The CFO Project

You Don't Have to Be Big to Be Successful


Listen Later

In this episode of The CFO Project Podcast, host Adam Lean is joined by Keila Hill-Trawick, Founder of Little Fish Accounting. They discuss the idea that you don't have to be a big firm to be successful in the accounting industry. Keila shares how she built her practice to serve the "little fish" - small businesses and sole proprietors - by offering a concierge-level experience regardless of the client's size.

Keila emphasizes the importance of defining "enough" for your firm and not constantly chasing growth for growth's sake. She talks about how she structured her team and services to provide maximum value to her clients without burning out. This episode is full of practical advice for accountants, CPAs, and bookkeepers who want to build a sustainable, fulfilling practice that aligns with their personal and professional goals.

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/

Learn More About Little Fish Accounting
https://www.littlefishaccounting.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
CFO THOUGHT LEADER by The Future of Finance is Listening

CFO THOUGHT LEADER

120 Listeners

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

73 Listeners

The Successful Bookkeeper Podcast by Michael Palmer

The Successful Bookkeeper Podcast

87 Listeners

Accounting Today Podcast by Accounting Today

Accounting Today Podcast

73 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,389 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

339 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

46 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

26 Listeners

AICPA Town Hall by AICPA & CIMA

AICPA Town Hall

16 Listeners

The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

The Ambitious Bookkeeper Podcast

60 Listeners

The CFO Report by Michael King

The CFO Report

31 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

49 Listeners

Unofficial QuickBooks Accountants Podcast by Alicia Katz Pollock, MAT

Unofficial QuickBooks Accountants Podcast

42 Listeners

She Counts by Questian Telka, EA & Nancy McClelland, CPA

She Counts

10 Listeners