Adam Lean
CEO and co-founder of TheCFOProject.com. He delivers a wake-up call that the compliance model is broken and the profession must change course to remain relevant.
Top 3 podcasts with Adam Lean
Ranked by the Snipd community
Apr 18, 2024 • 38min
How to Sell Advisory Services at Your Firm w/ Adam Lean
Guest Adam Lean, CEO of The CFO Project, shares insights on selling advisory services in the accounting industry. Topics include engaging clients through meaningful conversations, the importance of CFO advisory services for firm growth, and navigating cash flow challenges. Strategies for showcasing value, understanding client emotions, and overcoming psychological sales barriers are also discussed.
May 17, 2025 • 30min
Adam Lean: Why Accountants Are Stuck—and How to Escape the Trap | Accounting Influencers
In this engaging discussion, Adam Lean, CEO and co-founder of TheCFOProject.com, challenges accountants to break free from a stagnant compliance model. He argues that many professionals are perceived as interchangeable, limiting their ability to raise prices and enhance client relationships. Lean emphasizes the shift towards proactive advisory roles, where accountants can add real value and engage with clients meaningfully. Ultimately, he calls for a transformation in the industry to foster growth and support for businesses.
Jul 4, 2024 • 53min
Differentiate Your Firm by Offering Advisory Services
Adam Lean, an expert in business advisory services, shares insights on setting fees, communicating value, and building trust with clients. Topics include ideal client sizes, understanding client resistance, defining CFO services, aligning with client goals, and transitioning to a business advisor.
