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24 - Empowering Accountants: Transitioning to CFO Advisors for Business Success with Adam Lean
Manage episode 414152967 series 3554142
Contenuto fornito da Laurence Whittam. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Laurence Whittam o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Join Adam Lean of The CFO Project and Laurence Whittam as they delve into the transformative journey of accountants transitioning to CFO advisors for small and medium-sized businesses. Discover actionable insights, proven frameworks, and the key to unlocking greater value for both accountants and their clients. In this episode, you will be able to:
- Learn how to shift your mindset from traditional accounting to offering CFO and advisory services for small and medium-sized businesses.
- Discover the key components of the CFO project, including a proven framework for guiding clients towards financial success.
- Understand the importance of proactive communication and clear, actionable advice in helping business owners navigate their finances.
- Explore the scalability and revenue potential of offering advisory services as an accountant or small firm.
- Gain insights into overcoming imposter syndrome and recognizing your expertise in providing valuable guidance to clients.
Reach out to Adam at thecfoproject.com!
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