Adam Lean shares his journey from being an accountant to a successful business owner, delving into the challenges he faced and the pivotal moments that led to the creation of the CFO Project. The discussion emphasizes the need for accountants to adapt to client expectations, moving beyond the traditional role of recording the past and embracing a more advisory approach. Tune in for a thought-provoking discussion that explores the intersection of accounting, advisory services, and effective marketing strategies for accounting firms. Discover how embracing change and positioning oneself as a guide can lead to better client relationships and increased value in the accounting profession.
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Adam’s Website: theCFOproject.com
Adam’s Weekly Webinar: https://thecfoproject.com/start-a-cfo-service?utm_source=Benchmark&utm_medium=3N7Q7QJ
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Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NA