The CFO Project

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 accounting and finance roles, Kelly shares her journey of seeking more autonomy, meaningful impact, and the desire to assist small business owners beyond...

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 a modern powerhouse. We're talking double the clients without doubling the workload. If you're an accountant, CPA, or bookkeeper dr...

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-based business owners specifically seek CFO advisors and the unique challenges they face. This episode is packed with valuable insights for acc...

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 finance to owning and selling multiple businesses, and how this experience shaped her approach to advisory services. She offers practical advice...

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 offer advisory services and make more money as an accountant or bookkeeper. She emphasizes the importance of understanding value creation, effect...

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 how to prioritize tasks, batch work, and manage your calendar so you can offer advisory CFO services to clients without sacrificing quality o...

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 profitable fixed-fee pricing models. You'll learn why hourly rates often lead to client disputes and leave money on the table. Niknami reveals the ideal way...

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 shares her journey from corporate accounting to building a thriving bookkeeping and advisory business. You'll learn how she leverages technol...

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'll learn the key difference between bookkeeping, tax compliance, and true advisory work. Discover why business owners crave advice and answers they...

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 Lean picks the brain of an experienced CFO advisor who has recently won several new client engagements. You'll learn the common pain points and challenges t...

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 inspiring story of building a successful firm by leveraging video content on YouTube. You'll hear her practical tips on getting started with video, opt...

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 insights on communicating the value of services like bookkeeping to clients, determining pricing for advisory offerings, using package options strategically, and r...

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 bookkeeping offerings. Adam is joined by Tim Woodward of Blend Health, who recently made the leap into providing advisory services after joining The CFO Proje...

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. They provide practical advice on evaluating which processes to automate first by identifying where you're spending the most non-review time. You'll l...

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 how you can start out taking any clients when first building your business, then eventually niche into your ideal client type once you have more experience. The...

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 shares her expertise on imposter syndrome - what it really means, how to know if you have it or are simply learning something new, and practical tips for o...

Uncover the secrets to marketing your accounting and advisory services with expert insights from Matt Banker, owner of Benchmark Growth Marketing, in the latest episode of "Escaping the Accountant's Trap" podcast. Dive into the discussion as Adam Lean and Matt Banker address key questions on how to effectively market yourself in a crowded space and attract high-quality clients. Lear...

In this episode of "Escaping The Accountant's Trap," host Adam Lean welcomes Roger Knecht, CEO of Universal Accounting Center, to delve into the transformative journey from traditional accounting to becoming a strategic advisor. The discussion opens with a look back at the evolution of Universal Accounting Center, from its inception in 1979 as a local school to its current status as...

In this engaging podcast episode, Adam Lean and Michelle delve into the intricacies of integrating CFO advisory services into an existing accounting firm. The discussion kicks off with insights on transitioning from traditional accounting practices to offering higher-value services. Michelle emphasizes the importance of breaking free from the "accountant's trap" of trading time for...

Do you feel trapped doing mundane accounting work and want to break free to become a high-value advisor? Learn how to make the transition from compliance to strategic CFO directly from a fellow financial expert. In this episode of Escaping the Accountant's Trap, host Adam Lean interviews Lacey Harner, an experienced CFO, about escaping the trap by moving into advisory services. Discover why m...

Do you dread having to sell and convince clients to say yes to your accounting services? Learn how to get clients to agree to your proposals without sleazy selling tactics. In this episode, host Adam Lean talks with Will Hamilton of SmartPath.co about shifting your mindset from "selling" to guiding clients. Discover how understanding your client's pain points and aligning your servi...

Are you an accountant, CPA, or bookkeeper feeling trapped working long hours for demanding clients while being underpaid? Learn how to escape the trap and grow your accounting practice by optimizing your sales and getting paid your true value. In this episode, host Adam Lean interviews Michelle Weinstein, the Pitch Queen for Accountants, on strategies to improve your sales and revenue. Michelle sh...

In this episode of the "Escaping the Accountant's Trap" podcast, host Adam Lean welcomes Chris Farrell, the CEO of Liscio, to discuss the pivotal role of creating five-star client experiences in breaking free from the accountant's trap. Chris, who evolved from an accountant to a CFO and now leads a software company catering to accountants, shares his journey and insights into t...

Welcome to another episode of Escaping the Accountant's Trap podcast, where Jeff Prager, Co-founder of The CFO Project, shares transformative insights. In this session, we explore the shift from accountant to CFO business advisor, uncovering the challenges professionals face in the accountant's trap. Jeff discusses the disconnect between what businesses need and what accountants offer, e...

Welcome to the Escaping the Accountants Trap podcast, where we unravel the complexities of breaking free from the accountant's trap that shackles many professionals in the field. In this episode, joined by Jeff Prager, co-founder of the CFO Project, we tackle the critical topic of scaling your accounting or bookkeeping practice. Through a comprehensive discussion, we explore the four fundamen...