Shows
The CFO ProjectWhat Does AI Mean and How Does It Relate to AccountingWelcome 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.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...
2025-08-2625 min
Practice Success PodcastAdam Lean: Accounting with Impact, How to Become IndispensableIn this episode, KC Brothers interviews Adam Lean, who shares his unique journey from being an accountant to starting his own CFO advisory practice. Adam discusses the importance of cash flow for business success and how many business owners lack the financial knowledge to navigate their companies effectively. He emphasizes the need for accountants to transition from traditional bookkeeping roles to advisory services that truly help clients achieve their definitions of success. The conversation also touches on overcoming imposter syndrome in the accounting industry and the value of building strong client relationships through effective communication.Takeaways
2025-07-3025 min
The CFO ProjectWhy Vulnerable Leadership Is the Future of AccountingWelcome 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 Whether you're a firm owner, CFO, or aspiring leader, this show will help you break free from outdated mindsets and thrive in today's competitive environment.In this powerful episode, Adam sits down with Randy Crabtree—partner at Tri-Merit and mental health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...
2025-07-0822 min
Gemba Academy Podcast: Lean Six Sigma | Toyota Kata | Productivity | LeadershipGA 586 | Being Kaizen Ninjas with Kirsten Gallagher and Adam Lawrence
This week’s guests are Kirsten Gallagher and Adam Lawrence. Ron, Kirsten, and Adam discussed Kirsten and Adam’s individual backgrounds, what it means to be a “kaizen ninja,” how to handle reluctant participants, and more. An MP3 audio version of this episode is available for download here.
In this episode you’ll learn:
The quotes Kirsten and Adam like (2:30)
Kirsten’s background (3:26)
Adam’s background (6:17)
What the “kaizen ninja” concept means (8:00)
Their experiences with people reluctant to participate (10:14)
Adam’s anecdote about making a personal impact (20:01)
What’s unique about each of their styles (22:05)
Their fi...
2025-06-2630 min
The HypnotistThe Chris Pratt Protocol - The Transformation to Get Lean and StrongThis transformative hypnosis session was created for a client who wanted to get lean and strong and unleash the motivation to workout with more intention and intensity. Adam helps them utilise the Hollywood actor Chris Pratt as a role model and inspiration based on the transformation he made from slightly overweight office worker Andy Dwyer to Guardians of the Galaxy action hero Starlord. 🎁 FREE 7-Day Hypnosis Course Transform anxiety, self-doubt, and procrastination in just 7 days. Get 21 powerful hypnosis downloads for confidence, clarity, and transformation, completely free: https://courses.adamcox.co.uk/free7daycourse
2025-06-2232 min
The CFO ProjectCFO Case Study: Rob TokayIn 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 traditional accounting work to building a more profitable and impactful practice using the CFO model.You'll hear firsthand how Rob shifted his approach, attracted higher-value clients, and created a business that’s both scalable and fulfilling. If you’re an accountant or bookkeeper wondering how CFO advisory services can work in the real world, this candid conversation offers the clarity and inspiration you need...
2025-06-1023 min
Masculine Mindset ShowUnlocking Your Inner Beast: How to Build LEAN MUSCLE Featuring James Weber Today’s podcast guest is James Weber who is a part of the Elite Team with Wes Watson. Adam and James both cover how to build lean mass covering the following: -Upper Body and Lower body Exercises -Recovery tips Go follow James Weber and support him! Sign up for his program if you have fitness goals. https://www.instagram.com/life_beyond_luxury/?igsh=MTNvcmozcDh1dnczcw%3D%3D# Want to Get the Lean, Shredded, Physique of an Alpha? Click the link below https://www.masculinemindsetcoach.com...
2025-05-2734 min
The CFO ProjectStarting a CFO Advisory Practice vs. an Accounting or Bookkeeping PracticeOn 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 professionals default to offering tax or bookkeeping services, they often overlook the more scalable and fulfilling opportunity of CFO advisory work.You'll discover why the skill sets, client relationships, and business models for advisory services offer greater long-term value—and how to avoid the common pitfalls that come with transactional work. If you're considering starting your own practice or want to transition into hi...
2025-04-1528 min
The CFO ProjectThe 3 Specific Reasons our CFO Advisory Firm Was a Huge SuccessIn 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 financial clarity and profitability, Adam and Jeff break down the specific strategies that helped them stand out in a competitive market. Whether you're running an advisory firm or any business looking to scale, these insights will give you a framework for long-term success.Tune in as they discuss the importance of financial visibility, strategic forecasting, and advisory services that go beyond just...
2025-04-0128 min
The CFO Project8 Signs You're Earning Less Than You're WorthAre 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 bookkeepers are undervaluing their services. From being trapped in a pricing war to offering services that clients see as a necessary evil, we break down the common pitfalls that keep financial professionals stuck in a cycle of low earnings and high stress.If you're ready to break free from these limitations and start earning what you're truly worth, this episode...
2025-03-2526 min
The CFO ProjectTop 6 Ways to Overcome Imposter Syndrome as a CFO AdvisorOvercoming 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 take action. Whether you're an accountant, bookkeeper, or aspiring CFO, this discussion will help you shift your mindset and build confidence in your expertise.Join hosts Adam Lean and Jeff as they share insights on why imposter syndrome is common among high achievers, how to effectively communicate your value to business owners, and why continuous learning is crucial for long-term success. If you've...
2025-03-0430 minGemba Academy Podcast: Lean Six Sigma | Toyota Kata | Productivity | LeadershipGA 569 | Reliability Kaizen with Adam LawrenceThis week's guest is Adam Lawrence. Ron and Adam discussed reliability kaizen, what it means, how it relates to the Wheel of Sustainability, and more. An MP3 audio version of this episode is available for download here.
In this episode you'll learn:
The quote Adam likes (2:25)
His background (3:17)
What reliability kaizen means to Adam (4:52)
About OEE (8:59)
The steps he and his team follow (10:12)
What this has to do with reliability (14:38)
The resistance he's seen teams face (16:58)
About the Wheel of Sustainability (22:28)
How he and his teams have applied it to reliability kaizen (28:15)
Adam's final words of wisdom (33:05)
Podcast Resources
Right C...
2025-02-2737 min
The CFO ProjectHow to Avoid BurnoutIn 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 shares her personal journey from experiencing severe burnout that led to hospitalization, to discovering how mindset shifts and self-awareness can transform our relationship with work. As a fellow accountant who's been in the trenches, she offers a unique perspective on why high-achieving professionals are particularly susceptible to burnout.Whether you're pulling late nights during month-end close or feeling overwhelmed by client demands...
2025-01-2123 min
Masculine Mindset ShowLow Row: Should You Lean Forward? Should you lean forward on this exercise? Adam answers this question and why he recommends doing this the right way. He describes proper form on the low row and the anatomy of the muscles worked. Do this with care if you decide to lean forward. Promo Code – “ea2bef” https://www.buckedup.com/?uid_m=251417 Want to Get the Lean, Shredded, Physique of an Alpha? Click the link below https://www.masculinemindsetcoach.com/alpha-body-blueprint-coaching/#tve-jump-191d4e459a4 Get Adam’s NEWEST Book h...
