The CFO Project

How to Be an Advisor for Service-Based Businesses


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In this insightful episode of "Escaping The Accountant's Trap," host Adam Lean sits down with Dr. Ranelli Williams to discuss the art of offering advisory services to service-based businesses. Dr. Williams shares her expertise on why service-based business owners specifically seek CFO advisors and the unique challenges they face. This episode is packed with valuable insights for accountants, CPAs, and bookkeepers looking to expand their services and increase their income through CFO advisory roles.

Discover how to make more money as an accountant or bookkeeper by addressing the pain points of service-based businesses. Dr. Williams and Adam explore real-world examples of how CFO advisory services can transform businesses, from debt management to strategic revenue planning. Whether you're considering how to offer advisory services or looking to refine your approach, this episode provides actionable advice on becoming a trusted CFO advisor and escaping the traditional accountant's trap.

Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter

And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service

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

Learn More About Dr. Ranelli Williams
https://www.erjservices.com/

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The CFO ProjectBy Adam Lean

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