Adam & Michelle Answer Your Questions on Selling Advisory Services

The CFO Project

In this engaging podcast episode, Adam Lean and Michelle delve into the intricacies of integrating CFO advisory services into an existing accounting firm. The discussion kicks off with insights on transitioning from traditional accounting practices to offering higher-value services. Michelle emphasizes the importance of breaking free from the "accountant's trap" of trading time for dollars and advocates for creating an irresistible offer to attract high-quality clients. The duo explores how to effectively communicate the benefits of CFO advisory services, stressing the need to build trust and relationships with clients before proposing such offerings. They also touch on pricing strategies, drawing parallels between retail experiences at stores like JCPenney and Nordstrom to illustrate the significance of positioning and delivering value.

Listeners are encouraged to consider the long-term benefits of transitioning to advisory services, providing a fresh perspective on elevating the role of accountants beyond traditional practices. The conversation is both insightful and actionable, offering practical advice for accountants seeking to evolve their firms and attract clients who appreciate the value of CFO advisory services. If you're navigating the complexities of this transition or contemplating the shift to higher-value services, this podcast episode provides valuable guidance and strategies to position your firm for success.
Learn More About The CFO Project:
https://thecfoproject.com/
And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service
Visit Michelle's website:
https://theabundantaccountant.com