Episode 72: How to Speak Your Client's Language (To Get Them To Take Action)
Episode 72
How to Speak Your Client's Language (To Get Them To Take Action)
Episode 72
How to Speak Your Client's Language (To Get Them To Take Action)
 Watch the full episode 
In this  episode of The CFO Project Podcast, host Adam Lean sits down with Sara Bryson of CFO Yeah to tackle one of the biggest challenges facing accounting professionals today: effectively communicating with clients. Sara shares powerful insights on how to translate complex financial concepts into language that business owners not only understand but are motivated to act upon. Through real-world examples and candid stories of both successes and failures, this episode reveals why speaking your client's language is crucial for driving meaningful change in their businesses.

Discover why traditional financial reports often fall flat with clients and learn practical strategies for connecting with business owners on their terms. Adam and Sara explore how accountants and bookkeepers can shift from overwhelming clients with technical jargon to becoming trusted advisors who inspire action. Whether you're offering CFO services, tax preparation, or bookkeeping, this episode provides invaluable guidance on communicating in ways that demonstrate your value and help clients achieve their business goals.

 Highlights from this episode 
How to Speak Your Cleint's Language
How to Explain Things Simply to Your Clients
What Your Clients Want You to Tell Them
Why Curiosity is Important
For Accountants, CPAs and Bookkeepers

Free Training

Discover how to grow your practice this year through CFO Advisory services.

Finally escape the accountant's trap (of trading time for money) and join the hundreds of other financial professionals who have made the transition to offering high-ticket CFO Advisory services.

Get immediate access to a free training to discover the proven system for getting clients and providing an effective (and efficient!) CFO Advisory service.

Privacy Policy | Terms of Service

Copyright 2025 - The CFO Project®

[bot_catcher]