Podcast appearances and mentions of adam lean

Eric Green sits down with Adam Lean, founder of The CFO Project, to dismantle the fear and imposter syndrome holding back accountants, bookkeepers, and EAs from stepping into high-value advisory roles. Together, they explore the rise of productized CFO services – a scalable, repeatable model that allows professionals to break free from the time-for-money trap and command premium fees by delivering strategic guidance to small business owners.Whether you're worried about automation replacing your work or simply burnt out from endless tax seasons, this conversation will show you how to reinvent your practice. Learn how CFO advisory can transform your client relationships, create recurring monthly revenue, and finally give you the control and lifestyle you want.

"This is your chance to make a real difference."Accounting Influencerswith Rob BrownMillions of accountants and bookkeepers are stuck in a cycle of overwork, undercharging, and undervaluation. In this episode of the Accounting Influencers podcast, Adam Lean, CEO and co-founder of TheCFOProject.com, delivers a wake-up call: The compliance model is broken—and the profession must change course to remain relevant.More Rob BrownLean explains that for most clients, every accountant “looks the same.” They expect the books to be done and the taxes to be filed, and they rarely see the difference between high-quality and mediocre service. This makes it nearly impossible for accountants to raise prices or grow sustainably.“Your clients don't understand how to evaluate your work,” Lean says. “So they see you as interchangeable. That's the trap.”To earn more, accountants often take on more clients or work longer hours—neither of which leads to long-term career satisfaction or better client outcomes. And because software tools and tech companies now offer “automated accounting,” competition is intensifying.

CFO advisory services are the key to building a firm that not only generates higher revenue but also sets you up for a profitable exit. In this episode, Michelle Weinstein sits down with former accountant-turned-entrepreneur Adam Lean, the co-founder of The CFO Project, who has helped countless firm owners shift from compliance work to high-value advisory services. Michelle and Adam break down the strategies that can help accountants price their services correctly, avoid burnout, and build a scalable, sellable firm. If you've ever wondered how to stop trading time for money and start building a firm that works for you, this episode is a must-listen.

Building a successful accounting firm starts with offering the right services to the right clients. Michelle Weinstein and Adam Lean dive into the power of CFO services, discussing how accountants can break free from trading time for money and attract premium-paying clients. Together, they explore practical steps to build trust, phase out low-end work, and create irresistible CFO advisory packages that transform businesses. Tune in to discover actionable insights that help you work smarter, not harder while delivering real value to your clients.

In today's rerun episode of Let's Talk Business, we're excited to revisit a foundational conversation with Adam Lean, a seasoned accountant, business owner, and founder of the CFO Project. Hosted by Meny Hoffman, this episode focuses on the crucial importance of understanding and managing business finances, especially for entrepreneurs driven by passion rather than numbers.   Adam Lean delves into the common challenges faced by business owners who often prioritize their craft over financial management. This candid discussion illuminates how neglecting crucial metrics can undermine business success, and emphasizes the vital role of cash flow in sustaining and growing a business. Listeners will gain valuable insights into essential financial strategies. Adam breaks down the importance of tracking cash flow over mere revenue or profit, explaining that actual cash on hand is what keeps a business afloat. He introduces key performance metrics—like the number of leads, conversion rates, retention rates, purchase frequency, and average purchase amounts—that drive cash flow and highlights the need for regular monitoring using tools like scorecards. This episode also clarifies the distinction between accountants and CFOs, drawing attention to the proactive, strategic planning that CFOs provide, which goes beyond mere number tracking. The conversation underscores the benefits of virtual CFO services for small and medium-sized businesses, offering a cost-effective way to gain strategic financial insight. Through practical examples, including a roofing company that transformed its business by focusing on targeted financial metrics, Adam underscores the power of weekly tracking and adjustment over waiting for annual financial reports. Tune in to uncover actionable advice and essential wisdom for mastering your business's financial health. Whether you are an emerging entrepreneur or an established business owner, this episode is filled with indispensable strategies to enhance your financial literacy and business performance.   00:00 - Business reports often confuse owners, making it difficult to take actionable steps. 06:12 - Upgrade to PandaDoc for efficient document creation. 07:37 - Miscalculated margins due to overlooked financial insights. 13:31 - Leads, conversion, retention, purchase frequency rates. 15:16 - CFO vs. Accountant: Broader business performance tracking. 19:03 - Strategies to improve gross profit percentage highlighted. 21:49 - Involvement ensures spending yields profitable returns. 27:17 - Successful entrepreneurs are determined and persistent. 28:33 - Helping clients succeed financially as trusted advisors.    Implement scorecards to track weekly performance, helping you make informed decisions in real-time rather than waiting for quarterly or annual reports. Understand that accountants focus on historical data and compliance, while CFOs offer strategic planning for future growth and profitability. If hiring a full-time CFO is too costly, consider virtual CFO services to get strategic financial advice at a fraction of the cost. Evaluate all expenses to ensure they're contributing to making money. Avoid cutting costs randomly, as this could harm business operations. Instead of relying solely on industry standards, benchmark your performance against your past results to gauge progress and improvement accurately.   https://ptex.co/pandadoc https://thecfoproject.com/ https://www.linkedin.com/in/adamlean/    

Ever feel like traditional accounting services are putting you on a hamster wheel—lots of work, not enough impact? Adam Lean from The CFO Project is here to show us how to break free.In this episode, Adam dives into how accountants can level up their practices by offering high-value advisory services that go beyond the numbers. He's trained hundreds of accountants to escape the commodity trap, work smarter (not harder), and make a real difference for their clients.We talk about overcoming imposter syndrome, shifting your mindset, and how to make the leap into advisory work—all while keeping your life balanced and your sanity intact. If you're ready to create more impact and work fewer hours, this is the conversation you don't want to miss.(00:00) - Welcome to Build to Enough (00:57) - Meet Adam Lean of the CFO Projectr (02:11) - The Need for CFO Advisory Services (03:49) - Starting the CFO Project (07:37) - Benefits of Advisory Services for Accountants (08:43) - Different Paths for Accountants in Advisory (12:17) - Changing Accountants Client Growth Mindset (18:07) - Overcoming Challenges and Imposter Syndrome (26:45) - Mentorship and Community Support (29:56) - Final Thoughts and Contact Information Connect with Adam!The CFO Project - https://thecfoproject.comLinkedIn - https://www.linkedin.com/in/adamleanConnect with Keila!LinkedIn - www.linkedin.com/in/keilahilltrawickWebsite - www.krht.coTwitter - x.com/littlefishcpaMore About Little Fish AccountingLearn more about Little Fish's suite of services at www.littlefishaccounting.com.Follow Little Fish Accounting at instagram.com/littlefishaccounting

As an accountant, do you feel stuck trying to grow your firm? Making more money requires taking on more clients or working more hours – which you likely don't have capacity to do. The solution to getting your firm unstuck? Start offering CFO services. They need a business advisor they can trust. Be that for them. Because people are willing to pay more if you can help them have a better future. Adam Lean (Founder of the CFO Project) shares with host Christian Jones (TaxProMarketer CEO) how offering CFO services will make your accounting firm stand out from the pack.   Former accountant, now entrepreneur, Adam is the founder of his own CFO Advisory Firm. His experiences there mean he knows that business owners make decisions based on gut feeling. That's why he shows them how to read between the lines of their financial reports — so they can make informed decisions that keep them in the black and move the profit needle higher. He now runs a mentorship program called the CFO Project, to show accountants how to grow their practices with business advisory services.   Resources https://thecfoproject.com/192000-training https://thecfoproject.com  

Be unstoppable without sacrificing your soul.The DisruptorsWith Liz FarrLike many of today's younger accountants, Adam Lean didn't want to be relegated to the back office recording history and focused on compliance but wanted to have an impact by helping businesses grow. “I didn't want to just be that person that just recorded the fact that the Titanic was sinking. I wanted to help the Titanic not sink.” Younger people “want to make waves,” Lean says. “They want to make more money without having to sacrifice their soul.”  13 MORE TAKEAWAYS: More Adam Lean Disruptor Notes  MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: Geraldine Carter: Charging More is Better for Your Clients | Vimal Bava: When Working Smarter, Not Harder, Is the Only Option | Dawn Brolin Says Grow Your Firm by Shrinking It | Jason Blumer & Julie Shipp: Move Leaders Out of Client Service | SEE THEM ALL here.

