business
Hosted by Adam Lean · business · EN-US · 84 episodes
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
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Contact path
Public web form
Booking probability
32%
Guest openness
Selective
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Signup to Generate a PitchThis 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.
The CFO Project is hosted by Adam Lean. The show has published 84 episodes to date.
Recent episodes include "How to Get Referrals in the Age of ChatGPT & AI" (28 October 2025, 27 minutes), "How to Be Successful as an Advisor" (7 October 2025, 27 minutes), and "How to Get & Keep Clients by Solving Their Tax Problems" (30 September 2025, 28 minutes).
The CFO Project publishes roughly every two weeks, with episodes averaging 26 minutes across 84 episodes.
Booking probability for The CFO Project is 32%, and the host is rated Selective on guests. The CFO Project requires a Pod Score of 80 or higher. The CFO Project's contact route on record: public web form.
The strongest fits for The CFO Project are Accounting, Tax & Payroll. The CFO Project has a business audience.
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.
Episode #37
<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...
Episode #36
<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...
Episode #35
<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...
Episode #33
<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...
Episode #32
<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...
Episode #31
<p>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 services transformed his business. Rob shares his journey from...
Episode #30
<p>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 a traditional accounting or bookkeeping business. While many...
Episode #29
<p>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 success. With years of experience guiding businesses toward...
Episode #28
<p>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 Lean and Jeff Prager reveal the eight key signs that accountants and...
Episode #27
<p>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 practical ways to overcome self-doubt, understand your value, and...
Episode #26
<p>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 forecasting and budgeting are crucial, soft skills like empathy...
Episode #25
<p>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 critical issue of burnout in the accounting profession. Lauren...
Episode #24
<p>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 facing accounting professionals today: effectively communicating...
Episode #23
<p>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 bookkeeping and CFO advisory practice. After a 20-year career...
Episode #22
<p>In this eye-opening episode of The CFO Project Podcast, host Adam Lean welcomes price and profit coach Loren Fogelman to discuss how accounting professionals can break free from price-based competition. Loren shares...
Episode #21
<p>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 that you don't have to be a big firm to be successful in the...
Episode #20
<p>Struggling to market your accounting or advisory firm effectively? In this episode of The CFO Project Podcast, host Adam Lean sits down with Christian Jones, CEO of Tax Pro Marketer, to discuss the best marketing...
Episode #19
<p>In this enlightening episode of The CFO Project Podcast, host Adam Lean sits down with Shelby Ashley, founder of Optimized Financial Solutions, to tackle the challenging topic of setting boundaries with demanding...
Episode #18
<p>In this insightful episode of The CFO Project Podcast, host Adam Lean sits down with Shahram Zarshenas, founder of Financial Cents, to discuss essential tips for running an efficient accounting practice. Shahram...
Episode #17
<p>Join host Adam Lean and special guest Michelle Weinstein, the "Pitch Queen" and founder of The Abundant Accountant, as they tackle one of the biggest challenges facing financial professionals: selling services...
Recent guests on The CFO Project. Study who booked and why before you pitch.
President, Universal Accounting Center
award-winning documentary filmmaker, US National Human Genome Research Institute
Director of Investigations & Research, Myofunctional Research Company
co-founder and partner, Tri-Merit Specialty Tax Professionals
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