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 (The CFO Project) shares with host Christian Jones exactly what it takes to be a CFO and how it will benefit your accounting business.
ABOUT: 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.
Free CFO service training: https://thecfoproject.com/start-a-cfo-service
Connect with Adam Lean
LinkedIn: https://www.linkedin.com/in/adamlean
Highlights
– The currency of the accountant is trust with their clients. They’re looking to you to help guide them.
– Don’t be so busy with compliance work and accounting measures that you forget the most important thing your clients need from you: guidance.
– It doesn’t matter if you feel qualified to be a CFO, what matters is If you can get a business owner to take action.
– The #1 metric that defines a successful CFO is somebody that can help the business create more positive cash flow on a consistent basis.
This episode is brought to you by TaxProMarketer, a leading marketing agency serving CPA & tax firms. It was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the tax and accounting industry.
Currently, TaxProMarketer serves clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their business (for immediate cashflow and future sale-ability) by utilizing the following tools: a relational email marketing program, social media feed program, local listings management & optimization, and creating full “online marketing machines” for clients (which include SEO-optimized, conversion-centric custom websites).
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