Best Cfo Advisory Services Podcasts (2024)

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

5d 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
303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project 38:41

25d ago38:41

38:41

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own account…

1
Tips For Single-Owner CPAs to Earn More Without Working More 25:40

1h ago25:40

25:40

In this episode of "Escaping The Accountant's Trap," host Adam Lean interviews Geraldine Carter, an expert in helping accountants and CPAs boost their profitability without working more hours. Geraldine shares invaluable insights on how to offer advisory services and make more money as an accountant or bookkeeper. She emphasizes the importance of u…

1
The Margin Maximizers Focus - Part 2 52:07

6h ago52:07

52:07

In Part 2 of the Margin Maximizers industry focus episodes we look at three more areas that the team will focus on. Construction, Manufacturing and Agriculture. If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au…

1
306 25 Hours for Everyone, Team Included with Rebecca Warnick 42:05

5d ago42:05

42:05

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Running and growing your accounting practice can feel like a lot –– and maybe sometimes a hair more than you care to manage. Yet, how to change, what to change, and in what order to change things can be far from obvious. In this conversation…

1
How to Make Your Team More Productive 24:41

7h ago24:41

24:41

Struggling to find work-life balance as an accountant or bookkeeper? In this episode of the "Escaping The Accountant's Trap" podcast, host Adam Lean from The CFO Project interviews productivity expert Marcey Rader. She shares practical tips on how to prioritize tasks, batch work, and manage your calendar so you can offer advisory CFO services to cl…

1
305 Hiring is not the Solution to CPAs Overworking 16:25

10d ago16:25

16:25

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Working more hours than you want can be a tough place to be. A place that you want to get out of as fast as possible. It would make sense to think that hiring someone to handle the excess work is the solution. I want to show you why hiring m…

1
#018 - Paul Jackson Founder and CEO at Method. Helping trades contractors improve lead to Cash workflow through automation. 1:00:23

7d ago1:00:23

1:00:23

Paul started Method, an entirely customizable platform for small businesses that want to simplify their unique way of working. Method is best known for its flagship product, Method:CRM. Paul believes that building small business software with one-size-fits-all mentality is lazy and outdated. This firm belief, paired with his experience as a self-ta…

1
The Margin Maximizers Focus - Part 1 51:14

8d ago51:14

51:14

In the latest episode of Margin Maximizers, Karen and Soonah explain the first three Industries they aim to focus on and why they chose those industries. This is a two-part episode; next week, we will look at the next three, but today, we will look at E-Commerce, Engineering, and Trade Services. If you think your business could use the help of the …

1
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA 41:06

19d ago41:06

41:06

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Melissa Downs, EA completed two rounds of Down to 40 Hours and one round of Down to 25 Hours. A year ago, she was caught in the hustle and grind. Now, she works 15 hours a week and is testing out what it feels like to coast. Want numbers? Sh…

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

12d 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
#017 - Customer service when Remodeling (Part 2) 35:06

13d ago35:06

35:06

Second part of the impact great customer service can have in any business and how it can impact your clients! Beyond the Belt with Mike Whalen. mwhalen1823 (IG) Sawblade74@hotmail.comBy hosted by.....Michael Whalen

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

24d 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
#016 - Customer Service when Remodeling (Part 1) 27:16

20d ago27:16

27:16

One of the most important skills we need to have when doing a remodeling project in someone's home is providing exceptional customer service! We can have great technical skills in the trade, but if the client is having a terrible experience, then it's not a success. Beyond the Belt with Mike Whalen. mwhalen1823 (IG) Sawblade74@hotmail.com…

1
302 Permission to Travel Your Own Path with Shana Cooper, CPA 40:26

1M ago40:26

40:26

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind For the listener who feels the tension between the path he’s on and the one he really wants to be on, I talk with Masterminder Shana Cooper, CPA about giving yourself permission to travel your own path. … Hey CPA firm owner, glad you found t…

1
Financial Fumbles and their Solutions 47:03

26d ago47:03

47:03

Join Soonah and Karen as they uncover businesses' most frequent financial mistakes. They discuss the importance of proper training, effective systems, and a culture encouraging questions. Hear amusing stories like the "Spock theory" and timesheet troubles, and get practical tips to safeguard your business. Plus, learn from their personal experience…

