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

Mike Meilinger is the owner of a CPA firm focused exclusively on litigation support, forensic services, divorce accounting, and business valuation. In this special bonus episode, Mike shares the importance of tracking Key Performance Indicators in your accounting firm and how he's grown his firm to almost $2 million in revenue with just 75 clients.   Here's a few things we talked about:   Mike sha...

Do you want to know the secrets to growing your accounting firm? Then you are in luck because, in this episode, Michelle Weinstein invites the popular host of The Successful Bookkeeper podcast and CEO of Pure Bookkeeping North America , Michael Palmer , to share with us the three ways to grow a firm of abundance—not only in revenues but also in having clients that pay you the fees you deserve. He...

Do you want to stop feeling overworked, underpaid, and unappreciated in your firm but feel like it's not possible? My guest on this bonus episode is going to prove that it's 100% possible to turn it all around so you can make more money while working less, and only taking on those clients that are a dream fit for you! Wendi Hall is a graduate of The Abundant Account Sales Mastery Training. She has...

So much is on the line when talking with potential clients because you either leave a bad impression or get them on board with you. That is why many find it nerve-wracking, especially when the conversations start to get boring or dull. How then will you close if they look like they want to get away from you? In this episode, Michelle Weinstein and her partner in crime, business growth strategist ...

Onboarding a new client may only take an hour or two, but it can easily take half of your day if you have to travel miles just to get to the client. That means hours of unpaid travel time that could have been saved with cloud accounting technology. Joining Michelle Weinstein to talk about this is cloud accounting specialist and podcast host,  Blake Oliver . Having had to endure the long drives him...

What actions should you be taking RIGHT NOW to thrive? It's probably not what you think! In this special bonus episode of The Abundant Accountant Podcast, Dominique Molina joins me for a conversation about what we've both noticed since the beginning of the COVID-19 crisis, how you can attract more clients that you're actually excited to work with, and how doing the exact opposite of what you would...

Are you at a loss right now when it comes to talking to your clients or are struggling to bring in new business? On this episode of The Abundant Accountant Podcast, Denise Mandeau joins me to talk about three mindset shifts you need to make right now to navigate these uncertain times. Here's a few things we talked about: The difference between being fearless and being courageous Michele and Denise...

A person goes to a professional with a specific set of wants and needs in mind, and that is something that you, as an accountant, have to be sensitive to. To a potential client, the value of your services is not weighed by your technical know-how or resumé, but rather, they look at how you can help them get what they want and need. Michelle Weinstein is joined by business  growth strategist Denise...

Our special guest for this bonus episode is Ron Saharyan, the Co-Founder and Managing Partner of Profit First Professionals. He has over fifteen years of experience in managing organizational growth and is sharing his recession-proof formula for connecting and communicating with your clients to help keep them at ease, be of more service, and keep your firm running. If you're finding these times ch...

Many people tend to underestimate the power of owning their value in the different parts of their lives, and this holds true for value-based pricing. This is important because creating a price based on the way you perceive your value also affects the way your customers will perceive your value, so you've got to show them you're worth their investment. Denise Mandeau is a renowned business growth s...

Despite being a practical need for many, marketing your accounting firm may prove to be a difficult task. Without marketing, you don't get a lot of sales. And without sales, you don't get revenue. Today, Seth Greene joins host Michelle Weinstein to demystify the process of getting your accounting firm out there well in view of many more people. Stay tuned to this episode for more actionable tips f...

In this bonus episode, we're continuing our conversation on how to adapt your firm to not just survive but thrive during the ongoing COVID-19 crisis with special guest, Femke Hogema. Femke Hogema is an author, speaker, entrepreneur and owner of of ProfitFirst Professionals in The Netherlands. Her new book, The Profit Advisor, is available on Amazon.com . Her mission is to help accountingpreneurs b...