2025-01-1413 min
The CFO ProjectHow to Speak Your Client's Language (To Get Them To Take Action)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 with clients. Sara shares powerful insights on how to translate complex financial concepts into language that business owners not only understand but are motivated to act upon. Through real-world examples and candid stories of both successes and failures, this episode reveals why speaking your client's language is crucial for driving meaningful change in their businesses.Discover why traditional financial reports often fall flat with...
2025-01-1423 min
Let's Talk BusinessWhy Cash Flow Matters More Than Revenue with Adam LeanIn today's rerun episode of Let's Talk Business, we're excited to revisit a foundational conversation with Adam Lean, a seasoned accountant, business owner, and founder of the CFO Project. Hosted by Meny Hoffman, this episode focuses on the crucial importance of understanding and managing business finances, especially for entrepreneurs driven by passion rather than numbers. Adam Lean delves into the common challenges faced by business owners who often prioritize their craft over financial management. This candid discussion illuminates how neglecting crucial metrics can undermine business success, and emphasizes the vital role of cash flow i...
2025-01-1332 min
The CFO ProjectHow This Bookkeeper Added CFO Advisory Services to Her PracticeJoin 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 spanning engineering, account management, and sales, Pam shares how she transformed her traditional bookkeeping services into a high-value advisory practice that makes a bigger impact while requiring less time with each client.Discover practical insights on how to successfully add CFO services to your existing practice, including how to balance current bookkeeping clients while scaling up, creating repeatable processes, and hiring contractors...
2025-01-0722 min
Build to EnoughMaking the Leap to CFO Advisory ServicesEver feel like traditional accounting services are putting you on a hamster wheel—lots of work, not enough impact? Adam Lean from The CFO Project is here to show us how to break free.In this episode, Adam dives into how accountants can level up their practices by offering high-value advisory services that go beyond the numbers. He’s trained hundreds of accountants to escape the commodity trap, work smarter (not harder), and make a real difference for their clients.We talk about overcoming imposter syndrome, shifting your mindset, and how to make the leap into...
2024-12-0432 min
The CFO ProjectHow to Stop Competing on PriceIn 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 powerful insights on the crucial difference between selling features versus benefits, explaining why most firms struggle by focusing on technical aspects like workflows and reports instead of communicating the transformative outcomes they deliver to clients.Learn how to transition from hourly billing to value-based pricing and discover Loren's proven five-step process for converting existing clients to a new pricing model without losing them. Whether you're...
2024-11-1929 min
The HypnotistHypnosis to Win the Game of Weight Loss to Be Lean and MeanAdam creates a hypnosis session to help clients lose weight by focusing on the healthy options of proteins, carbs, and fats and to set their sights on a compelling vision in their future - a celebration in 7 months when they will arrive lean and strong. Adam uses a VR simulation metaphor to help access logical and strategic thinking rather than immediate emotional responses. Coming Soon - The Hypnotists's Secret Circle: Adam will soon be launching a new low-cost membership to access his entire hypnosis archive without the intro, outro, and explanation and an exclusive community only for me...
2024-11-1731 min
The CFO ProjectYou Don't Have to Be Big to Be SuccessfulIn 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 accounting industry. Keila shares how she built her practice to serve the "little fish" - small businesses and sole proprietors - by offering a concierge-level experience regardless of the client's size.Keila emphasizes the importance of defining "enough" for your firm and not constantly chasing growth for growth's sake. She talks about how she structured her team and...
2024-11-1221 min
The CFO ProjectThe Best Marketing Tactics for Accounting and Advisory FirmsStruggling 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 tactics for accounting and advisory practices.Christian shares insights on building genuine relationships with potential clients, creating a marketing funnel that converts, and leveraging online and offline strategies to attract your ideal customers. Whether you're a tax practitioner, bookkeeper, or advisory services provider, this episode is packed with practical tips to grow your firm through smart, effective marketing. Don't miss it!
2024-10-2926 min
The CFO ProjectHow to Say No to Demanding ClientsIn 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 clients. Shelby shares her journey from corporate financial analyst to successful CFO advisor, and discusses how learning to say "no" transformed her business - leading her to sign three new clients in just one month after letting go of a problematic one.Join Adam and Shelby as they dive into practical strategies for managing client expectations, setting clear boundaries, and maintaining a healthy work-life balance...
2024-10-2220 min
The CFO ProjectTips to Run an Efficient PracticeIn 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 shares his journey from investment banking to creating a practice management tool specifically designed for accountants and bookkeepers. Learn how implementing the right systems can help you transition from being just an accountant to becoming a successful firm owner, capable of scaling your business and achieving a better work-life balance.Discover the three core problems that growing firms face: visibility, creating a single source of...
2024-10-1524 min
The CFO ProjectSell Without SellingJoin 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 without feeling like a salesperson. In this enlightening episode of The CFO Project Podcast, they dive deep into why accountants and bookkeepers often struggle with sales, debunking common misconceptions and fears about selling high-value services.Discover practical insights on transforming your mindset from "doing the work" to confidently selling your expertise at premium rates. Michelle shares invaluable perspectives on overcoming the fear of rejection, understanding your...
2024-10-0821 min
Mind Pump: Raw Fitness Truth2440: If You Want to Build 10 lbs of Lean Muscle Before Winter Without Gaining Fat Do These 5 ThingsIf You Want to Build (10) lbs. Of Lean Muscle Before Winter Without Gaining Fat, Do These (5) Things How realistic is this goal? (1:14) Building muscle is a slow process. Consistency is key. (5:39) If You Want to Build (10) lbs. Of Lean Muscle Before Winter Without Gaining Fat, Do these (5) Things. #1 - Lift weights 3 days a week. (9:11) #2 - Squat, deadlift, bench press, and overhead press weekly. (14:17) #3 - Eat your target weight in grams of protein. (20:02) #4 - Sleep for 8 hours every night. (23:36) #5 - Avoid heavily processed foods. (25:49)
2024-10-0735 min
Protea ConversationsEpisode 18 - Adam Lean - Sales expert teaching accountants how to value themselvesMeet Adam! Adam Lean, founder of the CFO Project, shares his journey from being an accountant to starting his own e-commerce business and eventually offering CFO advisory services. He emphasizes the importance of focusing on the future and helping business owners improve their cash flow. Adam believes that accountants should shift their focus from compliance work to providing valuable advisory services that help businesses grow. He created the CFO Project to teach accountants how to attract clients, sell high-ticket CFO services, and deliver results. Adam Lean shares his journey from architecture to accounting and entrepreneurship...
2024-10-0257 min
The CFO ProjectSelling CFO Advisory ServicesIn 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 how accountants and finance professionals can effectively sell CFO advisory services.Tom shares insights on changing the mindset around sales, uncovering a prospect's true needs, and handling objections productively. He emphasizes the importance of understanding the prospect's goals and positioning the CFO services as a solution to their problems, rather than just listing out a set of services. Listeners will learn practical techniques for having more meaningful sales conversations and...