1
Why Business Owners Hire CFOs 20:03

26d 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
301 The Four Factors that Drive CPA Firm Multiples with Todd Steinberg 39:58

1M ago39:58

39:58

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Are you considering selling in a few years and wondering where to focus? My guest, Todd Steinberg, President of Thrive Financial Group, discusses how client mix, profitability, location, and transition assistance impact sales multiples. … He…

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
One Source of Truth 41:12

2M ago41:12

41:12

In this episode, we unpack - One Source of Truth and discuss what a deep dive into a client’s financials looks like. Karen and Soonah share the roles that they play in the Margin Maximizers' experience and how they define that One Source of TruthBy Resonance Media Agency

1
300 Making Your Dream of Working Fewer Hours Attainable 28:52

2M ago28:52

28:52

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind What to think about (and what not to think!) to bring your hours down off the shelf of “wouldn’t that be dreamy” and make what you want a reality. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by yo…

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

2M 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
299 [Hire Well] Leveraging Near-Shore Talent in Guadalajara with Kristen Keats, CPA 29:42

2M ago29:42

29:42

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind As part of the [Hire Well] series, I talk with Kristen Keats, founder of founder of Breakaway Bookkeeping & Advising, owner of Sherwood Tax & Accounting, founder and client of Cadencia, about how to use near-shore talent in Guadalajara, Mexi…

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
The User Experience 44:13

2M ago44:13

44:13

In episode two of Margin Maximizers, we unpack the user experience for new clients. A good and thorough onboarding process is essential to achieving positive outcomes; Soonah and Karen talk us through what their individual roles look like for new clients. If you think your business could use the help of the Margin Maximizers team, reach out to the …

1
298 3 Key Factors Driving Sales Multiples with Brannon Poe, CPA 33:53

2M ago33:53

33:53

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind I get an update from Brannon Poe, CPA, on the marketplace, what’s driving multiples, and how P/E is impacting the space. We also discuss strategies and considerations for selling to an internal staff member. … Hey CPA firm owner, glad you fo…

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
Welcome to Margin Maximizers 52:30

2M ago52:30

52:30

In the first episode of the Margin Maximizers Podcast, we meet our two stars, Karen and Soonah, and discuss exactly what their new business venture is and the difference they can make to your business. With decades of experience in business, primarily in the finance aspect of SMEs, Karen and Soonah bring a fresh approach to managing your business's…

1
297 9 Common Characteristics of Success 21:11

3M ago21:11

21:11

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind What’s most important to focus on – and where do you not need to focus – in order to make the most progress toward your goals in your accounting practice? I see nine common characteristics among the accountants who’ve made the most progress.…

1
Q & A: Down to 40 Hours CPA Mastermind 23:52

3M ago23:52

23:52

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Wondering if Down to 40 Hours CPA Mastermind is right for you? It might be, if you're a single-owner or partner CPA who wants to work fewer hours without losing revenue. In this short episode, I answer: ✋ Who is it for? (Is it for me?) ✋ How…

1
295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA 34:07

3M ago34:07

34:07

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Many CPAs see the value in niching but find it difficult to get started. Sheila Hansen, CPA went from having a wide variety of clients to having a clear, narrow niche with clients whose challenges are consistent. Doing so has helped her stan…

1
294 On CPAs Going Down to 25 Hours 1:11:24

3M ago1:11:24

1:11:24

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind I used to think I needed more time. If I just had more time, I could solve so many more problems. But thinking that way never solved enough problems to give me more time. Instead, I maintained a status quo of “never having enough time.” You …

1
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA 50:29

3M ago50:29

50:29

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind If you think working only 15 hours per week, taking home almost $200K in Total Owner Benefit, and living stress-free while enjoying your business seems: Insane Impossible The Promised Land Check out Erica Goode, CPA’s playbook for getting it…

1
292 [Hire Well] Offshore as a Strategy, Not a Tactic with Nick Sinclair of TOA Global 28:43

3M ago28:43

28:43

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Accountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many questions related to hiri…

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