The CFO Project

How to Get Referrals in the Age of ChatGPT & AI

28 Oct 2025

Contributed by Lukas

Welcome to The CFO Project Podcast, where host Adam Lean helps accountants, bookkeepers, and CFOs build profitable, advisory-driven firms that clients...

How to Be Successful as an Advisor

07 Oct 2025

Contributed by Lukas

Welcome to The CFO Project Podcast, where host Adam Lean helps accountants and CFOs escape the “accountant’s trap” and build thriving, profitabl...

How to Get & Keep Clients by Solving Their Tax Problems

30 Sep 2025

Contributed by Lukas

Welcome to The CFO Project Podcast, where host Adam Lean helps accountants and CFOs grow their firms, escape the “accountant’s trap,” and delive...

What Does AI Mean and How Does It Relate to Accounting

26 Aug 2025

Contributed by Lukas

Welcome to The CFO Project Podcast, where host Adam Lean dives deep into the challenges and opportunities facing today’s accountants, CFOs, and firm...

Why Vulnerable Leadership Is the Future of Accounting

08 Jul 2025

Contributed by Lukas

Welcome to The CFO Project Podcast, where host Adam Lean explores the evolving world of CFO services and accounting leadership. Each episode features ...

CFO Case Study: Rob Tokay

10 Jun 2025

Contributed by Lukas

In this special case study episode of The CFO Project Podcast, host Adam Lean sits down with Rob Tokay to explore how implementing CFO advisory servic...

Starting a CFO Advisory Practice vs. an Accounting or Bookkeeping Practice

15 Apr 2025

Contributed by Lukas

On this episode of The CFO Project Podcast, Adam Lean and Jeff Prager dive into the key differences between launching a CFO advisory firm and starting...

The 3 Specific Reasons our CFO Advisory Firm Was a Huge Success

01 Apr 2025

Contributed by Lukas

In this episode of the CFO Report, host Adam Lean sits down with Jeff Prager to reveal the three key reasons their CFO advisory firm achieved massive ...

8 Signs You're Earning Less Than You're Worth

25 Mar 2025

Contributed by Lukas

Are you working long hours but still feel like you're not earning what you're worth? In this episode of the CFO Project Podcast, hosts Adam ...

Top 6 Ways to Overcome Imposter Syndrome as a CFO Advisor

04 Mar 2025

Contributed by Lukas

Overcoming imposter syndrome is key to becoming a confident and successful CFO advisor. In this episode of the CFO Project Podcast, we break down six ...

The Softskills Needed to be a Great CFO Advisor

18 Feb 2025

Contributed by Lukas

In this episode of the CFO Project Podcast, we dive into the essential soft skills every CFO advisor needs to succeed. While technical expertise like ...

How to Avoid Burnout

21 Jan 2025

Contributed by Lukas

In this insightful episode of The CFO Project Podcast, host Adam Lean sits down with Lauren Baptiste, founder of Aquilo and former CPA, to tackle the ...

How to Speak Your Client's Language (To Get Them To Take Action)

14 Jan 2025

Contributed by Lukas

In this eye-opening episode of The CFO Project Podcast, host Adam Lean sits down with Sara Bryson of CFO Yeah to tackle one of the biggest challenges ...

How This Bookkeeper Added CFO Advisory Services to Her Practice

07 Jan 2025

Contributed by Lukas

Join Adam Lean as he sits down with Pam Greb, founder of Cloud Nine Financial, to explore her journey from corporate America to building a thriving bo...

How to Stop Competing on Price

19 Nov 2024

Contributed by Lukas

In this eye-opening episode of The CFO Project Podcast, host Adam Lean welcomes price and profit coach Loren Fogelman to discuss how accounting profes...

You Don't Have to Be Big to Be Successful

12 Nov 2024

Contributed by Lukas

In this episode of The CFO Project Podcast, host Adam Lean is joined by Keila Hill-Trawick, Founder of Little Fish Accounting. They discuss the idea t...

The Best Marketing Tactics for Accounting and Advisory Firms

29 Oct 2024

Contributed by Lukas

Struggling to market your accounting or advisory firm effectively? In this episode of The CFO Project Podcast, host Adam Lean sits down with Christian...

How to Say No to Demanding Clients

22 Oct 2024

Contributed by Lukas

In this enlightening episode of The CFO Project Podcast, host Adam Lean sits down with Shelby Ashley, founder of Optimized Financial Solutions, to tac...

Tips to Run an Efficient Practice

15 Oct 2024

Contributed by Lukas

In this insightful episode of The CFO Project Podcast, host Adam Lean sits down with Shahram Zarshenas, founder of Financial Cents, to discuss essenti...

