Grow through CFO Services – Escape the Accountants TrapAFO|Wealth Management Forward
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Grow through CFO Services - Escape the Accountants Trap
In this episode, Rory interviews Adam Lean, the Co-founder, and CEO of the CFO Project, a company that provides training to financial professionals on how to offer CFO services. Adam shares the top ways to communicate financial concepts to business owners using a language they understand, rather than accounting terminology. Find out why Adam believes that 90% of an accountant’s work will be done by AI and how practitioners can leverage it to provide more value. Discover why Adam thinks the role of a CFO should be to generate and sustain cash flow for their business owner clients and how to start that advisory conversation. Do you want to know why even a CFO for a large corporation like Coca-Cola or Microsoft could fail a client? Is reviewing a balance sheet with a dentist owner client the equivalent of getting your teeth pulled? Find out the answer to these questions and more on this CFO Project episode with Adam Lean.