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The Abundant Accountant Podcast: Sales & Business Growth for Accounting, Tax, and Bookkeeping Firm Owners
The Abundant Accountant Podcast: Sales & Business Growth for Accounting, Tax, and Bookkeeping Firm Owners
The Abundant Accountant Podcast helps owners of accounting, tax, and bookkeeping firms grow their revenue by improving how they sell and price their services. Host Michelle Weinstein, known as The Pitch Queen, focuses on raising fees, getting paid upfront, and ending the habit of giving away free advice. Episodes cover handling sales objections, setting better client boundaries, and leading confident conversations with prospects. The show mixes client success stories with practical sales strategies and expert interviews. The overall goal is to help firm owners work less, earn more, and build a profitable practice without burning out.
Episodes
Episode 191 | How Accounting Firms Can Use AI To Save Time, Increase Profits & Become Better Advisors
Michelle Weinstein welcomes Manfred Swarovski, co-founder of Veltrix, to reveal how AI for Accounting Firms turns routine financial data into high-value advisory insights. If you're tired of drowning in tedious compliance work and endless onboarding reviews, you don't have to keep wasting hours on manual data crunching. Manfred breaks down how modern platforms act as a strategic co-pilot by runnin
Episode 190 | The Real Reason Your Firm Feels Broken (And Why More Clients Make It Worse) With Jamie Gruol
Bringing on more clients won't fix an overworked, disorganized firm—it will only multiply the chaos. Implementing structured workflows for tax pros is the key to stepping away from manual tasks and reclaiming your time. Host Michelle Weinstein welcomes Jamie Gruol, co-founder and CEO of Workflows For Tax Pros, to explore how tax and accounting professionals can simplify operations and leverage aut
Episode 189 | How Natascha Overcame The Fear of Raising Prices And Stopped Working 100-Hour Weeks | Case Study
Host Michelle Weinstein sits down with accounting firm owner Natascha Brown to unpack how implementing a framework for raising prices fearlessly can completely transform a practice. If you're stuck working 100-hour weeks during tax season, adjusting your fee structure offers a direct path back to freedom. Natascha shares how legacy pricing left her exhausted, burnt out, and missing valuable time w
Episode 188 | Behavioral Pricing For Accounting Firm Owners With Etinosa Agbonlahor
Behavioral pricing strategy plays a vital role in transforming overworked accounting firm owners into highly compensated advisors. Host Michelle Weinstein welcomes guest Etinosa Agbonlahor, CEO of Decision Alpha and behavioral economist, to explore how client psychology drives buying decisions. Many financial professionals struggle with under-earning because they treat pricing as a simple number i
Episode 187 | Case Study | How Rachel, A Solo Tax Firm Owner, Landed A $50,000 Client With Simple Follow Up
Many tax firm owners struggle to charge what they are worth and find themselves trapped in low-fee compliance work. On this episode, host Michelle Weinstein welcomes Rachel Ratliff, owner and founder of Ratliff Accounting & Tax, to discuss strategies for firm growth and value-based pricing. Rachel shares how she doubled her practice revenue in a single year while taking her first work-free vacatio
Episode 186 | AI Is Changing How Clients Find You, What Firm Owners Must Know About Marketing In 2026 With Christian Jones
How can you grow an abundant firm when traditional search engines are changing? Host Michelle Weinstein welcomes guest Christian Jones, CEO of TaxProMarketer, to discuss how accounting marketing AI is transforming how high-margin clients locate your services. Many CPA firm owners suffer from tax factory burnout because they rely on outdated client acquisition strategies. You don't have to accept l
Episode 185 | Case Study | From 800 Clients To $1M: How One CPA Escaped Burnout And Doubled Revenue With Tatiana Podel
Are you drowning in high-volume, low-fee compliance work, wondering how you'll ever find the time to grow—let alone enjoy your family life? In this episode, we sit down with Tatiana Podel, a CPA who was once exactly where you are: managing 800 compliance clients, exhausted, and terrified that raising her prices would cost her the firm. But Tatiana didn't just survive; she transformed. Listen in as
Episode 184 | The End Of Cheap Tax Work: Win With Value, Not Volume With Dominique Molina
Is your accounting firm caught in a race to the bottom? With major tech players flooding the market with $97 automated tax plans, it's never been easier to feel like your professional expertise is being commoditized. Many firm owners are responding by lowering their prices to stay competitive, but here is the cold, hard reality: you cannot out-volume the giants, but you can—and must—out-value them
