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The CFO Project

Adam Lean
CFO Advisory Services
Small Business
Accounting
Client Relationships
Business Growth
CFO Advisory
Accounting Profession
Imposter Syndrome
Commoditization
Financial Value
CFO Services
Accounting Firms
Accounting Industry
CFO Skills
Curiosity
Conviction
Listening Skills
Resourcefulness
Empathy
Continuous Learning

This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients.On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap. This podcast ... more

PublishesMonthlyEpisodes84Founded3 years ago
Number of ListenersCategory
Business

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Artwork for The CFO Project

Latest Episodes

Welcome to The CFO Project Podcast, where host Adam Lean helps accountants, bookkeepers, and CFOs build profitable, advisory-driven firms that clients love. Each episode dives deep into the business side of accounting—how to attract clients, scale ad... more

Welcome to The CFO Project Podcast, where host Adam Lean helps accountants and CFOs escape the “accountant’s trap” and build thriving, profitable firms through real-world strategies. Each week, Adam interviews industry leaders, entrepreneurs, and CFO... more

Welcome to The CFO Project Podcast, where host Adam Lean helps accountants and CFOs grow their firms, escape the “accountant’s trap,” and deliver more value to business owners. Each week, Adam interviews top experts and leaders in the accounting prof... more

Welcome to The CFO Project Podcast, where host Adam Lean dives deep into the challenges and opportunities facing today’s accountants, CFOs, and firm owners. Each episode is designed to help you break free from the “accountant’s trap” by exploring str... more

Key Facts

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Recent Guests

Lauren Baptiste
Founder of Aqaloa Wellness, specializing in helping professionals manage stress and burnout
Aqaloa Wellness
Episode: How to Avoid Burnout
Sara Bryson
The grand poobah of her own CFO company, CFO Yeah.
CFO Yeah
Episode: How to Speak Your Client's Language (To Get Them To Take Action)
Loren Fogelman
Price and profit coach
Episode: How to Stop Competing on Price
Keila Hill-Trawick
Owner of Little Fish Accounting Firm and host of the Built to Enough podcast
Little Fish Accounting Firm
Episode: You Don't Have to Be Big to Be Successful
Christian Jones
CEO of Tax Pro Marketer
Tax Pro Marketer
Episode: The Best Marketing Tactics for Accounting and Advisory Firms
Shelby Ashley
Founder of Optimized Financial Solutions, a CFO firm.
Optimized Financial Solutions
Episode: How to Say No to Demanding Clients
Shahram Zarshenas
CEO of Financial Cents
Financial Cents
Episode: Tips to Run an Efficient Practice
Tom Griffiths
Founder of Synergy CFO Solutions and a member of The CFO Project
Synergy CFO Solutions
Episode: Selling CFO Advisory Services
Dan May
Full-time CFO with a focus on strategic advising.
Episode: The Day in the Life of a Full-Time CFO

Host

Adam Lean
Co-founder and host, Adam Lean provides insights into the accounting profession, sharing strategies to help financial practitioners grow their practices efficiently.

Reviews

4.5 out of 5 stars from 11 ratings
  • Delete the episodes with bad audio quality

    Bad audio kills a podcast . Ditch the episodes where the guest is barely audible, such as Scaling by outsourcing

    Apple Podcasts
    1
    Paul in Sarasota
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the practical strategies shared, highlighting their relevance in navigating modern accounting challenges.
Concerns have been raised regarding audio quality in certain episodes, which affects overall listening experience.

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

How This Bookkeeper Added CFO Advisory Services to Her Practice
Q: What would you say is the biggest learning lesson that you didn't really realize when you were exploring CFO advisory services?
The need to balance my bookkeeping clients while delivering valuable services and expanding my offerings.
You Don't Have to Be Big to Be Successful
Q: What is one piece of advice you would give them as we are going into the next year in 2025?
There's no one way to do it, but peel off what you can from your peers.
How to Avoid Burnout
Q: What steps can someone take if they are experiencing burnout?
It's important to start taking awareness of your state and then take actions like analyzing your work schedule to create balance.
How to Avoid Burnout
Q: How can someone know they are experiencing burnout?
Burnout is characterized by exhaustion, cynicism or detachment, and ineffectiveness at work.
How to Stop Competing on Price
Q: What do you see is the most common pricing mistake that you see them, that makes them stay stuck with these sort of low priced or price conscious, price sensitive clients?
Loren identifies focusing on time and charging hourly rates as a key mistake that commoditizes accounting services, which prevents accountants from raising their prices effectively.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The CFO Project

What is The CFO Project about and what kind of topics does it cover?

Focused on empowering accountants, CPAs, and bookkeepers, a series of discussions explores effective strategies for professionals seeking to enhance their practices beyond traditional hourly work. Common topics include overcoming commoditization, navigating client relationships, establishing efficient systems, and fostering a proactive advisory role. The insights shared aim to help financial professionals shift their mindset, escape the limitations of low-value engagements, and pursue fulfilling careers that emphasize strategic advising rather than mere number-crunching. Unique to this series are personal anecdotes and practical advice from experienced hosts, making it a valuable resource for listeners looking to thrive in the accounting in... more

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Which podcasts are similar to The CFO Project?

These podcasts share a similar audience with The CFO Project:

1. Small Business Tax Savings Podcast
2. The Accounting Podcast
3. Jason On Firms Podcast

How many episodes of The CFO Project are there?

The CFO Project launched 3 years ago and published 84 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The CFO Project?

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What guests have appeared on The CFO Project?

Recent guests on The CFO Project include:

1. Lauren Baptiste
2. Sara Bryson
3. Loren Fogelman
4. Keila Hill-Trawick
5. Christian Jones
6. Shelby Ashley
7. Shahram Zarshenas
8. Tom Griffiths

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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