Tax Rep Network with Eric Green

Productize Your Value: How Accountants Can Build Scalable, High-Profit CFO Services With Adam Lean


Listen Later

Eric Green sits down with Adam Lean, founder of The CFO Project, to dismantle the fear and imposter syndrome holding back accountants, bookkeepers, and EAs from stepping into high-value advisory roles. Together, they explore the rise of productized CFO services – a scalable, repeatable model that allows professionals to break free from the time-for-money trap and command premium fees by delivering strategic guidance to small business owners.


Whether you're worried about automation replacing your work or simply burnt out from endless tax seasons, this conversation will show you how to reinvent your practice. Learn how CFO advisory can transform your client relationships, create recurring monthly revenue, and finally give you the control and lifestyle you want.


🎯 Why fractional CFO work doesn’t scale – and what to offer instead

📦 How to sell advisory like a product (yes, like toothpaste)

💼 Why small business owners will pay $2,000/month for your insights

🧠 How to overcome imposter syndrome and own your value

🔥 Real steps to build a million-dollar practice, working 40 hours a month


This is a must-listen for any tax or accounting professional ready to pivot from compliance to confidence—and take their practice to the next level. Tune in, get inspired, and take action.


👉 Learn more: TheCFOProject.com

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

Tax Rep Network with Eric GreenBy Eric L. Green, Esq. - National Speaker and Author

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

89 ratings


More shows like Tax Rep Network with Eric Green

View all
Pivot by New York Magazine

Pivot

9,253 Listeners

The Jordan B. Peterson Podcast by Dr. Jordan B. Peterson

The Jordan B. Peterson Podcast

33,950 Listeners

Talking Tax by Bloomberg Tax

Talking Tax

114 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

338 Listeners

Crime Junkie by audiochuck

Crime Junkie

366,915 Listeners

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals by Michelle Weinstein  - The Pitch Queen, Sales Strategist

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

85 Listeners