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

Do you often find yourself having to negotiate fees and offering free work instead of getting paid for what you're actually worth? In this episode of The Abundant Accountant, CPA Shannon Weinstein of Financial Solutions  returns to give us more tips on how you can deliver that unique service, establish your value, and get ahead and set yourself apart from the competition. Love the show?  Subscribe...

For an organization to grow and be successful, issues need to be addressed, and strategies must be implemented. We have a special guest, Nate Hagerty , the CEO of TaxProMarketer  and AdvisorProMarketer , the nation's leading marketing agencies group serving accounting and tax practices. Before starting the agency, Nate was doing some coaching and consulting but got tired of it. Now, he is dedicate...

Getting high-value clients is the dream of everyone who owns an accounting business. But how exactly do you do it without losing your crowd? Today's guest gives us a solution: create a service that people want to be invited into, instead of one that they feel entitled to. The genius behind this concept is Dominique Molina , CPA, MST, CTS, the co-founder and President of the American Institute of C...

A retired police officer/firefighter after a 30-year career in public service, Kevin Rego  is now an accountant who specializes in taxation law. However, Kevin soon realized that he was not being paid for the value of his service. Due to this realization, he enrolled as a student in our Abundant Accountant program and went through the eight-week sales mastery training. With this, Kevin was able to...

Leadership does not start with managing a team. It starts the moment you hire someone. So how do you improve your hiring strategy and retain an effective team?  Jackie Meyer , founder of TaxPlanIQ  and  Meyer Tax Consulting , is here to answer that. She joins host Michelle Weinstein to share valuable insights on leadership that will help you manage your employees with trust and love. It took going...

Start going for nos instead of yeses. Keep track of your nos and set goals for your nos. People are always afraid of failure and rejection, it's time to embrace that. Join Michelle Weinstein as she talks to Andrea Waltz  about embracing the go for no mindset. Andrea is a speaker, virtual trainer, and co-author of the bestselling book, Go for No: Yes is the Destination, No is How You Get There . Le...

Tax season is almost upon us, and with it comes a time crunch. Isn't it time you looked at overhauling the way you do business?  Michelle Weinstein and sales strategist Denise Mandeau  look at why tax season is the best time to increase your fees. Denise and Michelle examine 3 top reasons why an overhaul is the best thing for your business. The also lay out a solid plan that for dealing with clien...

Are you sick of your corporate job? Michelle Weinstein welcomes her masterclass student Devin Whyte , who went from $3500 to $30k a month in his firm. Devin shares how thinking things through is a good move. But at some point, you'll need to make a choice, stop procrastinating, and step out of your fear. Making choices when you're afraid is not the best way to go. To overcome your fear, you'll nee...

Marketing is an oft-neglected part of many businesses, most especially the accounting sector. Enter Nate Hagerty , who heads TaxProMarketer  and AdvisorProMarketer . Nate specializes in marketing for accountants and tax specialists. In this episode, Michelle Weinstein sits down for a discussion on how to effectively market your accounting firm with Nate. Nate looks at the five pillars of marketing...

How do you go about overcoming objections? How are you different from other firms? When people understand their numbers and systemize their processes, they can grow their firms and have create a massive impact. Mom of three, and Of Course Bookkeeping  CEO, Serena Shoup , is a CPA on a mission to mentor bookkeepers and accountants so they can leave the stress of working an 8-hour job behind. Serena...

Do you know that if you want to increase your revenue, you need to understand the difference between sales vs. marketing? Michelle Weinstein's guest in this episode is Denise Mandeau , the co-founder of P3D Consulting. Denise talks with Michelle about how marketing is everything you do to bring potential prospects through your door. In contrast, sales is when your prospect becomes a paying client....

Learning to value your services and changing to a value-based pricing model can be a difficult process for many. It is absolutely essential, however, if you want to improve profitability. In this episode, we talk about value as Michelle Weinstein interviews Shannon Weinstein , owner of Fitnancial Solutions . We hear about how to build the perfect client list and why you need to price on your value...

