Best Add More Value To Your Client Projects Podcasts (2024)

1
Why time-based pricing doesn’t work for agencies, with Tim Williams 49:20

1d ago49:20

49:20

Welcome to episode 117. This episode is going to be very relevant for you if you're responsible for pricing your agency's services. I first saw Tim Williams, Founding Partner of Ignition Consulting Group, speak at an IPA conference in London in 2016. He was talking to agency owners about why they needed to ditch the billable hour if they wanted a p…

1
Getting a Prospect to Say Yes to My Advisory Service 22:10

1d ago22:10

22:10

Is pricing your advisory services a struggle? In this episode, Adam interviews Shahrooz Niknami from Aco Tech Group about how he prices and packages his CFO advisory services. Niknami shares his evolution from hourly billing nightmares to profitable fixed-fee pricing models. You'll learn why hourly rates often lead to client disputes and leave mone…

1
The Power of AI Meeting Note-Takers: A Real-Life Designer Story 4:06

1d ago4:06

4:06

Welcome to another episode of Elevated, where we are exploring the practical and everyday use of AI for Kitchen & Bath design businesses. Today, we have a special episode that delves into a real-life case study of how AI is revolutionizing the way a designer works and interacts with his clients. GET IN TOUCH 💡Learn how to hire and work with experts…

1
How to Start a Bookkeeping Plus Advisory Business 35:35

8d ago35:35

35:35

Are you an accountant, CPA, or bookkeeper looking to make more money by offering advisory services? In this episode of Escaping The Accountant's Trap, Adam Lean interviews Katie Ferro, founder of the "Profits and Prosecco" movement. Katie shares her journey from corporate accounting to building a thriving bookkeeping and advisory business. You'll l…

1
Picking Your Go-to AI Tool: The Ultimate Guide to Making the Right Choice 4:23

9d ago4:23

4:23

Welcome back to Elevated, and our continuing exploration of the vast and ever-evolving world of AI and its impact on our lives. Today, we’re talking about AI tools, generators, and platforms that have been exploding in numbers and capabilities. With so many options out there, it can be challenging to choose the perfect one for your needs, which is …

1
What Exactly Does a CFO Advisor Do? 25:50

15d ago25:50

25:50

What exactly does it mean to offer CFO advisory services to clients? Many accountants and bookkeepers hear they should provide advisory but aren't sure what that entails. In this episode, Adam and his guest demystify the CFO advisor role. You'll learn the key difference between bookkeeping, tax compliance, and true advisory work. Discover why busin…

1
Understanding AI Limitations: Navigating Bias, Privacy, and Reliability in Your Business 4:54

16d ago4:54

4:54

As we explore the expanding world of Artificial Intelligence, it’s vital to acknowledge that while AI opens up a realm of possibilities, it also comes with its own set of limitations and challenges. Today, we get into some critical considerations to keep in mind to leverage AI both responsibly and effectively in your Kitchen & Bath design business.…

1
Why agencies need to re-think project management, with Jack Skeels 46:32

22d ago46:32

46:32

Welcome to episode 116. This episode is for you if you are responsible for managing projects in an agency. This one could be quite controversial, but equally very enlightening because my guest is going to be potentially challenging your belief about the role of project management. Jack's Skeel’s book is called ‘UNMANAGED’ and Jack makes a very comp…

1
Why Business Owners Hire CFOs 20:03

23d ago20:03

20:03

Are you wondering what motivates business owners to bring on a CFO or advisor for their company? This insightful episode of The CFO Project podcast dives into the key reasons entrepreneurs decide to hire fractional CFO services. Host Adam Lean picks the brain of an experienced CFO advisor who has recently won several new client engagements. You'll …

1
AI as Your Business's New Search Engine: Moving Beyond Google for Efficient Information Retrieval 4:16

24d ago4:16

4:16

This season, we’ll be alternating episodes between learning about AI's potential in the Kitchen & Bath design businesses and taking concrete steps to harness that potential. Today, let’s get into a practical first step: how to begin using AI in your daily business operations. GET IN TOUCH 💡Learn how to hire and work with experts: https://higherhelp…

