Welcome to The CFO Project Podcast, where host Adam Lean explores the evolving world of CFO services and accounting leadership. Each episode features insights from professionals who are redefining what it means to grow an accounting practice, offer real advisory value, and build a firm that lasts. Whether you're a firm owner, CFO, or aspiring leader, this show will help you break free from outdated mindsets and thrive in today's competitive environment.

In this powerful episode, Adam sits down with Randy Crabtree—partner at Tri-Merit and mental health advocate—to discuss how vulnerability in leadership is transforming accounting firms. Randy shares his personal journey, including how a life-changing stroke and years of mental health challenges led him to reevaluate his role and purpose. He explains how leaning into vulnerability as a leader not only sparked 12x firm growth, but also drastically improved team morale, innovation, and retention. This episode dives deep into how CFOs and firm owners can embrace authentic leadership to build sustainable, people-first organizations.

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In this special case study episode of The CFO Project Podcast, host Adam Lean sits down with Rob Tokay to explore how implementing CFO advisory services transformed his business. Rob shares his journey from traditional accounting work to building a more profitable and impactful practice using the CFO model.

You'll hear firsthand how Rob shifted his approach, attracted higher-value clients, and created a business that’s both scalable and fulfilling. If you’re an accountant or bookkeeper wondering how CFO advisory services can work in the real world, this candid conversation offers the clarity and inspiration you need.

At The CFO Project, we help financial professionals like you master the skills that truly matter—guiding business owners to generate consistent positive cash flow and grow their businesses. If you’re ready to stop doubting yourself and start making an impact, check out our free trainings and resources at TheCFOProject.com. And if you want hands-on mentorship, explore our Done-With-You program. Hit subscribe and turn on notifications so you don’t miss future videos, and let’s help more businesses succeed together!

Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter

And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service

Learn More About The CFO Project:
https://thecfoproject.com/

On this episode of The CFO Project Podcast, Adam Lean and Jeff Prager dive into the key differences between launching a CFO advisory firm and starting a traditional accounting or bookkeeping business. While many professionals default to offering tax or bookkeeping services, they often overlook the more scalable and fulfilling opportunity of CFO advisory work.

You'll discover why the skill sets, client relationships, and business models for advisory services offer greater long-term value—and how to avoid the common pitfalls that come with transactional work. If you're considering starting your own practice or want to transition into higher-value services, this episode is packed with insights to help you make the right choice.

At The CFO Project, we help financial professionals like you master the skills that truly matter—guiding business owners to generate consistent positive cash flow and grow their businesses. If you’re ready to stop doubting yourself and start making an impact, check out our free trainings and resources at TheCFOProject.com. And if you want hands-on mentorship, explore our Done-With-You program. Hit subscribe and turn on notifications so you don’t miss future videos, and let’s help more businesses succeed together!

Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter

And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service

Learn More About The CFO Project:
https://thecfoproject.com/