Episode 162 | How To Sell High-Value CFO Advisory Services Without Being Pushy, Featuring Adam Lean
Tired of pushy sales tactics? Discover how to master the art of selling high-value CFO advisory services without feeling sleazy as Michelle Weinstein takes the hot seat opposite Adam Lean, CEO of The CFO Project. We delve into strategies for financial professionals to communicate their value, over…
Adam Lean: Accounting with Impact, How to Become Indispensable
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In this episode, KC Brothers interviews Adam Lean, who shares his unique journey from being an accountant to starting his own CFO advisory practice. Adam discusses the importance of cash flow for business success and how many business own…
What Does AI Mean and How Does It Relate to Accounting
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 strategies, tools, and insights that fuel sustainab…
How to Get & Keep Clients by Solving Their Tax Problems
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 profession to share practical strategies for buildin…
How to Be Successful as an Advisor
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 CFOs who share their best insights on running a bus…
How to Get Referrals in the Age of ChatGPT & AI
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 advisory services, and create a thriving firm that…
How Accountants Are Earning $2K a Month Per Client with CFO Advisory Services — featuring Adam Lean of The CFO Project
AI and automation are changing everything — including how accountants grow.
In this episode of The Growth Minded Accountant, host Lee Reams II talks with Adam Lean, CEO of The CFO Project, about how technology is helping tax and accounting pros finally scale beyond compliance work and step into lu…
Transform Your Accounting Role
Adam Lean's journey from disenchanted accountant to entrepreneurial advisor takes center stage as he reveals how a simple desire to help business owners understand their numbers sparked the creation of the CFO Project on Episode 244 of The Unique CPA. Follow Adam from late-night e-commerce hustle …
From Accountant to CFO Advisor with Adam Lean
Earn CPE for this Episode here: From Accountant to CFO Advisor with Adam Lean
Inaugural Episode (1 Free CPE): Revisiting Enron
Episode Description
In this episode of the Encoursa CPE Podcast, Adam Lean—CEO and co-founder of The CFO Project—shares his journey from traditional accounting roles t…
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