1
How to Build an Online Presence to Attract More Clients 24:49

1M ago24:49

24:49

Looking to attract more bookkeeping and advisory clients through an online presence? In this episode of The CFO Project podcast, host Adam Lean picks the brain of KJ Johnson, known as the "Bookkeeping Side Hustle Kate." KJ shares her inspiring story of building a successful firm by leveraging video content on YouTube. You'll hear her practical tips…

1
Kickstarting Your Business with AI: A Beginner's Guide to Maximizing Efficiency 5:01

30d ago5:01

5:01

Walking into the world of Artificial Intelligence, or AI, doesn't require getting tangled up in daunting, technical details. Its inception back in 1956 has led to vast evolutions, compelling stories, and complex functionalities that you can explore with the help of search engines or directly by soliciting AI itself to educate you. But let’s focus o…

1
How To Value Price So You Can Earn More 22:53

1M ago22:53

22:53

Want to learn how to effectively price your services based on value rather than hourly rates? In this episode of The CFO Project podcast, host Adam Lean picks the brain of value pricing expert Mark Wickersham. Mark shares his invaluable insights on communicating the value of services like bookkeeping to clients, determining pricing for advisory off…

1
Why selling to prospects and clients is different, with Tim Riesterer 48:41

1M ago48:41

48:41

Welcome to episode 115. If you're in agency new business or account management and responsible for contract renewals and account expansion, you're in for a huge treat because Tim Riesterer, author of ‘The Expansion Sale’ (Four Must-Win Conversations to Keep and Grow Your Customers), joins me. Tim is a powerhouse and working with huge enterprises in…

1
What do Kitchen & Bath Design Businesses do with AI? 2:43

1M ago2:43

2:43

This season of Elevated is all about answering the question "What do Kitchen & Bath Design Businesses do with AI?" We'll cover improving your profitability and sanity using AI, automation, systems, and workflows. It's time to harness the power of technology to work for you and your business. We'll explore how AI can help you earn more on every proj…

1
Should I Add Advisory Services To My Practice? 18:40

1M ago18:40

18:40

Are you looking to move your accounting firm beyond compliance work and drive more value for clients? In this episode of The CFO Project podcast, host Adam Lean discusses strategies for successfully adding advisory services alongside tax and bookkeeping offerings. Adam is joined by Tim Woodward of Blend Health, who recently made the leap into provi…

1
How agencies stand out or die, with Gareth Healey 48:16

2M ago48:16

48:16

Welcome to Episode 114. If you're an agency owner who wants to stand out in a competitive market, then today's guest has written an entire book about it. Gareth Healey, author of "STAND OUT OR DIE" joins me to share: - what he learned from scaling and exiting his business - his seven step framework for standing out in a crowded marketplace - and hi…

1
How to Use Automation to Get Your Time Back (So You Can Get Paid More) 23:50

2M ago23:50

23:50

Are you spending too much time on manual data entry and repetitive tasks in your accounting firm? In this episode, our hosts discuss how leveraging the right automation tools can free up your time to focus on higher-value advisory services. They provide practical advice on evaluating which processes to automate first by identifying where you're spe…

1
To Niche or Not to Niche, that is the Question 21:45

2M ago21:45

21:45

Are you struggling to decide if you should niche down your accounting services or keep a broad focus? In this episode, the hosts dive into the pros and cons of niching from the perspective of experienced accountants and CFOs. They discuss how you can start out taking any clients when first building your business, then eventually niche into your ide…

1
From laptop business to multi million dollar agency, with Jarrod Lopiccolo 43:03

2M ago43:03

43:03

Welcome to episode 113. This will be particularly inspirational for you if you are currently a small agency owner with aspirations for huge growth. Jared Lopiccolo, CEO & Co-Founder of Noble Studios, built his agency from a single laptop to a multi million dollar agency. He shares some insight into what it took to achieve that growth and also his a…

1
How to win without pitching, with Shannyn Lee 39:41

3M ago39:41

39:41

Welcome to episode 112. I’m joined by Shannyn Lee, Managing Director of Win Without Pitching ®, which is widely recognised by the creative industry as one of the best quality sales training programs because it's specifically tailored to agencies. This episode will be particularly valuable for you if your job at the agency is winning new business an…