Sell Without Selling

08 Oct 2024

Contributed by Lukas

Join host Adam Lean and special guest Michelle Weinstein, the "Pitch Queen" and founder of The Abundant Accountant, as they tackle one of th...

Selling CFO Advisory Services

01 Oct 2024

Contributed by Lukas

In this episode of The CFO Project Podcast, host Adam Lean sits down with Tom Griffiths, a fellow CFO and founder of Synergy CFO Solutions, to discuss...

The Day in the Life of a Full-Time CFO

24 Sep 2024

Contributed by Lukas

Join host Adam Lean as he sits down with seasoned CFOs Dan May and Paul Weller to explore "The Day in the Life of a Full-Time CFO" on The CF...

How to Be a Strategic CFO

17 Sep 2024

Contributed by Lukas

In this insightful episode of The CFO Project Podcast, host Adam Lean sits down with Carina Thomas to explore the critical topic of "How to Be a ...

Why You Should (and Shouldn't) Use QuickBooks for Clients

10 Sep 2024

Contributed by Lukas

In this episode of "The CFO Project Podcast," host Adam Lean engages in an insightful conversation with Alicia Katz Pollock, founder and CEO...

How to Go from Tax Prep to Tax Advisor and Increase Your Earnings

03 Sep 2024

Contributed by Lukas

In this episode of "The CFO Project Podcast," host Adam Lean sits down with David A. Perez to discuss the transformative journey from being ...

Why I Became a CFO Advisor

20 Aug 2024

Contributed by Lukas

In this episode of "The CFO Project Podcast," Adam Lean is joined by Kelly Goode to discuss the compelling reasons behind her transition fro...

The Tools You Need to Build an Efficient Practice

13 Aug 2024

Contributed by Lukas

Ever feel like you're drowning in paperwork and working crazy hours? Nick Boscia's been there. In this eye-opening chat with Adam Lean on Th...

How to Be an Advisor for Service-Based Businesses

06 Aug 2024

Contributed by Lukas

In this insightful episode of "Escaping The Accountant's Trap," host Adam Lean sits down with Dr. Ranelli Williams to discuss the art o...

The Key Skills a CFO Advisor Must Possess

30 Jul 2024

Contributed by Lukas

In this episode of "Escaping The Accountant's Trap," host Adam Lean sits down with Jolyeane Kimble, an experienced finance expert, to d...

Tips For Single-Owner CPAs to Earn More Without Working More

23 Jul 2024

Contributed by Lukas

In this episode of "Escaping The Accountant's Trap," host Adam Lean interviews Geraldine Carter, an expert in helping accountants and C...

How to Make Your Team More Productive

16 Jul 2024

Contributed by Lukas

Struggling to find work-life balance as an accountant or bookkeeper? In this episode of the "Escaping The Accountant's Trap" podcast, h...

Getting a Prospect to Say Yes to My Advisory Service

09 Jul 2024

Contributed by Lukas

Is pricing your advisory services a struggle? In this episode, Adam interviews Shahrooz Niknami from Aco Tech Group about how he prices and packages h...

How to Start a Bookkeeping Plus Advisory Business

02 Jul 2024

Contributed by Lukas

Are you an accountant, CPA, or bookkeeper looking to make more money by offering advisory services? In this episode of Escaping The Accountant's ...

What Exactly Does a CFO Advisor Do?

25 Jun 2024

Contributed by Lukas

What exactly does it mean to offer CFO advisory services to clients? Many accountants and bookkeepers hear they should provide advisory but aren'...

Why Business Owners Hire CFOs

18 Jun 2024

Contributed by Lukas

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 di...

How to Build an Online Presence to Attract More Clients

11 Jun 2024

Contributed by Lukas

Looking to attract more bookkeeping and advisory clients through an online presence? In this episode of The CFO Project podcast, host Adam Lean picks ...

How To Value Price So You Can Earn More

04 Jun 2024

Contributed by Lukas

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 Le...

Should I Add Advisory Services To My Practice?

28 May 2024

Contributed by Lukas

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...

How to Use Automation to Get Your Time Back (So You Can Get Paid More)

21 May 2024

Contributed by Lukas

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 th...

To Niche or Not to Niche, that is the Question

14 May 2024

Contributed by Lukas

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 an...

How to Overcome Imposter Syndrome

09 Apr 2024

Contributed by Lukas

Are you an accountant, CPA, or bookkeeper struggling with imposter syndrome? In this episode of Escaping the Accountant's Trap, Adam Lean is join...

