Selling Advisory Services for Accountants: Adam Lean

Rob Brown were joined by a true visionary in the world of finance and entrepreneurship, Adam Lean. Adam Lean's journey from accountant to two-time entrepreneur is nothing short of remarkable. He's built, scaled, and successfully sold two businesses, all while honing his expertise in financial management. Today, he's the driving force behind The CFO Project, a training company that equips financial professionals with the skills to provide outsourced CFO and business advisory services. Join us as we dive deep into the world of accounting and entrepreneurship with Adam Lean. In this episode, we explore what clients genuinely seek from their accountants and strategies for growing your practice without increasing your workload. We delve into assessing your readiness to provide business advisory services and discuss how to attract new clients through these offerings. Additionally, Adam shares insights on maximizing value by upselling business advisory services to existing clients, effective pricing strategies for these invaluable services, and the critical transition from a time-for-money model to achieving true business ownership. Adam Lean is a dynamic individual with a background as a former accountant turned successful entrepreneur, having built, scaled, and sold two businesses. However, his true passion lies in teaching and empowering other business owners. Recognizing the importance of financial success and peace-of-mind for entrepreneurs, Adam is dedicated to providing valuable tools and resources to help them make informed decisions, increase profitability, and achieve a sense of security in their endeavors. Through his expertise and experience, he strives to make a positive impact on the lives of business owners, guiding them towards greater prosperity and fulfillment. ◣━━━━━━━━━━━━━━━━━━━━◢ The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections. ◣━━━━━━━━━━━━━━━━━━━━◢ You can watch this episode and more on our YouTube Channel https://www.youtube.com/@accountinginfluencers Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube Thanks to our sponsors: ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate...