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
68 episodes
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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Getting a Prospect to Say Yes to My Advisory Service
Is pricing your advisory services a struggle? In this episode, Adam interviews Shahrooz Niknami from Aco Tech Group about how he prices and packages his CFO advisory services. Niknami shares his evolution from hourly billing nightmares to profi...
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Season 4
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Episode 8
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22:10
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How to Start a Bookkeeping Plus Advisory Business
Are you an accountant, CPA, or bookkeeper looking to make more money by offering advisory services? In this episode of Escaping The Accountant's Trap, Adam Lean interviews Katie Ferro, founder of the "Profits and Prosecco" movement. Katie share...
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Season 4
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Episode 7
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35:35
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What Exactly Does a CFO Advisor Do?
What exactly does it mean to offer CFO advisory services to clients? Many accountants and bookkeepers hear they should provide advisory but aren't sure what that entails. In this episode, Adam and his guest demystify the CFO advisor role. You'l...
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Season 4
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Episode 6
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25:50
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Why Business Owners Hire CFOs
Are you wondering what motivates business owners to bring on a CFO or advisor for their company? This insightful episode of The CFO Project podcast dives into the key reasons entrepreneurs decide to hire fractional CFO services.Host Adam...
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Season 4
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Episode 5
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20:03
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How to Build an Online Presence to Attract More Clients
Looking to attract more bookkeeping and advisory clients through an online presence? In this episode of The CFO Project podcast, host Adam Lean picks the brain of KJ Johnson, known as the "Bookkeeping Side Hustle Kate."KJ shares her insp...
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Season 4
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Episode 4
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24:49
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How To Value Price So You Can Earn More
Want to learn how to effectively price your services based on value rather than hourly rates? In this episode of The CFO Project podcast, host Adam Lean picks the brain of value pricing expert Mark Wickersham.Mark shares his invaluable i...
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Season 4
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Episode 4
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22:53
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Should I Add Advisory Services To My Practice?
Are you looking to move your accounting firm beyond compliance work and drive more value for clients? In this episode of The CFO Project podcast, host Adam Lean discusses strategies for successfully adding advisory services alongside tax and bo...
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Season 4
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Episode 3
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18:40
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How to Use Automation to Get Your Time Back (So You Can Get Paid More)
Are you spending too much time on manual data entry and repetitive tasks in your accounting firm? In this episode, our hosts discuss how leveraging the right automation tools can free up your time to focus on higher-value advisory services....
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Season 4
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Episode 2
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23:50
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To Niche or Not to Niche, that is the Question
Are you struggling to decide if you should niche down your accounting services or keep a broad focus? In this episode, the hosts dive into the pros and cons of niching from the perspective of experienced accountants and CFOs.They discuss...
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Season 4
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Episode 1
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21:45
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How to Overcome Imposter Syndrome
Are you an accountant, CPA, or bookkeeper struggling with imposter syndrome? In this episode of Escaping the Accountant's Trap, Adam Lean is joined by Nancy McClelland CPA, aka The Dancing Accountant, to tackle this widespread issue. Nancy shar...
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Season 3
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Episode 2
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29:21
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