2024-10-0122 min
The CFO ProjectThe Day in the Life of a Full-Time CFOJoin 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 CFO Project Podcast. In this insightful episode, Dan and Paul share their experiences and perspectives on the crucial role of trust, communication, and organization in their daily responsibilities. They discuss the challenges of translating complex financial data into actionable insights for various stakeholders and the importance of maintaining strong relationships across different departments and external partners.Discover how modern CFOs balance traditional accounting tasks with strategic decision-making and...
2024-09-2429 min
The CFO ProjectHow to Be a Strategic CFOIn 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 Strategic CFO." Carina, an experienced financial professional, shares her journey from traditional accounting to becoming a strategic CFO, emphasizing the importance of looking beyond basic bookkeeping and tax preparation. She discusses how strategic CFOs use data-driven decision-making to help businesses grow, and explains why benchmarking against a company's own performance can be more valuable than industry comparisons.Accountants, CPAs, and bookkeepers will find valuable insights on transitioning from compliance-focused work...
2024-09-1721 min
The CFO ProjectWhy You Should (and Shouldn't) Use QuickBooks for ClientsIn this episode of "The CFO Project Podcast," host Adam Lean engages in an insightful conversation with Alicia Katz Pollock, founder and CEO of Royalwise Solutions, about the pros and cons of using QuickBooks for client work. Alicia, a seasoned QuickBooks trainer and host of the "Unofficial QuickBooks Accountants Podcast," shares her expertise on when QuickBooks is the right choice and when it might not be the best fit for your clients. Whether you’re a fan or a critic of QuickBooks, this episode is packed with practical advice for accountants, CPAs, and bookkeepers looking to make informed software re...
2024-09-1021 min
The CFO ProjectHow to Go from Tax Prep to Tax Advisor and Increase Your EarningsIn this episode of "The CFO Project Podcast," host Adam Lean sits down with David A. Perez to discuss the transformative journey from being a traditional tax preparer to becoming a high-value tax advisor. David shares his personal story of how he started in tax preparation and eventually transitioned into offering advisory services that significantly increased his earnings. This episode is a must-listen for accountants, CPAs, and bookkeepers who are looking to evolve their practice and provide more strategic value to their clients.David's insights delve into the challenges of competing in a commoditized tax preparation market...
2024-09-0322 minGemba Academy Podcast: Lean Six Sigma | Toyota Kata | Productivity | LeadershipGA 543 | Using Improv in Kaizen Events with Adam LawrenceThis week's guest is Adam Lawrence. Ron and Adam discussed the Wheel of Sustainability, how it plays into a kaizen event, and how improv can also be a powerful tool in a rapid improvement context. An MP3 audio version of this episode is available for download here.
In this episode you'll learn:
His favorite quote (3:45)
His background (5:35)
The Wheel of Sustainability (6:11)
The intention behind the placement (11:39)
Whether some are more important than others (12:36)
How the Wheel of Sustainability plays into a rapid improvement event (15:20)
Using improv during these events (17:10)
The future of the lean and continuous improvement movement (27:37)
Some upcoming c...
2024-08-2931 min
The CFO ProjectWhy I Became a CFO AdvisorIn this episode of "The CFO Project Podcast," Adam Lean is joined by Kelly Goode to discuss the compelling reasons behind her transition from corporate finance to becoming a CFO advisor. With nearly two decades of experience in various accounting and finance roles, Kelly shares her journey of seeking more autonomy, meaningful impact, and the desire to assist small business owners beyond traditional bookkeeping. The conversation delves into how small businesses often lack the financial expertise needed to truly understand and leverage their numbers, and how CFO advisors can fill that critical gap, offering strategic insights that drive growth.
2024-08-2020 min
The CFO ProjectThe Tools You Need to Build an Efficient PracticeEver 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 The CFO Project Podcast, Nick spills the beans on how he turned his dad's old-school accounting firm into a modern powerhouse. We're talking double the clients without doubling the workload. If you're an accountant, CPA, or bookkeeper dreaming of a life beyond spreadsheets, you'll want to tune in.Nick's got the lowdown on cool tech that'll make your life easier, from document management to automated billing. Plus, he shares some slick tricks for handling...
2024-08-1323 min
The CFO ProjectHow to Be an Advisor for Service-Based BusinessesIn this insightful episode of "Escaping The Accountant's Trap," host Adam Lean sits down with Dr. Ranelli Williams to discuss the art of offering advisory services to service-based businesses. Dr. Williams shares her expertise on why service-based business owners specifically seek CFO advisors and the unique challenges they face. This episode is packed with valuable insights for accountants, CPAs, and bookkeepers looking to expand their services and increase their income through CFO advisory roles.Discover how to make more money as an accountant or bookkeeper by addressing the pain points of service-based businesses. Dr. Williams and Adam...
2024-08-0623 min
The CFO ProjectThe Key Skills a CFO Advisor Must PossessIn this episode of "Escaping The Accountant's Trap," host Adam Lean sits down with Jolyeane Kimble, an experienced finance expert, to discuss the ins and outs of becoming a successful CFO advisor. Jolyeane shares her journey from corporate finance to owning and selling multiple businesses, and how this experience shaped her approach to advisory services. She offers practical advice for accountants and bookkeepers looking to expand their services and make more money by helping small business owners make better financial decisions.Jolyeane and Adam tackle common misconceptions about CFO advisory services, emphasizing that these skills are valuable...
2024-07-3024 min
CPA Trendlines PodcastsAdam Lean: Get Out of the Accountant’s TrapBe unstoppable without sacrificing your soul.The DisruptorsWith Liz FarrLike many of today’s younger accountants, Adam Lean didn’t want to be relegated to the back office recording history and focused on compliance but wanted to have an impact by helping businesses grow. “I didn't want to just be that person that just recorded the fact that the Titanic was sinking. I wanted to help the Titanic not sink.” Younger people “want to make waves,” Lean says. “They want to make more money without having to sacrifice their soul.”
13 M...
2024-07-231h 04
The CFO ProjectTips For Single-Owner CPAs to Earn More Without Working MoreIn this episode of "Escaping The Accountant's Trap," host Adam Lean interviews Geraldine Carter, an expert in helping accountants and CPAs boost their profitability without working more hours. Geraldine shares invaluable insights on how to offer advisory services and make more money as an accountant or bookkeeper. She emphasizes the importance of understanding value creation, effective pricing strategies, and efficient service delivery. This episode is packed with practical tips for solo CPAs looking to enhance their business model and achieve a better work-life balance.Discover how to transform your accounting or bookkeeping practice into a thriving advisory...
2024-07-2325 min
The CFO ProjectHow to Make Your Team More ProductiveStruggling to find work-life balance as an accountant or bookkeeper? In this episode of the "Escaping The Accountant's Trap" podcast, host Adam Lean from The CFO Project interviews productivity expert Marcey Rader. She shares practical tips on how to prioritize tasks, batch work, and manage your calendar so you can offer advisory CFO services to clients without sacrificing quality or your wellbeing - especially during busy tax seasons.Marcey reveals the key to avoiding burnout by taking real breaks, unplugging from emails, and making time for deep work. You'll learn simple strategies like time blocking, using video...
