The CFO Project

Check out the latest episode of Escaping the Accountant's Trap podcast, where Adam Lean and Christian Jones discuss the topic of "Investing In The Client Relationship." In this episode, they delve into strategies to help accountants, CPAs, and bookkeepers grow their practices by generating leads and scaling their marketing efforts. Christian Jones, the CEO of TaxProMarketer.com, sha...

In this episode of the "Escaping the Accountants Trap" podcast, join host Adam Lean and guest Lauren Fogelman, author of "Get Paid While You're Worth," as they delve into the topic of raising rates without losing clients. Accountants, CPAs, and bookkeepers often find themselves trapped in a cycle of low-paying, high-demand clients, unable to increase fees due to fierce com...

In this episode of the "Escaping the Accountant's Trap" podcast, host Adam Lean invites consultant Geraldine Carter to discuss how accountants can increase their value to clients and escape the cycle of low-value, high-demand work. Geraldine shares her own experience of struggling to find an accountant who could provide the guidance and forecasting she needed for her business. They...

Check out this episode of the Escaping the Accountants Trap podcast, where Adam Lean discusses the importance of providing exceptional client experiences with his guest, Steph Vaughan-Jones, the head of business development for Moneypenny USA. In this episode, they explore why Moneypenny focuses on creating great customer relationships and how it can benefit accounting firms. They dive into the va...

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 tra...