Ready to discover the secrets of business advisory success? Learn why understanding numbers is crucial for business growth and discover the ideal client size for advisory services. In this podcast, we'll be chatting with Adam Lean from The CFO Project. We'll discuss setting the right fees and how to effectively communicate value to clients. Adam also shares insights on prioritizing actions for impactful results and the importance of building trust with business owners. 

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.…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/subscribeReaders say they love it because they're short and on point.…Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244Want 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 COURSEStop Working Weekends will teach you how to get your hours down without giving up revenue. geraldinecarter.com/stop-working-weekendsFreeTHE BOOKA Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/book$9.99THE VIDEO COURSEGet 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$997A 1:1 CONSULTATIONDo 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/$1295CPA MASTERMINDFor 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 itDisengage problem clients at a pace you're comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you're jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500…More about today's guest:Website: thecfoproject.comLinkedIn: https://www.linkedin.com/in/adamlean/

Ever wondered how top accountants stay ahead in a fast-evolving industry? Rob Brown hosts a panel of influential voices in the accounting world to discuss the current state and future of the profession. The conversation delves into the threats and challenges faced by accountants, the need for rebranding and attracting new talent, the role of technology, and the opportunities that lie ahead.The panelists, including Paul Surtees, Leslie Shiner, Denise Froemming, and Adam Lean, share their candid perspectives on the commoditization of accounting services, the importance of shifting from compliance-focused to advisory-focused roles, and the need for accountants to speak the language of business rather than accounting jargon.They emphasize the necessity of embracing technological advancements like AI and automation to free up time for more meaningful work and the imperative of fostering financial literacy in society.Key Takeaways:Accountants must move beyond compliance and embrace advisory roles to stay relevant. The profession faces a talent shortage and needs to rebrand itself to attract and retain the next generation. Firms should focus on helping clients be profitable and speak a language they understand.Financial literacy should be prioritized from a young age to foster a deeper understanding of numbers. Embracing AI and technology can free up accountants to provide more purposeful and impactful work. Quotes:"They should be listening to their clients. They should be asking for and being proactive in helping their clients instead of retroactive." - Leslie Shiner "You cannot talk like an accountant. You got to talk like to a human, because your customer is a human, not an accountant." - Adam Lean "I would love to see financial literacy, like, in every high school, community college, so we could start from a, and it's in about 25 different states, but we're working on it." - Denise Froemming "You can't go and speak to accountants to tell them how to do their day job because we're not accountants." - Paul Surtees "Accounting is the language of business. And I think this is a great time for accountants to remember that and realize that their job is to be an interpreter of accounting in a way that makes sense." - Adam Lean View this episode in video on YouTube here:https://youtu.be/aS_eaA5zVtg◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events◣━━━━━━━━━━━━━━━━━━━━◢Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.ukIf you'd like to sponsor the show and elevate your brand with our...

Some of you may have heard me talk about CFO services in the past, and you might be wondering… “What is a CFO, exactly? What do they do?” Or, if you're a bookkeeper familiar with what a CFO is, you might be wondering how YOU could begin offering those services, too. Whether you're an aspiring CFO yourself or a total newbie, this week's episode is going to open up a world of possibilities for you…because I've invited Adam Lean, co-founder of The CFO Project, to come on and chat with me about all things CFO advising! Adam Lean is a former accountant turned two-time entrepreneur who has built, scaled, and sold two businesses. He currently runs The CFO Project: a training company that trains financial professionals on how to offer an outsourced CFO and business advisory service. (And yes, that includes bookkeepers!)    EPISODE RESOURCES: Join The CFO Project's FREE masterclass exclusively for bookkeepers, Bookkeeper to CFO: https://thecfoproject.com/katieferro?utm_source=Katie-Ferro&utm_medium=3NIB7QJ  Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH ADAM: Sign up for The CFO Project newsletter: https://thecfoproject.com/newsletter  Follow The CFO Project on Instagram: https://www.instagram.com/thecfoproject/    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt-In: www.katieferro.com/email  

In today's episode, we have Adam Lean joining us from the CFO Project, a pro at steering businesses toward peak cash flow and profit. Adam reveals the six pivotal drivers of cash flow and why mastering them is crucial for your company's health.   Say goodbye to just 'owning a job' and hello to a thriving, profitable enterprise. We'll explore Adam's expertise in elevating businesses beyond the day-to-day, giving you the tools and insights needed to really keep what you earn.   Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He currently runs The CFO Project - a training company that trains financial professionals on how to offer CFO and advisory services   The CFO Project Facebook: https://www.facebook.com/thecfoproject  LinkedIn: https://www.linkedin.com/company/thecfoproject/  Website: https://thecfoproject.com/    What you'll hear in this episode: 06:20 CFO services, business transformation program. 08:42 Positive cash flow essential for business survival. 10:54 Profit ≠ Cash Flow: Making revenue ≠ having money. 17:09 Accelerate customer collections, extend credit wisely, manage debt. 19:59 Debt can be good if used wisely. 22:10 Accountants and bookkeepers guide clients with financial strategy. 26:22 Focus on fewer things for faster results. 29:35 Focus on right things, turning data into decisions. 32:46 Train accountants to communicate effectively with businesses.   If you like this episode, check out: Best Practices to Collect Cash from Customers Faster How to Generate Cash Without Increasing Price   Want to learn more so you can earn more? Transform your small business journey – download the Small Business $tarter Kit here. Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.  

In this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project.  Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that resemble therapeutic sessions. By asking open-ended questions about clients' businesses and aspirations, accountants can foster a deeper connection and provide greater value. Adam also delves into the importance of CFO advisory services as a scalable way for accountants, CPAs, bookkeepers, and enrolled agents to grow their firms and increase their earnings. The episode discusses the rise of advisory services in the accounting industry, from integration in mid-market firms to adoption by smaller practices as a lucrative service offering. Listeners will learn about the importance of asking clients questions to get them talking, the benefits of adding CFO advisory services to accounting firms, and the current state of advisory services in the industry.

In this insightful episode, we delve into the world of client advisory services and how accountants can break free from the commoditized nature of traditional accounting services. My guest, Adam Lean, CEO of The CFO Project, shares his journey from being a former accountant to a two-time entrepreneur, and his passion for empowering business owners with the tools they need to thrive. Adam discusses the importance of shifting the mindset of accountants, transitioning them from merely recording the past to becoming trusted advisors who actively shape the future growth and success of their clients' businesses. He provides invaluable insights on how to effectively position and sell advisory services, ensuring that clients understand the immense value being offered. Join us as we explore the transformative power of outsourced CFO and business advisory services, and discover how accountants can elevate their practices, enhance client relationships, and unlock new levels of profitability and fulfillment in their careers. Click here to learn more about The CFO Project Guest Information: Adam Lean - CEO of the CFO Project Website: https://thecfoproject.com/  LinkedIn: https://www.linkedin.com/in/adamlean/ Email: adam@thecfoproject.com Contact Andrew Lassise (Host):  Email: alassise@rushtechsupport.com LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

Escape the accountant's trap, escape the mundane, elevate your firm, and transform your client relationships! Today, Adam Lean, co-founder of The CFO Project, will reveal the secrets of escaping the accountant's trap. If you ever feel overwhelmed by tax season and want a more satisfying job, this episode is for you. Adam shares his journey as a CPA for 25 years. He openly shares his experiences of overcoming imposter syndrome, escaping tax season stress, and earning more money in six months than ever before. More than that, Adam also exposes the untapped market for CFO services and explains why business owners need this type of support. Ready to break free from the accountant's trap? Then tune in now!