2024-07-1624 min
The CFO ProjectGetting a Prospect to Say Yes to My Advisory ServiceIs pricing your advisory services a struggle? In this episode, Adam interviews Shahrooz Niknami from Aco Tech Group about how he prices and packages his CFO advisory services. Niknami shares his evolution from hourly billing nightmares to profitable fixed-fee pricing models. You'll learn why hourly rates often lead to client disputes and leave money on the table. Niknami reveals the ideal way to scope and price advisory projects so prospects say yes without sticker shock.The key is giving business owners predictable budgets by chunking your services into fixed-fee packages. Niknami explains how separating financial advisory, operational...
2024-07-0922 min
The CFO ProjectHow to Start a Bookkeeping Plus Advisory BusinessAre you an accountant, CPA, or bookkeeper looking to make more money by offering advisory services? In this episode of Escaping The Accountant's Trap, Adam Lean interviews Katie Ferro, founder of the "Profits and Prosecco" movement. Katie shares her journey from corporate accounting to building a thriving bookkeeping and advisory business. You'll learn how she leverages technology like Xero to offer efficient, scalable bookkeeping that truly advises clients on profits. Katie also reveals the secrets to getting clients, choosing the right accounting software, and building a team so you can make more money while working less.Katie's "...
2024-07-0235 min
The CFO ProjectWhat Exactly Does a CFO Advisor Do?What exactly does it mean to offer CFO advisory services to clients? Many accountants and bookkeepers hear they should provide advisory but aren't sure what that entails. In this episode, Adam and his guest demystify the CFO advisor role. You'll learn the key difference between bookkeeping, tax compliance, and true advisory work. Discover why business owners crave advice and answers they can't get from their bookkeeper or overtaxed CPA firm.The hosts break down what clients really want from a financial advisor - clarity on cashflow projections, budget analysis, key metrics to watch, and more. Rather than...
2024-06-2525 min
The CFO ProjectWhy Business Owners Hire CFOsAre you wondering what motivates business owners to bring on a CFO or advisor for their company? This insightful episode of The CFO Project podcast dives into the key reasons entrepreneurs decide to hire fractional CFO services.Host Adam Lean picks the brain of an experienced CFO advisor who has recently won several new client engagements. You'll learn the common pain points and challenges that prompt owners to seek out financial guidance, from struggling to understand the numbers to feeling stuck at a revenue plateau. The guest shares tips on consulting prospects through the sales process, demonstrating...
2024-06-1820 min
The CFO ProjectHow to Build an Online Presence to Attract More ClientsLooking to attract more bookkeeping and advisory clients through an online presence? In this episode of The CFO Project podcast, host Adam Lean picks the brain of KJ Johnson, known as the "Bookkeeping Side Hustle Kate."KJ shares her inspiring story of building a successful firm by leveraging video content on YouTube. You'll hear her practical tips on getting started with video, optimizing for visibility, increasing conversions from viewers to clients, and diversifying revenue streams. KJ provides a wealth of actionable advice from using referral programs to monetizing a YouTube channel to offering services like "office hours."...
2024-06-1124 min
The CFO ProjectHow To Value Price So You Can Earn MoreWant 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 Lean picks the brain of value pricing expert Mark Wickersham.Mark shares his invaluable insights on communicating the value of services like bookkeeping to clients, determining pricing for advisory offerings, using package options strategically, and raising rates without scaring away prospects. You'll learn practical tips on anchoring your prices, identifying the true value you provide to clients, and confidently charging appropriate fees. Whether you're just starting to explore value pricing or...
2024-06-0422 min
The CFO ProjectShould I Add Advisory Services To My Practice?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 Adam Lean discusses strategies for successfully adding advisory services alongside tax and bookkeeping offerings.Adam is joined by Tim Woodward of Blend Health, who recently made the leap into providing advisory services after joining The CFO Project. Tim shares his first-hand experience on leveraging The CFO Project's systems and visual presentations to quickly win an advisory client engagement within just 9 days. You'll hear tips on convincing prospects of the benefits, upselling...
2024-05-2818 min
Keep What You EarnTurn Your Business Into a Cash Flow Machine with Adam LeanIn today’s episode, we have Adam Lean joining us from the CFO Project, a pro at steering businesses toward peak cash flow and profit. Adam reveals the six pivotal drivers of cash flow and why mastering them is crucial for your company's health. Say goodbye to just 'owning a job' and hello to a thriving, profitable enterprise. We'll explore Adam's expertise in elevating businesses beyond the day-to-day, giving you the tools and insights needed to really keep what you earn. Adam Lean is a former accountant turned 2-time entrepreneur who buil...
2024-04-2336 minKeep What You EarnTurn Your Business Into a Cash Flow Machine with Adam LeanIn today’s episode, we have Adam Lean joining us from the CFO Project, a pro at steering businesses toward peak cash flow and profit. Adam reveals the six pivotal drivers of cash flow and why mastering them is crucial for your company's health. Say goodbye to just 'owning a job' and hello to a thriving, profitable enterprise. We'll explore Adam's expertise in elevating businesses beyond the day-to-day, giving you the tools and insights needed to really keep what you earn. Adam Lean is a former accountant turned 2-time entrepreneur who buil...
2024-04-2336 min
The HypnotistHunger Hypnosis to be Lean and HappyAdam helps a client to want to improve their ability to lose weight by changing their perceptions and associations with hunger. In this session, Adam helps them reduce appetite and frame hunger as a sign of progress toward a happy and lean future. DOWNLOADS: To thank you for being a listener to the show Adam is giving you 100% FREE hypnosis downloads worth up to £200/$250 using the coupon code FREE here: https://www.adamcox.co.uk/store/c15/FREE-Hypnosis There is a 50% Discount on up to 10 other downloads using the coupon code hypnotist here: https://www.adam...
2024-04-1429 min
The CFO ProjectHow to Overcome Imposter SyndromeAre you an accountant, CPA, or bookkeeper struggling with imposter syndrome? In this episode of Escaping the Accountant's Trap, Adam Lean is joined by Nancy McClelland CPA, aka The Dancing Accountant, to tackle this widespread issue. Nancy shares her expertise on imposter syndrome - what it really means, how to know if you have it or are simply learning something new, and practical tips for overcoming those feelings of being a fraud.You'll hear Nancy's insightful perspective on why imposter syndrome disproportionately affects women and minorities, the difference between self-doubt and truly being an imposter, and how...
2024-04-0929 min
The Tech Talk for Accountants ShowEpisode 362: Adam Lean - The Pathway to Profitable Accountant Advisory ServicesIn this insightful episode, we delve into the world of client advisory services and how accountants can break free from the commoditized nature of traditional accounting services. My guest, Adam Lean, CEO of The CFO Project, shares his journey from being a former accountant to a two-time entrepreneur, and his passion for empowering business owners with the tools they need to thrive.
Adam discusses the importance of shifting the mindset of accountants, transitioning them from merely recording the past to becoming trusted advisors who actively shape the future growth and success of their clients' businesses. He provides...
2024-04-0141 min
The CFO ProjectHow to Get Clients for Your FirmUncover the secrets to marketing your accounting and advisory services with expert insights from Matt Banker, owner of Benchmark Growth Marketing, in the latest episode of "Escaping the Accountant's Trap" podcast. Dive into the discussion as Adam Lean and Matt Banker address key questions on how to effectively market yourself in a crowded space and attract high-quality clients. Learn why differentiation is key and discover actionable strategies to stand out in a competitive market.Gain valuable insights into crafting clear and compelling messaging that resonates with your target audience and communicates the unique value you offer. From...
