How to Say No to Demanding Clients

In this enlightening episode of The CFO Project Podcast, host Adam Lean sits down with Shelby Ashley, founder of Optimized Financial Solutions, to tackle the challenging topic of setting boundaries with demanding clients. Shelby shares her journey from corporate financial analyst to successful CFO advisor, and discusses how learning to say "no" transformed her business - leading her to sign three new clients in just one month after letting go of a problematic one. Join Adam and Shelby as they...

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This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients.On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap. This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkeepers on how to build, launch and scale a CFO and business advisory service.Sign Up For Our Newsletter:https://thecfoproject.com/newsletter