The CFO Project

Welcome to the "Escaping the Accountant's Trap" podcast! In this series, we unravel the challenges faced by accountants, CPAs, and bookkeepers as they strive to break free from the accountant's trap. Join us on a journey of growth, exploring strategies, insights, and success stories that empower financial professionals to shift from compliance work to advisory services. Whether...

Welcome to the "Escaping the Accountant's Trap" podcast, a dedicated space for accountants, CPAs, and bookkeepers seeking liberation from the common struggles of undervaluation and excessive work hours. In this episode, we're joined by Ryan Kimler, a prominent member and lead trainer at the CFO Project. As a seasoned expert guiding others in launching and expanding their CFO or...

Welcome to the "Escaping the Accountant's Trap" podcast, a valuable resource designed to liberate accountants, CPAs, and bookkeepers from the challenges of undervaluation and long working hours. In this episode, we delve into the crucial strategy of becoming a more effective consultant, featuring insights from the seasoned expert Ed Kless from Sage. Ed introduces the concept of meta...

Welcome to Escaping the Accountant's Trap, the podcast designed to liberate accountants, CPAs, and bookkeepers from the mundane. Hosted by Adam Lean, this episode features Eric Edelstein, co-founder of DOKKA, shedding light on the pivotal role of technology, especially AI, in reshaping the accounting landscape. Eric explains how machine learning simplifies intricate processes, making way for...

Welcome to the Escaping the Accountants Trap podcast, a resource designed to liberate accountants, CPAs, and bookkeepers from the notorious 'accountant's trap.' This frustrating predicament often sees professionals toil endlessly with demanding clients for meager compensation. But fear not, as this podcast unveils the escape route. In this episode, we explore the critical strategy o...

Welcome to the "Escaping the Accountant's Trap" podcast, a show dedicated to helping accountants, CPAs, and bookkeepers break free from the constraints that prevent them from realizing their true worth. In this episode, we're addressing a crucial topic: "Solving Talent Challenges Through Remote Accountants." The latest episode delves into a powerful solution – hiring...

Welcome to the dynamic "Escaping the Accountant's Trap" podcast, your go-to resource for accountants, CPAs, and bookkeepers seeking liberation from the "accountant's trap" where their expertise goes undervalued, and their hard work yields meager returns. Today, we've got an exciting episode in store where we unravel the key to breaking free from this predicament...

Welcome to 'Escaping the Accountant's Trap' podcast, a valuable resource for accountants, CPAs, and bookkeepers seeking to break free from the constraints of what we term the accountant's trap. In today's episode, we explore a game-changing solution – the buying and selling of accounting firms. Join us as we sit down with Jason Blumer, CEO of Thriveal, an organization dedi...

Welcome to the Escaping the Accountants Trap podcast. If you're an accountant, CPA, or bookkeeper looking to break free from the "accountant's trap" and unlock your true potential, you're in the right place. In today's episode, we delve into the key to your escape: streamlining your operations for a VIP client experience and reclaiming your valuable time. Join our gue...

Welcome to the "Escaping the Accountant's Trap" podcast, where we help accountants, CPAs, and bookkeepers break free from the relentless cycle of overwork and undercompensation. In today's episode, we are thrilled to have Leslie Leondas, an expert in liberating accountants from the grind. Leslie specializes in helping accounting professionals break free from the conventional mo...

Welcome to the Escaping the Accountant's Trap podcast! This show is your compass for breaking free from the accountant's trap, a place where accountants, CPAs, and bookkeepers often find themselves working tirelessly for demanding clients without reaping the rewards. In today's episode, we dive into a crucial aspect of escaping this trap - being intentional about your marketing stra...

Welcome to the Escaping the Accountant's Trap podcast, a show dedicated to helping accountants, CPAs, and bookkeepers break free from what we call the accountant's trap. This is where accountants often find themselves working long hours for demanding clients with little pay. Today's episode focuses on a powerful way to escape this trap: getting clients at scale through packaging, pr...

