In this episode of "The CFO Project Podcast," Adam Lean is joined by Kelly Goode to discuss the compelling reasons behind her transition from corporate finance to becoming a CFO advisor. With nearly two decades of experience in various accounting and finance roles, Kelly shares her journey of seeking more autonomy, meaningful impact, and the desire to assist small business owners beyond traditional bookkeeping. The conversation delves into how small businesses often lack the financial expertise needed to truly understand and leverage their numbers, and how CFO advisors can fill that critical gap, offering strategic insights that drive growth.
Kelly highlights the challenges small business owners face when their financials are merely viewed as historical data for tax purposes, rather than as a tool for future planning and decision-making. She emphasizes the importance of shifting the conversation from just bookkeeping to operational goals and strategic planning. This episode is a must-listen for accountants, CPAs, and bookkeepers interested in expanding their roles to become trusted advisors who help businesses thrive by turning financial data into actionable insights.
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https://www.thegoodepathgroup.com/
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