How to Get Clients for Your Firm

26 Mar 2024

Contributed by Lukas

Uncover the secrets to marketing your accounting and advisory services with expert insights from Matt Banker, owner of Benchmark Growth Marketing, in ...

Skills Needed to Offer Advisory Services

20 Feb 2024

Contributed by Lukas

In this episode of "Escaping The Accountant's Trap," host Adam Lean welcomes Roger Knecht, CEO of Universal Accounting Center, to delve...

Adam & Michelle Answer Your Questions on Selling Advisory Services

13 Feb 2024

Contributed by Lukas

In this engaging podcast episode, Adam Lean and Michelle delve into the intricacies of integrating CFO advisory services into an existing accounting f...

What It's Like To Be A CFO/Advisor

06 Feb 2024

Contributed by Lukas

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 complia...

Get Prospects to Say Yes with Zero Selling

30 Jan 2024

Contributed by Lukas

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 s...

Selling With Confidence

23 Jan 2024

Contributed by Lukas

Are you an accountant, CPA, or bookkeeper feeling trapped working long hours for demanding clients while being underpaid? Learn how to escape the trap...

The Only Way to Retain Clients

16 Jan 2024

Contributed by Lukas

In this episode of the "Escaping the Accountant's Trap" podcast, host Adam Lean welcomes Chris Farrell, the CEO of Liscio, to discuss t...

The Life of an Accountant vs a CFO/Advisor

09 Jan 2024

Contributed by Lukas

Welcome to another episode of Escaping the Accountant's Trap podcast, where Jeff Prager, Co-founder of The CFO Project, shares transformative ins...

The 4 Stages to Scaling Your Practice

02 Jan 2024

Contributed by Lukas

Welcome to the Escaping the Accountants Trap podcast, where we unravel the complexities of breaking free from the accountant's trap that shackles...

Making the Shift from Compliance to Advisory

26 Dec 2023

Contributed by Lukas

Welcome to the "Escaping the Accountant's Trap" podcast! In this series, we unravel the challenges faced by accountants, CPAs, and book...

The Difference Between An Advisor and An Accountant

19 Dec 2023

Contributed by Lukas

Welcome to the "Escaping the Accountant's Trap" podcast, a dedicated space for accountants, CPAs, and bookkeepers seeking liberation fr...

Strategies of Successful Consultants

12 Dec 2023

Contributed by Lukas

Welcome to the "Escaping the Accountant's Trap" podcast, a valuable resource designed to liberate accountants, CPAs, and bookkeepers fr...

What is AI and Machine Learning (and How it Will Help Accountants)

05 Dec 2023

Contributed by Lukas

Welcome to Escaping the Accountant's Trap, the podcast designed to liberate accountants, CPAs, and bookkeepers from the mundane. Hosted by Adam L...

Get the Right People On Your Team By Testing Them Before You Hire Them

28 Nov 2023

Contributed by Lukas

Welcome to the Escaping the Accountants Trap podcast, a resource designed to liberate accountants, CPAs, and bookkeepers from the notorious 'acco...

Remove Yourself as the Bottleneck by Hiring Remote Accountants

14 Nov 2023

Contributed by Lukas

Welcome to the "Escaping the Accountant's Trap" podcast, a show dedicated to helping accountants, CPAs, and bookkeepers break free from...

How to Transform Your Accounting Practice Into an Accounting Business

07 Nov 2023

Contributed by Lukas

Welcome to the dynamic "Escaping the Accountant's Trap" podcast, your go-to resource for accountants, CPAs, and bookkeepers seeking lib...

How to Make Your Practice Attractive to a Buyer

31 Oct 2023

Contributed by Lukas

Welcome to 'Escaping the Accountant's Trap' podcast, a valuable resource for accountants, CPAs, and bookkeepers seeking to break free f...

How to Automate Your Workflows for Profit and Time Freedom

24 Oct 2023

Contributed by Lukas

Welcome to the Escaping the Accountants Trap podcast. If you're an accountant, CPA, or bookkeeper looking to break free from the "accountant...

Utilizing Systems & People to Get Off the Accounting Firm Hamster Wheel

17 Oct 2023

Contributed by Lukas

Welcome to the "Escaping the Accountant's Trap" podcast, where we help accountants, CPAs, and bookkeepers break free from the relentles...

Creating an Intentional Marketing Plan That Gets Results

10 Oct 2023

Contributed by Lukas

Welcome to the Escaping the Accountant's Trap podcast! This show is your compass for breaking free from the accountant's trap, a place where...

