In this episode of The CFO Project Podcast, host Adam Lean sits down with Tom Griffiths, a fellow CFO and founder of Synergy CFO Solutions, to discuss how accountants and finance professionals can effectively sell CFO advisory services.

Tom shares insights on changing the mindset around sales, uncovering a prospect's true needs, and handling objections productively. He emphasizes the importance of understanding the prospect's goals and positioning the CFO services as a solution to their problems, rather than just listing out a set of services. Listeners will learn practical techniques for having more meaningful sales conversations and increasing their chances of winning new clients for their advisory practices.

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Learn More About Tom Griffiths
https://synergycfosolutions.co/

Join host Adam Lean as he sits down with seasoned CFOs Dan May and Paul Weller to explore "The Day in the Life of a Full-Time CFO" on The CFO Project Podcast. In this insightful episode, Dan and Paul share their experiences and perspectives on the crucial role of trust, communication, and organization in their daily responsibilities. They discuss the challenges of translating complex financial data into actionable insights for various stakeholders and the importance of maintaining strong relationships across different departments and external partners.

Discover how modern CFOs balance traditional accounting tasks with strategic decision-making and learn about the critical skill of managing cash flow in diverse business environments. Whether you're an aspiring CFO, a seasoned accountant, or a curious bookkeeper, this episode offers valuable insights into the evolving role of financial leadership. Dan and Paul also touch on the misconceptions about the CFO role and emphasize the importance of adaptability in today's fast-paced business world. Tune in to gain a deeper understanding of what it truly means to be a full-time CFO in today's complex financial landscape.

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https://thecfoproject.com/

In this insightful episode of The CFO Project Podcast, host Adam Lean sits down with Carina Thomas to explore the critical topic of "How to Be a Strategic CFO." Carina, an experienced financial professional, shares her journey from traditional accounting to becoming a strategic CFO, emphasizing the importance of looking beyond basic bookkeeping and tax preparation. She discusses how strategic CFOs use data-driven decision-making to help businesses grow, and explains why benchmarking against a company's own performance can be more valuable than industry comparisons.

Accountants, CPAs, and bookkeepers will find valuable insights on transitioning from compliance-focused work to advisory services. Carina highlights the benefits of this shift, including better work-life balance and the ability to make a more significant impact on clients' businesses. She also touches on the importance of building an ecosystem of partners and the personal nature of the CFO-client relationship. Whether you're considering expanding your services or looking to enhance your strategic financial leadership, this episode offers practical advice and motivation to take your career to the next level.


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Learn More About Carina Thomas
https://www.everlifeaccountinggroup.com/

In this episode of "The CFO Project Podcast," host Adam Lean engages in an insightful conversation with Alicia Katz Pollock, founder and CEO of Royalwise Solutions, about the pros and cons of using QuickBooks for client work. Alicia, a seasoned QuickBooks trainer and host of the "Unofficial QuickBooks Accountants Podcast," shares her expertise on when QuickBooks is the right choice and when it might not be the best fit for your clients. Whether you’re a fan or a critic of QuickBooks, this episode is packed with practical advice for accountants, CPAs, and bookkeepers looking to make informed software recommendations.

Alicia and Adam dive deep into the love-hate relationship many professionals have with QuickBooks, discussing its strengths, limitations, and the common pitfalls users encounter. They also explore the evolving landscape of bookkeeping and accounting, highlighting the importance of choosing the right tools for different types of clients. Tune in to learn how to maximize the benefits of QuickBooks, when to consider alternative software, and how to better serve your clients by leveraging the right technology.

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

Learn More About Alicia Katz Pollock
https://royalwise.com/

In this episode of "The CFO Project Podcast," host Adam Lean sits down with David A. Perez to discuss the transformative journey from being a traditional tax preparer to becoming a high-value tax advisor. David shares his personal story of how he started in tax preparation and eventually transitioned into offering advisory services that significantly increased his earnings. This episode is a must-listen for accountants, CPAs, and bookkeepers who are looking to evolve their practice and provide more strategic value to their clients.

David's insights delve into the challenges of competing in a commoditized tax preparation market and how he successfully pivoted to advisory services by focusing on deeper client relationships and tailored tax strategies. He emphasizes the importance of shifting the conversation with clients from mere tax compliance to proactive tax planning, which not only increases client retention but also opens up new revenue streams. Tune in to learn how you too can make this shift and grow your practice in today's competitive landscape.

