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

  • Apr 15 2025
  • Duración: 52 m
  • Podcast

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

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  • Resumen

  • 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.
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