Hosted by Lee Reams II and CountingWorks PRO, “The Growth Minded Accountant” is your go-to podcast for independent tax and accounting pros ready to level up. We’re here to show you how AI, digital marketing, and cutting-edge tools — the kind that only the big guys had access to — can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, and make sure you’re always one step ahead. The playing field just got a lot more level — let’s go!
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