Adam Lean is the CEO and Co-Founder of The CFO Project, a company dedicated to training financial professionals on how to offer outsourced Chief Financial Officer (CFO) and business advisory services. With an accounting background and years of experience in the corporate world, Adam transitioned into entrepreneurship, successfully launching, growing, and eventually selling two businesses. His journey in assisting other business owners led to the discovery of his true passion: educating and equipping entrepreneurs with the tools necessary to enhance their profitability and achieve financial peace of mind. In this episode… In the fast-paced world of small businesses, how can accountants and financial professionals do more for their clients and grow their own businesses at the same time? Is there a way to offer more value without getting overwhelmed by more work? According to Adam Lean, a seasoned entrepreneur, the key is to focus on training and develop a system that allows for scaling services. He emphasizes the importance of having an entrepreneurial mindset and the courage to step beyond traditional accounting roles to become a trusted business advisor. This approach not only enhances the value provided to clients but also opens up new avenues for professional growth and business development. In this episode of the Financial Clarity podcast, host Hannah Smolinski talks with Adam Lean, CEO and Co-founder of The CFO Project, about how financial professionals can expand their impact through training. They discuss the significance of understanding business numbers, the critical role of cash flow management, and the necessity of overcoming imposter syndrome to succeed in offering outsourced CFO services.

Adam Lean transitioned from an accountant to a successful entrepreneur, having built and sold two businesses. He's now dedicated to guiding business owners and is the brains behind The CFO Project—a platform that trains accountants and tax professionals to offer CFO and advisory services. Through his experiences, he discovered his true passion: guiding and equipping firm owners with the necessary tools to maximize profitability and to escape the “accountant's trap.”  For a free guide to starting a CFO service click here. Summary Entrepreneurship and accounting with Adam Lean Starting and growing an internet business. Accounting and business growth. Customer selection and business structure Business structures, compliance, and growth with a focus on Sam Walton's entrepreneurial spirit

Adam Lean transitioned from an accountant to a successful entrepreneur, having built and sold two businesses. He's now dedicated to guiding business owners and is the brains behind The CFO Project—a platform that trains accountants and tax professionals to offer CFO and advisory services. Through his experiences, he discovered his true passion: guiding and equipping firm owners with the necessary tools to maximize profitability and to escape the “accountant's trap.”  For a free guide to starting a CFO service click here. Summary Entrepreneurship and accounting with Adam Lean Starting and growing an internet business. Accounting and business growth. Customer selection and business structure Business structures, compliance, and growth with a focus on Sam Walton's entrepreneurial spirit

Eric is joined again by the CFO Project's Adam Lean to discuss how adding CFO services to your practice can drive both better work-life balance but increase the bottom line significantly and get you working with better clients and working way less hours.

Eric is joined again by the CFO Project's Adam Lean to discuss how adding CFO services to your practice can drive both better work-life balance but increase the bottom line significantly and get you working with better clients and working way less hours.   Interested in the free weekly CFO Masterclass? Register here: https://thecfoproject.com/start-a-cfo-service?utm_source=Tax-Rep-Network&utm_medium=3N837QJ

Tune in to listen to Adam Larson as he hosts the Count Me In Podcast, featuring a special conversation with Adam Lean, the CEO and Co-Founder of TheCFOProject.com. Lean shares expert insights on transforming the role of the traditional CFO, offering practical advice and real-life success stories. Don't miss this insider's look into the future of the accounting profession!

In this episode of Growth Amplifiers, host Kenny invites Adam Lean, the founder of The CFO Project, for an engaging discussion. Adam shares his journey from being an accountant to a successful entrepreneur who's on a mission to transform the accounting industry. Adam introduces The CFO Project's innovative system for training financial professionals to offer outsourced CFO and business advisory services, ultimately aiming to eradicate business failure. Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He currently runs The CFO Project - a training company that trains financial professionals on how to offer an outsourced CFO and business advisory service. Check out The CFO Project for more info: https://thecfoproject.com/start-a-cfo-service?utm_source=Growth-Amplifiers&utm_medium=3NCJ7QJ

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.Welcome to another insightful episode of the Accounting Influencers Podcast, hosted by Rob Brown. In this episode, we're joined by a true visionary in the world of finance and entrepreneurship, Adam Lean.Adam Lean's journey from accountant to two-time entrepreneur is nothing short of remarkable. He's built, scaled, and successfully sold two businesses, all while honing his expertise in financial management. Today, he's the driving force behind The CFO Project, a training company that equips financial professionals with the skills to provide outsourced CFO and business advisory services.Join us as we dive deep into the world of accounting and entrepreneurship with Adam Lean. In this episode, we explore what clients genuinely seek from their accountants and strategies for growing your practice without increasing your workload. We delve into assessing your readiness to provide business advisory services and discuss how to attract new clients through these offerings. Additionally, Adam shares insights on maximizing value by upselling business advisory services to existing clients, effective pricing strategies for these invaluable services, and the critical transition from a time-for-money model to achieving true business ownership.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioAdam Lean is a dynamic individual with a background as a former accountant turned successful entrepreneur, having built, scaled, and sold two businesses. However, his true passion lies in teaching and empowering other business owners. Recognizing the importance of financial success and peace-of-mind for entrepreneurs, Adam is dedicated to providing valuable tools and resources to help them make informed decisions, increase profitability, and achieve a sense of security in their endeavors. Through his expertise and experience, he strives to make a positive impact on the lives of business owners, guiding them towards greater prosperity and fulfillment.Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited...

Want to use your bookkeeping or accounting skills to actually help clients instead of just reporting results? On this week's podcast Eric is joined by Adam Lean from the CFO Project where they discuss how bookkeepers and accountants can elevate themselves and their bottom line by training up and providing CFO services, making more money, helping clients with valuable insight, and working far fewer hours. Looking for the CFO Project? Go to https://thecfoproject.com/

Want to use your bookkeeping or accounting skills to actually help clients instead of just reporting results? On this week's podcast Eric is joined by Adam Lean from the CFO Project where they discuss how bookkeepers and accountants can elevate themselves and their bottom line by training up and providing CFO services, making more money, helping clients with valuable insight, and working far fewer hours.

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode, Adam Lean delves into the challenges accountants encounter in their quest to increase their income and the struggle to break free from being perceived as mere commodities. He emphasizes the need for accountants to transition into trusted advisors for small and medium-sized businesses, guiding them towards success and growth. Traditionally, accountants have been focused on recording the past, but Adam argues that they hold the potential to become forward-focused advisors, helping their clients make informed decisions for a thriving future. He stresses the importance of building trust with clients, providing clear and actionable advice, and understanding the unique needs of each business owner. By doing so, accountants can elevate their value and shake off the shackles of being seen as interchangeable entities, paving the way for a more fulfilling and prosperous profession.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioAdam Lean is a dynamic individual with a background as a former accountant turned successful entrepreneur, having built, scaled, and sold two businesses. However, his true passion lies in teaching and empowering other business owners. Recognizing the importance of financial success and peace-of-mind for entrepreneurs, Adam is dedicated to providing valuable tools and resources to help them make informed decisions, increase profitability, and achieve a sense of security in their endeavors. Through his expertise and experience, he strives to make a positive impact on the lives of business owners, guiding them towards greater prosperity and fulfillment.https://www.linkedin.com/in/adamleanFor more about the CFO Project: https://thecfoproject.com/start-a-cfo-service?utm_source=accounting-influencers&utm_medium=3N9K7QJ◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can

In 10 years, most accounting work will be done by AI. So, as an accountant you have to ask yourself, What do my clients need most from me that can't be done by AI? Adam Lean's answer: Be a trusted business advisor, a CFO. Adam (of The CFO Project) shares with host Christian Jones exactly what it takes to be a CFO and how it will benefit your accounting business.    Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind.   Resources   Free training: https://thecfoproject.com/start-a-cfo-service   https://thecfoproject.com/   https://www.linkedin.com/in/adamlean    

This week, I interview the co-founder of businessownersonly.com, Adam Lean. We cover one of the most important topics in business, cash flow.  This episode will provide some insight into:  What to look for to know that it's time to get help managing your business finances.  The biggest benefits to getting someone on your team who is an expert in the area of business finance.  What you can do to improve your cash flow now.  Including getting this free resource at https://businessownersonly.com/free-training This is a great episode that will leave you feeling more empowered around the future of the money in your business.                                    _____________________ For more listening options and several FREE resources provided by New Work Revolution, please visit GrowthandFreedom.media.

