TRN Podcast|

Tax Rep Network - Eric Green | Adam Lean | CFO Services

 

Eric Green sits down with Adam Lean, founder of The CFO Project, to dismantle the fear and imposter syndrome holding back accountants, bookkeepers, and EAs from stepping into high-value advisory roles. Together, they explore the rise of productized CFO services – a scalable, repeatable model that allows professionals to break free from the time-for-money trap and command premium fees by delivering strategic guidance to small business owners.

Whether you’re worried about automation replacing your work or simply burnt out from endless tax seasons, this conversation will show you how to reinvent your practice. Learn how CFO advisory can transform your client relationships, create recurring monthly revenue, and finally give you the control and lifestyle you want.

🎯 Why fractional CFO work doesn’t scale – and what to offer instead

📦 How to sell advisory like a product (yes, like toothpaste)

💼 Why small business owners will pay $2,000/month for your insights

🧠 How to overcome imposter syndrome and own your value

🔥 Real steps to build a million-dollar practice, working 40 hours a month

This is a must-listen for any tax or accounting professional ready to pivot from compliance to confidence—and take their practice to the next level. Tune in, get inspired, and take action.

👉 Learn more: TheCFOProject.com

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Listen to the podcast here

 

Watch the episode here

 

Productize Your Value: How Accountants Can Build Scalable, High-Profit CFO Services With Adam Lean

Understanding The CFO Project

Welcome back to the show. I’m Eric Green. I’m joined again by Adam Lean. Adam is the founder of The CFO Project. Adam, I’ve been talking for a while about automating your practice because automated bookkeeping and automated returns, the tax pros are falling into two camps. They’re falling into “The sky is falling,” and into “It’s taking my job. I don’t know why they’re doing this.” A few years ago, Joe said, “Eric, this is either the sky is falling or it is an unbelievable opportunity because you can automate that.” People look at, “I can get rid of my staff,” but the thing is, you can go get more clients. You can add advisory services and real value-added services. CFO services are one of the obvious ones. I’m an IRS rep. You have a CFO and all the tax planning you can do. For those folks who had not tuned in to the prior episode, first of all, describe what The CFO Project is.

The CFO Project is a training and mentorship program to help accountants, bookkeepers, EAs, and tax professionals start or add a CFO advisory service to their practice. What makes us different, though, is that we do not advocate for fractional CFO work. We advocate for what we call productized CFO work, which fits in with what you’re talking about with the automation. The problem with fractional CFO work is that everything is highly customized. Every client you take on is going to feel like a part-time job. It’s not scalable. You get a new client, and you will increase your revenue, but your cost, mainly your time, goes up in tandem. You can’t delegate it. It’s not scalable. It’s not repeatable.

We call productized CFO advisory work as such because we suggest that you sell it like a product to a business owner who knows nothing about accounting. They don’t know the difference between a good accountant and a bad accountant. They just know that you know numbers. They would rather you help them have a better tomorrow, rather than just recording the past. If you can speak in very clear terms about what a CFO advisory service is, they’ll hire you. In other words, sell it like a product, like toothpaste.

Colgate came up with a formula once. They manufacture it millions of times a year. When somebody walks into the store and sees a tube of Colgate sitting on the shelf, they know exactly what it is, why they’re going to buy it, what they’ll get from it, and how much it costs. That’s exactly how we need to position some advisory service to a client. We need to sell it like a product, like toothpaste. It needs to be crystal clear. You hire me, and you’ll know exactly why you’re hiring me, what you’ll get from it, and how much it costs.

I’ve had Dawn Brolin on. We talked about training your client. You come in, “I’m a fractional CFO. What do you need?” It has now become a part-time job. They don’t even know what they’re talking about. “I just think I need,” versus you come in and say, “I will do A, B, C for you. The benefit is…” I have The Success Tax Podcast with Tony Carter. Thankfully, you’re coming on. We’ll be at Scaling New Heights in Orlando.

 

Tax Rep Network - Eric Green | Adam Lean | CFO Services

 

Tony and I are looking at a business. They need help scaling. The broker, a sweet guy who is in between, doesn’t know what he’s doing. Tony and I had a conversation. Tony called him and said, “The clown show comes to an end. Here’s what needs to happen. This business has to scale. We need to look at manufacturing. You keep saying you could do 1,000 a day. They’re selling 200 a month. How? Show me. Where are the numbers?” We told him, “We don’t mean this to be mean, but we had to push the broker out of the way to start getting the owner.”

