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Adam Lean: Why Accountants Are Stuck—and How to Escape the Trap | Accounting Influencers

CPA Trendlines Podcasts

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Empowering CFOs and Advisors

This chapter explores the essential qualities and qualifications for effective CFOs and advisors in small and medium-sized enterprises, emphasizing the importance of guiding clients toward actionable steps. It discusses the distinct roles of accountants and CFOs, advocating for accountants to transition into proactive advisory positions that bridge financial data and strategic business planning. The speaker highlights the necessity of trust and personalized support between advisors and business owners to foster successful financial outcomes.

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