The CFO Project

Adam Lean

This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients.On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap. This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkeepers on how to build, launch and scale a CFO and business advisory service.Sign Up For...

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The CFO Project

Episodes (84)

Oct 28, 2025 How to Get Referrals in the Age of ChatGPT & AI
Oct 7, 2025 How to Be Successful as an Advisor
Sep 30, 2025 How to Get & Keep Clients by Solving Their Tax Problems

The CFO Project

Oct 28, 2025
27 minutes
19 MB

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 delivers real value. Whether you’re a seasoned CFO or just beginning to shift away from compliance work, this show will help you master the mindset and tools to grow smarter. In this episode, Adam is joined by Lee Reams, CEO of CountyWorks PRO, to discuss how referrals and client discovery are evol...

The CFO Project

How to Get Referrals in the Age of ChatGPT & AI

Adam Lean

00:00 -26:42