Adam Lean | Transforming Accounting: Bridging the Gap in Client Advisory

Recorded on Sep 19 @ 4:15pm. Description - Adam Lean, CEO and Co-Founder of The CFO Project Adam and I will be discussing 1. Client advisory and the disconnect between client needs and accounting services. 2. The pace of advisory adoption and what is impacting it. 3. The minimum skills an accounting professional needs to deliver advisory services. Before we dive in, Adam, tell our audience a little about yourself and the CFO Project and why you started it Key topics - small businesses need advisors who know their business, but most accounting firms are still "after the fact" * What is the move to advisory not moving at a faster pace; what are the challenges for firms; for small businesses * What would you say are the key aspects of being a "CFO" for business clients * What is the minimum set of skills an accounting professional needs * What are the skills that differentiate an accountant vs. an advisor * Discuss in more detail what the cfo project offers to clients

Accounting Insiders · Adam Lean, Gary DeHart