303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project

Business Strategy for CPA's

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I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients.

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Hey CPA firm owner, glad you found the podcast.

If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.

If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:

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Readers say they love it because they’re short and on point.

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Check out my “greatest hits” episodes:

Effortless Value #201

Pricing for Improved Profitability #211

12 Reasons to Niche #221

Killer Niches for CPAs with Tom Wheelright #178

Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179

Get More from Technology with Joe Woodard #244

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More about today’s guest:

Website: thecfoproject.com

LinkedIn: https://www.linkedin.com/in/adamlean/

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom