The CFO Project

How to Speak Your Client's Language (To Get Them To Take Action)


Listen Later

In this eye-opening episode of The CFO Project Podcast, host Adam Lean sits down with Sara Bryson of CFO Yeah to tackle one of the biggest challenges facing accounting professionals today: effectively communicating with clients. Sara shares powerful insights on how to translate complex financial concepts into language that business owners not only understand but are motivated to act upon. Through real-world examples and candid stories of both successes and failures, this episode reveals why speaking your client's language is crucial for driving meaningful change in their businesses.

Discover why traditional financial reports often fall flat with clients and learn practical strategies for connecting with business owners on their terms. Adam and Sara explore how accountants and bookkeepers can shift from overwhelming clients with technical jargon to becoming trusted advisors who inspire action. Whether you're offering CFO services, tax preparation, or bookkeeping, this episode provides invaluable guidance on communicating in ways that demonstrate your value and help clients achieve their business goals.

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 CFO Yeah
https://www.cfohyeah.com/

...more
View all episodesView all episodes
Download on the App Store

The CFO ProjectBy Adam Lean

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

10 ratings


More shows like The CFO Project

View all
CFO THOUGHT LEADER by The Future of Finance is Listening

CFO THOUGHT LEADER

120 Listeners

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

73 Listeners

The Successful Bookkeeper Podcast by Michael Palmer

The Successful Bookkeeper Podcast

87 Listeners

Accounting Today Podcast by Accounting Today

Accounting Today Podcast

73 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,370 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

339 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

46 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

26 Listeners

AICPA Town Hall by AICPA & CIMA

AICPA Town Hall

16 Listeners

The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

The Ambitious Bookkeeper Podcast

60 Listeners

The CFO Report by Michael King

The CFO Report

31 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

49 Listeners

Unofficial QuickBooks Accountants Podcast by Alicia Katz Pollock, MAT

Unofficial QuickBooks Accountants Podcast

42 Listeners

She Counts by Questian Telka, EA & Nancy McClelland, CPA

She Counts

10 Listeners