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179. CFO Advisory - What It Is and How to Add It to Your Bookkeeping Practice
Some of you may have heard me talk about CFO services in the past, and you might be wondering…
"What is a CFO, exactly? What do they do?"
Or, if you're a bookkeeper familiar with what a CFO is, you might be wondering how YOU could begin offering those services, too.
Whether you're an aspiring CFO yourself or a total newbie, this week's episode is going to open up a world of possibilities for you…because I've invited Adam Lean, co-founder of The CFO Project, to come on and chat with me about all things CFO advising!
Adam Lean is a former accountant turned two-time entrepreneur who has built, scaled, and sold two businesses. He currently runs The CFO Project: a training company that trains financial professionals on how to offer an outsourced CFO and business advisory service. (And yes, that includes bookkeepers!)
EPISODE RESOURCES:
Join The CFO Project's FREE masterclass exclusively for bookkeepers, Bookkeeper to CFO: https://thecfoproject.com/katieferro?utm_source=Katie-Ferro&utm_medium=3NIB7QJ
Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).
Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become
Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets
CONNECT WITH ADAM:
Sign up for The CFO Project newsletter: https://thecfoproject.com/newsletter
Follow The CFO Project on Instagram: https://www.instagram.com/thecfoproject/
CONNECT WITH KATIE:
Website: https://www.katieferro.com/
For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:
IG: www.instagram.com/orderlyaccountingbykatie
Email Opt-In: www.katieferro.com/email
View all episodes
By Katie Ferro
4.8
6868 ratings
Some of you may have heard me talk about CFO services in the past, and you might be wondering…
"What is a CFO, exactly? What do they do?"
Or, if you're a bookkeeper familiar with what a CFO is, you might be wondering how YOU could begin offering those services, too.
Whether you're an aspiring CFO yourself or a total newbie, this week's episode is going to open up a world of possibilities for you…because I've invited Adam Lean, co-founder of The CFO Project, to come on and chat with me about all things CFO advising!
Adam Lean is a former accountant turned two-time entrepreneur who has built, scaled, and sold two businesses. He currently runs The CFO Project: a training company that trains financial professionals on how to offer an outsourced CFO and business advisory service. (And yes, that includes bookkeepers!)
EPISODE RESOURCES:
Join The CFO Project's FREE masterclass exclusively for bookkeepers, Bookkeeper to CFO: https://thecfoproject.com/katieferro?utm_source=Katie-Ferro&utm_medium=3NIB7QJ
Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).
Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become
Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets
CONNECT WITH ADAM:
Sign up for The CFO Project newsletter: https://thecfoproject.com/newsletter
Follow The CFO Project on Instagram: https://www.instagram.com/thecfoproject/
CONNECT WITH KATIE:
Website: https://www.katieferro.com/
For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:
IG: www.instagram.com/orderlyaccountingbykatie
Email Opt-In: www.katieferro.com/email
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