Escaping the Accountant's Trap
Claim This Podcastby Adam Lean
Podcast Authority
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Podcast Overview
<p>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.<br><br>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. <br><br>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.<br><br><b>Sign Up For Our Newsletter:</b><br><a href="https://thecfoproject.com/newsletter">https://thecfoproject.com/newsletter</a></p>
Language
🇺🇲
Publishing Since
5/3/2023
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Recent Episodes
October 28, 2025
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.
October 7, 2025
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.
September 30, 2025
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.
84 total episodes available with 3 transcripts
Recent guests on Escaping the Accountant's Trap
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Roger Knecht
Guest
Eric Green
Guest
Chris F
Guest
accounting leader
Guest
Rob Tokay
Guest
Jeff Prager
Guest
Jeff
Guest
Lauren Baptiste
Guest
Sara Bryson
Guest
Pam Greb
Guest
Loren Fogelman
Guest
Keila Hill-Trawick
Guest
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Frequently asked questions
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- What is Escaping the Accountant's Trap?
<p>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.<br><br>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. <br><br>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.<br><br><b>Sign Up For Our Newsletter:</b><br><a href="https://thecfoproject.com/newsletter">https://thecfoproject.com/newsletter</a></p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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