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You Don't Have to Be Big to Be Successful

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Manage episode 449732130 series 3472847
Content provided by Adam Lean. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Lean or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of The CFO Project Podcast, host Adam Lean is joined by Keila Hill-Trawick, Founder of Little Fish Accounting. They discuss the idea that you don't have to be a big firm to be successful in the accounting industry. Keila shares how she built her practice to serve the "little fish" - small businesses and sole proprietors - by offering a concierge-level experience regardless of the client's size.

Keila emphasizes the importance of defining "enough" for your firm and not constantly chasing growth for growth's sake. She talks about how she structured her team and services to provide maximum value to her clients without burning out. This episode is full of practical advice for accountants, CPAs, and bookkeepers who want to build a sustainable, fulfilling practice that aligns with their personal and professional goals.
Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter
And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service
Learn More About The CFO Project:
https://thecfoproject.com/
Learn More About Little Fish Accounting
https://www.littlefishaccounting.com/

  continue reading

78 episodes

Artwork
iconShare
 
Manage episode 449732130 series 3472847
Content provided by Adam Lean. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Lean or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of The CFO Project Podcast, host Adam Lean is joined by Keila Hill-Trawick, Founder of Little Fish Accounting. They discuss the idea that you don't have to be a big firm to be successful in the accounting industry. Keila shares how she built her practice to serve the "little fish" - small businesses and sole proprietors - by offering a concierge-level experience regardless of the client's size.

Keila emphasizes the importance of defining "enough" for your firm and not constantly chasing growth for growth's sake. She talks about how she structured her team and services to provide maximum value to her clients without burning out. This episode is full of practical advice for accountants, CPAs, and bookkeepers who want to build a sustainable, fulfilling practice that aligns with their personal and professional goals.
Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter
And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service
Learn More About The CFO Project:
https://thecfoproject.com/
Learn More About Little Fish Accounting
https://www.littlefishaccounting.com/

  continue reading

78 episodes

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