1
How a workshop culture builds high performing agency teams, with Alison Coward 36:40

3M ago36:40

36:40

Welcome to episode 111. This episode will be particularly relevant for you if you're heading up the agency or you're in charge of an agency team. Alison Coward is the founder of Bracket, a consultancy that partners with ambitious, forward-thinking companies to help them build high-performing and collaborative team cultures. She is a culture strateg…

1
How to Overcome Imposter Syndrome 29:21

3M ago29:21

29:21

Are you an accountant, CPA, or bookkeeper struggling with imposter syndrome? In this episode of Escaping the Accountant's Trap, Adam Lean is joined by Nancy McClelland CPA, aka The Dancing Accountant, to tackle this widespread issue. Nancy shares her expertise on imposter syndrome - what it really means, how to know if you have it or are simply lea…

1
Selling your agency in 2024, with Jonathan Baker 37:53

4M ago37:53

37:53

Welcome to episode 110. This episode is for you if you're an agency owner either interested in buying agencies to grow, or selling your agency at some point. It's also enlightening if you work in an agency and you want to understand the process of mergers and acquisitions. Jonathan Baker, Practice Lead in M&A at Punctuation joins me and shares a lo…

1
How to Get Clients for Your Firm 32:42

4M ago32:42

32:42

Uncover the secrets to marketing your accounting and advisory services with expert insights from Matt Banker, owner of Benchmark Growth Marketing, in the latest episode of "Escaping the Accountant's Trap" podcast. Dive into the discussion as Adam Lean and Matt Banker address key questions on how to effectively market yourself in a crowded space and…

1
Supercharge Your Sales System with this App 5:36

4M ago5:36

5:36

GET IN TOUCH 💡Learn how to hire and work with experts: https://higherhelpbook.com ⚡ See how we can help your Kitchen & Bath design business: https://fieryfx.com 🔥 Book our CEO, Brandy Lawson, to speak: https://brandylawson.com FOLLOW US ON SOCIAL LinkedIn: https://www.linkedin.com/company/fieryfx Facebook: https://www.facebook.com/fieryfx Instagram…

1
Sales System SOPS (A Non-Negotiable) 4:45

4M ago4:45

4:45

GET IN TOUCH 💡Learn how to hire and work with experts: https://higherhelpbook.com ⚡ See how we can help your Kitchen & Bath design business: https://fieryfx.com 🔥 Book our CEO, Brandy Lawson, to speak: https://brandylawson.com FOLLOW US ON SOCIAL LinkedIn: https://www.linkedin.com/company/fieryfx Facebook: https://www.facebook.com/fieryfx Instagram…

1
Sales System Health Checks And Why You Need One 3:30

4M ago3:30

3:30

GET IN TOUCH 💡Learn how to hire and work with experts: https://higherhelpbook.com ⚡ See how we can help your Kitchen & Bath design business: https://fieryfx.com 🔥 Book our CEO, Brandy Lawson, to speak: https://brandylawson.com FOLLOW US ON SOCIAL LinkedIn: https://www.linkedin.com/company/fieryfx Facebook: https://www.facebook.com/fieryfx Instagram…

1
Why the agency business model isn't working, with Michael Farmer 1:04:56

4M ago1:04:56

1:04:56

Welcome to episode 109. My guest is Michael Farmer, a management consultant who has been looking at the agency business model for over 30 years. He's identified three burning issues for creative agencies. 1. Work is increasing in volume and yet agencies fees are declining. But because agencies aren't measuring scopes of work, they don't often reali…

1
Kitchen and Bath Sales System FAQs 6:23

5M ago6:23

6:23

In this season of Elevated so far, we’ve been demystifying the idea of a sales system, why you need it, how you can use it and in the last couple episodes got into the nitty gritty on how to get your team to embrace the system. GET IN TOUCH 💡Learn how to hire and work with experts: https://higherhelpbook.com ⚡ See how we can help your Kitchen & Bat…

1
Skills Needed to Offer Advisory Services 25:10

5M ago25:10

25:10

In this episode of "Escaping The Accountant's Trap," host Adam Lean welcomes Roger Knecht, CEO of Universal Accounting Center, to delve into the transformative journey from traditional accounting to becoming a strategic advisor. The discussion opens with a look back at the evolution of Universal Accounting Center, from its inception in 1979 as a lo…

