The CFO Project

78 Episodes

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

   Published: 4/15/2025
2. The 3 Specific Reasons our CFO Advisory Firm Was a Huge Success

   Published: 4/1/2025
3. 8 Signs You're Earning Less Than You're Worth

   Published: 3/25/2025
4. Top 6 Ways to Overcome Imposter Syndrome as a CFO Advisor

   Published: 3/4/2025
5. The Softskills Needed to be a Great CFO Advisor

   Published: 2/18/2025
6. How to Avoid Burnout

   Published: 1/21/2025
7. How to Speak Your Client's Language (To Get Them To Take Action)

   Published: 1/14/2025
8. How This Bookkeeper Added CFO Advisory Services to Her Practice

   Published: 1/7/2025
9. How to Stop Competing on Price

   Published: 11/19/2024
10. You Don't Have to Be Big to Be Successful

    Published: 11/12/2024
11. The Best Marketing Tactics for Accounting and Advisory Firms

    Published: 10/29/2024
12. How to Say No to Demanding Clients

    Published: 10/22/2024
13. Tips to Run an Efficient Practice

    Published: 10/15/2024
14. Sell Without Selling

    Published: 10/8/2024
15. Selling CFO Advisory Services

    Published: 10/1/2024
16. The Day in the Life of a Full-Time CFO

    Published: 9/24/2024
17. How to Be a Strategic CFO

    Published: 9/17/2024
18. Why You Should (and Shouldn't) Use QuickBooks for Clients

    Published: 9/10/2024
19. How to Go from Tax Prep to Tax Advisor and Increase Your Earnings

    Published: 9/3/2024
20. Why I Became a CFO Advisor

    Published: 8/20/2024