The owner said, “This is what I’ve been waiting for.” I’m like, “I don’t know what the broker is thinking.” The point being, where we are going in with, this is what has to be done versus this meandering. We were talking before we went live about consults, how they might be good some of the time, but usually not. They come in and regurgitate. They just give you some ideas. Half of which might not even make sense. Here, we need to execute. If you’re reading this, you’re probably thinking, “I need to execute.” Be careful what you wish for.

When I started my law practice, I was like, “More clients, more clients, more billing.” Be careful what you wish for. If you read my book, How to Build a Million Dollar Tax Representation Practice, I opened with a real conversation I had with Brent Robertson from Fathom, which is a consulting group here in West Hartford. I said, “Everything is great. Why am I so miserable?” Here, you’re talking about doing. You teach the folks that come into The CFO Project how to do this, how to position this, and then go sell that.

The key is, in order to sell anything to anybody, you have to sell the end result. One of the biggest problems that the accounting profession has had over the years is that accountants talk like accountants to business owners who are not accountants. The only reason a lot of accountants have gotten business is because taxes are required by law to be completed. The problem with taxes is that it’s a commoditized service. There’s increasing competition. AI is only going to get worse with that software.

To sell anything to anybody, you have to sell the end result.

Most people don’t know that they’re trying to get an account battle. They usually get recommended by Bob, the next-door neighbor, as to who their tax accountant is. Therefore, you can’t raise your prices. For the accountant to make more money, what do they do? They can’t take on more clients because they’re already working a million hours. They also can’t raise their prices. What do they do? They need to sell something that people value.

Every business owner on Earth values one thing, which is having a successful business. Success is defined individually by the business owner, but they still want success. If you can connect the dots that you, as an accounting professional, can help them have a successful business, you will get a high-paying client. If you deliver it like a product, product-to-CFO service, it’s highly scalable because you can now hire people on your team to do it. Every client you have will be using the same system. It’s increasingly scalable.

The best part is you’re charging a lot of money. The average member in The CFO Project is charging $1,978 per month per client, so $2,000 per month. If you had ten clients, you’re making $20,000. It takes about four hours per month to provide the service per client. You’re making $20,000 and working 40 hours a month. That’s scaling.

For the people who are wondering, reading this, going, “Eric, you’re making it sound easy.” Here’s the thing, and this is not anything new. The most powerful force in the world is the value you hold for yourself. In other words, Ed Mylett, an influencer who has a podcast and is a brilliant guy, has got a lot of stuff out on this. He talks about how you will get out of life what you think you deserve. We did a launch program. Some people were saying, “How do you charge?”

 

Tax Rep Network - Eric Green | Adam Lean | CFO Services

 

I said, “You have to understand something as a tax preparer or bookkeeper. In the military, you’re the infantry. There are lots of you. You’re doing a very set. When someone has a tax problem, we’re Green Berets. You’re calling in a specialist.” Something is wrong. They have a balance they don’t owe. They’re under audit. They’re under stress. We are specialists. We are not general physicians for families. I am a cardiac surgeon. I charge accordingly. These are adults. Let them go figure out how to run their own business if they want. They can spend every weekend and every night reading books, getting an education. They don’t want it. They want you to come in and fix it. You need to begin viewing yourself.

If people say, “Why is it so expensive?” I said, “If you want a counter bookkeeper, you can go online and find somebody. If you want somebody strategic to help you grow this, this is what you’re paying for. Remember, you don’t have to pay my rate for 40 hours. Four or five hours a month, whatever you’re going to tell them, we can do this. As a rep, I can solve your problem.” Even if I’m not sure how I’m going to solve it yet, I can solve your problem. I can end the sleepless nights. I can end the fighting with your spouse, worrying about levies on your bank account, or your wages. There’s a premium for that. If I wanted to just sell you a bookkeeping rate, I’d go offer to do your bookkeeping.

For those of you reading, why go to The CFO Project, the Tax Rep, or any of these? It is because you understand you have more value than what they’re willing to pay for that return. H&R Block has commoditized that. People think of it like, “It should be $200. They’re just putting numbers in the software.” It’s a real art form to do a return properly for a business other than a W2 employee. You need to understand your value. At The CFO Project, you teach them. I know because I have a bunch of my members who have gone through. I’ve got the testimonials inside Tax Rep, and the feedback has been very good.

