Thought Leader - Adam Lean on avoiding the accountant's trap

Thought Leader - Adam Lean on avoiding the accountant's trap

Adam Lean transitioned from an accountant to a successful entrepreneur, having built and sold two businesses. He's now dedicated to guiding business owners and is the brains behind The CFO Project—a platform that trains accountants and tax professionals to offer CFO and advisory services. Through his experiences, he discovered his true passion: guiding and equipping firm owners with the necessary tools to maximize profitability and to escape the "accountant's trap."

For a free guide to starting a CFO service click here.

Summary

  • Entrepreneurship and accounting with Adam Lean
  • Starting and growing an internet business.
  • Accounting and business growth.
  • Customer selection and business structure
  • Business structures, compliance, and growth with a focus on Sam Walton's entrepreneurial spirit

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Episoder(100)

Steve Hearsum on his book, No Silver Bulllet: Bursting the bubble of the organizational quick fix

Steve Hearsum on his book, No Silver Bulllet: Bursting the bubble of the organizational quick fix

Steve Hearsum discussed the limitations of quick fixes and the importance of functional collaboration in a complex world. They also explored the link between anxiety and creativity, and the need for l...

18 Apr 202410min

Thought Leader - Domenic Colasante on the real power of AI in marketing

Thought Leader - Domenic Colasante on the real power of AI in marketing

Domenic Colasante discussed the potential benefits and challenges of integrating artificial intelligence in marketing, emphasizing the importance of human expertise and the need for more personalized ...

16 Apr 20249min

Thought Leader - David G. Ewing on Systematizing Customer Experience

Thought Leader - David G. Ewing on Systematizing Customer Experience

Summary David G. Ewing emphasized the importance of mapping individual customer journeys, utilizing a systematic approach encompassing systems, processes, culture, and incentives to deliver exceptiona...

4 Apr 202410min

Thought Leader - Anton Skornyakov on waterfall and agile project management

Thought Leader - Anton Skornyakov on waterfall and agile project management

Summary Anton Skornyakov, the co-founder and managing director of Agile.Coach, discussed his role in coaching organizations and individuals on agile project management methodologies. He emphasized the...

2 Apr 202410min

Thought Leader - Scott Tillema on applying crisis negotiations to business

Thought Leader - Scott Tillema on applying crisis negotiations to business

Scott Tillema discussed the importance of negotiation skills in various fields, particularly business, and how techniques used in crisis negotiations can be applied to business situations. Scott empha...

28 Mar 202411min

Sage Partner - Kendyl Campbell on her podcast The Dirty Boots Show

Sage Partner - Kendyl Campbell on her podcast The Dirty Boots Show

Kendyl Campbell , a director of strategic partnerships, emphasized the importance of bridging the information gap between companies, field operations, and financials. She highlighted the potential for...

26 Mar 202411min

Sage Partner - Gary Feldman on how AI will supercharge ERP

Sage Partner - Gary Feldman on how AI will supercharge ERP

In this episode Gary Feldman, CEO of I-Business Network and board member of 90 Minds, discusses his transition from helping companies to exploring the potential of AI in enhancing ERP systems. He shar...

21 Mar 20249min

Sage Partner - Vik Pothnis on improvements in expense management

Sage Partner - Vik Pothnis on improvements in expense management

Vik Pothnis discussed the significance of partnerships and alliances at Fyle, where Vik serves as a leader. They also explored the difficulties in expense management, such as manual reconciliation of ...

20 Mar 20248min

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