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
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