The biggest thing I’ve seen is that someone said they never got anything. I said, “Why do you think that is?” He said, “I never really worked at it. I never pursued it.” In this conversation, he couldn’t get in his head that he was worth that. I said, “Why not?” I gave him a push. I don’t know if he got back into it. Understand your value. What The CFO Project is going to teach you is, “Here are the services. Here’s how to sell this to them,” versus you’re going in and talking about yourself.

Dawn Brolin has talked about this when she went to her relationship pricing. Clients were like, “Wait a minute. I can call you when I need you?” Most people don’t call their accountant. They don’t want to get a bill. After year-end, it’s too late. It’s a post-mortem. If I can call you, “I think about getting a new truck,” and get help, someone is on top of their numbers. If they need to go get a bank line of credit, refinance, or whatever, they have someone who is strategically helping them. Anyone reading this will be surprised. Most business owners will pay for it.

What might be more shocking is that you might think, “Wait a minute. Adam could come in, my client will pay Adam, and he wouldn’t pay me?” Did you ever make that clear to them what you could offer? Probably not. They probably view you as the tax accountant who does the return. I’m curious. What is the response when people come into The CFO Project? Do you have to help them overcome a lot of this stigma that they have?

The number one thing we have to help people overcome is the idea of impostor syndrome. They think, “There’s no way I can be a CFO. I’m an accountant. I’m a bookkeeper. I’m a rural agent.” We have to reframe a couple of things. We’re not training you to be the CFO for Microsoft tomorrow. We’re not. We’re training you to be the CFO for a $2.5 million plumbing company in Boise, Idaho. You can do this. Why? It is because the business owner is dealing with a couple of main problems. That business owner is thinking like a plumber, not a business owner. Most businesses that are under $5 million are owned by people who are experts at their craft, not experts at business.

You come along and say, “Would you like my help to make sure you not only do not fail, but make sure you have growing cashflow and have more money?” Who says no to that? You’re giving them peace of mind. We have to reframe in the accountant’s mind that you’re not expected to be a high-level CFO and deal with complex business and financial transactions. That’s not at all what we’re expecting you to do. We’re going to train you. You should be expected to help a small business owner do one thing, which is to figure out how to have a successful business.

Success is defined in two ways. One is however the client defines success. Two, how we, as financial professionals, should define success. We’re going to help a business have consistent, positive cashflow. That’s success. If you can do both of those things, help the business owner get their definition of success, and then also get our definition of success, which is cashflow, then you will help a business be successful.

If you’re an accounting professional, this is good news because we understand cashflow. Unlike a lot of business coaches and consultants out there who are leadership coaches, life coaches, or sales coaches, they usually have no idea how their advice translates to how it’s going to affect cashflow. We are primed to do this. We need to change our mindset that we can do it. We’ll have a way more impact on our clients’ lives if we do it.

Imposter Syndrome And Confidence Competence Loop

I’d be curious to watch the transition when people come in and get over imposter syndrome, to when they exit out the door. When they leave, they have some clients lined up. You help them get their first clients.

Yes. We have a certification program. In order to get certified, you have to get one client. We have another program. Once you get three clients, you can join this program at no additional cost. It’s called Scaling Your Practice, where we’ll help you get to a million-dollar practice. You have to have at least three clients. We’ve probably had almost 40% of our membership accomplish that. The idea is that with every client you have, think of it as on average $24,000 a year in billing for one client. By the way, if you have a small business client that’s doing $500,000 to $5 million in annual revenue, $24,000 is peanuts to them. To a lot of accountants, they’re like, “There’s no way that somebody will pay me $24,000 a year.”

Think of somebody who owns a $3 million construction company. They’re paying low-skilled laborers, sometimes teenagers, way more than $24,000 a year to do very low-skilled stuff. You’re coming in and potentially helping them save their business, keep their employees, expand, and make more money. It’s a no-brainer that they would spend the money on you. You have to position it in a way that makes sense. To do that, you need that confidence. You need to overcome that impostor syndrome. Let’s spend half our time helping you figure out how to overcome soft skills, how to overcome the impostor syndrome, how to talk to a business owner to get them to take action, how to keep a client, and how to structure an engagement that’s an exceptional client experience.

You have to confidently position your business in ways that make sense so people will spend money on you.

