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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.

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
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Location

Jacksonville, Florida, United States