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Adam Lean

The CFO Project
Co-Founder
adam@thecfoproject.com

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Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind.

About Us:

TheCFOProject.com is a leader in training accountants on offering a CFO service that helps them have a growing and more profitable business. Through their exclusive membership program, they provide training, community, and support to accountants who have a heart for helping business owners improve their business. 

Upcoming Webinars

THE PATH TO $192K: HOW TO CONFIDENTLY PROVIDE IN-DEMAND CFO ADVISORY SERVICES
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Archived Webinars

CFO ADVISORY SERVICES: END YOUR RELIANCE ON TAX SEASON
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Recorded Date March 6, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Small Business Owner     
HOW TO START A CFO SERVICE THAT GETS REAL RESULTS
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Recorded Date January 9, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, Small Business Owner     
HOW TO BUILD A MILLION DOLLAR FIRM THROUGH ADVISORY SERVICES
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Recorded Date December 11, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Small Business Owner     
HOW TO DOUBLE YOUR FIRM'S REVENUE THROUGH ADVISORY SERVICES
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Recorded Date December 4, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, Small Business Owner     
FROM CPA TO CFO: ADVISORY SERVICE STRATEGIES FOR TAX PROFESSIONALS
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Recorded Date August 14, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
HOW TO GROW YOUR PRACTICE THROUGH ADVISORY SERVICES
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Recorded Date March 22, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner