How This Bookkeeper Added CFO Advisory Services to Her Practice

The CFO Project

Join Adam Lean as he sits down with Pam Greb, founder of Cloud Nine Financial, to explore her journey from corporate America to building a thriving bookkeeping and CFO advisory practice. After a 20-year career spanning engineering, account management, and sales, Pam shares how she transformed her traditional bookkeeping services into a high-value advisory practice that makes a bigger impact while requiring less time with each client.

Discover practical insights on how to successfully add CFO services to your existing practice, including how to balance current bookkeeping clients while scaling up, creating repeatable processes, and hiring contractors to free up your time for advisory work. Pam also discusses why embracing advisory services is crucial in an era where traditional bookkeeping risks becoming commoditized by advancing technology. Whether you're considering adding CFO services or looking to scale your existing practice, this episode provides actionable steps and valuable perspective from someone who's successfully made the transition.