?? Win Big with the Grow Your Bookkeeping Practice Giveaway! ??? Not only do you get 5 incredible tools, but you also have a chance to win one of FIVE grand prizes worth over $2,000 ??? All you have to do is sign up and share the giveaway with your friends. Easy, right? ?? Join us and elevate your practice. https://lnkd.in/eA7jXBQi
The CFO Project
会计
Offer a CFO/Business Advisory service and finally have a scalable way for you to grow your practice.
关于我们
We help financial professionals (accountants, bookkeepers, and CPAs) offer a CFO/Business Advisory service so they can have a scalable way to grow their practice...and escape the accountant's trap. There are three challenges facing accountants and bookkeepers: Challenge #1: To get paid more you have to take on more clients (and/or work more hours). Challenge #2: You have a ton of competition. Challenge #3: A lot of accounting software are trying to automate your job away. Your job is to record the past correctly. However, your clients don't really care about the quality of the books as much as you think they should. To them, you and your competitors do the same thing (which is why you really can't raise your fees). What your business clients DO care about is understanding their numbers and getting guidance on how to have a growing and more profitable business. They want YOU to be their business advisor. But, there's two problems with this. Problem #1: You're not getting paid to do that. Problem #2: You're not sure, exactly, how to do that. We'll teach any accountant, bookkeeper, and CPA how to get paid for this service and how to provide this service. All so you can... a. Command higher fees. b. Have recurring revenue. c. Differentiate yourself from your competitors. We do this by teaching you SYSTEMS that you (and your team) can use to start, grow and scale a business advisory practice. To learn more, go to our website: https://thecfoproject.com/membership
- 网站
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https://thecfoproject.com
The CFO Project的外部链接
- 所属行业
- 会计
- 规模
- 2-10 人
- 类型
- 私人持股
The CFO Project员工
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Adam Lean
CEO/Co-Founder, TheCFOProject.com
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Bradley Ball
Helping Numbers Professionals Add (or Start) an Outsourced CFO Advisory Service
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Jeffrey Prager
Co-Founder, The CFO Project
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Amanda Mallmes CPA, CGA
Fractional CFO | Profit Accelerator | Business and Financial Strategist | Strategist for Small/ Medium Businesses
动态
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Curious about how to start your own advisory service? Your biggest question is probably how do you even go about selling it. Well, do we have good news for you. Join us TODAY at 2p ET for a live class that is all about how to start a sell an advisory service. https://lnkd.in/erUUMt5y
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Struggling to find work-life balance as an accountant or bookkeeper? In this episode of The CFO Project Podcast, host Adam Lean from interviews productivity expert Marcey Rader. She shares practical tips on how to prioritize tasks, batch work, and manage your calendar so you can offer advisory CFO services to clients without sacrificing quality or your wellbeing- especially during busy tax seasons. Marcey reveals the key to avoiding burnout by taking real breaks, unplugging from emails, and making time for deep work. You'll learn simple strategies like time blocking, using video tools like Loom, and adjusting your physical workspace to boost focus and creativity. Whether you want to make more money as an accountant offering CFO advisory services or just streamline your bookkeeping business, this podcast provides a roadmap to ditch the "accountant's trap" of endless hustle. https://lnkd.in/eyGVR75q
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The best way to stand apart from your competition is to be yourself. Focus on what you want and who you want to serve. See the full episode with Katie Ferro, CPA here: https://lnkd.in/e3UHX9vg
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What do you need escape the accountant's trap? Scalability Systems Give your clients want they want (and, later, deliver what they need) Learn more: https://bit.ly/3zdVJDy This post is in partnership with Intuit.
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If you’re like most accountants and bookkeepers, to get paid more you either must work more hours and/or take on more clients. This is a trap. This is a trap because most accountants and bookkeepers already have a full plate. This is a trap because most accountants and bookkeepers don’t relish the idea of having to work more hours. This is a trap because, unfortunately, most accountants and bookkeepers cannot raise their fees (because they’re in a commoditized industry where downward price pressure always exists). So, how do you escape? https://bit.ly/3zdVJDy This post is in partnership with Intuit #PaidPartnership
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? FINAL DAY! ? Today is your LAST CHANCE to join the Escape the Accountant’s Trap Giveaway ???? We’re giving away 8 top-accounting tools to help you break free from the traditional accountant’s grind and elevate your practice. But hurry, this offer ends TODAY at 8:00 PM ET / 5:00 PM PT! ?? Don’t miss out! https://lnkd.in/ebn5wtHk
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Looking to attract more bookkeeping and advisory clients through an online presence? In this episode of The CFO Project podcast, host Adam Lean picks the brain of ? Kate Josephine Johnson ? Kate shares her inspiring story of building a successful firm by leveraging video content on YouTube. You'll hear her practical tips on getting started with video, optimizing for visibility, increasing conversions from viewers to clients, and diversifying revenue streams. Kate provides a wealth of actionable advice from using referral programs to monetizing a YouTube channel to offering services like "office hours." Whether you're just starting out or want to take your online presence to new heights, this episode is packed with proven strategies. https://lnkd.in/eB_JaGFZ
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I’ve partnered with 7 incredible thought leaders to bring you the Escape the Accountant’s Trap Giveaway! ???? For the next 12 days, we’re giving away 8 amazing tools to help accountants and bookkeepers break free from the grind and elevate their careers. And the best part? It’s all FREE! ??Ready to transform your practice?? Click the below to sign up and start your journey! ?? #AccountantsTrapBundle #Accountants #Bookkeepers #CPA https://lnkd.in/ebn5wtHk
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Want to learn how to effectively price your services based on value rather than hourly rates? In this episode of The CFO Project podcast, host Adam Lean picks the brain of value pricing expert Mark Wickersham Mark shares his invaluable insights on communicating the value of services like bookkeeping to clients, determining pricing for advisory offerings, using package options strategically, and raising rates without scaring away prospects. You'll learn practical tips on anchoring your prices, identifying the true value you provide to clients, and confidently charging appropriate fees. Whether you're just starting to explore value pricing or want to take it further, this value-packed episode will help transform your pricing mindset and processes. https://lnkd.in/eAPqbE9n