On Delivering CFO / Advisory Services with Adam Lean of the CFO Project
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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PS - If you’re interested in learning more about making the shift from CPA to CFO, check out The CFO Project’s weekly webinar to learn:
What a CFO/Advisor does, exactly
How to know if you're qualified to provide CFO/Advisory services
How to replace your income with just advisory clients
How to combine tax and advisory services (if you still want to offer tax)
How to deliver an advisory service in a way that keeps clients coming back for more
Adam and I agree: there are ways to rely less on tax season and use your expertise to help business owners have a better future.
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