In this episode, Rory interviews Adam Lean, the Co-founder, and CEO of the CFO Project, a company that provides training to financial professionals on how to offer CFO services. Adam shares the top ways to communicate financial concepts to business owners using a language they understand, rather than accounting terminology. Find out why Adam believes that 90% of an accountant's work will be done by AI and how practitioners can leverage it to provide more value. Discover why Adam thinks the role of a CFO should be to generate and sustain cash flow for their business owner clients and how to start that advisory conversation. Do you want to know why even a CFO for a large corporation like Coca-Cola or Microsoft could fail a client? Is reviewing a balance sheet with a dentist owner client the equivalent of getting your teeth pulled? Find out the answer to these questions and more on this CFO Project episode with Adam Lean.

So, you want to become a CFO or you're thinking adding CFO advisory services to your firm's list of services, but what exactly is a CFO and what do they do? This week Roger chats with Adam Lean, co-founder of TheCFOProject.org, who has also had experience building and selling companies, as they discuss about what a CFO is and what it means to be a CFO. Adam shares his story of how he got into accounting and then into business, building up his e-commerce business at the start of the internet age to where he was making a million dollars in sales. Adam says his accounting background and his knack of understanding numbers was key to the success of his businesses. This then led him to offering his services as an outsourced CFO for smaller businesses. He goes into detail as to what it actually means to be a CFO, why businesses need a CFO and why accountants and bookkeepers should consider becoming one. He also shares how you can get started becoming or offering CFO services and how you can convince your clients they need the service. Adam also shares details about his membership program. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Adam Lean Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners he realized his passion was teaching and providing tools to business owners to help them make more money and have peace of mind. Adam lives in Jacksonville, FL with his wife, Holly, and their Great Pyrenees dog, Cooper. TheCFOProject.org is a leader in training financial professionals on offering an outsourced CFO service. Through our exclusive membership program, we provide training, community and support to accountants, CPAs, bookkeepers and other financial professionals who have a heart for helping business owners improve their businesses.  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Become a certified CFO with the Universal Business Builder Program and Learn how to effectively price, market, sell business coaching services as a Profit & Growth Expert using BizBench to help your clients work ON their business. For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us this Friday for a new episode where Roger discusses pricing the CFO's role in the business and becoming the outsourced CFO with Adam Lean.

Adam Lean knows exactly how it feels to be under financial pressure; following a short career as an Accountant he started a sporting goods enterprise. A few years in he realised he was in significant financial trouble, despite having the background to have seen the warning signs. Adam has combined his accounting and entrepreneurial experience to create the 4 Step Process; Path To Profitability, where he works with other independent business owners to ensure their business is financially healthy. Discover; Why it's important to understand the financial cycles and patterns of your business What financials to track and measure How to set goals for each area in your business Why financial management must be a non-negotiable task for every business owner Practical ways to increase the profit in your business For more click here

Adam Lean set up the CFO project to utilize an executive to assist in finding more money. Since accountants and bookkeepers don’t provide projections and assessments, having a CFO is an essential financial success tool that every business needs to grow profit margins and revenue. When you hire the CFO project, you’ll receive a thorough five-step onboarding process, where your CFO will review your current revenue and assist you in creating goals for your business, including cash and profit projections, along with financial goals.

It's all about providing experienced, skilled CFO's on a part-time basis to their target market. A business that would benefit from having a CFO but without the cost of hiring a full-time executive and help their clients make more money, in less time with less stress. Adam Lean set up the CFO project to utilize an executive to assist in finding more money. Since accountants and bookkeepers don't provide projections and assessments, having a CFO is an essential financial success tool that every business needs to grow profit margins and revenue. When you hire the CFO project, you'll receive a thorough five-step onboarding process, where your CFO will review your current revenue and assist you in creating goals for your business, including cash and profit projections, along with financial goals. In today's episode, we discuss Adam's five-step process to onboarding their clients, how CFO Project helps businesses set cash flow projections and goals for the fiscal year, and how this program streamlines your business. What We Talked About in This Episode: Knowing how to make money for your business Why most people close their business before year five How Adam created his team to provide CFO services for small to medium-sized business Bookkeepers and accountants do not deliver CFO services The purpose of the CFO business assessment How the program assists your business in moving forward effectively Communication with your CFO The relationship between profit, cash flow, and business owner's sense of well-being Skills and tools the CFO project provides their clients Typical gaps and the most common mistakes businesses create Why business owners have a hard time using accountant reports How to leverage optimal profit for your business About Our Guest: Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold a successful eCommerce business. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have peace of mind. To reach Adam, go to his website: https://thecfoproject.com  Connect with Adam Lean: Adam Lean CFO Project Adam Lean on LinkedIn Recommended reading Rich Dad, Poor Dad Grab a complimentary copy of The Moneybook Connect with John Murphy: YouTube Facebook LinkedIn Twitter If you liked this episode, please don't forget to subscribe, tune in, and share this podcast. Thanks for tuning in!

This episode is a re-release from a past episode with Adam Lean. Adam is my bookkeeper and people are constantly asking me about bookkeeping and accounting, so I thought it best that I release this episode! Keep in mind, I sound like a baby podcaster and gave out the wrong email address (it redirects) but the content is still golden!  Adam Lean knows what he was meant to do. After graduating from college, he became an accountant, but quickly realized it was not his calling. He started an eCommerce store, and things started out great. But before long, something felt off. Sales were up, his business seemed to be growing, but his profits just weren’t telling the same story. Even as an accountant, he couldn’t figure out why. Like many business owners, Adam was wearing ALL the hats in his business and struggled to devote the necessary time/energy to take a closer look at what was working, what wasn’t working, and what he should be doing to boost the financial health of his company. So Adam set out to find out exactly what he should be focusing on. And from this quest, Adam started the CFO Project. Today, Adam and his team of “Chief Financial Officers” work with business owners who are struggling to make the right decisions to yield profit. Together, they plot out a roadmap to guide each client (and each client’s business) to become more profitable and have more cash flow, allowing those business owners to finally take control of their business and finances. They’re not like most business coaches, consultants, or gurus. They’re more like financial business coaches that focus on RESULTS. To Adam, results mean more profit & more cash flow for a business. https://thecfoproject.com/sbm/ https://serviceemperor.com @tershblissett on social media. 

This episode is a re-release from a past episode with Adam Lean. Adam is my bookkeeper and people are constantly asking me about bookkeeping and accounting, so I thought it best that I release this episode! Keep in mind, I sound like a baby podcaster and gave out the wrong email address (it redirects) but the content is still golden!  Adam Lean knows what he was meant to do. After graduating from college, he became an accountant, but quickly realized it was not his calling. He started an eCommerce store, and things started out great. But before long, something felt off. Sales were up, his business seemed to be growing, but his profits just weren’t telling the same story. Even as an accountant, he couldn’t figure out why. Like many business owners, Adam was wearing ALL the hats in his business and struggled to devote the necessary time/energy to take a closer look at what was working, what wasn’t working, and what he should be doing to boost the financial health of his company. So Adam set out to find out exactly what he should be focusing on. And from this quest, Adam started the CFO Project. Today, Adam and his team of “Chief Financial Officers” work with business owners who are struggling to make the right decisions to yield profit. Together, they plot out a roadmap to guide each client (and each client’s business) to become more profitable and have more cash flow, allowing those business owners to finally take control of their business and finances. They’re not like most business coaches, consultants, or gurus. They’re more like financial business coaches that focus on RESULTS. To Adam, results mean more profit & more cash flow for a business. https://thecfoproject.com/sbm/ https://serviceemperor.com @tershblissett on social media. 