Episode 183 | Case Study | From $10K Months To $100K Months: How Ross Built Confidence, Value, And Freedom In His Firm
Are you an accounting, tax, or bookkeeping firm owner trapped in a cycle of inconsistent revenue and constant stress? That was Ross Loveland's reality: stuck at $10,000 in recurring monthly revenue, worried about raising prices, and struggling to convey his Value. He was wearing too many hats, his firm felt like a job he couldn't escape, and his self-doubt was a major roadblock. Discover the pivot
Episode 182 | Stand Out In A Noisy World With Unique Client Experiences With Liz From Profit First
Are you an accounting, bookkeeping, or tax firm owner who feels stuck, undercharging, or overlooked in a noisy world? While perfecting your sales process is essential, the biggest mistake most firms make is neglecting the client experience once the contract is signed. This critical oversight—treating sales like dating and the client relationship like an afterthought—is the lowest-hanging fruit for
Episode 181 | Case Study | The Confidence Shift That Helped Beth Grow 218% In Revenue And Work Less Hours
Are you a firm owner who feels stuck trading more hours for more income? You're not alone. The breakthrough often isn't about working harder—it's about a confidence shift. This isn't just a motivational pep talk; it's a deep dive into the exact strategies that helped Elizabeth Gierhart grow her revenue by an astonishing 218% and finally reclaim her time. We break down her powerful mindset change,
Episode 180 | Building Better Sales Skills For Firm Owners With Rob Jolles
Sales skills are often the missing link for firm owners who are highly technical but struggle to confidently enroll clients, and this conversation with Rob Jolles breaks down what actually changes outcomes in real sales conversations. Rob draws from decades of experience working with Fortune 500 companies to explain why asking better questions, listening more deeply, and shifting from order-taking
Episode 179 | The Marketing Funnel That Books CFO Advisory Calls With Charles Leikauf
If you want to rapidly scale your business, you need the right marketing funnel. Michelle Weinstein is joined by Charles Leikauf of the Profit Surge Group, a corporate finance professional turned fractional CFO, who explains what it takes to pull off the right marketing strategies to secure the most qualified leads and sell the right outcomes to the right potential buyers. He discusses how to hone
Episode 178 | Beyond The Numbers: Transforming Your Accounting Practice Into A High-Value Advisory Powerhouse With Michelle Weinstein & Fady Hawatmeh
Many accounting firms feel stuck doing compliance work while leaving significant revenue on the table. In this conversation, Michelle Weinstein joins Fady Hawatmeh of Clockwork AI to explore how firms can evolve beyond bookkeeping and transactional services into high-value advisory practices. They break down why accountants often undercharge, give away free advice, and struggle with sales structur
Episode 177 | Building A Million-Dollar Virtual Firm Through Delegation And Culture With Renee Daggett
Building a firm shouldn't feel like a life sentence of long hours and constant pressure. Michelle Weinstein sits down with Renee Daggett, founder of AdminBooks, to unpack how she transformed a burnout-driven practice into a million-dollar fully virtual firm with a long-tenured team. Renee shares the five pillars that made the shift possible—vision, clear roles, delegation with accountability, inte
Episode 176 |Case Study | From Overworked Prisoner To Finding Freedom | Terri Peter's 3-Year Transformation
Imagine trading the stress of an "overworked prisoner" CFO role for the freedom of a boutique tax firm—with time for family, music, and travel. That's the transformation Terri Peters, founder of Tax Time Ledgers, made in just three years. Once overworked, undervalued, and stuck in scarcity, Terri took a leap from corporate security to build her own practice. In this deep dive, we revisit her turni
Episode 175 |Stop The Revenue Bleed | The Top 2 Marketing Problems Undermining Your Firm's Growth With Christian Jones
The best clients to get are the ones you already have. If you are tired of losing them while constantly chasing new ones, you may be making serious marketing problems that must be urgently addressed. Michelle Weinstein sits down with Christian Jones, CEO of TaxProMarketer, who delves into the things that cause revenue bleeding and undermine your firm's growth. Discover the crucial difference betwe
Episode 174 | Case Study | Tony Frezza's 8-Week Shift: $40K Collected In A/R, 300 Clients Dropped, And A Life Reclaimed
Ready to stop selling yourself short and start commanding your true value? Many firm owners with incredible technical skills are stuck on the hamster wheel, terrified to raise their fees or caving in on price—but change is possible, even after 30 years in the game. Listen in on this powerful case study with client Tony Frezza, an EA and Certified Financial Planner and founder of ATI Professional S
