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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.