The CFO Project
By Adam Lean
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Category: Business
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Episodes: 84
Description
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 is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkeepers on how to build, launch and scale a CFO and business advisory service.
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| Episode | Date |
|---|---|
|
How to Get Referrals in the Age of ChatGPT & AI
|
Oct 28, 2025 |
|
How to Be Successful as an Advisor
|
Oct 07, 2025 |
|
How to Get & Keep Clients by Solving Their Tax Problems
|
Sep 30, 2025 |
|
What Does AI Mean and How Does It Relate to Accounting
|
Aug 26, 2025 |
|
Why Vulnerable Leadership Is the Future of Accounting
|
Jul 08, 2025 |
|
CFO Case Study: Rob Tokay
|
Jun 10, 2025 |
|
Starting a CFO Advisory Practice vs. an Accounting or Bookkeeping Practice
|
Apr 15, 2025 |
|
The 3 Specific Reasons our CFO Advisory Firm Was a Huge Success
|
Apr 01, 2025 |
|
8 Signs You're Earning Less Than You're Worth
|
Mar 25, 2025 |
|
Top 6 Ways to Overcome Imposter Syndrome as a CFO Advisor
|
Mar 04, 2025 |
|
The Softskills Needed to be a Great CFO Advisor
|
Feb 18, 2025 |
|
How to Avoid Burnout
|
Jan 21, 2025 |
|
How to Speak Your Client's Language (To Get Them To Take Action)
|
Jan 14, 2025 |
|
How This Bookkeeper Added CFO Advisory Services to Her Practice
|
Jan 07, 2025 |
|
How to Stop Competing on Price
|
Nov 19, 2024 |
|
You Don't Have to Be Big to Be Successful
|
Nov 12, 2024 |
|
The Best Marketing Tactics for Accounting and Advisory Firms
|
Oct 29, 2024 |
|
How to Say No to Demanding Clients
|
Oct 22, 2024 |
|
Tips to Run an Efficient Practice
|
Oct 15, 2024 |
|
Sell Without Selling
|
Oct 08, 2024 |
|
Selling CFO Advisory Services
|
Oct 01, 2024 |
|
The Day in the Life of a Full-Time CFO
|
Sep 24, 2024 |
|
How to Be a Strategic CFO
|
Sep 17, 2024 |
|
Why You Should (and Shouldn't) Use QuickBooks for Clients
|
Sep 10, 2024 |
|
How to Go from Tax Prep to Tax Advisor and Increase Your Earnings
|
Sep 03, 2024 |
|
Why I Became a CFO Advisor
|
Aug 20, 2024 |
|
The Tools You Need to Build an Efficient Practice
|
Aug 13, 2024 |
|
How to Be an Advisor for Service-Based Businesses
|
Aug 06, 2024 |
|
The Key Skills a CFO Advisor Must Possess
|
Jul 30, 2024 |
|
Tips For Single-Owner CPAs to Earn More Without Working More
|
Jul 23, 2024 |
|
How to Make Your Team More Productive
|
Jul 16, 2024 |
|
Getting a Prospect to Say Yes to My Advisory Service
|
Jul 09, 2024 |
|
How to Start a Bookkeeping Plus Advisory Business
|
Jul 02, 2024 |
|
What Exactly Does a CFO Advisor Do?
|
Jun 25, 2024 |
|
Why Business Owners Hire CFOs
|
Jun 18, 2024 |
|
How to Build an Online Presence to Attract More Clients
|
Jun 11, 2024 |
|
How To Value Price So You Can Earn More
|
Jun 04, 2024 |
|
Should I Add Advisory Services To My Practice?
