Scaling Services Through Training With Adam Lean

Financial Clarity

Adam Lean is the CEO and Co-Founder of The CFO Project, a company dedicated to training financial professionals on how to offer outsourced Chief Financial Officer (CFO) and business advisory services. With an accounting background and years of experience in the corporate world, Adam transitioned into entrepreneurship, successfully launching, growing, and eventually selling two businesses. His journey in assisting other business owners led to the discovery of his true passion: educating and equipping entrepreneurs with the tools necessary to enhance their profitability and achieve financial peace of mind.

In this episode…

In the fast-paced world of small businesses, how can accountants and financial professionals do more for their clients and grow their own businesses at the same time? Is there a way to offer more value without getting overwhelmed by more work?

According to Adam Lean, a seasoned entrepreneur, the key is to focus on training and develop a system that allows for scaling services. He emphasizes the importance of having an entrepreneurial mindset and the courage to step beyond traditional accounting roles to become a trusted business advisor. This approach not only enhances the value provided to clients but also opens up new avenues for professional growth and business development.

In this episode of the Financial Clarity podcast, host Hannah Smolinski talks with Adam Lean, CEO and Co-founder of The CFO Project, about how financial professionals can expand their impact through training. They discuss the significance of understanding business numbers, the critical role of cash flow management, and the necessity of overcoming imposter syndrome to succeed in offering outsourced CFO services.