How This Bookkeeper Added CFO Advisory Services to Her Practice

The CFO Project - A podcast by Adam Lean - Tuesdays

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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 ...