With Tax Rep, I tell my Tax Rep members, “I’m going to teach you the RCP formula,” which is the cornerstone for offers and all that stuff everyone is interested in. “Give me one day, and you’ll master all that.” The biggest obstacle is getting them to understand that they can ask for that money. Even for me, this has been baby steps. Once you get to the other side, you think, “Why didn’t I do this sooner?”

There’s this thing called the confidence-competence loop, where most people think that to go out, get advisor clients, and be a CFO, they have to have the competence to do so first. In life, that doesn’t happen. You have to take action first, which builds your competence, which then builds your confidence. That translates into more action. It is like somebody learning to ride a bike.

You can’t say, “I’m not going to get on a bike until I’ve learned everything there is to know about riding a bike. I will watch YouTube videos and read books.” You have to get on the bike and take action. Slowly, but surely, you’ll build your competence. Your competence improves, which means your confidence will improve. You’ll get back on that bike over and over. We’ve got to start by taking action. We like to kick people out of the nest very quickly and help them take action.

You support them. Same thing with Tax Rep. When people join, “When should I start trying to get clients?” Today. You get a client who has a payroll problem, which can be complicated. You have the business. You have the individual with the trust fund assessment. I’m like, “If you get a case and you have no idea what to do, that’s why you’re here. Go to the help desk and be like, ‘Eric, I got my first payroll case. I have no idea what I’m doing.’ No problem. We have training on it. We can walk you through it. Nothing to it but to do it. You need to get out and get going.” Joe Rogan has a quote going around. He said, “You’d be amazed at what you can accomplish if you just show up and get to work.”

You get going. You go and get started. You’ll figure it out. I had this when I was going to start public speaking. I had this idea for this Tax Rep thing. I pitched it to CCH, and they bought it. They want me to do webinars. They want me to come out there and record. I got shot down by everybody else first. It was a low point, but they are the ones who believed in it. Before I left to fly out there, I had this moment where I was like, “I can’t do this. Who am I? I’m going to go record. I was friends with the big players across the country at the American Bar that did this. I can’t do this.” I spoke to my mentor, Sidney Kess, who has since passed away. Anyone in tax, my generation or older, knows Sid.

Sid built the AICPA’s Engage Conference. He built CCH’s Users Conference. He is in the AICPA Hall of Fame. There’s a Sid Kess medal. There’s a book about Sid, The Sid Kess Approach. It is about his approach to life and practice. I called Sid. I was like, “I don’t think I can do this. I’m going to embarrass myself. Who am I?” He said, “Eric, first of all, the real big muckety-mucks are not buying this product. They’re not watching you. They don’t care. The idea that everyone is watching you is almost like high school. ‘Everyone is going to watch me and see.’ They’re all busy. No one cares. You have to be a little smarter than the other people on the weapons part. That’s all you need to do.”

He finally said, “You’ve been pitching this for a year. You built this thing. This is your opportunity. You got the door open. Either go through or go home.” I was like, “I’m not going home.” It was better than fine. For those of you reading who said, “Am I really a CFO?” Remember that you only have to know a little more about this than the plumber. We get this all the time. I have a webinar I do, which is my biggest screw-ups. I would have people who would message me, “You’re brilliant.” Trust me, Adam has hung around with me, I’m not.

We get cases in the air where Jeff and I look at each other. We’re like, “I don’t know what to do. It’s a mess.” In RAP, you start with compliance or whatever. As a CFO, you start by unraveling what they have. What do we need to do? You need to be a little bit smarter than the business owner. For those of you reading, hopefully, you’re past this. You know that you don’t have impostor syndrome. You can do this. You’re looking for a way to get started. I am saying this because I surveyed my Tax Rep members. After you were on the first time, I surveyed who had gone through. “What did you think?”

How To Join The CFO Project

Honestly, depending on the feedback, do I want to have a relationship? It was nine folks who responded. Eight of them loved it. They thought it was fantastic and worth every dime. I told you about the one who admitted that he didn’t pursue it. When you pushed him, he couldn’t get himself there mentally. I pushed him. I should follow up with him and say, “What are we doing with CFO services now? How’s it going? You can do this.” Adam, how do folks reading get in? Where would they start?

There are a couple of options. We have tons of free training on our website, TheCFOProject.com. There are tons of free trainings. We want to make sure this is the right fit for you and your firm. Even if you don’t have a firm, if you’re an employee accountant, we can show you how to start a firm on the side doing this. We want to make sure it’s the right fit. We encourage you to get on a right-fit call. It’s a 30-minute Zoom call with one of our enrollment advisors.