Episode 173 | Disney‑Level Client Experience & Subscription Pricing With Debra Kilsheimer
Client experience must be provided in the most convenient and fulfilling way, not only for clients themselves but also for the business owner. For our New Year episode, Michelle Weinstein sits down with QuickBooks wizard Debra Kilsheimer, who shares how they created a Disney-like customer service. She explains how she treats accountants and bookkeepers with utmost respect and closeness as she help
Episode 172 | Case Study | From Hourly Billing To $425K In Retainers: How Jeremy Slack Quit His Job
Hourly billing was keeping Jeremy Slack stuck — exhausted, underpaid, and working late nights just to stay afloat. In this powerful case study, Michelle Weinstein talks with Jeremy about how he restructured his firm, replaced his salary, and added $425K in annual retainers by shifting to a value-based model. From sleepless nights and a demanding boss to landing multi–six-figure clients and quittin
Episode 171 | How Self-Belief Impacts Sales With Rob Jolles
If you want others to believe in what you are saying or offering, you have to believe in yourself first. Bestselling author and keynote speaker Rob Jolles joins Michelle Weinstein to discuss how self-belief is the key ingredient in building trust, leveling up your sales, and achieving business growth. Rob explains how to put yourself in character to unlock your desired success, control (or even si
Episode 170 | Case Study | From Corporate To Confident CEO: Roxanne Ferrari's Journey With The Abundant Accountant
Before she became the CEO of a bookkeeping firm, Roxanne Ferrari struggled with sales and was terrified of anything related to marketing. But she managed to unlock her leadership skills and tap into her confident self through the Abundant Accountant's eight-week sales mastery course. She joins Michelle Weinstein to share how she went out of her comfort zone and trusted the process, which ultimatel
Episode 169 | Mastering The Soft Skills To Thrive As A Fractional CFO With Ron Saharyan
Becoming a fractional CFO requires far more than technical accounting skills—it's about mastering the soft skills that drive real client transformation. Michelle Weinstein talks with Ron Saharyan, co-founder of Profit First Professionals, about how accountants and bookkeepers can step into this high-value role with confidence. From strategic thinking and storytelling to emotional intelligence and
Episode 168 | Case Study: Conquering Sales Anxiety And Reclaiming Health With Rachel Bernier-Green
Sales anxiety in accounting can drain confidence, health, and business growth—but it doesn't have to. In this case study, Michelle Weinstein sits down with Rachel Bernier-Green, founder and CEO of Economic Justice Consortium (EJC), to share how she transformed her sales process, conquered fear, and built a thriving consulting firm serving six to eight-figure businesses. Rachel opens up about relyi
Episode 167 | Breaking The Cycle Of Overworking And Underearning In Accounting
The epidemic of overworking and underearning in accounting is costing professionals both time and financial freedom, but breaking the cycle is possible. This time, our very own Michelle Weinstein takes the hot seat with Molly Murphy, the company's chief enrollment officer, to share how accountants can shift from transactional work to building profitable, freedom-driven firms. Drawing on Michelle's
Episode 166 | Leveraging AI In Accounting With Fady Hawatmeh
AI is here to stay. It will just get better and more polished as we move towards a more futuristic society. Accounting firms might as well know how to use it to their advantage. This is exactly what Fady Hawatmeh is doing through his company Clockwork, the first AI-powered Financial Planning and Analysis (FP&A). He joins Michelle Weinstein to share how they are revolutionizing CFO advisory and sol
Episode 165 | Quieting The Client Chaos With Melissa Schroder
Firm owners are expected to wear many hats and look after numerous clients at the same time. But without the right processes and boundaries, you could experience client chaos and overwhelm. Michelle Weinstein shares how The Abundant Accountant can help you resolve this hurdle with one of her clients, Melissa Schroder of Melissa's Advisory Service, LLC. Melissa reflects on how the eight-week sales
Episode 164 | Solving The Top 5 Hidden Money Leaks In Your Firm
There may be some strategies or processes that are causing more harm than good to your finances – and they could be out of plain sight. Michelle Weinstein breaks down the top five hidden money leaks that you should resolve as soon as possible. From reworking your engagement letters to letting go of toxic clients, she explains how to patch these financial holes without sacrificing the integrity of
Episode 163 | Case Study | How A $50K Mistake Led To A Sales Breakthrough With CPA Tim Wijtenburg
