AI and automation are changing everything — including how accountants grow.

In this episode of The Growth Minded Accountant, host Lee Reams II talks with Adam Lean, CEO of The CFO Project, about how technology is helping tax and accounting pros finally scale beyond compliance work and step into lucrative CFO advisory roles.

Adam shares how The CFO Project’s advisors average nearly $2,000 per month per client with 87% retention, using a repeatable system that helps business owners generate positive cash flow — and gives accountants a way to stop trading time for money.

You’ll learn:

• How to productize and scale CFO services
• What separates a true advisor from a fractional CFO
• Why your soft skills (not just technical ones) drive retention
• The simple, nine-step system for delivering consistent results
• And why AI is actually empowering, not replacing, accountants

If you’ve ever wanted to break free from commodity pricing, upsell your best clients, and build recurring advisory revenue — this is your roadmap.

👉 Explore more at thecfoproject.com