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

Learn More About David A. Perez
https://www.davidaperez.com/

In this episode of "The CFO Project Podcast," Adam Lean is joined by Kelly Goode to discuss the compelling reasons behind her transition from corporate finance to becoming a CFO advisor. With nearly two decades of experience in various accounting and finance roles, Kelly shares her journey of seeking more autonomy, meaningful impact, and the desire to assist small business owners beyond traditional bookkeeping. The conversation delves into how small businesses often lack the financial expertise needed to truly understand and leverage their numbers, and how CFO advisors can fill that critical gap, offering strategic insights that drive growth.

Kelly highlights the challenges small business owners face when their financials are merely viewed as historical data for tax purposes, rather than as a tool for future planning and decision-making. She emphasizes the importance of shifting the conversation from just bookkeeping to operational goals and strategic planning. This episode is a must-listen for accountants, CPAs, and bookkeepers interested in expanding their roles to become trusted advisors who help businesses thrive by turning financial data into actionable insights.

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

Learn More About Kelly Goode
https://www.thegoodepathgroup.com/

Ever feel like you're drowning in paperwork and working crazy hours? Nick Boscia's been there. In this eye-opening chat with Adam Lean on The CFO Project Podcast, Nick spills the beans on how he turned his dad's old-school accounting firm into a modern powerhouse. We're talking double the clients without doubling the workload. If you're an accountant, CPA, or bookkeeper dreaming of a life beyond spreadsheets, you'll want to tune in.

Nick's got the lowdown on cool tech that'll make your life easier, from document management to automated billing. Plus, he shares some slick tricks for handling client communication and growing your business. Whether you're looking to jazz up your practice or just want to clock out at a reasonable hour, this episode's packed with practical tips you can actually use. So grab a coffee and hit play – your future self will thank you.

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

Learn More About Nick Boscia
https://www.bosciapc.com/about-us

In this insightful episode of "Escaping The Accountant's Trap," host Adam Lean sits down with Dr. Ranelli Williams to discuss the art of offering advisory services to service-based businesses. Dr. Williams shares her expertise on why service-based business owners specifically seek CFO advisors and the unique challenges they face. This episode is packed with valuable insights for accountants, CPAs, and bookkeepers looking to expand their services and increase their income through CFO advisory roles.

Discover how to make more money as an accountant or bookkeeper by addressing the pain points of service-based businesses. Dr. Williams and Adam explore real-world examples of how CFO advisory services can transform businesses, from debt management to strategic revenue planning. Whether you're considering how to offer advisory services or looking to refine your approach, this episode provides actionable advice on becoming a trusted CFO advisor and escaping the traditional accountant's trap.

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

Learn More About Dr. Ranelli Williams
https://www.erjservices.com/

In this episode of "Escaping The Accountant's Trap," host Adam Lean sits down with Jolyeane Kimble, an experienced finance expert, to discuss the ins and outs of becoming a successful CFO advisor. Jolyeane shares her journey from corporate finance to owning and selling multiple businesses, and how this experience shaped her approach to advisory services. She offers practical advice for accountants and bookkeepers looking to expand their services and make more money by helping small business owners make better financial decisions.

Jolyeane and Adam tackle common misconceptions about CFO advisory services, emphasizing that these skills are valuable for businesses of all sizes, not just large corporations. They discuss the importance of understanding both the numbers and the day-to-day challenges faced by small business owners. Whether you're an accountant considering offering CFO services or a bookkeeper aiming to increase your value to clients, this episode provides actionable insights to help you transform your practice and build more rewarding client relationships.

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

Learn More About Jolyeane and Financial Edge Consulting
https://www.fecgrow.com/

In this episode of "Escaping The Accountant's Trap," host Adam Lean interviews Geraldine Carter, an expert in helping accountants and CPAs boost their profitability without working more hours. Geraldine shares invaluable insights on how to offer advisory services and make more money as an accountant or bookkeeper. She emphasizes the importance of understanding value creation, effective pricing strategies, and efficient service delivery. This episode is packed with practical tips for solo CPAs looking to enhance their business model and achieve a better work-life balance.

Discover how to transform your accounting or bookkeeping practice into a thriving advisory business. Geraldine and Adam discuss key strategies for increasing revenue while reducing workload, including the power of niching and mindset shifts. Whether you're interested in offering CFO advisory services or simply want to boost your income without burning out, this episode provides actionable advice for escaping the traditional accountant's trap. Don't miss these expert insights on how to make more money as an accountant or bookkeeper while working fewer hours.

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https://thecfoproject.com/start-a-cfo-service

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

Learn More About Geraldine Carter
https://geraldinecarter.com/