Starting a CFO Advisory Practice vs. an Accounting or Bookkeeping Practice

On this episode of The CFO Project Podcast, Adam Lean and Jeff Prager dive into the key differences between launching a CFO advisory firm and starting a traditional accounting or bookkeeping business. While many professionals default to offering tax or bookkeeping services, they often overlook the more scalable and fulfilling opportunity of CFO advisory work. You'll discover why the skill sets, client relationships, and business models for advisory services offer greater long-term value—and ...