 Discover how to make more profit without sacrificing more time and money Learn more on which numbers you should be focusing on- profit, revenue, or cashflow Find out how you can be an expert in your craft and business at the same time Resources/Links: Check out Adam's Website: CFOproject.com/moneybook Summary Do you want to know the secrets of how to be more profitable? Do you care more about your profits than your cashflow? Are you sure you're doing your business right? Adam Lean has been an accountant and built a 7-figure business that grew to be an industry leader. He now wants to help 10,000 business owners know how to make more money. In this episode, Adam shares his insights on how to make your business more profitable. He also talks about which numbers are important and you should be focusing on- profit, revenue, or your cash flow? Check out these episode highlights: 01:36 - Adam's ideal client: “Our ideal clients are business owners who own small to medium-sized businesses that are working incredibly hard, and they just know that their business should be more profitable. They're working hard, they're just not seeing the money in the bank account.” 02:10 - Problem Adam helps solve: “So there's a lot going on in a business, when- as a business owner, you're wearing all the hats, and you have to deal with marketing and sales and operations and a slew of other things- but the point of a business is to make money, and so the number one problem that we solve is to help business owners make more money.” 03:09 - Typical symptoms that clients do before reaching out to Adam: “They really simply don't know what to do. They're an expert at the craft of their business.” 04:28 - Common mistakes that people make before they find Adam's solution: “The number one mistake that we see is that they end up working harder in the business. So instead of working 50 hours a week, they're just thinking, ‘Oh, I need to spend 65 hours a week.'” 05:55 - Adam's Valuable Free Action (VFA): “Know exactly where you stand for certain numbers, just so you can see what's working and what's not.” 06:23 - Adam's Valuable Free Resource (VFR): Check out Adam's Website: CFOproject.com/moneybook 07:18 - Q: What is the most important number to improve in a business? A: Most people think it's either revenue or profit, but it's not, it's cash flow. Tweetable Takeaways from this Episode: “Know exactly where you stand for certain numbers, just so you can see what's working and what's not.” -Adam LeanClick To Tweet Transcript (Note, this was transcribed using a transcription software and may not reflect the exact words used in the podcast) Tom Poland 00:09 Hello, everyone, and another very warm welcome to yet another edition of Marketing The Invisible. My name is Tom Poland beaming out from Little Castaways Beach here in Australia, joined today by Adam Lean. Adam, good day, sir. A very warm welcome to Marketing The Invisible. Where are you hanging out? Adam Lean 00:25 I am in Columbia, South Carolina over in the United States. Tom Poland 00:29 And in the aftermath of the presidential elections, let's not go there, right? Adam Lean 00:34 Oh, my goodness. I'm so glad that's over. Tom Poland 00:37 I'm not sure it is. But- Adam Lean 00:39 That's true. Tom Poland 00:41

 Discover how to make more profit without sacrificing more time and money Learn more on which numbers you should be focusing on- profit, revenue, or cashflow Find out how you can be an expert in your craft and business at the same time Resources/Links: Check out Adam’s Website: CFOproject.com/moneybook Summary Do you want to know the secrets of how to be more profitable? Do you care more about your profits than your cashflow? Are you sure you’re doing your business right? Adam Lean has been an accountant and built a 7-figure business that grew to be an industry leader. He now wants to help 10,000 business owners know how to make more money. In this episode, Adam shares his insights on how to make your business more profitable. He also talks about which numbers are important and you should be focusing on- profit, revenue, or your cash flow? Check out these episode highlights: 01:36 - Adam’s ideal client: “Our ideal clients are business owners who own small to medium-sized businesses that are working incredibly hard, and they just know that their business should be more profitable. They're working hard, they're just not seeing the money in the bank account.” 02:10 - Problem Adam helps solve: “So there's a lot going on in a business, when- as a business owner, you're wearing all the hats, and you have to deal with marketing and sales and operations and a slew of other things- but the point of a business is to make money, and so the number one problem that we solve is to help business owners make more money.” 03:09 - Typical symptoms that clients do before reaching out to Adam: “They really simply don't know what to do. They're an expert at the craft of their business.” 04:28 - Common mistakes that people make before they find Adam’s solution: “The number one mistake that we see is that they end up working harder in the business. So instead of working 50 hours a week, they're just thinking, ‘Oh, I need to spend 65 hours a week.’” 05:55 - Adam’s Valuable Free Action (VFA): “Know exactly where you stand for certain numbers, just so you can see what's working and what's not.” 06:23 - Adam’s Valuable Free Resource (VFR): Check out Adam’s Website: CFOproject.com/moneybook 07:18 - Q: What is the most important number to improve in a business? A: Most people think it's either revenue or profit, but it's not, it's cash flow. Tweetable Takeaways from this Episode: “Know exactly where you stand for certain numbers, just so you can see what's working and what's not.” -Adam LeanClick To Tweet Transcript (Note, this was transcribed using a transcription software and may not reflect the exact words used in the podcast) Tom Poland 00:09 Hello, everyone, and another very warm welcome to yet another edition of Marketing The Invisible. My name is Tom Poland beaming out from Little Castaways Beach here in Australia, joined today by Adam Lean. Adam, good day, sir. A very warm welcome to Marketing The Invisible. Where are you hanging out? Adam Lean 00:25 I am in Columbia, South Carolina over in the United States. Tom Poland 00:29 And in the aftermath of the presidential elections, let's not go there, right? Adam Lean 00:34 Oh, my goodness. I'm so glad that's over. Tom Poland 00:37 I'm not sure it is. But- Adam Lean 00:39 That's true. Tom Poland 00:41 All right, folks. So, we're just recording this just a matter of almost six days after the presidential election so that's the reference. For those of you who don't know Adam, he's been an accountant and built a 7-figure business that grew to be an industry leader. He's now going on a mission to help 10,000 business owners know how to make more money, and the title, which I had a little wry smile at because I thought my goodness, that's so true,

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Guest Bio: Adam has been an accountant and business owner for over 15 years. He built a multi-million-dollar business that grew to be a leader in its industry.    After realizing that his passion is teaching and helping business owners improve their business, he’s now on a mission to help 10,000 business owners make more money.    Adam and his team created a proven process to help business owners make more money from their business… in less time and with less stress.   He’s put together a team of energetic ‘CFOs’ to help his clients make more money. The CFOs seek to understand their clients’ current situation and then help them develop a custom plan to improve their business.   He calls it The CFO Project.   8 Drivers of Profit and Cash Flow   1 Leads 2 Conversion rate (sales) 3 Retention rate  4 Purchase frequency  5 Average purchase price 6 Gross profit margin -  7 Net profit $ 8 Cash flow     More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f

We've all seen great companies suddenly fold because they didn't grasp how to track their financials to achieve success. Do you know how to analyze your numbers for strategic growth? Sadly, most business owners think they do, but they don't.That's why I am excited to share my interview with Adam Lean. Adam is an accountant and multimillion-dollar business owner for many years. His passion is helping business owners grow and scale, and Adam is a partner at The CFO Project, an organization that provides small businesses with affordable access to CFOs (Chief Financial Officer) to guide them, to make sense of all the numbers and to give them a clear plan of action for their business goals.In this interview, Adam and I discussed the critical skill of interpreting financial data to navigate your company's future. He explains the difference between an accountant, controller, CFO, and bookkeeper, and when to use each of these resources for your business. Pay close attention to Adam's practical seven-step process for tracking your numbers to see where you are now in your business and how to achieve your dreams. There are so many golden nuggets in this episode that I know you will enjoy it. Without further ado, here is my interview.

