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...
All content for The CFO Project is the property of Adam Lean and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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...
In this enlightening episode of The CFO Project Podcast, host Adam Lean sits down with Shelby Ashley, founder of Optimized Financial Solutions, to tackle the challenging topic of setting boundaries with demanding clients. Shelby shares her journey from corporate financial analyst to successful CFO advisor, and discusses how learning to say "no" transformed her business - leading her to sign three new clients in just one month after letting go of a problematic one. Join Adam and Shelby as they...
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...
