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The Abundant Accountant Podcast: Sales & Business Growth for Accounting, Tax, and Bookkeeping Firm Owners

The Abundant Accountant Podcast: Sales & Business Growth for Accounting, Tax, and Bookkeeping Firm Owners

Episode 156 | Maximize Your Practice Value And Retire Early Using CFO Advisory Services With Adam Lean

Apr 15, 2025 · 52m

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About this episode

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.