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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Episodes
78 episodes
Starting a CFO Advisory Practice vs. an Accounting or Bookkeeping Practice
On this episode of The CFO Project Podcast, Adam Lean and Jeff Prager dive into the key differences between launching a CFO advisory firm and starting a traditional accounting or bookkeeping business. While many professionals default to offerin...
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Season 4
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Episode 30
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28:31
The 3 Specific Reasons our CFO Advisory Firm Was a Huge Success
In this episode of the CFO Report, host Adam Lean sits down with Jeff Prager to reveal the three key reasons their CFO advisory firm achieved massive success. With years of experience guiding businesses toward financial clarity and profitabilit...
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Season 4
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Episode 29
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28:22
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8 Signs You're Earning Less Than You're Worth
Are you working long hours but still feel like you're not earning what you're worth? In this episode of the CFO Project Podcast, hosts Adam Lean and Jeff Prager reveal the eight key signs that accountants and bookkeepers are undervaluing their ...
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Season 4
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Episode 28
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26:20
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Top 6 Ways to Overcome Imposter Syndrome as a CFO Advisor
Overcoming imposter syndrome is key to becoming a confident and successful CFO advisor. In this episode of the CFO Project Podcast, we break down six practical ways to overcome self-doubt, understand your value, and take action. Whether you're ...
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Season 4
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Episode 27
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30:08
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The Softskills Needed to be a Great CFO Advisor
In this episode of the CFO Project Podcast, we dive into the essential soft skills every CFO advisor needs to succeed. While technical expertise like forecasting and budgeting are crucial, soft skills like empathy, resourcefulness, and active l...
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Season 4
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Episode 26
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30:33
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How to Avoid Burnout
In this insightful episode of The CFO Project Podcast, host Adam Lean sits down with Lauren Baptiste, founder of Aquilo and former CPA, to tackle the critical issue of burnout in the accounting profession. Lauren shares her personal journey fro...
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Season 4
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Episode 25
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23:35
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How to Speak Your Client's Language (To Get Them To Take Action)
In this eye-opening episode of The CFO Project Podcast, host Adam Lean sits down with Sara Bryson of CFO Yeah to tackle one of the biggest challenges facing accounting professionals today: effectively communicating with clients. Sara shares pow...
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Season 4
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Episode 24
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23:57
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How This Bookkeeper Added CFO Advisory Services to Her Practice
Join Adam Lean as he sits down with Pam Greb, founder of Cloud Nine Financial, to explore her journey from corporate America to building a thriving bookkeeping and CFO advisory practice. After a 20-year career spanning engineering, account mana...
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Season 4
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Episode 23
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22:50
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How to Stop Competing on Price
In this eye-opening episode of The CFO Project Podcast, host Adam Lean welcomes price and profit coach Loren Fogelman to discuss how accounting professionals can break free from price-based competition. Loren shares powerful insights on the cru...
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Season 4
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Episode 22
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29:25
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You Don't Have to Be Big to Be Successful
In this episode of The CFO Project Podcast, host Adam Lean is joined by Keila Hill-Trawick, Founder of Little Fish Accounting. They discuss the idea that you don't have to be a big firm to be successful in the accounting industry. Keila shares ...
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Season 4
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Episode 21
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21:30
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The Best Marketing Tactics for Accounting and Advisory Firms
Struggling to market your accounting or advisory firm effectively? In this episode of The CFO Project Podcast, host Adam Lean sits down with Christian Jones, CEO of Tax Pro Marketer, to discuss the best marketing tactics for accounting and advi...
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Season 4
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Episode 20
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26:51
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How to Say No to Demanding Clients
In this enlightening episode of The CFO Project Podcast, host Adam Lean sits down with Shelby Ashley, founder of Optimized Financial Solutions, to tackle the challenging topic of setting boundaries with demanding clients. Shelby shares her jour...
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Season 4
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Episode 19
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20:44
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Tips to Run an Efficient Practice
In this insightful episode of The CFO Project Podcast, host Adam Lean sits down with Shahram Zarshenas, founder of Financial Cents, to discuss essential tips for running an efficient accounting practice. Shahram shares his journey from investme...
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Season 4
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Episode 18
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24:00
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Sell Without Selling
Join host Adam Lean and special guest Michelle Weinstein, the "Pitch Queen" and founder of The Abundant Accountant, as they tackle one of the biggest challenges facing financial professionals: selling services without feeling like a salesperson...
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Season 4
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Episode 17
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21:36
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Selling CFO Advisory Services
In this episode of The CFO Project Podcast, host Adam Lean sits down with Tom Griffiths, a fellow CFO and founder of Synergy CFO Solutions, to discuss how accountants and finance professionals can effectively sell CFO advisory services.T...
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Season 4
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Episode 16
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22:59
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The Day in the Life of a Full-Time CFO
Join host Adam Lean as he sits down with seasoned CFOs Dan May and Paul Weller to explore "The Day in the Life of a Full-Time CFO" on The CFO Project Podcast. In this insightful episode, Dan and Paul share their experiences and perspectives on ...
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Season 4
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Episode 15
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29:09
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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 ...
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Season 4
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Episode 14
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21:47
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Why You Should (and Shouldn't) Use QuickBooks for Clients
In this episode of "The CFO Project Podcast," host Adam Lean engages in an insightful conversation with Alicia Katz Pollock, founder and CEO of Royalwise Solutions, about the pros and cons of using QuickBooks for client work. Alicia, a seasoned...
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Season 4
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Episode 13
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21:33
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How to Go from Tax Prep to Tax Advisor and Increase Your Earnings
In this episode of "The CFO Project Podcast," host Adam Lean sits down with David A. Perez to discuss the transformative journey from being a traditional tax preparer to becoming a high-value tax advisor. David shares his personal story of how ...
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Season 4
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Episode 12
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22:55
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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 accounti...
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Season 4
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Episode 11
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20:57
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The Tools You Need to Build an Efficient Practice
Ever feel like you're drowning in paperwork and working crazy hours? Nick Boscia's been there. In this eye-opening chat with Adam Lean on The CFO Project Podcast, Nick spills the beans on how he turned his dad's old-school accounting firm into ...
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Season 4
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Episode 10
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23:18
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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-ba...
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Season 4
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Episode 9
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23:30
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The Key Skills a CFO Advisor Must Possess
In this episode of "Escaping The Accountant's Trap," host Adam Lean sits down with Jolyeane Kimble, an experienced finance expert, to discuss the ins and outs of becoming a successful CFO advisor. Jolyeane shares her journey from corporate fina...
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Season 4
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Episode 8
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24:59
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Tips For Single-Owner CPAs to Earn More Without Working More
In this episode of "Escaping The Accountant's Trap," host Adam Lean interviews Geraldine Carter, an expert in helping accountants and CPAs boost their profitability without working more hours. Geraldine shares invaluable insights on how to offe...
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Season 4
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Episode 7
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25:40
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How to Make Your Team More Productive
Struggling to find work-life balance as an accountant or bookkeeper? In this episode of the "Escaping The Accountant's Trap" podcast, host Adam Lean from The CFO Project interviews productivity expert Marcey Rader. She shares practical tips on ...
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Season 4
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Episode 9
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24:41
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