Adam Lean | Transforming Accounting: Bridging the Gap in Client Advisory
Gary DeHart sat down with Adam Lean diving into three key areas of discussion. First, we will be exploring the issue of client advisory and the disconnection between client needs and accounting services. Secondly, we will be examining the pace at which advisory adoption is occurring and the various factors that are influencing it. Lastly, we will be discussing the essential skills that an accounting professional must possess to effectively deliver advisory services.
They went over various topics, such as the challenges faced by accounting firms and small businesses in embracing advisory services at a faster pace. We will also explore the key aspects that define a successful "CFO" for business clients. Additionally, we will delve into the minimum set of skills that an accounting professional should possess to excel in delivering advisory services. Lastly, we will compare the distinctive skills that set accountants apart from advisors.
To further enhance our understanding, we will delve deeper into the offerings provided by the CFO Project. This platform is designed to cater to the unique needs of clients by providing them with comprehensive financial guidance and support. Through the CFO Project, clients can expect to receive personalized advisory services that go beyond the traditional scope of accounting, ensuring that their businesses thrive and succeed.