2024-03-2632 min
Financial ClarityScaling Services Through Training With Adam LeanAdam Lean is the CEO and Co-Founder of The CFO Project, a company dedicated to training financial professionals on how to offer outsourced Chief Financial Officer (CFO) and business advisory services. With an accounting background and years of experience in the corporate world, Adam transitioned into entrepreneurship, successfully launching, growing, and eventually selling two businesses. His journey in assisting other business owners led to the discovery of his true passion: educating and equipping entrepreneurs with the tools necessary to enhance their profitability and achieve financial peace of mind. In this episode… In the fast-paced world of...
2024-03-0547 min
The CFO ProjectSkills Needed to Offer Advisory ServicesIn this episode of "Escaping The Accountant's Trap," host Adam Lean welcomes Roger Knecht, CEO of Universal Accounting Center, to delve into the transformative journey from traditional accounting to becoming a strategic advisor. The discussion opens with a look back at the evolution of Universal Accounting Center, from its inception in 1979 as a local school to its current status as a leading online educational platform for accounting professionals. Knecht shares insights into the center's philosophy of blending book knowledge with practical experience, emphasizing the importance of nurturing a mindset of curiosity and care in the business world....
2024-02-2025 min
Products of MusicHow to find Product Market Fit | Dan Olsen (Author, The Lean Product Playbook)Dan Olsen is the author of the Amazon Bestseller 'The Lean Product Playbook', and host of the Lean Product Meetup. He is also a Product Management Trainer and Speaker, helping executives build great products and strong product teamsIn today's episode:• Dan's journey into Product• A step-by-step guide to find Product Market Fit • What new tools are helping with Product Management in 2024—Dan's contact and company info:• LinkedIn: https://www.linkedin.com/in/danolsen98/• Twitter: https://twitter.com/danolsen• Website: https://www.dan-olsen.c...
2024-02-1847 min
The CFO ProjectAdam & Michelle Answer Your Questions on Selling Advisory ServicesIn this engaging podcast episode, Adam Lean and Michelle delve into the intricacies of integrating CFO advisory services into an existing accounting firm. The discussion kicks off with insights on transitioning from traditional accounting practices to offering higher-value services. Michelle emphasizes the importance of breaking free from the "accountant's trap" of trading time for dollars and advocates for creating an irresistible offer to attract high-quality clients. The duo explores how to effectively communicate the benefits of CFO advisory services, stressing the need to build trust and relationships with clients before proposing such offerings. They also touch on pricing strategies...
2024-02-1325 min
The CFO ProjectWhat It's Like To Be A CFO/AdvisorDo 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 compliance to strategic CFO directly from a fellow financial expert.In this episode of Escaping the Accountant's Trap, host Adam Lean interviews Lacey Harner, an experienced CFO, about escaping the trap by moving into advisory services. Discover why most small businesses fail without financial leadership and how accountants can fill this gap by becoming trusted advisors. Learn the communication and relationship skills vital for guiding clients versus confusing them with accounting jargon...
2024-02-0622 min
The CFO ProjectGet Prospects to Say Yes with Zero SellingDo 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 sleazy selling tactics.In this episode, host Adam Lean talks with Will Hamilton of SmartPath.co about shifting your mindset from "selling" to guiding clients. Discover how understanding your client's pain points and aligning your services to solve them leads to quick yes's. Will provides examples of accounting firms that doubled revenue in 18 months using this approach.Whether you want to earn more or work less, implementing a...
2024-01-3020 min
The CFO ProjectSelling With ConfidenceAre you an accountant, CPA, or bookkeeper feeling trapped working long hours for demanding clients while being underpaid? Learn how to escape the trap and grow your accounting practice by optimizing your sales and getting paid your true value.In this episode, host Adam Lean interviews Michelle Weinstein, the Pitch Queen for Accountants, on strategies to improve your sales and revenue. Michelle shares insights on overcoming the fear of selling, charging what you're worth, having confidence in your services, and implementing a sales process. She provides examples of accounting firms that doubled or tripled revenue by optimizing...
2024-01-2325 min
The CFO ProjectThe Only Way to Retain ClientsIn this episode of the "Escaping the Accountant's Trap" podcast, host Adam Lean welcomes Chris Farrell, the CEO of Liscio, to discuss the pivotal role of creating five-star client experiences in breaking free from the accountant's trap. Chris, who evolved from an accountant to a CFO and now leads a software company catering to accountants, shares his journey and insights into the accounting profession's changing landscape. The conversation delves into the importance of proactively meeting clients' evolving needs, the significant shift in client expectations, and the generational changes impacting the accounting industry.Discover the secrets to building...
2024-01-1623 min
Count Me In®Ep. 247: Adam Lean - Escaping the Accountants TrapTune in to listen to Adam Larson as he hosts the Count Me In Podcast, featuring a special conversation with Adam Lean, the CEO and Co-Founder of TheCFOProject.com. Lean shares expert insights on transforming the role of the traditional CFO, offering practical advice and real-life success stories. Don't miss this insider's look into the future of the accounting profession!Full Episode Transcript: < > Adam: Greetings, accounting professionals. Adam Larson here, host of Count Me In, and today we embark on a transformative journey with Adam Lean, the visionary CEO of TheCFOProject.com.
2024-01-0127 minGemba Academy Podcast: Lean Six Sigma | Toyota Kata | Productivity | LeadershipGA 506 | Roles and Relationships in Kaizen Events with Adam LawrenceThis week's guest is Adam Lawrence. Ron and Adam discussed kaizen events, specifically the different roles involved and how they function together. They also talked about dealing with "CAVE" People. An MP3 audio version of this episode is available for download here.
In this episode you'll learn:
The quote Adam likes (3:09)
His background (4:14)
What Adam means by a kaizen event (5:10)
The skills and principles that need to be in place (6:06)
The roles and relationships involved (9:13)
How he got involved with CITY Furniture (12:34)
Why and how Adam became a bottleneck in the process (20:55)
Dealing with "CAVE" people (26:30)
Podcast Resources
Right Click t...
2023-12-1431 min
The CFO ProjectWhat is AI and Machine Learning (and How it Will Help Accountants)Welcome to Escaping the Accountant's Trap, the podcast designed to liberate accountants, CPAs, and bookkeepers from the mundane. Hosted by Adam Lean, this episode features Eric Edelstein, co-founder of DOKKA, shedding light on the pivotal role of technology, especially AI, in reshaping the accounting landscape. Eric explains how machine learning simplifies intricate processes, making way for accountants to evolve into strategic business advisors.In this insightful episode, Eric delves into the transformative potential of technology in the accounting sphere. Using DOKKA as a prime example, he illustrates how machine learning simplifies intricate processes, paving the way for...
