The CFO Project

Creating a Profitable Practice Without Sacrificing Your Life


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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 building a successful multi six-figure bookkeeping practice from home with a virtual team.

Jo opens up about her challenges, starting from her early days as a bookkeeper to founding her first practice and facing difficulties. She talks about her burnout, spinal surgery, and even how her husband played a role in pushing her to make her business a success.

Join us as Jo explains how she transformed her approach from being transactional to transformational with her clients. Discover the importance of having conversations that go beyond numbers, helping your clients understand their financial goals, sales, branding, and more.

Learn from Jo's expertise as she emphasizes the significance of becoming a true business owner, not just a service provider. Find out how she made herself redundant from day-to-day bookkeeping tasks and focused on building a profitable enterprise that runs without her constant involvement.

If you're an accountant, CPA, or bookkeeper looking to create a profitable and fulfilling practice, this episode is a must-watch. Gain insights and valuable tips from Jo Wood on transforming your approach, growing your business, and achieving a successful work-life balance.

Don't forget to like, share, and subscribe to the channel for more inspiring discussions. Let's escape the accountant's trap together and thrive in our practices!

Learn More About The CFO Project:
https://thecfoproject.com

Visit Jo's Website:
https://www.6figurebookkeeper.com

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The CFO ProjectBy Adam Lean

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