The CFO Project

Strategies of Successful Consultants


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Welcome to the "Escaping the Accountant's Trap" podcast, a valuable resource designed to liberate accountants, CPAs, and bookkeepers from the challenges of undervaluation and long working hours. In this episode, we delve into the crucial strategy of becoming a more effective consultant, featuring insights from the seasoned expert Ed Kless from Sage. Ed introduces the concept of meta-consulting, shedding light on the discipline of consulting and distinguishing it from surrogate management. The episode unfolds with a focus on the art of asking pertinent questions, emphasizing "what matters" inquiries that lay the groundwork for innovation.

In this insightful episode, Ed Kless explores the nuances of effective consulting, guiding professionals on how to redefine their roles and relationships with clients. The second part of the episode confronts traditional measurement practices and advocates for a paradigm shift towards subscription-based pricing. Ed challenges the status quo, encouraging listeners to break free from outdated billing methods and embrace a profit-centric approach.

Join us in this empowering discussion to gain practical strategies and insights for navigating the complex landscape of the accounting profession. Subscribe now for more episodes that will equip you to escape the accountant's trap and thrive in your role.

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The CFO ProjectBy Adam Lean

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