Welcome to another insightful episode of "Escaping the Accountant's Trap" podcast! In this episode, host Adam Lean invites Dawn Goldberg, a certified professional coach for accountants and author of "The Smarter Accountant," to uncover the secrets to eliminating stress, overcoming imposter syndrome, and maximizing productivity. Dawn shares her journey from a stressed-out a...

Welcome to a brand-new episode of the "Escaping the Accountant's Trap" podcast! In this enlightening conversation, hosts Adam Lean and Shane Westra delve into the realm of AI and its transformative impact on the accounting profession. Join the discussion as they explore how leveraging AI can liberate accountants, CPAs, and bookkeepers from the tedious, time-consuming tasks that ofte...

Join us on the latest episode of the Escaping the Accountant's Trap podcast, where we dive deep into the world of advising clients on tax planning strategies. In this enlightening conversation with Paul Hamann, the founder and president of RC Reports, we uncover the powerful concept of reasonable compensation (RC). Discover how RC serves as a crucial compliance figure for small businesses, sh...

Welcome to the latest episode of Escaping the Accountant's Trap Podcast! In this episode, we're joined by Liz Farr, the founder of Farr Communications, to delve into the transformative potential of content marketing for accountants, CPAs, and bookkeepers. With her extensive background in tax and accounting, Liz shares valuable insights on how content marketing can help you break free fro...

Welcome to the latest episode of the Escaping the Accountant's Trap podcast! In today's conversation, we dive deep into the world of virtual firms and how they can liberate accountants, CPAs, and bookkeepers from the confines of traditional work structures. Our guest, Noemi Aguilar-Orta, founder of Mama Counts, shares her incredible journey of breaking free from the limitations of a trad...

Ready to liberate yourself from the accountant's trap? Join host Adam Lean in a riveting episode where he sits down with the remarkable Jackie Meyer, founder of TaxPlanIQ. Get ready to explore the revolutionary world of tax advisory services that can catapult your accounting practice to new heights of value and profitability. Discover the game-changing potential of offering tax advisory servi...

Join us in this enlightening episode of "Escaping the Accountant's Trap" as we delve into the art of creating an exceptional client experience that leads to growth and prosperity. Host Adam Lean invites special guest Katie Tolin, an expert outsourced growth officer for CPA firms and the chief growth guide of CPA Growth Guides, to share invaluable insights. Discover how breaking free...

Join us on the latest episode of "Escaping the Accountant's Trap" as we explore a game-changing strategy to break free from the confines of traditional accounting. In this episode, we're diving into the world of tax representation services with Eric Green, the founder of TaxRep Network. Discover how adding tax representation to your practice can unlock new revenue streams and p...

Join us in the latest episode of "Escaping the Accountant's Trap" as we delve into a niche yet vital topic with Esther Friedberg Karp, the founder of CompuBooks. Discover how differentiating yourself as an accountant or bookkeeper skilled in multi-currency can be the key to breaking free from the accountant's trap. In this episode, we uncover how Esther's journey from bein...

In this thought-provoking episode, join host Adam Lean and special guest Vipul Sheth, founder of advancedtrack.com, as they unravel the secrets to escape the accountant's trap. Discover how to charge more for your services by providing real value to your clients and becoming their trusted professional friend. Inspired by the story of a legendary accountant, David, Vipul shares how shifting th...

Welcome to the Escaping the Accountants Trap podcast, where we help accountants, CPAs, and bookkeepers break free from the accountant's trap and build profitable practices without sacrificing their lives. In this episode, we have a special guest, Jo Wood, the founder of Six Figure Bookkeeper.com. Jo, who has been recognized as one of the top 50 women in accounting, shares her journey of build...

Join us for an eye-opening discussion on "Escaping The Accountant's Trap" in this compelling podcast episode. Our special guest, Dawn Brolin, a respected educator and designated motivator, reveals the secret to breaking free from the accountant's grind and making more money by working with fewer clients. Discover the transformative power of relationship pricing, a subscription-...

Join Adam Lean and special guest Eric "The Viking" Solbakken on this exciting episode of Escaping the Accountant's Trap Podcast. In this eye-opening discussion, Eric shares his expertise as a CPA speaker, business advisor, and creator of the Accountant Success Formula. Together, they reveal how accountants can break free from an oppressive business model and regain control of their...