How to Get Clients at Scale Through Packaging & Niching Down

03 Oct 2023

Contributed by Lukas

Welcome to the Escaping the Accountant's Trap podcast, a show dedicated to helping accountants, CPAs, and bookkeepers break free from what we cal...

How to Manage Your Mind So You Can Manage Everything Else

26 Sep 2023

Contributed by Lukas

Welcome to another insightful episode of "Escaping the Accountant's Trap" podcast! In this episode, host Adam Lean invites Dawn Goldber...

How to Use AI To Handle Low Level Tasks In Your Practice

19 Sep 2023

Contributed by Lukas

Welcome to a brand-new episode of the "Escaping the Accountant's Trap" podcast! In this enlightening conversation, hosts Adam Lean and ...

Grow Your Advisory Practice By Leveraging Tax Planning Tools

12 Sep 2023

Contributed by Lukas

Join us on the latest episode of the Escaping the Accountant's Trap podcast, where we dive deep into the world of advising clients on tax plannin...

How to Use Content Marketing to Attract High-Value Clients

07 Sep 2023

Contributed by Lukas

Welcome to the latest episode of Escaping the Accountant's Trap Podcast! In this episode, we're joined by Liz Farr, the founder of Farr Comm...

How to Setup a Virtual Firm and Take Back Control of Your Time

05 Sep 2023

Contributed by Lukas

Welcome to the latest episode of the Escaping the Accountant's Trap podcast! In today's conversation, we dive deep into the world of virtual...

How to Offer Tax Advisory Services

31 Aug 2023

Contributed by Lukas

Ready to liberate yourself from the accountant's trap? Join host Adam Lean in a riveting episode where he sits down with the remarkable Jackie Me...

Your Secret Weapon To Dramatic Growth: The Client Experience

29 Aug 2023

Contributed by Lukas

Join us in this enlightening episode of "Escaping the Accountant's Trap" as we delve into the art of creating an exceptional client exp...

How to Add Tax Representation Services to Your Practice

22 Aug 2023

Contributed by Lukas

Join us on the latest episode of "Escaping the Accountant's Trap" as we explore a game-changing strategy to break free from the confine...

How to Differentiate Yourself By Picking a Niche

15 Aug 2023

Contributed by Lukas

Join us in the latest episode of "Escaping the Accountant's Trap" as we delve into a niche yet vital topic with Esther Friedberg Karp, ...

Change More Lives by Spending Less Time on Compliance Tasks

08 Aug 2023

Contributed by Lukas

In this thought-provoking episode, join host Adam Lean and special guest Vipul Sheth, founder of advancedtrack.com, as they unravel the secrets to esc...

Creating a Profitable Practice Without Sacrificing Your Life

01 Aug 2023

Contributed by Lukas

Welcome to the Escaping the Accountants Trap podcast, where we help accountants, CPAs, and bookkeepers break free from the accountant's trap and ...

How to Make More Money By Working With Less Clients

25 Jul 2023

Contributed by Lukas

Join us for an eye-opening discussion on "Escaping The Accountant's Trap" in this compelling podcast episode. Our special guest, Dawn B...

Freeing Today’s Accountants from an Oppressive Business Model

11 Jul 2023

Contributed by Lukas

Join Adam Lean and special guest Eric "The Viking" Solbakken on this exciting episode of Escaping the Accountant's Trap Podcast. In thi...

How to Get Leads to Your Practice

04 Jul 2023

Contributed by Lukas

Check out the latest episode of Escaping the Accountant's Trap podcast, where Adam Lean and Christian Jones discuss the topic of "Investing ...

How to Raise Rates Without Losing Clients

27 Jun 2023

Contributed by Lukas

In this episode of the "Escaping the Accountants Trap" podcast, join host Adam Lean and guest Lauren Fogelman, author of "Get Paid Whil...

Increase The Value To Your Clients To Increase Your Income

20 Jun 2023

Contributed by Lukas

In this episode of the "Escaping the Accountant's Trap" podcast, host Adam Lean invites consultant Geraldine Carter to discuss how acco...

How to Provide Exceptional Client Experiences

13 Jun 2023

Contributed by Lukas

Check out this episode of the Escaping the Accountants Trap podcast, where Adam Lean discusses the importance of providing exceptional client experien...

How To Increase The Value Of Your Firm

06 Jun 2023

Contributed by Lukas

How to Create a System to Get High-Value Clients

30 May 2023

Contributed by Lukas

Scale Your Practice Through Outsourcing

23 May 2023

Contributed by Lukas

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...

Growing Your Team to Grow Your Practice

16 May 2023

Contributed by Lukas

What Is The Accountant's Trap?

03 May 2023

Contributed by Lukas