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Tax Rep Network with Eric Green

Tax Rep Network with Eric Green

Productize Your Value: How Accountants Can Build Scalable, High-Profit CFO Services With Adam Lean

Jun 23, 2025 · 38m

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On this episode

About this episode

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…