We’ll give you a behind-the-scenes tour. We’ll talk with you and make sure that this is going to be a good fit for you and it’s a good fit for us. We’re not high-pressure people. We want you to join if you’re excited about doing this. You can find all that on our website, TheCFOProject.com. You can join one of our upcoming right-fit calls or take one of those free trainings.

If anyone here is going to Scaling New Heights in Orlando, I’m going to be there. I’m speaking. I know you guys are going to be there. You’re across the aisle from us.

We’re close. We’ll be there. We have a booth. We are near each other.

A CFO’s Role In Automation And Therapeutic Support

You can always stop by, swing in, talk to Adam, talk to Ann Marie, who is also there and whom I know, and start exploring this. My wife is very involved in a large foundation. It’s large enough and backed by a billionaire, so she knows a lot of the other people involved out in Silicon Valley who are behind AI and all that stuff. She was talking about the whole automation. They’ve told her that bookkeeping can be automated. Return prep can be automated. Not only is it not there, but they don’t know that it’ll ever get there to take over human beings’ strategic thinking.

In many ways, the high-end tax advisor, the CFO, the rep, or the litigator, where there’s nuance and you need to bring expertise, they said that not only is it not there. Two of the three told her they don’t know that it’ll ever get there. One of them pointed out, “It’s not going to become the matrix.” They said, “Point of order, the matrix collapsed because it couldn’t do that.” The idea that AI will replace human beings completely is probably never going to happen. They think it is certainly not going to happen in our lifetime. The opportunity is that we need to move into that where we can charge more. Get control of your life.

I called Dawn Brolin because I had an issue on April 14th. Historically, I would have gotten a “What are you doing calling me on April 14th?” I couldn’t get her. I was like, “She’s got to be crazy.” She called me back around 5:00. She was like, “I was golfing.” I said, “Tomorrow is the 15th.” She was like, “We’re out in the boat. My stuff is done. I automated everything with Liscio and GruntWorx. My clients are all on,” except for a handful of elderly people that she’s had forever. “Everyone else is on our relationship pricing. They pay monthly. I want them calling and speaking to me because I’m effectively their CFO.” I said, “Don’t they balk at it?” She said, “The moment I could explain that I am available to you to help you in real time make decisions, people were like, ‘I’ll sign up.’”

It’s a no-brainer.

For everyone reading, just get started. What’s the worst thing that’ll happen? You get started, and the client says, “No.” I’ve got news for you. We’re running a webinar for entrepreneurs on how to write off your life, how to write off your vacation, your home office, and all that stuff. I’m sure there are people who aren’t going to want it. There are 33 million of them. I only need a hundred. There are probably 50 businesses within 3 miles of you that need help. You only need half a dozen, and you’ve got a killer business going.

A neighbor moved in. He was cutting his grass three days after he moved in. I was walking my dog. We stopped to introduce each other. He asked what I did. I explained, “I help businesses become business owners and have a growing and successful business.” It turns out he owns a large welding manufacturing business. Four days later, he became a client for a very long time. People need this. You have to talk in a way that resonates with business owners. They need it.

We should start a new membership in psychology. We should become the new psychotherapist. I don’t know if we can use that term. We can become the new therapist for accountants, where we can tell you, “Are you enough?” Do you remember Denis Leary, the comedian?

He was on SNL.

They did a roast of him. He has his No Cure for Cancer. It’s crude, but he opens with people going to therapy. He said, “These people were whining all the time. Shut up. That’s going to be the name of my new book, Shut the Fuck Up by Dr. Denis Leary. I’m going to have people come to me, ‘Doctor, I can’t.’ Shut up. Next. They’re going to walk out and be like, ‘He told me to shut up. I feel so much better now.’” It’s got to get over it. We could start a whole therapy session on this.

If you’re reading, you can do this. I don’t even care if you’re not a CPA. If you’re a bookkeeper, you already know 95% more than the business owner about their books. There’s no degree necessary to be a CFO. I met a CFO who has a high school degree. She’s as sharp as tacks. She didn’t have the money to go to college, got involved in a restaurant business, learned it from the owner, moved over, and became the controller of a five-restaurant group. She’s a CFO and makes $350,000 a year for estate planning. She came to me with a high school degree. She was like, “I can do this.”

CFO is just a title. It’s what you make up and what you explain to a prospect. That’s how they think of a CFO. We need to explain it in a way that makes sense to them and sells them the end result that they want.

