Business Strategy for CPA's 303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project
Learn more about PEAK FREEDOM
I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients.
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Hey CPA firm owner, glad you found the podcast.
If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.
If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
Subscribe here: geraldinecarter.com/subscribe
Readers say they love it because they’re short and on point.
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Check out my “greatest hits” episodes:
Pricing for Improved Profitability #211
Killer Niches for CPAs with Tom Wheelright #178
Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179
Get More from Technology with Joe Woodard #244
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
GO DOWN TO 40 HOURS
THE EMAIL COURSE
Stop Working Weekends will teach you how to get your hours down without giving up revenue.
geraldinecarter.com/stop-working-weekends
Free
THE BOOK
A Roadmap for CPAs to End Overworking Without Losing Revenue
$9.99
THE VIDEO COURSE
Get access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$997
A 1:1 CONSULTATION
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.
geraldinecarter.com/coaching-options/
$1295
CPA MASTERMIND
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
- Get guidance on increasing prices without overdoing it or underdoing it
- Disengage problem clients at a pace you’re comfortable with
- Create packages while knowing how to navigate scope creep
- Focus on your client niche without feeling like you’re jumping off a ledge
- Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500
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More about today’s guest:
Website: thecfoproject.com
LinkedIn: https://www.linkedin.com/in/adamlean/