How to Get & Keep Clients by Solving Their Tax Problems

The CFO Project

Welcome to The CFO Project Podcast, where host Adam Lean helps accountants and CFOs grow their firms, escape the “accountant’s trap,” and deliver more value to business owners. Each week, Adam interviews top experts and leaders in the accounting profession to share practical strategies for building profitable, advisory-focused practices that make a real difference for clients.

In this episode, Adam sits down with Eric Green, founder of Tax Rep Network, to talk about one of the most powerful ways to win and retain clients: solving their tax problems. Eric shares why tax representation is not only a lucrative revenue stream but also one of the best ways to build trust with clients at a critical moment in their business journey. They discuss how leading with solutions to urgent tax issues positions you as a trusted advisor, opens the door for long-term relationships, and creates opportunities to offer higher-value CFO and advisory services. If you want to stand out from competitors and turn one-time tax issues into loyal clients for life, this is an episode you can’t miss.