So many of us are facing new challenges and a lot of uncertainty right now amid the COVID-19 pandemic. In this bonus episode, sales expert Michael Fisher joins me to talk about how to transition through these uncertain times, what mindset shifts you need to make to not only survive but thrive over the next few months, and how focusing on opportunities to help others will get all of us through this...

Do you feel frustrated by having to constantly deal with those clients who are price shoppers? If so, then this episode is for you. Michelle Weinstein brings over Business Growth Strategist,  Denise Mandeau , to help guide you on how to say no to clients with no budget. Familiar with the pains and difficulties this situation brings, Michelle and Denise share three tips that will help you stop wast...

As an accountant, you have to aim for having clients pay you upfront to prevent any troubles in payment which might actually lose you some money in the long run. You have to know your value and train your clients to realize your worth because you offer them the best service in return. In this episode, host Michelle Weinstein shares the 10 ways you can get paid in advance for your accounting servic...

Being an accountant or starting your own firm in accounting and bookkeeping requires good marketing to set yourself apart from your competition. You have to speak to your audience about what you do, what you focus on, and what differentiates you from others who do more or less the same job. In this episode, host Michelle Weinstein interviews the Co-founder and Managing Partner of Profit First Prof...

Work around tax season can give you as an accountant a lot of stress if you don't manage your time wisely. Time management is about putting in the right time for your top priorities through scheduled time blocking, regularly engaging in stress-relieving activities for you and your team, and sometimes by cutting down on clients. In this episode, host Michelle Weinstein asks accountant coach and Mey...

Greater accountability is needed in giving away free information, free tax tips per se. Not only that you have to be 100% sure that your information is correct, but you also have to ensure that it is not hurting you and your business. Mike Meilinger, an owner of a CPA firm focused exclusively on litigation support, forensic services, divorce accounting, and business valuation, recalls how giving a...

Being an accountant does not only require the right amount of technical expertise, it also important to have certain qualities that would give you an edge in having better client relationships. These qualities are simple enough to understand yet can be vital in expanding your clientele and further improving yourself as an accountant. In this episode, Michelle Weinstein shares with us the 10 qualit...

Figuring out how to start something and growing it is often a struggle for many solo entrepreneurs who want to move out of their current jobs and start their own business. Talking to accountants, agents, bookkeepers, and those who are doing part-time CFO, Nellie Akalp dives deep into the process of scaling your own accounting firm. As a CEO of  CorpNet.com - a trusted resource for Business Incorpo...

Why do clients leave their current CPA? With the birth of virtual accounting firms, several clients shift to it because they see some value, especially in the pricing comparison. Dominique Molina, the President of the American Institute of Certified Tax Coaches, reveals what's going on with all the competition and the cannibalism in the accounting industry. A firm believer that understanding the b...

Charging for your accounting services without apologizing is one vital thing you should be implementing when you are working honestly and ethically. Unfortunately, we see too many accounting professionals who are overworked and underpaid. Stop undercharging for your accounting services once and for all as Michelle Weinstein shares some smart pricing strategy examples and her five-step process to s...

How do you go from giving discounts to charging 5 times your old rates? In this special bonus episode of The Abundant Accountant Podcast, we're hearing exactly how to do it--straight from the mouth of Aleksey Kaplan, a New York based accounting-preneur, who has successfully raised the price of his most basic service from $150 to $650! As an accountant, I know that you are frustrated and stressed t...

Your elevator pitch is your opportunity to connect with someone. Denise Mandeau says you start building a relationship from the first 10 to 30 seconds that you meet someone and give your first impression. That's going to set the tone whether they're going to a potential client or a potential referral source for you. Denise is a business growth strategist and co-founder of P3D Consulting. She has p...

How can a particular sales strategy transform your firm and your CPA practices if you're not a salesperson or entrepreneur? Not all CPAs are entrepreneurs and not all "accountingrepreneurs" become successful in their field. An expert in working with many top business owners and investors with Proactive Tax, Dominique Molina fills in the basics on how you can implement sales strategies into your CP...