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

Subscriptions are the catalysts of transformative business models, unlocking unlimited potential and propelling entrepreneurs into the future of sustainable success. In this episode,  Ron Baker , Founder of the  VeraSage Institute , discusses the transformative power of subscriptions. Ron provides practical strategies and innovative ideas to fully utilize subscription-based models and navigate the...

Are you planning on selling your firm? Is your firm sellable? Have you mapped out your exit strategy already? In this episode,  Fred Stein , the Tax Director of  BQ Tax and Accounting Ltd. , provides insights on how to do just that. Fred breaks down the crucial information you need to know if you want to sell your firm and make your firm a more attractive acquisition. From creating processes and p...

Tax season is now behind us, but that doesn't mean we move on and think about it later when it comes back. Don't leave tax planning for the next season. Start doing it now! In this episode, we look ahead to plan for the next tax season, so we're better equipped to facilitate the changes in our business. Joining Michelle Weinstein is a nationally recognized speaker and educator on federal tax law m...

If you want to be an abundant accountant, you need to gain the respect of your clients. If they try to make you do things you're not supposed to be doing or impose on how you spend your time with them, then it may be time to let them go. But in order to gain that kind of confidence, you have to let go of the fear of losing clients. Susan Tinel is here with to remind you that you are good enough! G...

We all want to scale our business, but the question is how? Successful entrepreneurs have their secret sauce to success. In this episode, Sharrin Fuller , the founder of Glass Wallet Ventures , shares her secret sauce, the scalable to saleable system she develops to help grow and set our firm to success. From having $70 revenue a year, her firm scaled to $2.5M! Her secret? The three keys to succes...

Asking more questions may seem obvious or even unnecessary, but it actually has the power to unlock your full potential as an accountant. In this episode, Geni Whitehouse , CPA and founder of The Impactful Advisor , discusses how asking more questions provides more value to both clients and accountants. She shares how being curious, caring, and concerned about our clients' lives and businesses can...

Upselling is a great growth technique for medium-sized companies wanting to maximize their resources for expansion. But when exactly is the best time of the year to upsell, and what are the ways you can do it? Our guest, Chris McCormack , says it is NOW. Chris is a CPA, MBA, and CTC (Certified Tax Coach) who enjoys helping investors and business owners operate their businesses the way they need to...

What is it like to run your tax firm remotely? Is it even possible? In this episode, Michelle Weinstein welcomes back Marc Schnoll , the Travelling CPA, who shares his insights on what it's like to achieve relaxed success. Marc's firm grew in several ways: his people grew, the revenue doubled, and their systems are better when engaging with clients. Remotely selling their services welcomes the pos...

Some clients can be pains in the neck, so how do you know if it's time to offload some clients? In this episode, financial planner and business owner Denise Mandeau joins Michelle Weinstein as they share criteria for offloading clients in their accounting firms. Tune in to find out which kinds of clients you can let go by vetting their character, communication style, and compliance with what you r...

As a CPA, you're responsible for helping make smart decisions, whether it be for your clients or your firm. And that means you need to help them understand the importance of technology in their business operations. In this episode, Blake Oliver, CPA talks about how technology is crucial for creating conversions, avoiding potential pitfalls, and increasing revenue! Blake is an accountant, podcaster...

So many professionals are afraid to increase their fees for fear that it might drive people away. What happens is they end up charging less for what they are actually worth. How do you overcome this predicament? Well, today's guest made it happen. In fact, she was not only able to double her fees but triple them without even losing a single client! Join Danielle Douglas , the Founder of Infinite A...

Michelle Weinstein welcomes the Lead Technical Guide for the Profit First Professionals organization in the Abundant Accountant Podcast to show you how to build your firm. Grab your pen and paper because our guest brings noteworthy ideas you might need to start your firm. Billie Anne, a Profit First Professional, shares insights on using income targeting to build the firm you love. Income targetin...

Have you inherited or bought a firm? Are you afraid to raise your rates? Well, that dilemma is addressed in this episode to help you take control of your firm. Today, Denise Mandeau, a Business Growth Strategist, discusses the elements that you need to consider when you buy or inherit a firm full of low paying clients. Don't be afraid of making any changes in your firm because change can be the bi...