October 24, 2020 More Money Adam Lean, Loving Heart Susana Stoica and Ceteras Donna Stefans

In this episode of the Morning Upgrade podcast I talk with Adam Lean about how he helps businesses with their finances, his thirst for creating things as part of his perfect day, his morning routine and more. Hey guys! Do you enjoy listening to the Morning Upgrade Podcast? Do you think others would find value in it? If yes, please take 30 seconds and leave my show a review so more people find it. I appreciate you! https://ratethispodcast.com/morningupgrade -Ryan

For many retail and eCommerce brands the past few months has seen unexpected benefits. But for many more it's mean financial stress and hardship. In this episode of the Bringing Business To Retail podcast I'm joined by our resident finance expert, Adam Lean. As owner and director of the CFO project Adam is perfectly placed to share how you can build financial resilience into your business and provides simple, easy to implement strategies you can start using today to ensure you stay on top of your biggest financial priorities. After the show, join the conversation or simply sy in touch on Facebook or Instagram The Bringing Business To Retail Podcast is an independent podcast produced by Salena Knight in collaboration with The Retail Academy. For more click here

302 - Improve Profitability and Cashflow with The CFO Project's Adam Lean

The key drivers of your business success are your numbers and financial data. But too many small business owners have a vague understanding of how to measure success, says Adam Lean of The CFO Project. In fact, despite growing sales many find themselves with dwindling profits. But used the right way, says Adam, numbers can actually tell you what's working and what's not in your business – and how to fix it. There are two numbers that matter the most in your business. Get a handle on those and you'll have less stress, more money, and a better work/life balance. Tune in to get all the details, including…

The key drivers of your business success are your numbers and financial data. But too many small business owners have a vague understanding of how to measure success, says Adam Lean of The CFO Project. In fact, despite growing sales many find themselves with dwindling profits. But used the right way, says Adam, numbers can actually tell you what’s working and what’s not in your business – and how to fix it. There are two numbers that matter the most in your business. Get a handle on those and you’ll have less stress, more money, and a better work/life balance. Tune in to get all the details, including…

Episode 135 - The One with Adam Lean   How do you know how well you are doing if you don’t measure it?  Ok, how about this...  How would you know who was winning if they dint keep score?  Now try this: How do you know how you are doing if you aren't keeping score?   And the better question is: how do you get better if you don’t know to get better?  I am talking about metrics.  Metrics is how we can keep score on everything we do.  If it has and input and an output, you can measure it.  But the thing is, most of us don’t measure anything.  How long does it take you to service and account, run a test, write a report, or sale a new customer?    Peter Drucker said “What get’s measured get’s improved.”  So, if we aren't measuring, we don’t have the structure to improve.  One of the things we need to measure in business is our business.  The is a limitless supply of items we can measure in business.  But measuring them is only step one.  Know what to do with that data and then how to know you are improvement is what is needed.  I'm guessing you are like me and you use a handful of metrics.  But what about the ones you don’t know to use because you’ve never heard of them.  Those could be the ones that solve that problem you are dealing with.  IF you don’t know what they are, you cannot benefit from them.   That’s why I partner with people that know more than I do.  Napoleon Hill in Think and Grow Rich mentioned how Henry Ford admitted under oath that he didn’t know everything he needed to know about business.  But he had access to those people he needed to help him fill in the gaps.  What are your gaps?  How will you fill them in?  Having a partner like Mr. Ford alluded to is key.  Today I talk with one of those partners, Adam Lean of The CFO Project.  Adam lets us know what we should be thinking about when it comes to tracking how we are doing in business.  Many have asked me about how they can find someone to help them in particular areas like:  Financial (CFO)  Technical  Virtual assistance  Insurance  And the list goes on...  I and the Scaling UP! H2O team have partnered with individuals and companies we trust and can help you with your questions.  Remember, Henry Ford didn’t know everything, he just knew who had the information he needed when he needed it.  Isn't it time you started thinking like Mr. Ford?    Go to scalinguph2o.com/ta to find a trusted advisor to help you today.   Key Quotes:  “More often than not accounting is just looking at what happened, not how to be proactive to make something happen.”  -Adam Lean “Fifty percent of all small businesses will fail within the first five years. It’s because they did not focus on the right things that matter to have a profitable business.”  -Adam Lean “Most business owners are very busy and are focused on the day to day operations because that is what they enjoy doing. In order to stay in business you’ve got to focus on the most important things needed to have a profitable business which turns into cash flow.”  -Adam Lean “Imagine going to a baseball game and you don’t know what the score is. So many people run their businesses that way and they simply don’t realize how much that information can lead to better decisions” -Adam Lean Key Points:  8:48 – Hear more about Adam’s background  12:50 – At what point does a business need a CFO?  16:41 – What aspects of financials are important to consider for a successful business?  22:17 – Understanding sustainable growth rate  29:30 – What does the relationship with the CFO look like?  41:10 – Important metrics for businesses to track  45:11 – Where to start learning more about your financials  47:40 – Lightning round questions  Links Mentioned in Episode:  Scranton Associates  Rising Tide Mastermind  12 Week Year by Brian Moran  The E-Myth Revisited by Michael E. Gerber  Financial Intelligence for Entrepreneurs by Karen Berman and Joe Knight  Schedule a time to talk to Adam   The ONE Thing by Gary Keller  Bad Blood by John Carreyrou  Trusted Advisors Network  Covid-19 Webinars  Adam’s LinkedIn Profile 

In this episode, Christian is joined by Adam Lean, Founder, The CFO Project and the host of the P is for Profit Podcast. In 2006 Adam felt the desire to become an entrepreneur and started an e-commerce business, after several successful years, while the sales where still growing, the monthly profit and cashflow was declining. Adam solved that issue and now helps other entrepreneurs and business owners be more profitable and grow their cashflow so they can focus on what they do best.    In this episode The 5 steps Adam took to get his business back in alignment  Coaching Tracking Bookkeeping  Setting targets for profit Identifying the barriers to success  Why entrepreneurs miss profit targets Regular books vs good books Taking the next step Working on the most important thing What is a fractional CFO  

To an entrepreneur, running a business is all about turning their passion into profit. However, it’s easy to forget how running a business is composed of several nuts and bolts including handling the finances. Most people would refer to accounting and finance as the serious, nitty-gritty part of business. Some may even describe it as "messy" with all of the moving parts. My guest knows how to work out that delicate balance. He is Adam Lean, President of the CFO Project. Tune in as Adam and I talk about how you can drastically improve the profitability of your business, increase your revenue, and retain your existing customers. The show notes, including the transcript and checklist to this episode, are at getyourselfoptimized.com/238.

It’s a frustrating situation. You’ve increased revenue in your growing business. But, cautions Adam Lean, that doesn’t mean profit increases automatically. In fact, profits can fall even as you boost revenues… unless you pay attention to key elements in your business. In other words, you can be making a ton of money – and not have anything to show for it. We’re talking about numbers… and it’s probably not the ones you’re thinking of.

