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Episode 362: Adam Lean - The Pathway to Profitable Accountant Advisory Services

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Manage episode 410120596 series 2822795
Content provided by Tech 4 Accountants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tech 4 Accountants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

--- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
  continue reading

366 episodes

Artwork
iconShare
 
Manage episode 410120596 series 2822795
Content provided by Tech 4 Accountants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tech 4 Accountants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

--- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
  continue reading

366 episodes

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