2023-12-0520 min
The CFO ProjectGet the Right People On Your Team By Testing Them Before You Hire ThemWelcome to the Escaping the Accountants Trap podcast, a resource designed to liberate accountants, CPAs, and bookkeepers from the notorious 'accountant's trap.' This frustrating predicament often sees professionals toil endlessly with demanding clients for meager compensation. But fear not, as this podcast unveils the escape route. In this episode, we explore the critical strategy of thoroughly assessing prospective team members through testing before hiring, ensuring you welcome the right individuals aboard. Join Adam Lean in this insightful journey to emancipate accounting professionals from the accountant's trap.Discover the key to unlocking your team's full potential as...
2023-11-2823 min
The HypnotistThe Freedom to be Lean Strong and DesirableThe Freedom to be Lean, Strong, and Desirable: A Hypnotherapy Experience by Adam Cox Unlock the essence of your most confident and attractive self with Adam Cox’s transformative hypnotherapy session. Do you yearn for a body and mindset that radiates strength, lean fitness, and allure? Adam Cox, a renowned hypnotherapist, crafts a powerful journey that reprograms your subconscious, allowing you to: 🌟 Embrace Freedom: Break free from limiting beliefs that have held you back from achieving your optimal shape and confidence. 💪 Unleash Inner Strength: Foster a deep-seated inner strength, guiding you towards...
2023-10-2127 min
The CFO ProjectUtilizing Systems & People to Get Off the Accounting Firm Hamster WheelWelcome to the "Escaping the Accountant's Trap" podcast, where we help accountants, CPAs, and bookkeepers break free from the relentless cycle of overwork and undercompensation. In today's episode, we are thrilled to have Leslie Leondas, an expert in liberating accountants from the grind. Leslie specializes in helping accounting professionals break free from the conventional model that often chains them to long hours and low pay. She's here to share her insights on how to escape this common dilemma and scale your accounting business to new heights.Are you stuck in the hamster wheel, working tirelessly without reaping...
2023-10-1719 min
Accounting Influencers PodcastSelling Advisory Services for Accountants: Adam LeanRob Brown were joined by a true visionary in the world of finance and entrepreneurship, Adam Lean.Adam Lean's journey from accountant to two-time entrepreneur is nothing short of remarkable. He's built, scaled, and successfully sold two businesses, all while honing his expertise in financial management. Today, he's the driving force behind The CFO Project, a training company that equips financial professionals with the skills to provide outsourced CFO and business advisory services.Join us as we dive deep into the world of accounting and entrepreneurship with Adam Lean. In this episode, we explore what...
2023-10-1627 min
The CFO ProjectHow to Manage Your Mind So You Can Manage Everything ElseWelcome to another insightful episode of "Escaping the Accountant's Trap" podcast! In this episode, host Adam Lean invites Dawn Goldberg, a certified professional coach for accountants and author of "The Smarter Accountant," to uncover the secrets to eliminating stress, overcoming imposter syndrome, and maximizing productivity. Dawn shares her journey from a stressed-out accountant to a master of mind and time management, revealing how a shift in mindset can revolutionize your professional life. Discover practical tips to stop procrastination, manage your emotions, and take control of your career.Are you tired of the constant stress and overwhelm that...
2023-09-2624 min
The CFO ProjectHow to Use AI To Handle Low Level Tasks In Your PracticeWelcome to a brand-new episode of the "Escaping the Accountant's Trap" podcast! In this enlightening conversation, hosts Adam Lean and Shane Westra delve into the realm of AI and its transformative impact on the accounting profession. Join the discussion as they explore how leveraging AI can liberate accountants, CPAs, and bookkeepers from the tedious, time-consuming tasks that often hold them back. Shane, the Chief Product Officer at Canopy Tax, shares valuable insights on how AI can revolutionize the way accounting professionals operate.Discover how AI serves as a powerful tool, enabling accountants to elevate their roles from...
2023-09-1919 min
The CFO ProjectHow to Offer Tax Advisory ServicesReady to liberate yourself from the accountant's trap? Join host Adam Lean in a riveting episode where he sits down with the remarkable Jackie Meyer, founder of TaxPlanIQ. Get ready to explore the revolutionary world of tax advisory services that can catapult your accounting practice to new heights of value and profitability.Discover the game-changing potential of offering tax advisory services and why it's the future of modern accounting. Gain insights from Jackie's visionary ROI method of tax planning that can supercharge your revenue and client satisfaction.Dive into the fusion of accounting and AI...
2023-08-3119 min
The CFO ProjectYour Secret Weapon To Dramatic Growth: The Client ExperienceJoin us in this enlightening episode of "Escaping the Accountant's Trap" as we delve into the art of creating an exceptional client experience that leads to growth and prosperity. Host Adam Lean invites special guest Katie Tolin, an expert outsourced growth officer for CPA firms and the chief growth guide of CPA Growth Guides, to share invaluable insights.Discover how breaking free from the traditional accounting mindset and embracing specialization can transform your firm's trajectory. Katie unveils the power of niching down to specific industries or service types, enabling you to connect deeply with your target audience...
2023-08-2918 min
Accounting Influencers PodcastWhat Clients Need from Accounting Advisors: Adam LeanAdam Lean delves into the challenges accountants encounter in their quest to increase their income and the struggle to break free from being perceived as mere commodities. He emphasizes the need for accountants to transition into trusted advisors for small and medium-sized businesses, guiding them towards success and growth. Traditionally, accountants have been focused on recording the past, but Adam argues that they hold the potential to become forward-focused advisors, helping their clients make informed decisions for a thriving future. He stresses the importance of building trust with clients, providing clear and actionable advice, and understanding the unique needs...
2023-08-2827 min
The CFO ProjectHow to Add Tax Representation Services to Your PracticeJoin us on the latest episode of "Escaping the Accountant's Trap" as we explore a game-changing strategy to break free from the confines of traditional accounting. In this episode, we're diving into the world of tax representation services with Eric Green, the founder of TaxRep Network. Discover how adding tax representation to your practice can unlock new revenue streams and provide essential assistance to clients facing IRS troubles.With over 25 million taxpayers in financial turmoil and a decline in lawyer representation, accountants are stepping in to bridge the gap. Learn how this dynamic approach can reshape your...
2023-08-2222 min
The CFO ProjectChange More Lives by Spending Less Time on Compliance TasksIn this thought-provoking episode, join host Adam Lean and special guest Vipul Sheth, founder of advancedtrack.com, as they unravel the secrets to escape the accountant's trap. Discover how to charge more for your services by providing real value to your clients and becoming their trusted professional friend. Inspired by the story of a legendary accountant, David, Vipul shares how shifting the focus from compliance tasks to problem-solving and building relationships can transform your practice and create long-lasting client connections. Learn about the advantages of offshoring accounting services and how it can elevate your local team to focus on...
2023-08-0823 min
The CFO ProjectFreeing Today’s Accountants from an Oppressive Business ModelJoin Adam Lean and special guest Eric "The Viking" Solbakken on this exciting episode of Escaping the Accountant's Trap Podcast. In this eye-opening discussion, Eric shares his expertise as a CPA speaker, business advisor, and creator of the Accountant Success Formula. Together, they reveal how accountants can break free from an oppressive business model and regain control of their careers.Are you tired of working with low-value, high-demanding clients while being stuck in a cycle of low fees due to intense competition? If so, this episode is a must-listen! Eric and Adam dive deep into the topic...
