Podcast: CFO as a productized service

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.

Subscribe to our weekly newsletter.
Insights on how your firm can do better marketing.

Adam’s Website: theCFOproject.com

Adam’s Weekly Webinar: https://thecfoproject.com/start-a-cfo-service?utm_source=Benchmark&utm_medium=3N7Q7QJ

Our Recommended Tool Stack:

WordPress Hosting: Flywheel: https://share.getf.ly/c05x9v

Email Delivery: Active Campaign: https://activecampaign.referralrock.c…

Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NA

Listen On:

YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videos

Spotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04

Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214