What came first, the people or the profit? Jada Willis, CEO of Willis HR, interviews the entrepreneurial money master himself, Adam Lean with The CFO Project. Adam has the ability to make the numbers that matter simple to understand. He shares so many nuggets of wisdom and even explains how to decide when it's time to hire a new employee. Jada shares how Adam has helped her understand a P & L and how to leverage it for future growth. The numbers never lie, you just need to know how to read them! Adam Lean | www.thecfoproject.comP.S. If you are ready to make the people part of your business easier, there are a few easy steps you can take.Do you have questions for our HR experts? Please fill out the contact form on our website, https://willishr.com/contact-us/ or email info@willishr.com.We will schedule a call ASAP!Are you not sure if you need HR assistance? Take our FREE HR Risk Assessment, https://willishr.com/hr-consulting/It will take 3 minutes and the results will be shared with Willis HR gurus! Do you want a simple, no-fuss monthly HR solution that provides guides, templates, forms, and documents?We have too! Visit https://willishr.com/shop/

It's a frustrating situation. You've increased revenue in your growing business. But, cautions Adam Lean, that doesn't mean profit increases automatically. In fact, profits can fall even as you boost revenues… unless you pay attention to key elements in your business. In other words, you can be making a ton of money – and not have anything to show for it. We're talking about numbers… and it's probably not the ones you're thinking of.

Does anyone else get a cold sweat and chills when you go to check your Quickbooks? Do you even use Quickbooks? Does the term “P & L” strike fear – or worse, stark confusion – into your heart? You’re not alone! Talking about numbers and digging into finances are some of the hardest tasks for mental health practice owners. Luckily, ... Read More The post TTP #108: Why Your Business Will Fail w/ Adam Lean (Winter Business Series #3) appeared first on The Testing Psychologist.

Today we're talking to Adam Lean about three ways to get cash for your practice and why they may not all be ideal.  Cashflow is the lifeblood of your business. You can have profits and not have cash flow and go out of business. Half of all businesses fail because they run out of cash flow.  Adam Lean is the founder of the CFO Project. Adam became an accountant immediately after college, but quickly realized accounting was NOT his calling. He left the 9-5 world to launch and eCommerce company, but after a few years, something felt off. Sales were up, the business was growing, but the numbers in his bank account just didn’t tell the same story. Even as an accountant, Adam was frustrated by the financials, leaving him completely overwhelmed as a business owner. He set out to learn exactly what business owners should be focusing on, and eventually founded the CFO Project. Today he helps small business owners determine what is and isn’t working in their businesses, by guiding them through a proven system to ensure their business is financially solid and more profitable- without the emotional overwhelm.   TheCFOProject.com

Adam Lean helps small businesses, especially eCommerce companies, sort out their financials, i.e. “their books,” to figure out what changes they can make to maximize their profits. Turns out a lot of entrepreneurs are leaving plenty of money on the table without realizing it. Or, they’re wondering where all the money goes at the end of each month, even though their sales are great.

Want more clients for your agency or consultancy in the Human Resources industry? Check out: www.getmorehrclients.com/services. I had a great chat with Adam Lean of The CFO Project about how to run a profitable HR business. Show notes here.    

We are joined by a special guest, Adam Lean is a former accountant turned small business owner. He helps small business owners make their business profitable by untangling the financials and showing them exactly which levers to pull to maximize profit and freedom. Our goal is simple: to help our clients go from feeling overwhelmed, stressed about cash, wondering "where'd all the money go", to feeling confident, knowing that they're running their business like a CEO, with the numbers driving the decision making. All of that and much more on this great episode, check it out! If you like this episode and our podcast, in general, share it with a friend and leave a review on Itunes or anywhere our podcast is played! Let us know what you think of the podcast! Ask Jerry a question and get free advice from an active CEO! Reach out at http://Jerrybrazie.com So check it out and hear some unfiltered insight from someone who comes from nothing, who had made it big, and is talking about it in an unfiltered and honest way. It's just his opinion, but he will make you think! Let us know if any of this hits home for you and please forward this to anyone you know that may be thinking about starting a company, is struggling with an existing one or is just interested in the game! Enjoy! Don't forget to subscribe to the show! Find all the links at https://jerrybrazie.com/link/ Or JerryBrazie.com Youtube: Here Facebook: Here Facebook Group: Here Instagram: Here Reddit: Here Spotify: Here Q&A: Questions@jerryBrazie.com or send us a PM on any of our social media pages!

Small business owners have a lot on their plate: marketing, product development, sales, hiring, expenses… that's a recipe for overwhelm, says Adam Lean. And, all too often, what takes a backseat are the financials– the numbers that gauge the true health of your business.Are you living with the attitude of “if I make more money, my finances will take care of themselves,” or “besides, that's why I have an accountant/bookkeeper, anyways…”? That's the entirely wrong attitude to have. Adam says if you don't monitor the right numbers, you'll make bad decisions and potentially endanger your business. And, that's something that someone who does your taxes can't help you with. Adam shares the three metrics you should focus on first, as well as…  When – and why – more sales doesn't equal more profits How to tell if you're just “buying yourself a job” or truly running a business  Creating the customized financial “scoreboard” you need to make decisions  Overcoming the #1 thing all business owners struggle with And more

Half of all small businesses go out of business, they never even see their fifth birthday. And it's pretty much because of one reason; they just simply ran out of cash. Today we are talking with Adam Lean on the #1 reason that 50% of businesses fail, and how business owners can prevent it from happening to them. Adam Lean is the founder of the CFO Project. Adam became an accountant immediately after college, but quickly realized accounting was NOT his calling. He left the 9-5 world to launch and eCommerce company, but after a few years, something felt off. Sales were up, the business was growing, but the numbers in his bank account just didn’t tell the same story. Even as an accountant, Adam was frustrated by the financials, leaving him completely overwhelmed as a business owner. He set out to learn exactly what business owners should be focusing on, and eventually founded the CFO Project. Today he helps small business owners determine what is and isn’t working in their businesses, by guiding them through a proven system to ensure their business is financially solid and more profitable- without the emotional overwhelm. thecfoproject.com/treadmill  

As founder of The CFO Project, Adam Lean consults with small businesses who’ve stalled and helps them to grow while maintaining a healthy profit – something the owners haven’t been able to do themselves. Every business has its own set of obstacles to achieving that goal, of course. But, says Adam, there are several specific things that he sees most businesses doing wrong… or not doing at all when they should be.

Have you ever felt overwhelmed by the financials of your business… confused about cashflow… upset that the venture that was supposed to give you more time has you working more than ever? Adam Lean’s mission is to help small business owners maximize profit and personal freedom. And to get the word out beyond his clients, he’s started the P is for Profit podcast.

Adam Lean knows exactly how it feels to be under financial pressure; following a short career as an Accountant he started a sporting goods enterprise.  A few years in he realised he was in significant financial trouble, despite having the background to have seen the warning signs. Adam has combined his accounting and entrepreneurial experience to create the 4 Step Process; Path To Profitability, where he works with other independent business owners to ensure their business financially healthy.  For more click here

How do you work "on" and not just "in" the business? We sit down with Adam Lean, Founder of The CFO Project, as he discusses not liking accounting even though he was an accounting major, the difference on revenue and profit, and how to keep as much profit as possible. Later Adam explains in detail what his team does at The CFO Project and he shares some motivation with StartupNation. In this week's Reflection Point, we dive into the difference between working on the business as opposed to just in it which includes a great piece by The New York Times on the subject.  **More On Adam** Adam Lean knows what he was meant to do. After graduating from college, he became an accountant, but quickly realized it was not his calling. He started an eCommerce store, and things started out great. But before long, something felt off. Sales were up, his business seemed to be growing, but his profits just weren't telling the same story. Even as an accountant, he couldn't figure out why. Like many business owners, Adam was wearing ALL the hats in his business and struggled to devote the necessary time/energy to take a closer look at what was working, what wasn't working, and what he should be doing to boost the financial health of his company. So, Adam set out to find out exactly what he should be focusing on to have a more financially stable business. And from this quest, Adam started The CFO Project. Today, Adam and his team of “Chief Financial Officers” work with business owners who are struggling to make the right decisions to yield a profit. Together, they plot out a roadmap to guide each clients' business to become more profitable and have more cash flow, allowing those business owners to not only have a business that's financially solid but to have a business that they can enjoy again. They're not like most business coaches, consultants, or gurus. They're more like financial business coaches that focus on RESULTS. To Adam, results mean more profit & more cash flow for a business.   Visit Adam's website: TheCFOProject.com Contact Adam @ 803-638-8020 adam@thecfoproject.com   Visit our website TheStartupLifePodcast.com Follow The Startup Life Podcast Facebook Page Want exclusive content from The Startup Life Podcast? Sign up to be a patron on The Binge Podcast Network Patreon Page and Select The Startup Life All-Access Tier.  Want gear from The Startup Life? Check out our gear! Check out other great podcasts from The Binge Podcast Network.   Written by: Dominic Lawson Executive Producers: Dominic Lawson and Kenda Lawson Edited by: Alejandro Giron(https://alegiron.com) and Dominic Lawson   Music Credits: **Show Theme**  Behind Closed Doors - Otis McDonald   **Break Theme** Cielo - Huma-Huma   **Reflection Point Theme** Light Thought var 3 by Kevin MacLeod    **Next Episode Theme** Drive-Nicolai Heidlas Music  

