The CFO Project

78 Episodes

1. Selling With Confidence

   Published: 1/23/2024
2. The Only Way to Retain Clients

   Published: 1/16/2024
3. The Life of an Accountant vs a CFO/Advisor

   Published: 1/9/2024
4. The 4 Stages to Scaling Your Practice

   Published: 1/2/2024
5. Making the Shift from Compliance to Advisory

   Published: 12/26/2023
6. The Difference Between An Advisor and An Accountant

   Published: 12/19/2023
7. Strategies of Successful Consultants

   Published: 12/12/2023
8. What is AI and Machine Learning (and How it Will Help Accountants)

   Published: 12/5/2023
9. Get the Right People On Your Team By Testing Them Before You Hire Them

   Published: 11/28/2023
10. Remove Yourself as the Bottleneck by Hiring Remote Accountants

    Published: 11/14/2023
11. How to Transform Your Accounting Practice Into an Accounting Business

    Published: 11/7/2023
12. How to Make Your Practice Attractive to a Buyer

    Published: 10/31/2023
13. How to Automate Your Workflows for Profit and Time Freedom

    Published: 10/24/2023
14. Utilizing Systems & People to Get Off the Accounting Firm Hamster Wheel

    Published: 10/17/2023
15. Creating an Intentional Marketing Plan That Gets Results

    Published: 10/10/2023
16. How to Get Clients at Scale Through Packaging & Niching Down

    Published: 10/3/2023
17. How to Manage Your Mind So You Can Manage Everything Else

    Published: 9/26/2023
18. How to Use AI To Handle Low Level Tasks In Your Practice

    Published: 9/19/2023
19. Grow Your Advisory Practice By Leveraging Tax Planning Tools

    Published: 9/12/2023
20. How to Use Content Marketing to Attract High-Value Clients

    Published: 9/7/2023