The CFO Project

The 3 Specific Reasons our CFO Advisory Firm Was a Huge Success


Listen Later

In this episode of the CFO Report, host Adam Lean sits down with Jeff Prager to reveal the three key reasons their CFO advisory firm achieved massive success. With years of experience guiding businesses toward financial clarity and profitability, Adam and Jeff break down the specific strategies that helped them stand out in a competitive market. Whether you're running an advisory firm or any business looking to scale, these insights will give you a framework for long-term success.

Tune in as they discuss the importance of financial visibility, strategic forecasting, and advisory services that go beyond just bookkeeping. Jeff shares firsthand experiences and actionable takeaways that any business owner or CFO can implement right away. If you're looking to elevate your financial strategy and grow your firm, this is an episode you don’t want to miss!

At The CFO Project, we help financial professionals like you master the skills that truly matter—guiding business owners to generate consistent positive cash flow and grow their businesses. If you’re ready to stop doubting yourself and start making an impact, check out our free trainings and resources at TheCFOProject.com. And if you want hands-on mentorship, explore our Done-With-You program. Hit subscribe and turn on notifications so you don’t miss future videos, and let’s help more businesses succeed together!

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/

...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