1
How to Train Your Team on a Sales System 3:53

5M ago3:53

3:53

In today’s episode we're going deeper on a common sales system challenge: what training to provide to get your team to use the sales system. In the last episode we covered the overall “how” to get your team on the same page. In this episode we’ll further outline specific ways to help your team Learn, Experiment & Share when it comes to software and…

1
How to manage a remote agency team, with Gustavo Razzetti 42:38

5M ago42:38

42:38

Welcome to episode 108. Are you struggling to manage a remote agency team? If so, you're going to get a lot of value from my conversation with Gustavo Razzetti, CEO of Fearless Culture and author of ‘Remote, Not Distant’. He shared some very thought-provoking insights for agency leaders and agency teams, including · how remote working is only ampli…

1
Adam & Michelle Answer Your Questions on Selling Advisory Services 25:10

5M ago25:10

25:10

In this engaging podcast episode, Adam Lean and Michelle delve into the intricacies of integrating CFO advisory services into an existing accounting firm. The discussion kicks off with insights on transitioning from traditional accounting practices to offering higher-value services. Michelle emphasizes the importance of breaking free from the "acco…

1
How to Get Your Team to Use Your Sales System 5:15

5M ago5:15

5:15

How can you get your team to use your sales system? It's a common problem. Backing up a step, so far this season on Elevated we’ve covered why you need a sales system, how to use the sales system, the info and insights a sales system provides and some specific features of a sales system. But the elephant in the room is… how do you get your team to …

1
What It's Like To Be A CFO/Advisor 22:14

5M ago22:14

22:14

Do you feel trapped doing mundane accounting work and want to break free to become a high-value advisor? Learn how to make the transition from compliance to strategic CFO directly from a fellow financial expert. In this episode of Escaping the Accountant's Trap, host Adam Lean interviews Lacey Harner, an experienced CFO, about escaping the trap by …

1
Unlocking Sales Power: How Your Email Signature Can Transform Your Kitchen & Bath Design Business 4:47

5M ago4:47

4:47

GET IN TOUCH 💡Learn how to hire and work with experts: https://higherhelpbook.com ⚡ See how we can help your Kitchen & Bath design business: https://fieryfx.com 🔥 Book our CEO, Brandy Lawson, to speak: https://brandylawson.com FOLLOW US ON SOCIAL LinkedIn: https://www.linkedin.com/company/fieryfx Facebook: https://www.facebook.com/fieryfx Instagram…

1
How to price to maximise profit, with Alfie Wenegieme 47:59

5M ago47:59

47:59

Welcome to episode 107. If you’ve ever wondered if you’re pricing your services in the right way, this one is for you. Alfie Wenegieme, Managing Partner at Cactus, joins me and he shares: 1. Why agencies don’t lose pitches on price alone 2. How agencies price to ensure a healthy profit margin 3. Typical mistakes agencies make when pricing 4. And so…

1
Get Prospects to Say Yes with Zero Selling 20:40

5M ago20:40

20:40

Do you dread having to sell and convince clients to say yes to your accounting services? Learn how to get clients to agree to your proposals without sleazy selling tactics. In this episode, host Adam Lean talks with Will Hamilton of SmartPath.co about shifting your mindset from "selling" to guiding clients. Discover how understanding your client's …

1
5 Ways a Sales System Benefits a Designer 6:17

5M ago6:17

6:17

GET IN TOUCH 💡Learn how to hire and work with experts: https://higherhelpbook.com ⚡ See how we can help your Kitchen & Bath design business: https://fieryfx.com 🔥 Book our CEO, Brandy Lawson, to speak: https://brandylawson.com FOLLOW US ON SOCIAL LinkedIn: https://www.linkedin.com/company/fieryfx Facebook: https://www.facebook.com/fieryfx Instagram…

1
Agency strategy and predicting the future with AI, with Nikolas Pearmine 41:23

6M ago41:23

41:23

Welcome to episode 106. If you’d like to know how one agency has been using AI since 2011 to predict the future for their clients, this chat will be interesting for you. It will also be insightful if you’re curious how the agency works with their global CPG and FMCG brands. ‌Nik Pearmine, Chief Strategy Officer at Black Swan Data, and I cover a ran…