2023-07-1126 min
The CFO ProjectHow to Get Leads to Your PracticeCheck out the latest episode of Escaping the Accountant's Trap podcast, where Adam Lean and Christian Jones discuss the topic of "Investing In The Client Relationship." In this episode, they delve into strategies to help accountants, CPAs, and bookkeepers grow their practices by generating leads and scaling their marketing efforts. Christian Jones, the CEO of TaxProMarketer.com, shares valuable insights on how to overcome the challenges of acquiring new clients and building lasting relationships. They emphasize the importance of believing in the possibility of sustainable lead generation and explore various marketing channels, with a focus on organic ranking on...
2023-07-0423 min
The CFO ProjectHow to Raise Rates Without Losing ClientsIn this episode of the "Escaping the Accountants Trap" podcast, join host Adam Lean and guest Lauren Fogelman, author of "Get Paid While You're Worth," as they delve into the topic of raising rates without losing clients. Accountants, CPAs, and bookkeepers often find themselves trapped in a cycle of low-paying, high-demand clients, unable to increase fees due to fierce competition. Lauren shares her expertise and presents the "Raise Your Rates Formula," a five-step process to escape the trap and attract quality clients. Learn how to communicate your value effectively, package your services strategically, implement value pricing, and master the...
2023-06-2723 min
The ProMarketer PodcastCFO Services Are the Future of Accounting with Adam LeanIn 10 years, most accounting work will be done by AI. So, as an accountant you have to ask yourself, What do my clients need most from me that can’t be done by AI? Adam Lean’s answer: Be a trusted business advisor, a CFO. Adam (of The CFO Project) shares with host Christian Jones exactly what it takes to be a CFO and how it will benefit your accounting business. Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passio...
2023-06-2232 min
The CFO ProjectIncrease The Value To Your Clients To Increase Your IncomeIn this episode of the "Escaping the Accountant's Trap" podcast, host Adam Lean invites consultant Geraldine Carter to discuss how accountants can increase their value to clients and escape the cycle of low-value, high-demand work. Geraldine shares her own experience of struggling to find an accountant who could provide the guidance and forecasting she needed for her business. They highlight the importance of shifting from hourly billing to value-based pricing and embracing specialization within a niche market. By understanding the specific needs of their clients and offering expertise and guidance, accountants can differentiate themselves, provide more value, and command...
2023-06-2023 min
The CPA Marketing Genius PodcastEpisode 043: 43 Why Business Owners Need a CFO with Adam Lean[00:01 - 01:10] Opening Segment Salim Omar, CPA introduces Adam Lean to the show!Adam Lean is a former accountant, turned two-time entrepreneur who built, scaled, and sold two businessesHe is the CEO of TheCFOProject.com[01:11 – 07:43] Improving Revenue, Profit, and Cash Flow With A CFOMost businesses owners rely on their accountant or bookkeeper to understand numbers as they don’t want to understand it themselvesBusiness owners need help understanding cash flow and other accounting conceptsAccountants are uniquely placed to help business ownersAccountants need to learn how to forecast and understand the main drivers of a business in order...
2023-06-1622 min
The CFO ProjectHow to Provide Exceptional Client ExperiencesCheck out this episode of the Escaping the Accountants Trap podcast, where Adam Lean discusses the importance of providing exceptional client experiences with his guest, Steph Vaughan-Jones, the head of business development for Moneypenny USA.In this episode, they explore why Moneypenny focuses on creating great customer relationships and how it can benefit accounting firms. They dive into the various reasons why accountants choose to outsource their call answering and live chat services, such as saving time, improving efficiency, and capturing new business.They also discuss the significance of first impressions, the importance of personalized...
2023-06-1321 minGemba Academy Podcast: Lean Six Sigma | Toyota Kata | Productivity | LeadershipGA 459 | Dealing with CAVE People with Adam LawrenceThis week's guest is Adam Lawrence. Ron and Adam discussed the Wheel of Sustainability, kaizen events, and how to handle "CAVE People." An MP3 audio version of this episode is available for download here.
In this episode you'll learn:
The quote Adam likes (3:17)
Adam's background (4:31)
The Wheel of Sustainability (5:15)
Why he wrote his book (6:41)
What Adam learned (8:29)
An example of when things were tough (11:09)
The plant manager role (16:47)
Advice for the practitioner who is lacking support (18:21)
Who gets nervous about committing (24:42)
How you handle a "CAVE person" (25:56)
The most powerful kaizen event (31:27)
What Adam does on Day 3 (39:12)
Podcast Resources
Right C...
2023-01-1943 min
Building the Premier Accounting FirmWhat is the CFO’s Role In The Business & Becoming The Outsourced CFO w/ Adam LeanSo, you want to become a CFO or you’re thinking adding CFO advisory services to your firm’s list of services, but what exactly is a CFO and what do they do? This week Roger chats with Adam Lean, co-founder of TheCFOProject.org, who has also had experience building and selling companies, as they discuss about what a CFO is and what it means to be a CFO. Adam shares his story of how he got into accounting and then into business, building up his e-commerce business at the start of the internet age to w...
2022-11-1856 min
Software Delivery in Small BatchesPDCA (Plan-Do-Check-Act)Explore the tip of scientific thinking, lean, and kaizen with Dr. Deming's PDCA loop.Free ResourcesNEW! The Small Batches Slack App for TeamsToyota Kata Pocket GuideThe Flow CollectiveDevOps Email CourseProject to Product Email CourseWar & Peace & IT Pocket GuideLinksAdam Hawkins on TwitterAdam Hawkins on LinkedInAdam Hawkins' websiteSmall Batches #50: Introducing Dr. Deming with John WillisSmall Batches #39: The High-Velocity EdgeLean Lexicon: PDCALean Lexicon: A3 ThinkingLean Lexicon: KaizenLean Lexicon: Toyota Production SystemLean Lexicon: Jidoka
★ Support this podcast on Patreon ★
2022-06-0706 min
Adam Peeler Fitness PodcastEp.24 - Lean Bulking 101Timestamps: 0:40 - What is a bulk/goals of a bulk 1:33 - Why lean bulk over dirty bulk 4:15 - Why bulking is necessary for long term physique and strength progress 6:57 - Mindset during a lean bulk 10:03 - How much of a calorie surplus you should be in & rates of weight gain 16:56 - When to increase calories & by how much 19:35 - Macro split during a lean bulk 24:13 - Cardio during a lean bulk 26:05 - Weight training during a lean bulk 29:25 - Measuring progress 30:39 - How long to bulk for 32:25 - Supplements to take during a bulk
Coaching and Programming - h...
2022-05-0935 min
The Poehlmann Fitness ShowEp. 439: 3 Keys to Getting Lean and Staying LeanIn this episode of The Poecast, Adam discusses 3 keys to getting lean and staying lean.Affiliates: MiiR - www.miir.com - Discount: 20% - Code: adampoehlmann20 Magic Spoon - www.magicspoon.com - Discount: $5 off - Code: poehlmannfitPlease subscribe, rate, and review the show!Do you have any questions for The Poecast? Give Adam a follow on instagram (adam_poehlmannfit). Every Saturday Adam will post a question box on his instagram story. That is your green light to ask any questions you may ha...
