Listen and learn from industry experts

The live session may be over, but the insights are just getting started.

If you’re ready to move beyond ticking boxes and start becoming a true strategic partner for your clients, this webinar replay is for you.

In this practical session, Adam Lean breaks down how accountants, bookkeepers, and finance professionals can confidently step into a CFO advisory role without overwhelm, guesswork, or burning out.

You’ll walk away with a clear roadmap for delivering CFO-level value to small businesses while building a more scalable, higher-margin practice.

Now available: How to Become the CFO Your Small Business Clients Rely on

Adam shares real-world experience from building, scaling, and selling multiple businesses, then translating that knowledge into a repeatable CFO advisory model for professionals who want more impact and flexibility.

What you’ll walk away with

• How to launch a CFO Advisory practice or add a CFO Advisory service to your existing practice

• What, exactly, does a CFO for small businesses do?

• The 'day in the life' of a small business CFO

• How to become a CFO while continuing to run your tax or bookkeeping practice or while employed as an accountant

• How to find CFO clients (hint: you can't market yourself as a CFO)

• How to make $192,000 per year in less than 20 hours per week

Highlighted guest

Adam Lean

Adam Lean began his career as an accountant before building, scaling, and selling two successful businesses. He now runs The CFO Project, a 12-month mentorship program designed to help accountants and bookkeepers transition into high-earning CFOs for small businesses.

Through practical training, real-world tools, and proven frameworks, Adam helps professionals grow revenue, increase freedom, and make a meaningful impact for their clients.

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