In this insightful episode, we delve into the world of client advisory services and how accountants can break free from the commoditized nature of traditional accounting services. My guest, Adam Lean, CEO of The CFO Project, shares his journey from being a former accountant to a two-time entrepreneur, and his passion for empowering business owners with the tools they need to thrive.
Adam discusses the importance of shifting the mindset of accountants, transitioning them from merely recording the past to becoming trusted advisors who actively shape the future growth and success of their clients' businesses. He provides invaluable insights on how to effectively position and sell advisory services, ensuring that clients understand the immense value being offered.
Join us as we explore the transformative power of outsourced CFO and business advisory services, and discover how accountants can elevate their practices, enhance client relationships, and unlock new levels of profitability and fulfillment in their careers.
Click here to learn more about The CFO Project
Guest Information:
Adam Lean - CEO of the CFO Project
Website: https://thecfoproject.com/ LinkedIn: https://www.linkedin.com/in/adamlean/
Email: adam@thecfoproject.com
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support