Do you know why upfront payment is better than pay-as-you-go, both for you and for your clients? Michelle Weinstein's guest today,  Michael King , explains how. Michael is the CEO of KFE Solutions, a top-rated fractional CFO firm based in Dallas, TX. He and Michelle discuss the upfront payment method and how it removes the necessity to chase clients down and provides a more seamless experience ove...

Myths of sales versus marketing continue to persist, but make no mistake, you can't have one without the other. Sales and marketing exist as a symbiotic pair that is necessary for business success. In this episode, we listen and debunk several myths with Michelle Weinstein and her guest, business growth strategist Denise Mandeau . Denise discusses the myths, analyzes them and gives her insight on...

Do you know how to execute strategies to grow your business? In this episode, join your host Michelle Weinstein as she sits down for a conversation with today's guest Eric Green  to discuss the difference between sales and marketing. Eric Green is a managing partner in Green & Sklarz LLC , a boutique tax law firm that focuses on civil and criminal taxpayers. You should not encounter any lead probl...

Some of the things we believe in are holding us back from growing and succeeding. In this episode Michelle Weinstein discusses the top five sales beliefs that are holding you back from getting to a six or seven figure firm with business growth strategist, Denise Mandeau . Denise explains the concept of shifting your perspective to a clearer vision and energy. It's time to discover a wide range of...

Your brand and how people see you is the first gateway into making sure that you can increase your revenue. In this episode, Michelle Weinstein, a.k.a. The Pitch Queen, talks about the importance of branding. Not only does branding increase your revenue, but it also attracts the right types of clients. The first step to having successful branding is to hire a graphic designer. The color scheme, fo...

To charge higher fees and do more complex work, you need to understand the importance of a niche. Focus your education on that one niche you really know. Michelle Weinstein's guest today is Thomas Gorczynski, EA, USTCP , a nationally recognized educator in the federal income tax field. Tom explains that your niche should be where most of your clients operate and where you can show planning and val...

Transitioning between careers is never an easy feat. Today's guest shares how  The Abundant Account Sales Mastery Training  helped her in her journey to shift from accounting to sales and boost her business.  Diana Louiso  is the President and Founder of  DL Money Matters , where she works with small and midsize businesses and elderly clients in managing their finances. As a graduate of the 8-week...

When you're looking for potential clients, you might be hesitant to start because you don't know how to talk with them and if you're going to be rejected or not. Identifying your ideal client is not easy. It's a lot of hard work pulling yourself up. You've got to hustle to bring in money. You have to know how to start and build strong relationships with people. How do you do that? Listen to this e...

Asking for testimonials is the best thing you can do to boost your credibility. Not only can you empower your team with positive feedback, but you can also improve with negative feedback! Either way, you can't lose! Michelle Weinstein's guest in this episode is Wendi Hall , a Managing Partner of Small Office Solutions LLC . Wendi is a graduate student of Abundant Accountant's eight-week Sales Mast...

When you let your clients delay payment, they'll start to question their decision. But when you ask for upfront payments, your clients become more committed to you. Michelle Weinstein's guest today is Paul Ross , Master Sales Trainer and author of Subtle Words That Sell . Paul explains that you're not selling products or services. What you do is you're selling decisions. You're extending an opport...

We have to know our value and sell our services to ideal clients with the fees we deserve. So, it's very important to know the right time to find and hire a salesperson for your business. Join Michelle Weinstein and Debra Angilleta  as they delve into building your firm with less volume but with more high-paying clients. Debra is the CEO of Sales Mastery . In this episode, she will discuss a diffe...

Meeting prospective clients and asking them important questions can often be a tough task. You have to find the right questions to ask if you want to be sure that the customer's needs fit your business. Join our host Michelle Weinstein as she discusses this topic with the Sales Whisperer himself,  Wes Schaeffer . Wes talks about why you need to ask tough questions to yourself and your prospective...

We all had those moments when we're on the brink of a meltdown because of the chaos around us. Whether it's in your work or your personal life, chaos is inevitable, and we must accept that. Author, speaker, master sales trainer, and hypnotizer,  Paul Ross  is the CEO and Head Trainer at  Subtle Words That Sell  where he teaches salespeople how to find success. He is also the author of  Subtle Word...