When presenting a business prospect, make it make sense to them. It is the end result they want.

As a CFO, I imagine that when they place this, it’s more of a very set schedule. You have the off questions, but it’s not like you’ve got a tax season. You have a year-end and some things like that. I would imagine it’s a much more managed lifestyle.

You can do the bulk of the work, two hours a month per client, in the middle of the night if you want. It doesn’t matter. There is no deadline. You meet with your client. Most business owners don’t require any handholding outside of the meeting once a month because they know what to do. Even if we’re not helping a business improve their profit and cashflow, they still like the idea that they have somebody that they could trust to talk to.

Going back to the therapy, the human-to-human connection, people want a confidant, a sounding board. It is somebody who gets it and doesn’t have an agenda. We’re on their side, whatever that looks like. We don’t have an agenda. We want to help them. They love that because there aren’t that many people. Think of the average small business owner. They can’t bring home baggage to their spouse. They can talk to their friends, but their friends who are not entrepreneurs don’t get it. They can’t turn to their banker. A lot of people try to go to their accountant, but their accountant is either too busy, doesn’t have time to help them, or gives them surface-level advice because they don’t have time to help them. Who do they turn to? Nobody.

I’m wearing “Commit Tax Fraud.” It’s my shirt. It’s one of our group shirts. Adam and everyone reading, I did not do criminal tax work until I joined a firm with two former senior IRS trial attorneys. That’s what they did. They said, “Do you want to do this? Understand you are going to work with guilty people. You’re going to work with people who are going to prison. It’s not for everybody.” When we started, I remember feeling this worthlessness because I couldn’t solve the problem. I was getting cases killed left and right with the IRS. I convinced them that it’s not fraud. I was on a streak. I was like, “This is easy,” until I got one where it wasn’t. They have debt to rights.

I was talking to them, “Why are they paying? I can’t help them.” They were like, “They’re paying because someone has to shepherd them through this process. A lot of the fear is from the unknown. The fact that you come in and you can explain what’s going to happen, you can keep everything calm. It also helps the spouse because there’s a voice of reason in the room, because they’re going to get themselves all wound up.” There’s truth to that. Even if you’re not necessarily growing the top line or the bottom line significantly, the fact that you’re there as a resource, a sounding board, providing either advice or just to confirm what they’re thinking, there’s value to that. Your time is valuable.

Episode Wrap-up And Closing Words

This has been great. I would recommend that the CPAs, EAs, and bookkeepers reading this go and check it out because this is an easy add-on to what you’re already doing. I have one member, one of those nine that messaged me, said, “The CFO stuff has gone so well.” They are looking to sell their tax prep practice. Think about it. You could take your laptop, go to Florida for the winter, California, or wherever, because you can do your job from anywhere. Most people, even my clients, want to meet by Zoom. They don’t want me to come to their office. For the criminal case, they want to come in and sit with us. For the most part, they’re like, “Can’t we do this on Zoom?” Sure. No problem. I have a laptop. I can go wherever I want.

We have a lady in the program who calls herself The Nomad CFO because she is in an RV and travels around. She works from her RV.

Especially with Elon Musk’s Starlink, my understanding is that it works well. I have not tried it myself. One of the founders of a software company in my space got one of those Airstreams. They love to camp. He and his wife go all over the country. He can do webinars and everything. He said Starlink is amazing. This is something value added. They cannot just automate. They cannot just go to an H&R Block and get, so you differentiate yourself. You get the charge appropriately.

I think you’re going to find the work more rewarding than simply banging out returns or getting stuff into QuickBooks, which is viewed as a commodity. I will put the link to TheCFOProject.com. If you are going to be in Orlando, it’s Scaling New Heights. Come by the Tax Rep booth. Go see The CFO Project. They’re going to be there. This is something that people should be thinking about, especially with the chaos we’re seeing at the IRS and everything else going forward. As always, thank you for doing this again. I’ll see you. We’ll be in Orlando together.

 

Tax Rep Network - Eric Green | Adam Lean | CFO Services

 

Sounds good. Thanks, Eric.

Everyone, thanks for tuning into the Tax Rep Network. Otherwise, see you in the next episode.

 

Important Links

 

About Adam Lean

Tax Rep Network - Eric Green | Adam Lean | CFO ServicesAdam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He currently runs The CFO Project – a training company that trains financial professionals on how to offer an outsourced CFO and business advisory service.

 

 

 

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