We talk with Adam Lean today about understanding the financial picture of your business. Adam is the founder of The CFO Project. His mission is to help business owners become more profitable by understanding their financial status and then taking action to improve it. On Aug. 21, 2019; Adam and I will be conducting a FREE Webinar to dig deeper into how you can be more profitable now. Sign Up for the webinar here. For more information go to www.BusinessOwnerFreedom.com/blog Our discussion today included these points and more: 1. Cash Flow is the first reason for failure.  2. How focus is the key. 3. Delegation and leverage. 4. 3 ways to get cash for your business. 5. Account receivables, Inventory and Expenses and how they relate to class. 6. The P&L and Balance Sheets explained. and so much more...  Contact Adam For additional insights go to www.BusinessOwnerFreedom.com to join our community. We look forward to getting to know you.  Join the Business Owner Freedom Mastermind. Connect with Business Owner Freedom and Gregory: Website LinkedIn Facebook If you have questions or show subject suggestions, you can submit those via email to askgreg@gregorygray.com. If you truly enjoyed the show, don't forget to leave a positive rating and review on iTunes. We are preparing more episodes, so join us again next week! Thank you for tuning in to the Business Owner Freedom Podcast!   Copyright © 2019 BOFP

Are you working hard in your business, but not finding much cash at the end of the month?  Do you know what to look for in your financial statements to gauge the health of your business? On this episode Adam Lean of The CFO Project will go through exactly what a small business owner should be paying attention to if they want to turn a profit and hit their goals.  Make sure to check this out so that you can master your money and have the confidence to make the right decisions to drive your business forward, instead of being paralyzed by lack of financial clarity.    Get the book free!   Work the System: The Simple Mechanics of Making More and Working Less is in its third edition, has helped tens of thousands of business owners and managers finally break free and take their businesses to the next level. You’ll find: The simple mindset “tweak” that will change everything No feel-good theory, no psycho-babble and no take-my-word-for-it promises Practical and believable real-word solutions you can implement TODAY. A wide assortment of additional free resources that you can immediately put to work Grab your free copy at: https://www.workthesystem.com/get-the-book-free/

Adam Lean is the founder of The CFO Project, a financial coaching firm to help ecommerce owners increase sales, profit, and cash flow. Adam is a former accountant turned small business owner. Things were going great...at first. But things quickly went downhill. He began to feel overwhelmed and like a hamster trapped on a wheel running 90mph in the same place without making any progress. It was doubly frustrating because he had an accounting background! He was able to turn his business around through a 4-step process that he now guides other small business owners through so that they can have more profit and experience more freedom. In this interview Adam will share: What is the point of a small business? The biggest challenge facing small businesses Why profit is more important than sales 5 key changes to make to go from feeling overwhelmed to feeling confident His 4-step process for increasing profit Find Adam Lean on the Web: Website | LinkedIn | Facebook       

Your revenue might be growing, but what about your profit? Do you know your numbers? Here's the sad truth: as most ecommerce businesses grow their revenue, their profit margin goes down. Nobody teaches you how to manage your financials as an ecommerce business. It's overwhelming, stressful, and complicated. But it doesn't have to be. Today on the show I'm joined by Adam Lean of the CFO Project. He's a former ecommerce entrepreneur turned profit expert. And today he's sharing all of his ecommerce profitability secrets. Listen now. The 5-Minute Ecommerce Email Marketing Hack Stop leaving money on the table. Without great email marketing, you're missing out on 6-7 figures per year of revenue and profit. Download this checklist, go through it, and in less than 5 minutes you'll know exactly what you need to do to increase your email revenue. This is our secret sauce and we're giving it all away for free, no strings attached. Click here to download the checklist for free. Links: Wavebreak The CFO Project Why your ecommerce business isn’t as profitable as it should be Listen on iTunes Learn more about Wavebreak This episode is sponsored by... Klaviyo — Over 10,000 innovative brands are growing their businesses by listening and understanding to cues from their customers--easily turning that information into valuable marketing messages used to build highly segmented, automated email campaigns, such as win back campaigns or abandoned cart emails and more.

Marketing Strategies Revealed in this Episode: Why so many businesses fail The first thing to look for Defining the 4-steps to profitability The time it takes to reach profitability Is it too late to fix a company that has lacked profit

Adam Lean is really all about working on our business, not in our business. Easier said than done when you're already so busy. But to keep the lights on… and to have a company that lasts with a bright future, it's essential.  Adam, founder of Strategy Scout, shares his strategies for being able to figure out what moves the needle most and how to concentrate your efforts there for maximum impact. He also mentions a way that many business owners look at their money that misleads them horribly about their financial situation.We take a deep dive into that, as well as…  The 3-step business turnaround plan – and the red flags to watch for on the way The Amazon ad Google strategy for growth any company can follow Creating a “stage appropriate” marketing strategy The cashflow strategy most entrepreneurs miss And more

Adam Lean is the founder of The CFO Project. Adam helps small business owners determine what is and isn’t working in their businesses, by guiding them through a proven system to ensure their business is financially solid and more profitable -- without the emotional overwhelm.

Tersh talks with Adam Lean about The CFO Project, and why he transitioned his business. They also talk about 3 reasons businesses fail, and steps you can take to avoid those pitfalls! Find those steps along with the way you can speak directly with Adam at www.thecfoproject.com/sbm  Reach out to Tersh on social media @tershblissett Read what Tersh is reading https://t2m.io/RY1p1hjK 

Tersh talks with Adam Lean about The CFO Project, and why he transitioned his business. They also talk about 3 reasons businesses fail, and steps you can take to avoid those pitfalls! Find those steps along with the way you can speak directly with Adam at www.thecfoproject.com/sbm  Reach out to Tersh on social media @tershblissett Read what Tersh is reading https://t2m.io/RY1p1hjK 

Adam Lean is the founder of The CFO Project and eCommerce veteran. The CFO Project is made up of Chief Financial Officers who will show business owners EXACTLY what they need to focus on to have more profit and cash flow.

Half of all small businesses never see their fifth birthday. Small businesses fail for one reason: lack of focus on the financial health of the business. Why? Because the financials are confusing. They’re not sexy. Most business owners start their business because they’re good at the “craft” of the business… But far too many ignore […]

Adam Lean is the Founder of The CFO Project, a business dedicated to helping small business owners have a financially healthy business by providing them their very own Chief Financial Officer. That way, they can focus more on what they do best while knowing that they are on the right track financially.

Adam Lean shares his wisdom on The Business Blast Podcast! You can learn more about Adam here: https://thecfoproject.com/ This episode is brought to you by Authors Unite. Authors Unite provides you with all the resources you need to become a successful author. You can learn more about Authors Unite and join the free community at http://authorsunite.com/. Thank you for listening to The Business Blast Podcast! Tyler --- Support this podcast: https://anchor.fm/authorsunite/support