The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

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 a...

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...

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 pivo...

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...

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,...

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...

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 hon...

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...

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, in...

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 turn...

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 bet...

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...

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 hel...

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...

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...

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...

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 an...

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 rely...

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...

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 so...

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...

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...

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 miss...

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...

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...