traditional accounting work to building a more profitable and impactful practice using the CFO model.
You'll hear firsthand how Rob shifted his approach, attracted higher-value clients, and created a business that’s both scalable and fulfilling. If you’re an accountant or bookkeeper wondering how CFO advisory services can work in the real world, this candid conversation offers the clarity and inspiration you need.
At The CFO Project, we help financial professionals like you master the skills that truly matter—guiding business owners to generate consistent positive cash flow and grow their businesses. If you’re ready to stop doubting yourself and start making an impact, check out our free trainings and resources at TheCFOProject.com. And if you want hands-on mentorship, explore our Done-With-You program. Hit subscribe and turn on notifications so you don’t miss future videos, and let’s help more businesses succeed together!
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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/