Are you thinking of transitioning from compliance-focused to selling advisory services but afraid of pricing for your worth? In this episode, Michelle Weinstein sits down with  Dominique Molina  to discuss how you can overcome that. She is the Co-Founder of the  American Institute of Certified Tax Planners  (AICTP) and has successfully licensed over 1,000 tax professionals as Certified Tax Planner...

So you've done a bunch of sales training in the past, and they've failed. But why? In this episode, Michelle Weinstein, along with our special guest  Rob Jolles , sought-after speaker and best-selling author, will look at why sales training fails for accountants and tax firm owners and how to avoid it altogether. Take part in our conversation and learn how to make smarter, more fail-proof sales tr...

Are you sick of completely grinding 14 hours a day, craving that work-life balance, sacrificing your time with your family and loved ones, and postponing those vacations? If you are tired of the vicious cycle of pleasing clients and losing sleep, and feeling exhausted, depleted, and powerless, this episode is for you. Marc Schnoll , Owner of Sexton & Schnoll , shares his journey on how he grew his...

A great corporate culture always starts with the owner. The owner is the person that gets to decide what kind of culture they want for their business. And if you want to keep retention high, you want a good culture. Join Michelle Weinstein as she talks to the Co-Founder and Managing Partner of  Profit First Professionals ,  Ron Saharyan . Ron has over 15 years of experience in managing organizatio...

Working too hard on your accounting and tax business? You may want to tune in to this episode. Today's guest, Roger Knecht , host of Building the Premier Accounting Firm Podcast , discusses the strategies for having confidence in competence for accounting and tax firm owners. He shares how embracing technology allows you to work more efficiently increase your profitability. Roger also shares his i...

Price is what you pay, and value is what you get. That is what pricing is all about. You have to make sure that you are giving the best value for your price. Your pricing is directly proportional to what you've invested in your education, time, and mistakes. If you believe you are an expert in your field, don't be afraid to raise your prices. It's all about getting through your beliefs that your c...

Are you confident enough with your numbers? Listen to your host Michelle Weinstein as she shares valuable insights about pricing strategies and why you should stop justifying and explaining your accounting fees with  Rob Jolles . Rob is a speaker, author, consultant, and coach who stresses the importance of knowing your worth and value. In this episode, he shares actionable implementation strategi...

When stress gets in your way, it can affect everything around you and cause a dramatic decline in productivity. But how can you turn this around to let yourself be stressed out in a relaxed state? In this episode, Denise Mandeau , a business growth strategist, says that because we commoditize our value, we are trading dollars for hours, which does not help increase revenue, nor does it helps in pu...

Want to know how you can buy tax practices for pennies on the dollar? This is the episode for you! Today's guest is Dominique Molina , the co-founder and President of the American Institute of Certified Tax Coaches . In this episode, she joins host Michelle Weinstein to share tips and tricks on buying tax practices at better rates and reducing your clients while increasing revenue. It's all about...

How often do you get nervous during meetings and sales pitches and end up talking too fast and too much? Before you know it, your prospect is already walking away, leaving you wondering what went wrong. Learn how to calm your nerves from the Master Hypnotist and Master of Neuro-Linguistic Programming, Paul Ross , as he shares tips on how you can sit in silence and discomfort and allow your prospec...

What if you could boil down the client decision cycle into simple steps? The results can be revolutionary for your business! Sought-after professional speaker and five-time bestselling author, Rob Jolles talks about this in this conversation with Michelle Weinstein. Rob takes us through the process of how you can figure out where your client is in the decision cycle. He identifies six different st...

If you've been doing something for a very long time, it can feel like you're stuck on a hamster wheel. If you're a tax practitioner, you're already worrying about the next tax season. This was the life of Peter Mitchell , the Managing Principal at Tax Pro Advisor, LLC . He was unhappy until he found Michelle's 8-Week Sales Mastery Program. Ever since then, Peter has found a new purpose in life. He...