I’m Adam Lean, Co-Founder and CEO of The CFO Project, a mentorship program for accountants, CPAs, bookkeepers and enrolled agents who want to build or grow their outsourced CFO and advisory services business. I moved from professional accounting into entrepreneurship, early seeing that many financial professionals wanted to move beyond compliance and transactional work into higher impact advisory roles. My work emphasizes scalable systems, recurring revenue, and helping professionals get paid what they’re worth.

The CFO Project is a community of over 500 financial professionals with access to step-by-step mentorship, tools, masterclasses, roundtables, forums, and a resource library. We teach members how to systematically acquire advisory clients, offer outsourced CFO services at premium prices, and grow practices without being stuck in time-for-money.