Welcome to The CFO Project Podcast, where host Adam Lean helps accountants, bookkeepers, and CFOs build profitable, advisory-driven firms that clients love. Each episode dives deep into the business side of accounting—how to attract clients, scale advisory services, and create a thriving firm that delivers real value. Whether you’re a seasoned CFO or just beginning to shift away from compliance work, this show will help you master the mindset and tools to grow smarter. In this episode, Adam i...
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Welcome to The CFO Project Podcast, where host Adam Lean helps accountants, bookkeepers, and CFOs build profitable, advisory-driven firms that clients love. Each episode dives deep into the business side of accounting—how to attract clients, scale advisory services, and create a thriving firm that delivers real value. Whether you’re a seasoned CFO or just beginning to shift away from compliance work, this show will help you master the mindset and tools to grow smarter. In this episode, Adam i...
How This Bookkeeper Added CFO Advisory Services to Her Practice
The CFO Project
22 minutes
10 months ago
How This Bookkeeper Added CFO Advisory Services to Her Practice
Join Adam Lean as he sits down with Pam Greb, founder of Cloud Nine Financial, to explore her journey from corporate America to building a thriving bookkeeping and CFO advisory practice. After a 20-year career spanning engineering, account management, and sales, Pam shares how she transformed her traditional bookkeeping services into a high-value advisory practice that makes a bigger impact while requiring less time with each client. Discover practical insights on how to successfully add CFO ...
The CFO Project
Welcome to The CFO Project Podcast, where host Adam Lean helps accountants, bookkeepers, and CFOs build profitable, advisory-driven firms that clients love. Each episode dives deep into the business side of accounting—how to attract clients, scale advisory services, and create a thriving firm that delivers real value. Whether you’re a seasoned CFO or just beginning to shift away from compliance work, this show will help you master the mindset and tools to grow smarter. In this episode, Adam i...
