Sign In
Get Clay Free →

Suggestions

    Adam Lean

    Co-Founder, The CFO Project

    Adam Lean is the CEO and Co-Founder of The CFO Project, a company focused on training financial professionals, such as accountants and bookkeepers, to offer outsourced Chief Financial Officer (CFO) and business advisory services. His entrepreneurial journey began after a successful career in accounting, during which he built, scaled, and sold two businesses. This experience led him to discover his passion for educating and equipping other business owners with the tools necessary to enhance profitability and achieve financial peace of mind.123

    Background and Experience

    • Education: Adam graduated from Auburn University with a degree in Accounting.
    • Professional Journey:
      • He started his career as a Senior Accountant at Six Flags, where he managed treasury administration and cash flow forecasting.
      • He later became the CEO of Roller Skate Nation, a leading retailer in roller skates and accessories.
      • Before founding The CFO Project, he served as the Retail Division President at RC Sports Inc., overseeing operations for a major distributor of roller skating products.25

    The CFO Project

    Founded in 2017, The CFO Project aims to help financial professionals escape the limitations of traditional accounting roles by providing comprehensive training on how to establish and grow their own CFO advisory services. The organization emphasizes the importance of an entrepreneurial mindset and offers resources for scaling service-based businesses effectively.124

    Key Contributions

    Adam Lean is recognized for his insights into:

    • The challenges faced by accountants in pricing their services.
    • The significance of effective communication in CFO roles.
    • Strategies for scaling service businesses through training and productization.125

    Through his work, Adam Lean has established himself as a thought leader in the field of financial advisory services, helping others navigate the complexities of business finance while fostering professional growth.

    Highlights

    Oct 1 · cpaacademy.org
    Adam Lean - Upcoming Webinars - CPAacademy.org
    May 27 · katieferro.com
    Bookkeepers vs. Chief Financial Officers: Conversation with Adam ...
    May 21 · dcchapterafwa.org
    Meeting/Event ... - Accounting Finance Women's Alliance - DC Chapter
    Mar 19 · atlantaafwa.org
    Virtual CPE - Tuesday, March 19th, 2-3pm - AFWA Atlanta Chapter
    Mar 6 · claracfo.com
    Scaling Services Through Training With Adam Lean
    The CFO Project Membership
    Aug 22 · afwa.org
    Adam Lean and Jeff Prager
    May 23 · HowStuffWorks
    Indie Bookstores Defied Amazon. Who's Next? | HowStuffWorks - HowStuffWorks

    Related Questions

    What inspired Adam Lean to transition from accounting to entrepreneurship?
    How did Adam Lean's previous businesses influence the creation of The CFO Project?
    What are some key challenges Adam Lean faced when scaling The CFO Project?
    How does The CFO Project differentiate itself from other CFO service providers?
    What specific training programs does The CFO Project offer?
    Adam Lean
    Adam Lean, photo 1
    Adam Lean, photo 2
    Add to my network

    Location

    Jacksonville, Florida, United States