A shocking $50,000 mistake led to a major sales breakthrough for CPA Tim Wijtenburg, a turning point that redefined his approach to building a profitable accounting firm. This episode reveals how Tim, after seven years in corporate at a Fortune 150 company and over a decade in tax planning, initially relied on tech solutions and "sales menus" to grow his practice, only to discover a critical missi
Episode 162 | How To Sell High-Value CFO Advisory Services Without Being Pushy, Featuring Adam Lean
Tired of pushy sales tactics? Discover how to master the art of selling high-value CFO advisory services without feeling sleazy as Michelle Weinstein takes the hot seat opposite Adam Lean, CEO of The CFO Project. We delve into strategies for financial professionals to communicate their value, overcome the fear of rejection, and build a thriving practice with high-paying clients. Michelle shares in
Episode 161 | Case Study | From Resentful To Life-Changing: How Debbie Snelling Let Go Of Anger And Added $50K In Revenue
True accounting firm transformation isn't just about the numbers; it's about a fundamental shift in your mindset and how you operate, which is exactly what Debbie Snelling experienced. In this revealing case study, we hear from Debbie, the owner of North Georgia Tax Solutions and a former tax director for a publicly traded company, as she shares her powerful journey. Debbie candidly discusses how
Episode 160 | Beyond The Numbers: Scaling Advisory Services In Your Tax Practice With Jim Buffington
Unlock the secret to transforming your accounting firm from a compliance-driven grind to a thriving hub of high-value advisory services! In this episode, Michelle Weinstein welcomes Jim Buffington, the leader of advisory services at Intuit Accountants, and a passionate advocate for empowering tax and accounting professionals. Jim shares invaluable insights on how to break free from the burnout cyc
Episode 159 | Stop Working For Free: How To Get Paid For Researching With Dominique Molina
Researching is an essential part of running a successful tax and accounting firm, but too often, professionals do it for free without realizing its true value. Join Michelle Weinstein and the powerhouse CPA, Dominique Molina, to reveal how firm owners can shift from reactive, unpaid research to a proactive, profitable approach. Dominique shares how she transformed her practice, increased revenue,
Episode 158 | How To Get Free Leads: Proven Strategies That Work! With Scott Scarano
Are you looking for ways to generate free leads and grow your firm without spending a fortune on marketing? Then you're in the right place! Michelle Weinstein is bringing you the inside scoop with Scott Scarano, the accountant who throws accounting norms out the window, hosts a killer podcast called Accounting High, and drops some surprisingly smooth rhymes as an OK rapper! Get ready for a rollerc
Episode 157 | Boost Revenue From Existing Clients Using Strategic Entity Planning With Paul Hamann
Entity planning is a powerful yet often overlooked revenue opportunity for accounting professionals. In this episode, Michelle Weinstein welcomes Paul Hamann, an expert in reasonable compensation and the founder of RCReports, to discuss how firm owners can stop leaving money on the table. Paul shares valuable insights on why many accountants provide entity planning services for free, how to create
Episode 156 | Maximize Your Practice Value And Retire Early Using CFO Advisory Services With Adam Lean
CFO advisory services are the key to building a firm that not only generates higher revenue but also sets you up for a profitable exit. In this episode, Michelle Weinstein sits down with former accountant-turned-entrepreneur Adam Lean, the co-founder of The CFO Project, who has helped countless firm owners shift from compliance work to high-value advisory services. Michelle and Adam break down the
Episode 155 | Top Organic Lead Generation Strategies To Grow Your Firm With Gaynor Meilke
Lead generation is the lifeline of any successful firm, but many business owners struggle to attract the right clients. Michelle Weinstein welcomes Gaynor Hardy Meilke, a business strategist and marketing expert, to share proven strategies for organic lead generation. They break down the difference between sales and marketing, discuss how to position yourself where potential clients are looking, a
Episode 154 | What Every Accountant Needs To Know About Value Pricing With Mark Wickersham
Unlock the secrets to profitable pricing with value pricing. Mark Wickersham, founder of Value Pricing Academy, joins Michelle Weinstein to dive into how value pricing can transform your accounting practice. Tired of undercharging and overworking? Mark reveals how to implement tiered pricing, master the art of communicating your value, and finally build a more profitable and fulfilling career. Tak
Episode 153 | How CFO Services Can Transform Your Firm With Adam Lean
