The CFO Project

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 Our Newsletter: https://thecfoproject.com/newsletter

The CFO Project is a business podcast hosted by Adam Lean, with 84 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Adam Lean hosts The CFO Project, a business show with 84 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #37

  How to Get Referrals in the Age of ChatGPT & AI

  Oct 27, 202527 minS4

  <p>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.</p><p>In this episode, Adam is joined by Lee Reams, CEO of CountyWorks PRO, to discuss how referrals and client discovery are evol...

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  Episode #36

  How to Be Successful as an Advisor

  Oct 6, 202527 minS4

  <p>Welcome to The CFO Project Podcast, where host Adam Lean helps accountants and CFOs escape the “accountant’s trap” and build thriving, profitable firms through real-world strategies. Each week, Adam interviews industry leaders, entrepreneurs, and CFOs who share their best insights on running a business, building advisory services, and adding lasting value for clients.</p><p>In this episode, Adam is joined by Roger Knecht, President of Universal Accounting, to break down what it really takes to be a successful advisor. They explore how the accounting profession is shifting from simply reporting the past to helping clients shape the future...

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  Episode #35

  How to Get & Keep Clients by Solving Their Tax Problems

  Sep 29, 202528 minS4

  <p>Welcome to The CFO Project Podcast, where host Adam Lean helps accountants and CFOs grow their firms, escape the “accountant’s trap,” and deliver more value to business owners. Each week, Adam interviews top experts and leaders in the accounting profession to share practical strategies for building profitable, advisory-focused practices that make a real difference for clients.</p><p>In this episode, Adam sits down with Eric Green, founder of Tax Rep Network, to talk about one of the most powerful ways to win and retain clients: solving their tax problems. Eric shares why tax representation is not only a lucr...

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  Episode #33

  What Does AI Mean and How Does It Relate to Accounting

  Aug 25, 202526 minS4

  <p>Welcome to The CFO Project Podcast, where host Adam Lean dives deep into the challenges and opportunities facing today’s accountants, CFOs, and firm owners. Each episode is designed to help you break free from the “accountant’s trap” by exploring strategies, tools, and insights that fuel sustainable growth. If you want to scale your firm, elevate your client relationships, and build a thriving advisory practice, this podcast is your go-to resource.</p><p>In this episode, Adam sits down with Chris Farrell, CEO of Liscio, to discuss how artificial intelligence is revolutionizing accounting and CFO advisory services. From eliminat...

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  Episode #32

  Why Vulnerable Leadership Is the Future of Accounting

  Jul 7, 202522 minS4

  <p>Welcome to The CFO Project Podcast, where host Adam Lean explores the evolving world of CFO services and accounting leadership. Each episode features insights from professionals who are redefining what it means to grow an accounting practice, offer real advisory value, and build a firm that lasts. Whether you're a firm owner, CFO, or aspiring leader, this show will help you break free from outdated mindsets and thrive in today's competitive environment.</p><p>In this powerful episode, Adam sits down with Randy Crabtree—partner at Tri-Merit and mental health advocate—to discuss how vulnerability in leadership is transforming acco...

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