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
Highlights
– Business owners will GLADLY pay more for your accounting services if you’ll help them have a better future.
– Small businesses fail all the time because they lack key financial insight – they need CFO services badly, and you as an accountant can offer it to them.
– CFO services aren’t about spitting numbers at clients. Being a CFO means painting a picture of a more successful business for the owner. Your goal is to be the person in their corner dedicated to helping them grow.
– CFO services build trust with business owners. And that’s key in a world of distrust and misinformation.
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).
TaxProMarketer is a Keap Certified Partner and a Digital Marketer Certified Agency.