Building a successful accounting firm starts with offering the right services to the right clients. Michelle Weinstein and Adam Lean dive into the power of CFO services, discussing how accountants can break free from trading time for money and attract premium-paying clients. Together, they explore practical steps to build trust, phase out low-end work, and create irresistible CFO advisory packages
Episode 152 | How KPI Strategies Drive Success With Ron Baker
KPI strategies can transform how accounting professionals measure success and build lasting client relationships. Michelle Weinstein welcomes Ron Baker, a leading expert in value pricing and predictive indicators, to share actionable insights that go beyond traditional metrics. Together, they explore how firms can track meaningful data, improve client satisfaction, and increase profitability. Disc
Episode 151 | Structure Of Marketing With Cameron Montgomery
Are you tired of running marketing campaigns that are all over the place? Discover how to implement a solid structure of marketing to generate consistent, high-quality leads for your accounting firm. In this episode, Michelle Weinstein welcomes back Cameron Montgomery, owner of Apex Methods, to break down a simple four-step system you can easily emulate to attract ideal clients through organic Fac
Case Study | Accounting Growth: From $400 To $25K With Jaci North
Building a thriving accounting firm starts with mastering the essentials of accounting growth. In this episode, Michelle Weinstein speaks with CPA and fractional CFO Jaci North about her inspiring journey from earning $400 to $25,000 in recurring revenue. Jaci shares the most pivotal moments, key decisions, and practical strategies that helped her transform her firm while regaining freedom and bal
Episode 150 | How Excel Can Transform Your Capacity Issues In Your Firm with Jeff Lenning
Many people often consider Microsoft Excel just as a simple tool to create tables, align columns, or generate reports. But if you can fully leverage all of its features and tools, you could achieve greater efficiency in your business processes. Michelle Weinstein welcomes Excel guru Jeff Lenning, Founder of Excel University, who guides accounting professionals in using this computer software to st
Episode 149 | Building An Effective Enrollment Process With Bruce Gerstenfeld
Michelle Weinstein speaks with Bruce Gerstenfeld, a CPA with over 20 years of experience, about building an effective enrollment process for a legacy firm. Bruce shares his personal journey of taking over his father's accounting firm and the challenges he faced when updating old systems and pricing structures. Discover how he overcame fear, raised prices, and transformed his firm into a thriving b
Episode 148 | Automation: Work Less, Earn More With Jamie Gruol
Host Michelle Weinstein speaks with Jamie Gruol about using revenue automation to unlock more income while working fewer hours. Jaime, co-founder of Workflows for Tax Pros, shares her expertise on how implementing automation can transform tax and accounting practices by streamlining client experiences and eliminating manual tasks. Tune in to learn how these strategies can reduce your workload, imp
Episode 147 | Maximizing Lead Generation Through Podcasting With Shannon Weinstein
Michelle Weinstein dives into the power of podcasting for lead generation. Joined by guest Shannon Weinstein, a fractional CFO and podcast host, they explore how podcasting has transformed Shannon's business and boosted her recurring revenue by five times. Shannon shares her insights on why podcasting is a game-changer for professionals looking to grow their client base and highlights practical st
Episode 146 | Creating Adaptive Capacity for VIP's in Your Firm with Ron Baker
Michelle Weinstein is joined by Ron Baker to discuss the concept of firm capacity and how it can transform your business. They dive into how adjusting your firm's capacity can lead to better client experiences, increased revenue, and more freedom. If you've ever felt overwhelmed by client demands, this episode offers practical strategies to optimize your client roster and boost your firm's perform
Episode 145 |Case Study | From Feeling Frustrated & Trapped to Feeling Free with Lynn Karam
Episode 144 | Bridging The Action Gap: From Information To Implementation With Paul Ross
In this episode, Michelle Weinstein dives deep into the implementation gap with the renowned author, speaker, and master hypnotist, Paul Ross. They explore the frustrating disconnect between knowledge and action, and why so many of us get stuck in a cycle of learning without achieving. If you're an accounting professional tired of attending webinars and workshops that leave you with more questions
Episode 143 | Case Study | Break Free From Limitations: The Power Of Coaching With Tajni Diller
Burned out and overwhelmed, Tajni Diller's tax and bookkeeping firm was on the brink. In this episode, Michelle Weinstein interviews Tajni, who turned her business around with the power of coaching and mentorship. Discover the pivotal changes that led to her reduced workload, increased revenue, and renewed passion for her work. Tune in to hear how investing in the right coaching can be the catalys