1
Selling With Confidence 25:41

6M ago25:41

25:41

Are you an accountant, CPA, or bookkeeper feeling trapped working long hours for demanding clients while being underpaid? Learn how to escape the trap and grow your accounting practice by optimizing your sales and getting paid your true value. In this episode, host Adam Lean interviews Michelle Weinstein, the Pitch Queen for Accountants, on strateg…

1
Revolutionize Your Kitchen & Bath Design Business with Advanced Sales Systems 4:44

6M ago4:44

4:44

GET IN TOUCH 💡Learn how to hire and work with experts: https://higherhelpbook.com ⚡ See how we can help your Kitchen & Bath design business: https://fieryfx.com 🔥 Book our CEO, Brandy Lawson, to speak: https://brandylawson.com FOLLOW US ON SOCIAL LinkedIn: https://www.linkedin.com/company/fieryfx Facebook: https://www.facebook.com/fieryfx Instagram…

1
The Only Way to Retain Clients 23:35

6M ago23:35

23:35

In this episode of the "Escaping the Accountant's Trap" podcast, host Adam Lean welcomes Chris Farrell, the CEO of Liscio, to discuss the pivotal role of creating five-star client experiences in breaking free from the accountant's trap. Chris, who evolved from an accountant to a CFO and now leads a software company catering to accountants, shares h…

1
Mastering Client Engagement in Kitchen & Bath Design: The Power of Sales Systems 6:02

6M ago6:02

6:02

GET IN TOUCH 💡Learn how to hire and work with experts: https://higherhelpbook.com ⚡ See how we can help your Kitchen & Bath design business: https://fieryfx.com 🔥 Book our CEO, Brandy Lawson, to speak: https://brandylawson.com FOLLOW US ON SOCIAL LinkedIn: https://www.linkedin.com/company/fieryfx Facebook: https://www.facebook.com/fieryfx Instagram…

1
How to Sell, with Marcus Cauchi and Benjamin Dennehy 1:06:31

6M ago1:06:31

1:06:31

Welcome to episode 105, I have invited two of my most popular podcast guests back for a second time, sales trainer legends; Marcus Cauchi and Benjamin Dennehey. ‌Both have been sales trainers for years and have worked with many agencies and tech companies. They shared some golden nuggets to help you with selling your agency’s services. ‌I had to th…

1
The Life of an Accountant vs a CFO/Advisor 21:27

6M ago21:27

21:27

Welcome to another episode of Escaping the Accountant's Trap podcast, where Jeff Prager, Co-founder of The CFO Project, shares transformative insights. In this session, we explore the shift from accountant to CFO business advisor, uncovering the challenges professionals face in the accountant's trap. Jeff discusses the disconnect between what busin…

1
Streamlining Client Engagement: The Power of Scheduling Links for Kitchen & Bath Designers 5:07

6M ago5:07

5:07

GET IN TOUCH 💡Learn how to hire and work with experts: https://higherhelpbook.com ⚡ See how we can help your Kitchen & Bath design business: https://fieryfx.com 🔥 Book our CEO, Brandy Lawson, to speak: https://brandylawson.com FOLLOW US ON SOCIAL LinkedIn: https://www.linkedin.com/company/fieryfx Facebook: https://www.facebook.com/fieryfx Instagram…

1
The 4 Stages to Scaling Your Practice 21:48

6M ago21:48

21:48

Welcome to the Escaping the Accountants Trap podcast, where we unravel the complexities of breaking free from the accountant's trap that shackles many professionals in the field. In this episode, joined by Jeff Prager, co-founder of the CFO Project, we tackle the critical topic of scaling your accounting or bookkeeping practice. Through a comprehen…

1
Paradise by the Dashboard Light? Getting Metric Visibility in Your Sales System 5:02

6M ago5:02

5:02

GET IN TOUCH 💡Learn how to hire and work with experts: https://higherhelpbook.com ⚡ See how we can help your Kitchen & Bath design business: https://fieryfx.com 🔥 Book our CEO, Brandy Lawson, to speak: https://brandylawson.com FOLLOW US ON SOCIAL LinkedIn: https://www.linkedin.com/company/fieryfx Facebook: https://www.facebook.com/fieryfx Instagram…

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Add More Value To Your Client Projects Podcasts

Podcasts Worth a Listen

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