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Episode 156 | Maximize Your Practice Value And Retire Early Using CFO Advisory Services With Adam Lean

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Manage episode 477168089 series 2772834
Content provided by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist 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://podcastplayer.com/legal.

CFO advisory services are the key to building a firm that not only generates higher revenue but also sets you up for a profitable exit. In this episode, Michelle Weinstein sits down with former accountant-turned-entrepreneur Adam Lean, the co-founder of The CFO Project, who has helped countless firm owners shift from compliance work to high-value advisory services. Michelle and Adam break down the strategies that can help accountants price their services correctly, avoid burnout, and build a scalable, sellable firm. If you’ve ever wondered how to stop trading time for money and start building a firm that works for you, this episode is a must-listen.

  continue reading

103 episodes

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iconShare
 
Manage episode 477168089 series 2772834
Content provided by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist 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://podcastplayer.com/legal.

CFO advisory services are the key to building a firm that not only generates higher revenue but also sets you up for a profitable exit. In this episode, Michelle Weinstein sits down with former accountant-turned-entrepreneur Adam Lean, the co-founder of The CFO Project, who has helped countless firm owners shift from compliance work to high-value advisory services. Michelle and Adam break down the strategies that can help accountants price their services correctly, avoid burnout, and build a scalable, sellable firm. If you’ve ever wondered how to stop trading time for money and start building a firm that works for you, this episode is a must-listen.

  continue reading

103 episodes

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