Episode 142 | The 3 Major Secrets To Making Paid Ads Profitable For your Firm With Katie Thomas CPA
Are you an accounting professional struggling to grow your firm through paid advertising? You're not alone. In this episode, accounting expert Michelle and digital marketing specialist Katie Thomas dive deep into the common pitfalls that accountants face when trying to attract new clients through paid advertising. Discover the shocking truth about how much money many accountants waste on ineffecti
Bonus Episode: The Art of Enrollment vs Sales with Molly Murphy
In this enlightening episode, host Michelle Weinstein and guest Molly Murphy dive deep into the art of connecting with clients in the accounting industry. They explore why traditional sales techniques often fall flat for accountants and introduce the concept of enrollment as a more effective approach. Michelle and Molly share insights on overcoming self-limiting beliefs, understanding client pain
Episode 141 | Boosting Business Confidence With Chelsea Zainea | Case Study
Discover the journey from anxiety to business confidence in this compelling episode of the Abundant Accountant Podcast. Michelle Weinstein welcomes Chelsea Zainea, a CPA turned fractional CFO, to share her transformative experience. Chelsea reveals how she overcame stress and underpricing to build a successful and confident business. This case study highlights the steps Chelsea took to enhance her
Episode 139 | Crush Client Ghosting: The Ultimate Sales Guide For Accounting Professionals With Denise Mandeau
Join us for an insightful conversation with business growth strategist Denise Mandeau as we dive into the three biggest mistakes accounting, tax, or bookkeeping firm owners make when sending out proposals or quotes and why prospects ghost them. Discover how to shift your approach to fill your firm with ideal clients who value your time, boost your revenue, and achieve work-life balance. Say goodby
Episode 138 | Mastering Service Pricing: Insights From Eric Green
In this episode of the Abundant Accountant podcast, Michelle Weinstein is joined by tax attorney and IRS representation expert Eric Green. Dive into service pricing strategies as Eric shares his insights on how to price your services effectively. Learn how to transition from hourly billing to relationship pricing, ensuring you get paid what you're worth. Eric, the founder of Tax Rep Network, dis
Episode 137 | A Case Study On Business Transformation: From Despair To Profitability With Tommy Taylor
Imagine working long hours, feeling overwhelmed, and barely making ends meet in your own accounting firm. That was the reality for Tommy Taylor before a dramatic turnaround. In this episode, Tommy shares his inspiring journey of transforming his business from a place of despair to one of joy and profitability with the help of The Abundant Accountant. He reveals how he overcame the fear of raising
Episode 140 | How To Master Tax Plan Sales After Previous Challenges With Dominique Molina
Selling tax plans involves more than offering routine tax services; it's about strategically positioning proactive planning that can deliver substantial benefits to clients. In this episode, expert CPA Dominique Molina, founder of the American Institute of Certified Tax Planners, joins Michelle Weinstein to reveal how to overcome past failures and implement a winning strategy to sell tax plans t
Episode 136 | Leading Edge Strategies: Propel Your Firm To Success With Ron Baker
Staying at the leading edge is essential for sustained success and growth, requiring constant innovation, strategic foresight, and a commitment to staying ahead of the curve. Join host Michelle Weinstein as she welcomes Ron Baker, the founder of VeraSage Institute and radio talk show host. Ron guides firm owners to stay at the leading edge of their industry with the concept of strategy and plan, s
Episode 135 | The Impact Of Transformational Sales Coaching With Amit Chandel
The best learnings are found not just in reading books but also in doing the work and learning at the job itself. This is the realization of seasoned financial expert Amit Chandel when he got into the transformational sales coaching of Abundant Accountant. Joining Michelle Weinstein, he shares how the program guided him from swimming aimlessly in the vast ocean of career building to finding the li
Episode 134 | The Simple System To Land High-Ticket Clients With Cameron Montgomery
Trade those overly demanding clients for those who see your value and worth and do it through a system that is simple and effortless. In this episode, we dive into the world of strategic marketing and sales with our guest, Cameron Montgomery, the owner of Apex Methods. Join us as we unravel the distinction between lead generation marketing and sales conversion, shedding light on the crucial step
