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

Facing your fears and never letting your motivation die out are two important ingredients of personal growth. Michelle Weinstein listens to the abundance story of Ross Loveland  of Grow Green Profits, a graduate of her eight-week sales mastery training. Ross looks back on his time of struggle and challenge, unable to find the best strategies to get back on track. He shares how the course allowed h...

Many accountants find themselves unable to secure deals with potential clients since they already give away too much during prospect calls. Hiring them doesn't matter anymore. Therefore, a proper accounting sales plan must be put in place to learn how to entice people to what you can offer after they actually pay for your services. Michelle Weinstein is joined by  Ron Saharyan , Co-Founder of  Pro...

Getting a good grasp of the value that you can deliver to your clients and actually charge for it is the most powerful thing that you can do for yourself as an accountant. When you undervalue your work, your clients will too and you will end up chasing every bit of dollar that is not worth your time. How do you know what your worth truly is and translate that into a fair price tag? For this Abunda...

The first thing an accountant should do to get out of their own way is to be aware of their own ineffective behavior. Through experience, Michelle Weinstein has observed how many accountants are getting in their own way because of their limiting beliefs. These toxic thoughts often come through from the unconscious mind and they can be sneaky if you're not cognizant. Paul Ross , a master of neuro-l...

Despite their vast financial expertise, accountants are often regarded as seemingly untouchable figures that only talk in complicated jargon. For Twyla Verhelst , it is high time for accountants to become irreplaceable individuals within the business structure and not just mere expendable investments. Sitting down with Michelle Weinstein, she breaks down the most important factors every accountant...

For most accountants, jumping into the world of entrepreneurship is a great way to maximize their learnings and earn more money. But starting your own accounting firm may be a bit complicated and confusing, especially in this time of pandemic and economic recession. Joining Michelle Weinstein once more is  Nellie Akalp  of CorpNet.com , who shares the many lessons she learned from transitioning as...

When negotiating, it is a given that you want to get the most favorable deal on your end. But even when chasing for the best end-result, your negotiation tactics must never undermine your worth. Business negotiator  Chris Voss  sits down with Michelle Weinstein to discuss the right way to integrate empathy in your transactions. He explains how sticking to your prices will allow you to avoid the an...

Deciding to make a change in your career can be difficult because it often requires you to trade what feels comfortable for a very long time for an uncertain path.  Rocky Lalvani  is all too familiar with this struggle, having left corporate life to start his own accounting firm. In this episode, he joins Michelle Weinstein to share the story of how he came upon the decision to leave and what he d...

Going out on your own is a big risk. Stepping out into the unknown in favor of your corporate job's relative safety and predictable income can present many fears for many people. On today's show, Michelle Weinstein brings on someone who's been through this predicament.  Serena Shoup  used to be a corporate controller who left to have more kids. Now she's a CPA who's running a virtual bookkeeping b...

Overcoming the technical side of the accounting profession is the easy part. It's often overcoming their own fears that get into many accountants and hold them back from building the practice of their dreams. The Visionary Accountant, Tatiana Tsoir , learned this from her own experience of getting stuck in a place of wanting to be her own boss but being afraid of doing what is necessary to make th...

Even with the clearest goals and objectives, one can still fall off their progress and be stuck in an ineffective status just because of a poor mindset. To get out of that endless hamster wheel, you must have a strong commitment to what you want and start building trust with everyone. Michelle Weinstein is joined once again by personal advisor Paul Davis , this time focusing on the analogy of lear...

As an accounting professional, do you ever feel like you're overworked, underpaid and underappreciated? Do you ever wish to have more confidence to get clients to pay you the fees that you deserve? If so, then this episode is definitely for you. Michelle Weinstein takes us several time zones across the Atlantic to meet Paul Davis , a personal advisor to business owners, CEOs and celebrities based...

Business is about profit. Everyone understands that in theory, but many business owners end up getting stuck in the hamster's wheel of constantly trying to earn revenue just to pay for the overheads. The main culprit for this dilemma is the tendency of business owners to cave in to the pressure of making profit and end up chasing every client that they can get a hold of and getting busy to the poi...