2021-06-3020 min
Winning TeamsEpisode #51 - Your Own CFO, at a Fraction of the Price with Adam LeanIt’s all about providing experienced, skilled CFO’s on a part-time basis to their target market. A business that would benefit from having a CFO but without the cost of hiring a full-time executive and help their clients make more money, in less time with less stress. Adam Lean set up the CFO project to utilize an executive to assist in finding more money. Since accountants and bookkeepers don’t provide projections and assessments, having a CFO is an essential financial success tool that every business needs to grow profit margins and revenue. When you hire the CF...
2021-05-1927 min
Marketing The InvisibleWhy Your Business Is Not as Profitable as It Should Be and What You Can Do About It – In Just 7 Minutes with Adam Lean
Discover how to make more profit without sacrificing more time and money
Learn more on which numbers you should be focusing on- profit, revenue, or cashflow
Find out how you can be an expert in your craft and business at the same time
Resources/Links:
Check out Adam’s Website: CFOproject.com/moneybook
Summary
Do you want to know the secrets of how to be more profitable? Do you care more about your profits than your cashflow? Are you sure you’re doing your business right?
Adam Lean has been an accountant and built a 7-figure business that grew to be an...
2020-12-1608 min
Enlightenment of Change156. Adam Lean - Financial Information to Grow Your Business Subscribe and listen to Enlightenment of Change on your favorite podcast streaming service. New episodes post every Monday – listen to Connie dive into new sales and business topics or problems you may have in your business. My motivational quotes for today is by Benjamin Franklin "An investment in knowledge pays the best interest." Do you feel that your business financials are too complicated to understand? Is your business making money every quarter? Do you know where to start if you are feeling overwhelmed? Do you know which numbers you should actually be paying attentio...
2020-09-2138 min
Scaling UP! H2OThe One with Adam LeanHow do you know how well you are doing if you don’t measure it? Ok, how about this... How would you know who was winning if they dint keep score? Now try this: How do you know how you are doing if you aren't keeping score? And the better question is: how do you get better if you don’t know to get better? I am talking about metrics. Metrics is how we can keep score on everything we do. If it has and input and an output, you can measure it. ...
2020-04-241h 04
The Leadership Coach with Christian MunteanBonus Interview - Why Good Financial Information is Critical for Growth with Adam LeanIn this episode, Christian is joined by Adam Lean, Founder, The CFO Project and the host of the P is for Profit Podcast. In 2006 Adam felt the desire to become an entrepreneur and started an e-commerce business, after several successful years, while the sales where still growing, the monthly profit and cashflow was declining. Adam solved that issue and now helps other entrepreneurs and business owners be more profitable and grow their cashflow so they can focus on what they do best. In this episode The 5 steps Adam took to ge...
2020-04-0240 min
Get Off the Dental Treadmill Podcast: Great Dentistry by Dentists Who Lead3 Ways to Get Cash for Your Small Business (and Why They’re Not All Ideal) with Adam LeanToday we're talking to Adam Lean about three ways to get cash for your practice and why they may not all be ideal. Cashflow is the lifeblood of your business. You can have profits and not have cash flow and go out of business. Half of all businesses fail because they run out of cash flow. Adam Lean is the founder of the CFO Project. Adam became an accountant immediately after college, but quickly realized accounting was NOT his calling. He left the 9-5 world to launch and eCommerce company, but after a few years, something felt off...
2020-01-1518 min
The Health Mastery Show#4 | ERIC TREXLER | HOW LEAN CAN YOU STAY?In this episode myself and Dr. Eric Trexler talk about metabolic adaptations to dieting, if getting too fat on a bulk negatively impacts muscle growth, how lean you realistically can stay and more.
If you enjoyed the show please do leave a review on apple podcasts and if you have any questions reach out at adam@healthmastery.co or DM me on Instagram @adammc192
If you enjoy the content subscribe here: https://www.youtube.com/channel/UCex0az211xl6U8dav4-beTg?sub_confirmation=1
My Instagram: https://www.instagram.com/adammc192/
You can find Eric at https://www.strongerbyscience.com...
2019-10-151h 17
P is for ProfitAdam Lean | The Only Way to Manage Profits and CashflowHave you ever felt overwhelmed by the financials of your business… confused about cashflow… upset that the venture that was supposed to give you more time has you working more than ever? Adam Lean’s mission is to help small business owners maximize profit and personal freedom. And to get the word out beyond his clients, he’s started the P is for Profit podcast. Adam, with special guests, will offer strategies and techniques for running a business more like a CEO, including details on which metrics to watch to implement profit-boos...
2019-10-0708 min
Denise Griffitts - Your Partner In Success™ Radio!Adam Lean - Why your business is not as profitable as it should beAdam Lean is the founder of The CFO Project, a financial coaching firm to help ecommerce owners increase sales, profit, and cash flow.
Adam is a former accountant turned small business owner. Things were going great...at first. But things quickly went downhill. He began to feel overwhelmed and like a hamster trapped on a wheel running 90mph in the same place without making any progress. It was doubly frustrating because he had an accounting background! He was able to turn his business around through a 4-step process that he now guides other small business owners through so...
2019-08-021h 00
Money Matters Top Tips with Adam TorresKate Yoak CEO at Lean Street CompanyKate Yoak CEO at Lean Street Company is interviewed in this episode. Lean Street Company is a different kind of outsource tech firm focused on innovation.
Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule.
Apply to become a featured co-author in one of Adam's upcoming books: https://www.moneymatterstoptips.com/coauthor
2019-07-1616 min
Edifice Complex Podcast#025 – Murray Guy – Lean ConstructionOur guest this episode is Murray Guy talking about Lean Construction, plus Robert and Adam get philosophical at the end of the show.
If you enjoy this episode, share it with friends and give us a review on iTunes.
In this episode, we discuss;
How the lean construction approach can reduce design costs by up to 18%!
How the lean construction approach can reduce construction costs by up to 40%!!
How net zero can be had for zero cost penalty if combined with lean construction methods.
And much more…….
For more information on Murr...
2019-06-151h 29
Business Creators Radio Show with Adam Hommey7 Steps to More Profit and More Cash Flow, With Adam LeanHalf of all small businesses never see their fifth birthday. Small businesses fail for one reason: lack of focus on the financial health of the business.
Why? Because the financials are confusing. They’re not sexy. Most business owners start their business because they’re good at the “craft” of the business…
But far too many ignore the financial health of the company. And we’re not just talking about how much money is in the bank.
Joining Adam is founder of the CFO Project, Adam Lean. In this episode the ‘Adams’ team up to talk about...
2019-05-2859 minBusiness Creators Radio Show With Adam Hommey7 Steps to More Profit and More Cash Flow, With Adam LeanHalf of all small businesses never see their fifth birthday. Small businesses fail for one reason: lack of focus on the financial health of the business.
Why? Because the financials are confusing. They’re not sexy. Most business owners start their business because they’re good at the “craft” of the business…
But far too many ignore the financial health of the company. And we’re not just talking about how much money is in the bank.
Joining Adam is founder of the CFO Project, Adam Lean. In this episode the ‘Adams’ team up to talk about...
2019-05-2859 min