Episode 133 | Break Free From The Learning Trap And Step Into Financial Abundance With Denise Mandeau
Many firm owners get so laser-focused on the learning part, but when will you start earning from it? How will we see the ROI immediately instead of thinking about the next designation? In this episode, Denise Mandeau, Business Growth Strategist and Business Owner, shares some shifts to step into financial abundance and break free from the learning trap. She suggests that overcoming the fear of ch
Episode 132 | Extinguishing Exhaustion: Learn How To End Burnout With Randy Crabtree
Like a flickering flame left unchecked, burnout will become rogue and rage out of control until it consumes you entirely. It is the flames that will lead you into the abyss of exhaustion. In this episode, Randy Crabtree, the co-founder and partner of Tri-Merit Specialty Tax Professionals, equips us with insights to learn how to end burnout. Burnout comes from trying to outwork our work, and Randy
Bonus Episode | Grief And Loss Meditation: Explore Your Emotions And Traverse Into The Healing Space With Leo Flowers
Are you dealing with burnout, stress, and anxiety? In this fast-paced world, having a moment just to ourselves can feel like a gift. Today's episode is one you will appreciate. Leo Flowers guides us through a 20-minute Serenity Meditation, where we allow ourselves to let go of the stress and worries that fill our days. So find a comfortable, quiet place. Relax. And embark on a much-needed serene j
Episode 131 | How To Escape The Accountant's Trap With Adam Lean
Escape the accountant's trap, escape the mundane, elevate your firm, and transform your client relationships! Today, Adam Lean, co-founder of The CFO Project, will reveal the secrets of escaping the accountant's trap. If you ever feel overwhelmed by tax season and want a more satisfying job, this episode is for you. Adam shares his journey as a CPA for 25 years. He openly shares his experiences of
Bonus Episode | Serenity Meditation: Cultivate Serenity Within With Leo Flowers
Are you dealing with burnout, stress, and anxiety? In this fast-paced world, having a moment just to ourselves can feel like a gift. Today's episode is one you will appreciate. Leo Flowers guides us through a 20-minute Serenity Meditation, where we allow ourselves to let go of the stress and worries that fill our days. So find a comfortable, quiet place. Relax. And embark on a much-needed serene j
Episode 130 | Reframing Your Sales Perspective: How To Become A Sales Hero With Paul Ross
In this episode, sharing the secrets of subconscious communication today is the Master Trainer of Neuro Linguistic Programming. Paul Ross, the Author of Subtle Words that Sell: How To Get Your Prospects To Convince Themselves To Buy And Add Top Dollars To Your Bottom Line, discusses the shifting mindset and reframing your sales perspective to become a sales hero. He explains that how you serve
Bonus Episode | Peak Performance Meditation: A Guided Meditation To Reach Your Full Potential With Leo Flowers
Do you want to bloom into your full potential? Do you want to increase productivity? Tune in to this episode today! Leo Flowers is a Connection Guru, Comedy Maestro, and Life Coach Extraordinaire. Today, Leo guides us into a peak performance meditation to help us fully bloom into our full potential. Let's thrive with Leo Flowers today and immerse into this relaxing episode to harness your inner st
Episode 129 | Mastering Accounting Sales: Understanding Why Firm Owners Feel Uncomfortable Asking for Money With Denise Mandeau
It's a very common struggle for accounting and tax professionals to ask for equivalent value for the services they offer. How do we fight this tendency and begin to master accounting sales? In this podcast episode, Michelle Weinstein is back with recurrent guest Denise Mandeau as they delve into the challenges faced by firm owners when it comes to navigating the delicate art of accounting sales. D
Episode 128 | Subscription Business Model For Accounting Firms: Why Do You Not Need A Scope Of Work With Ron Baker
Joining us today is the co-author of the book Time's Up!: The Subscription Business Model for Professional Firms. Ronald J. Baker, the founder of VeraSage Institute, explains how he does not need a scope of work and why you should follow that path. He touches on the power behind transformation and the downside of having billable hours, value pricing, and fixed pricing. Ron also describes the Subsc
Episode 127 | How Low Fees Actually Hurt You And Your Clients With Thomas A. Gorczynski, EA, USTCP
In our efforts to attract more clients, we tend to lower our fees. But did you know that low fees actually do the opposite and hurt your clients? Michelle Weinstein interviews Thomas A. Gorczynski, EA, USTCP, a nationally recognized speaker and educator on federal tax law matters. In this episode, Tom sheds light on why low fees can be detrimental to not only your business but your clients too.