The right kind of technological support can help an accountant dramatically increase their firm revenue and profitability. Andrew Lassise  specializes in providing this kind of support to accountants through his firm, Rush Tech . Joining Michelle Weinstein on the show, he tells us the story of a certain "Joe Sticky," the stereotypical intransigent accountant who does things "old school." Andrew de...

No matter what industry you are in, the sales piece will always play a crucial role in how you succeed. For accountants, this relates to how you deal with your clients—going through follow-ups, keeping up with deadlines, and overall making sure that you are not missing anything with them. Yet, not all of us can do everything on our own. That is why we need systems that can help, and in this episod...

Humans as we are, we are constantly striving for growth. Yet, when the next step is about trading the life we're so used to with something that is a lot risky, we can't help but have that hesitation. In this episode, Michelle Weinstein interviews  Thomas Gorczynski  to talk about making that transition in this industry. Thomas is an EA, a USTCP, and a nationally known speaker and educator on feder...

One of the frustrations many accountants have, especially those who are still new to the space, is finding the right clients. It can feel like you have no control of who you are working with and can't really charge them the way you actually want. In this bonus episode, Michelle Weinstein is joined by the managing partner of  Green & Sklarz, LLC ,  Eric Green , to share with us how you can move pas...

How can you focus on the technical work and outsource the rest? In this episode, Nathan Hirsch, Cofounder at Outsource School , joins Michelle Weinstein as they talk about scaling your business virtually and how to use VAs effectively. Working with VAs for years to scale his own businesses, Nathan shares his journey and the success he found by outsourcing the day-to-day. Nathan and Michelle discus...

Is your firm not growing? Do you feel stuck? Maybe you're doing things that hinder you from going forward. It's time to reassess the way you do things as Michelle Weinstein invites on the show Jackie Meyer , the founder of The Concierge CPA . Together, they break down the five things accountants should stop doing now—from the people-pleaser attitude and fearing change to putting yourself down.  Al...

What is it that you really want in your life and career? Do you feel like you're constantly running on the hamster's wheel of something that you don't really want to do? Tax Rep Network founder Eric Green has been in this situation and out – a story that he shares with Michelle Weinstein in this bonus episode. Eric is a managing partner at Green & Sklarz LLC , a boutique tax law firm, and host of...

It's undeniable that there is a stigma a lot of people have against salespeople. It's not necessarily that they dislike salespeople; it's that most of their sales experience didn't go well. In this episode, Mike Fisher, the Chief Sales Officer at  Sales Bullpen , joins Michelle Weinstein to talk about sales and address some of the problems that exist in sales training programs. Overcome this stigm...

In no business can we do everything ourselves alone. One of the secrets to success is delegation, not only that but also finding good team members and, most especially, good leaders to entrust your business. Without the need to look for them further, Michelle Weinstein and guest,  Jason Blumer,  talk about helping your team transform by leading with a heart-centered model. Jason is the founder of ...

Are you having a hard time showing your value to potential customers? Are you struggling to make them understand your prices without them questioning you? If so, then this episode is for you! Michelle Weinstein brings over her partner in crime, business strategist  Denise Mandeau , to the show to discuss some strategies you can implement to show your potential customers the value you can provide—o...

There is extreme value in knowing not only about your specialty but also in other areas as well. This is how you keep yourself competitive, forward-moving, and abundant. For CPAs, a great area to look into is the new era of currency—that is to say, cryptocurrencies. In this episode, Michelle Weinstein interviews  Seth Wilks , a licensed CPA in Arizona and the CFO and co-founder of  ProfitStance ,...

Business is about relationships, and effective business communication should reflect that fact. Success in business starts with your ability to effectively communicate with associates, employees, and especially your clients. How do you set up communication to win? Here are some of the implied relationship words that you can use to make the most out of your conversations with your clients. Sitting...