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

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

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.

2025-04-15 51 min

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