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24 - Empowering Accountants: Transitioning to CFO Advisors for Business Success with Adam Lean
Manage episode 414152967 series 3554142
Nội dung được cung cấp bởi Laurence Whittam. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Laurence Whittam hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.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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