How Accountants Are Earning $2K a Month Per Client with CFO Advisory Services

How Accountants Are Earning $2K a Month Per Client with CFO Advisory Services — featuring Adam Lean of The CFO Project

AI and automation are changing everything — including how accountants grow.

In this episode of The Growth Minded Accountant, host Lee Reams II talks with Adam Lean, CEO of The CFO Project, about how technology is helping tax and accounting pros finally scale beyond compliance work and step into lucrative CFO advisory roles.

Adam shares how The CFO Project’s advisors average nearly $2,000 per month per client with 87% retention, using a repeatable system that helps business owners generate positive cash flow — and gives accountants a way to stop trading time for money.

You’ll learn:

How to productize and scale CFO services
What separates a true advisor from a fractional CFO
Why your soft skills (not just technical ones) drive retention
The simple, nine-step system for delivering consistent results
And why AI is actually empowering, not replacing, accountants

If you’ve ever wanted to break free from commodity pricing, upsell your best clients, and build recurring advisory revenue — this is your roadmap.

Explore more at thecfoproject.com.

Transcript

We know that everyone digests information differently. That’s why we’re now sharing the full transcript of each episode of The Growth Minded Accountant right here on the CountingWorks PRO blog. Whether you’re short on time, like to scan and highlight, or simply prefer reading over listening, you can catch up on every conversation at your own pace.

Each week, we cover topics that matter most to tax and accounting professionals—from AI and automation to marketing strategies, firm growth, and client relationships. Scroll down to read the full episode, or subscribe to the podcast to listen on the go.