Episode 126 | Why Getting Out Of Your Own Way Is The Way To Thrive With Scott Scarano
One of the ultimate goals of many firm owners is to one day work themselves out of their jobs, let their businesses grow, and let it sustain revenue even as they step out. What does it take to do this? In this episode, Michelle Weinstein interviews an eccentric entrepreneur who has done it. Scott Scarano, the Rapping Custodian of Accounting High, shares with us how to get out of our own way in
Episode 125 | How To Quadruple Fees, Offload Clients, And Add $970k In Revenue As Real Estate Tax Strategist With Natalie Kolodij
Have you ever, at any point, considered niching down, specifically in real estate? It might be time to revisit that thought. Natalie Kolodij joins us on this episode to share her noteworthy success as a real estate tax strategist. Her journey is a testament to the power of specialization and the impact it can have on your accounting or tax firm. Discover how Natalie went from an average client fee
Episode 124 | Revenue Replacement Strategy: Future-Proofing Your Accounting Firm With Sandra Wiley
Success in accounting isn't about doing more; it's about serving the right clients better. Our guest, Sandra Wiley, shares the inspiring journey of "Jones & Company," an accounting firm that earned $6 Million in revenue within a year by implementing the Revenue Replacement Strategy. Discover how Jones & Company transformed their business model and began working smarter, not harder. Sandra discusse
Episode 123 | How Accountants Build A Million-Dollar Advisory Firm By Leveraging Reasonable Compensation Knowledge With Paul Hamann
An accurate, reasonable compensation is vital for every closely held business. And RCReports makes Reasonable Compensation calculation effortless. Today, Paul Hamann, the Founder of RC Reports, dives into how accountants leverage their knowledge of reasonable compensation to build a million-dollar advisory firm. He also breaks down some of the biggest mistakes and misconceptions that firm owners
Episode 122 | Ditching Fear To Build An Abundant Accounting Practice With Geni Whitehouse
Break free from the fear that's holding you back, and let your accounting practice soar over the rainbow of success. Join us in this eye-opening episode as our guest, Geni Whitehouse, shares her journey from a CPA firm partner trapped in a cycle of overwork and underappreciation to a thriving advisory expert and speaker. Geni shares the mindset shift that accountants might just need to create the
Episode 121 | The Power Of Embracing Your Value: A CPA's Guide To Building A Thriving Business With Jonathan Bengel
Transforming your accounting firm starts with a leap of faith and a commitment to your own value. In this episode, Jonathan Bengel, founder of The Small Business Start-Up Foundation Program, shares his remarkable transformation from a struggling firm owner to a successful, empowered entrepreneur. Jonathan reveals how his leap of faith led him to overcome his fears and invest in his growth through
Episode 120 | Black Swan Program: Learn How To Implement Value Pricing With Ron Baker
Have you noticed most people would prefer Apple's products despite their price over other cheaper products? Why do people choose Apple over other brands? In this episode, Ronald J. Baker, the Author of Implementing Value Pricing, shares his steps for firm owners to learn how to value price. The Black Swan Five Program guides the Swans through the theory of Value Pricing. Ronald emphasizes the i
Episode 119 | The Hidden Costs: The Pitfalls And Risks Of Giving Free Tax Advice With Dominique Molina
Free tax advice may seem benevolent, but beware of the hidden costs it imposes on your firm's growth. Today, we have a remarkable guest who is set to revolutionize the world of tax planning. Meet Dominique Molina, the visionary co-founder and president of the American Institute of Certified Tax Planners. Her mission? To ensure that tax professionals never miss government tax breaks that could sa
Ep 118 | Getting Rid Of High Maintenance Clients With Denise Mandeau
When running a business, it is always a plus to have a long list of customers. But every now and then, you need to deal with high-maintenance clients that cause hidden costs in your accounting and bookkeeping. In this episode, Michelle Weinstein sits down once again with business growth strategies and award-winning sales professional Denise Mandeau. They talk about the importance of doing an in-de
Episode 117 | Overcoming The Fear Of Selling: How To Gain Confidence In Selling With Eric Green
Overcoming the fear of selling and increasing revenue takes time and effort. It's essential to be persistent, learn from your experiences, and adapt your approach as needed. Eric Green, the managing partner in Green & Sklarz LLC, unravels his approach to overcoming the fear of selling and doubling the revenue to grow your business. On the other hand, Michelle Weinstein emphasizes the importance
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