The CFO Project

Making the Shift from Compliance to Advisory


Listen Later

Welcome to the "Escaping the Accountant's Trap" podcast! In this series, we unravel the challenges faced by accountants, CPAs, and bookkeepers as they strive to break free from the accountant's trap. Join us on a journey of growth, exploring strategies, insights, and success stories that empower financial professionals to shift from compliance work to advisory services. Whether you're aiming to scale your firm, work more efficiently, or provide higher value to clients, this podcast equips you with the tools and knowledge needed for a successful transition.

In today's episode, we delve into the pivotal topic of making the shift from compliance work to advisory services. I'm joined by Gaynor Meilke, the founder of Charisma Ink, as we discuss the intricacies of this transformation. Gain valuable insights into the stepwise approach to advisory services, the power of niches in marketing, and stories of firm owners who've elevated their businesses through strategic shifts. Don't miss out on actionable tips and real-world experiences that can guide you in unlocking the full potential of advisory services for your accounting business.

Listen now and discover the path to escaping the accountant's trap!

Visit Gaynor's Website:
https://charismaink.com/

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

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

...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
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

75 Listeners

The Successful Bookkeeper Podcast by Michael Palmer

The Successful Bookkeeper Podcast

85 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

338 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

44 Listeners

Build to Enough by Little Fish Accounting

Build to Enough

49 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

28 Listeners

Acquiring Minds by Will Smith

Acquiring Minds

243 Listeners

The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

The Ambitious Bookkeeper Podcast

59 Listeners

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) by Alyssa Lang

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

95 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

25 Listeners

The CFO Report by Michael King

The CFO Report

29 Listeners

Consultants and Money by Erica Goode

Consultants and Money

58 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,899 Listeners

The Catechism in a Year (with Fr. Mike Schmitz) by Ascension

The Catechism in a Year (with Fr. Mike Schmitz)

11,123 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

39 Listeners