Escaping the Accountant's Trap

About Escaping the Accountant's Trap

This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients. On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap. This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkeepers on how to build, launch and scale a CFO and business advisory service. Sign Up For Our Newsletter: https://thecfoproject.com/newsletter (https://thecfoproject.com/newsletter)

Publisher

Adam Lean

Category

business

Language

en

Explicit

No

First episode

3 May 2023

Latest episode

28 Oct 2025

Latest episodes

3 of 84 episodes have a transcript.

1. 

   28 Oct 2025TRANSCRIPT

   How to Get Referrals in the Age of ChatGPT & AI

   Host Adam Lean discusses strategies for accountants, bookkeepers, and CFOs to leverage AI for generating referrals and expanding their advisory services in this interview.

2. 

   7 Oct 2025TRANSCRIPT

   How to Be Successful as an Advisor

   Host Adam Lean interviews Roger Knecht, President of Universal Accounting, to reveal essential strategies for accountants and CFOs to build successful advisory practices.

3. 

   30 Sept 2025TRANSCRIPT

   How to Get & Keep Clients by Solving Their Tax Problems

   Host Adam Lean interviews Eric Green, founder of Tax Rep Network, on solving client tax problems to drive firm growth and deliver greater value.

Inside a recent episode

How to Get Referrals in the Age of ChatGPT & AI

Published 28 Oct 2025 · Transcript excerpt

[…] So if Bob next the Bob needed an accountant he asked his neighbor who do you use. I use Susie of Susie's accounting firm. And I said was that was a closed loop meaning Susie wasn't asking Betty and Uncle John and the internet and then more importantly an AI tool. You know is this a good choice am I making the right decision. So that's a big differentiator. Totally yeah and the reason why I wanted to clarify this is because most when with Bob in this example is asking for an accountant. Bob does not know how to evaluate a good account from a bad one because he doesn't know. Like most people in our they don't know how to evaluate just like I don't know how to evaluate a good dentist from a bad one. […]

Who has been a guest on Escaping the Accountant's Trap

Names identified in recent episode analyses. Showing up to five guests.

• Roger Knecht
• Eric Green
• Chris F
• accounting leader
• Rob Tokay

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.5 / 5

11 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 47 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

64

Social presence

0

YouTube

0

Engagement

77

Contact Escaping the Accountant's Trap

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Escaping the Accountant's Trap