|
May 28, 2024 |
|
How to Use Automation to Get Your Time Back (So You Can Get Paid More)
|
May 21, 2024 |
|
To Niche or Not to Niche, that is the Question
|
May 14, 2024 |
|
How to Overcome Imposter Syndrome
|
Apr 09, 2024 |
|
How to Get Clients for Your Firm
|
Mar 26, 2024 |
|
Skills Needed to Offer Advisory Services
|
Feb 20, 2024 |
|
Adam & Michelle Answer Your Questions on Selling Advisory Services
|
Feb 13, 2024 |
|
What It's Like To Be A CFO/Advisor
|
Feb 06, 2024 |
|
Get Prospects to Say Yes with Zero Selling
|
Jan 30, 2024 |
|
Selling With Confidence
|
Jan 23, 2024 |
|
The Only Way to Retain Clients
|
Jan 16, 2024 |
|
The Life of an Accountant vs a CFO/Advisor
|
Jan 09, 2024 |
|
The 4 Stages to Scaling Your Practice
|
Jan 02, 2024 |
|
Making the Shift from Compliance to Advisory
|
Dec 26, 2023 |
|
The Difference Between An Advisor and An Accountant
|
Dec 19, 2023 |
|
Strategies of Successful Consultants
|
Dec 12, 2023 |
|
What is AI and Machine Learning (and How it Will Help Accountants)
|
Dec 05, 2023 |
|
Get the Right People On Your Team By Testing Them Before You Hire Them
|
Nov 28, 2023 |
|
Remove Yourself as the Bottleneck by Hiring Remote Accountants
|
Nov 14, 2023 |
|
How to Transform Your Accounting Practice Into an Accounting Business
|
Nov 07, 2023 |
|
How to Make Your Practice Attractive to a Buyer
|
Oct 31, 2023 |
|
How to Automate Your Workflows for Profit and Time Freedom
|
Oct 24, 2023 |
|
Utilizing Systems & People to Get Off the Accounting Firm Hamster Wheel
|
Oct 17, 2023 |
|
Creating an Intentional Marketing Plan That Gets Results
|
Oct 10, 2023 |
|
How to Get Clients at Scale Through Packaging & Niching Down
|
Oct 03, 2023 |
|
How to Manage Your Mind So You Can Manage Everything Else
|
Sep 26, 2023 |
|
How to Use AI To Handle Low Level Tasks In Your Practice
|
Sep 19, 2023 |
|
Grow Your Advisory Practice By Leveraging Tax Planning Tools
|
Sep 12, 2023 |
|
How to Use Content Marketing to Attract High-Value Clients
|
Sep 07, 2023 |
|
How to Setup a Virtual Firm and Take Back Control of Your Time
|
Sep 05, 2023 |
|
How to Offer Tax Advisory Services
|
Aug 31, 2023 |
|
Your Secret Weapon To Dramatic Growth: The Client Experience
|
Aug 29, 2023 |
|
How to Add Tax Representation Services to Your Practice
|
Aug 22, 2023 |
|
How to Differentiate Yourself By Picking a Niche
|
Aug 15, 2023 |
|
Change More Lives by Spending Less Time on Compliance Tasks
|
Aug 08, 2023 |
|
Creating a Profitable Practice Without Sacrificing Your Life
|
Aug 01, 2023 |
|
How to Make More Money By Working With Less Clients
|
Jul 25, 2023 |
|
Freeing Today’s Accountants from an Oppressive Business Model
|
Jul 11, 2023 |
|
How to Get Leads to Your Practice
|
Jul 04, 2023 |
|
How to Raise Rates Without Losing Clients
|
Jun 27, 2023 |
|
Increase The Value To Your Clients To Increase Your Income
|
Jun 20, 2023 |
|
How to Provide Exceptional Client Experiences
|
Jun 13, 2023 |
|
How To Increase The Value Of Your Firm
|
Jun 06, 2023 |
|
How to Create a System to Get High-Value Clients
|
May 30, 2023 |
|
Scale Your Practice Through Outsourcing
|
May 23, 2023 |
|
Growing Your Team to Grow Your Practice
|
May 16, 2023 |
|
What Is The Accountant's Trap?
|
May 03, 2023 |