Explorez tous les épisodes du podcast The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
| Titre | Date | Durée | |
|---|---|---|---|
| Episode 179 | The Marketing Funnel That Books CFO Advisory Calls With Charles Leikauf | 01 Apr 2026 | 00:44:58 | |
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 hone your messaging according to your target market and get your paid advertising on the right track. If you have created a firm, but it still feels like a job that you cannot escape, now is the time to create the right systems in place and make a significant shift. | |||
| Episode 178 | Beyond The Numbers: Transforming Your Accounting Practice Into A High-Value Advisory Powerhouse With Michelle Weinstein & Fady Hawatmeh | 15 Mar 2026 | 00:59:01 | |
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 structure—and how shifting to value-based pricing, clear service tiers, and problem-focused consulting can dramatically increase profitability without adding more hours. Michelle and Fady also discuss overcoming impostor syndrome, packaging advisory services effectively, and using technology to scale insight-driven guidance for clients. The result is a roadmap for transforming an accounting practice into a strategic partner that drives real business growth. | |||
| Episode 169 | Mastering The Soft Skills To Thrive As A Fractional CFO With Ron Saharyan | 01 Nov 2025 | 00:47:41 | |
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 and coaching, Ron reveals the skills that separate true advisors from number crunchers. Together, they explore how to position yourself as a trusted CFO, ask the right questions, and deliver the client experience that commands premium fees while creating meaningful impact. | |||
| Episode 83 | Devin Whyte Quit His Corporate Job And Now Earns $30k A Month In His Own CPA Firm. Here's How He Did It! | 01 Mar 2022 | 00:33:37 | |
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 need firsthand knowledge that your business idea works. The best way to do this is to find your coach and community who will help you succeed. If you want to know more about how Devin skyrocketed his firm revenues, tune in! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 82 | 5 Pillars Of Marketing To Build On For Your Accounting Firm With Nate Hagerty | 15 Feb 2022 | 00:40:50 | |
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 and talks about how you can effectively leverage each pillar to increase your profitability. Tune in and learn more about marketing your accounting business. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 81 | Standing Out And Overcoming Objections With Serena Shoup | 01 Feb 2022 | 00:39:17 | |
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 sits with Michelle Weinstein to talk about the importance of knowing your numbers and overcoming objections to help set your firm apart from everyone else's. Stay tuned as Serena spills the secret resources and tools you'll need to run your own successful practice and live life on your terms. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 80 | Sales Vs. Marketing: How To Tell The Difference With Denise Mandeau | 15 Jan 2022 | 00:32:30 | |
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. Why is it important to know the difference? Because if you proceed to sales without passing through marketing, your potential prospects will feel violated. Tune in, go through the proper process, and increase your revenue! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 79 | Building Your Ideal Clientele Through Value-Based Pricing With Shannon Weinstein | 01 Jan 2022 | 00:34:56 | |
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. Tune in and learn more about growing your practice with Michelle and Shannon. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 78 | Why Upfront Payment Trumps Pay-As-You-Go With Michael Kin | 15 Dec 2021 | 00:34:20 | |
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 overall. If you want to know how to develop a successful upfront payment model for your firm, listen to this episode. Enjoy! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 77 | Deconstructing The Myths Of Sales Vs. Marketing With Denise Mandeau | 01 Dec 2021 | 00:31:30 | |
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 why you need both in your business. Need more business insights and strategies? Then tune in! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Bonus Episode With Eric Green - The Difference Between Sales & Marketing: Key Things You Need To Know To Get Paid What You're Worth | 29 Nov 2021 | 00:53:39 | |
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 problems if you are firm in your marketing efforts to grow your business. The leads and opportunities you get from your good and successful marketing could eventually lead to an increased number of sales. Tune in and learn more! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 76 | Top 5 Sales Beliefs That Are Holding You Back: Overcoming The Barriers To Becoming A 6 -7 Figure Firm With Denise Mandeau | 15 Nov 2021 | 00:32:30 | |
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 possibilities that exist in your organization and explore strategies to help you reach your desired destination. Listen to this episode and take the ultimate step to get where you want to be! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 75 | The Importance Of Branding: Quick Insights From The Pitch Queen | 01 Nov 2021 | 00:17:43 | |
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, font style, and logo design are all essential elements for your branding. Do you want to know more? This episode's for you. Tune in!
Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 168 | Case Study: Conquering Sales Anxiety And Reclaiming Health With Rachel Bernier-Green | 15 Oct 2025 | 00:41:03 | |
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 relying on referrals as a crutch, letting go of toxic clients, and the mindset shifts that helped her turn sales from something she dreaded into a way of serving. With clarity, systems, and confidence, Rachel not only reclaimed 30–40 hours a month but also achieved a 700% ROI, launched a CFO retainer service, and restored her energy and health—all by facing sales head-on. | |||
| Episode 74 | The Importance Of A Niche: How To Charge Higher Fees With Thomas Gorczynski | 15 Oct 2021 | 00:35:21 | |
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 value. In Tom's case, he works with business and rental owners because they have ongoing tax business and financial needs. If you want more tips on finding your niche, you need to listen to this episode. Tune in! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 73 | How To Transition From Accounting To Sales With Diana Louiso | 01 Oct 2021 | 00:34:38 | |
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 course, she's here to share just how our training has impacted her career and her business. Listen in to see how you can benefit from the course and get sales tips and business advice from Diana and host Michelle Weinstein. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 72 | How To Identify Your Ideal Accounting Client With Debra Angilletta | 15 Sep 2021 | 00:41:16 | |
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 episode as Michelle Weinstein and Debra Angilletta discuss having that interaction and reaching out to people in the most effective way. Debra is a master profit first professional, sales mastery instructor, and the founder and CEO of MasterMySales.com. Debra emphasizes that starting is not a dreadful process, and you can still have fun getting the right quality clients. She believes that there are so many interesting things that you can bring to the table and talk about with business owners. She shares the strategies she implemented in getting her first ten paying clients. Find out what you can do to start driving revenue and utilizing tools for your success! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 71 | Why Asking For Testimonials Is Important For Your Credibility With Wendi Hall | 01 Sep 2021 | 00:42:55 | |
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 Mastery Training. Join in the conversation as Wendi shares her firsthand experience of asking for testimonials for the first time. Discover how she framed her questions and how powerful her website became with the addition of her testimonial page. Asking for testimonials could be the much-needed level up you need to scale your firm. Tune in! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 70 | Why Upfront Payments Attract Committed Clients With Paul Ross | 15 Aug 2021 | 00:37:52 | |
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 opportunity for the person to be more successful with your offer. With upfront payments, you give your clients the opportunity to be committed! Tune in and attract committed clients! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 69 | The Right Time To Hire A Salesperson To Sell For You With Debra Angilleta | 01 Aug 2021 | 00:36:19 | |
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 different perspective in your sales process for clarity and build a framework that would best benefit the organization. She emphasizes the powerful connection when it comes to our first experiences with sales. Furthermore, she shares how to get the ideal client profiles that we need to increase sales, resulting in business growth. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 68 | The Best Questions To Ask When Meeting Prospective Clients With Wes Schaeffer | 15 Jul 2021 | 00:42:16 | |
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 client and why being the perfect fit ensures brand loyalty. A must-catch episode for business owners and sales specialists alike.
Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 67 | How To Maintain Realistic Motivation & Informed Enthusiasm In The Face Of Chaos With Paul Ross | 01 Jul 2021 | 00:36:59 | |
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 Words That Sell. Join Michelle Weinstein in this lovely conversation with Paul about maintaining realistic expectations and informed enthusiasm in the face of overwhelming chaos. | |||
| Episode 66 | An Abundant Accountant Case Study About Growth And Value With Ross Loveland | 15 Jun 2021 | 00:33:04 | |
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 him to embrace his fears and went on to triple his rates in just a few months. He also delves into how he found success by truly understanding his value, overcoming his doubts over client video reviews, and his biggest takeaways from Michelle's course that he still applies today.
Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 65 | An Accounting Sales Plan That Won't Sell You Short With Ron Saharyan | 01 Jun 2021 | 00:43:30 | |
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 Profit First Professionals, to talk about how accountants should position themselves when connecting with prospective clients without giving away very specific solutions. Sharing the story of one of his clients that he calls Joe, he explains how to present services in an inviting way and properly align with the client's perception of success. Ron also discusses the art of saying no and the right time to offer extra services without charging. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 167 | Breaking The Cycle Of Overworking And Underearning In Accounting | 01 Oct 2025 | 00:45:21 | |
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 journey from Moss Adams to entrepreneurship and sales mastery, they reveal proven strategies to package services, raise prices, and attract high-value clients without fear of selling. Through powerful client success stories and actionable insights, this conversation uncovers how accountants can reclaim their worth, transform their businesses, and finally escape the trap of long hours for little pay. | |||
| Episode 64 | Abundant Accountant Case Study: Knowing Your Value With Dave O'Brien, CPA | 15 May 2021 | 00:39:06 | |
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 Abundant Accountant case study, Michelle Weinstein brings in Dave O'Brien, an independent accountant who works with construction companies and consultants to develop and enhance successful project strategies. For years, Dave has struggled because he has constantly undervalued his work. Through Michelle's coaching, Dave understood his value and he learned to say no to clients who take advantage of him. Join in the conversation to learn more of Dave's progress! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 63| How to Get Out Of Your Own Way: Defeat Your Limiting Beliefs With Paul Ross | 01 May 2021 | 00:32:29 | |
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-linguistic programming, joins her in this conversation to explain how you can identify what limiting beliefs you have and overcome them so that you can cease to be the greatest obstacle to your own success. In any battle between your unconscious and conscious mind, the unconscious mind is always going to win. There are three magic words you can use to rewire your unconscious mind: "Up Until Now." Do you want to learn how to properly use this phrase and break your limiting beliefs? Grab your notepad and pen and tune in! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 62 | Becoming Irreplaceable In Accounting With Twyla Verhelst | 15 Apr 2021 | 00:45:43 | |
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 must learn to forge a more effective and working relationship with business owners. This way, they can become not only silent guardians of cashflow but key players who can also help plan for the future. Twyla also underlines the importance of why accountants must revisit and reinvent their practices, veering away from the traditional and embracing a more progressive approach. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| Episode 61 | The Right Process Of Starting Your Own Accounting Firm With Nellie Akalp | 01 Apr 2021 | 00:35:12 | |
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 an entrepreneur in the world of accountants. Together, they dissect three important questions that can help build a successful accounting firm with a clear goal and effective marketing strategy. Nellie and Michelle also discuss the most common pain points that hinder people in their profession from accessing their full potential. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| Episode 60 | Integrating Empathy And Personal Boundaries In Your Negotiation Tactics With Chris Voss | 15 Mar 2021 | 00:59:47 | |
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 annoying, lame, and frustrating clients that will not do you any good. Chris also shares strategies when straightening out transaction errors that could ruin your reputation and credibility, as well as setting the proper boundaries and deadlines on yourself.
Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| Episode 59 | From Leaving The Corporate To Starting A Firm With Rocky Lalvani | 01 Mar 2021 | 00:34:21 | |
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 did to overcome the fears that have kept him from finding the freedom to do what he loves. He also tells us the next couple of steps he took to set up his own business—from signing up to Profit First to starting his own podcast, Profit Answer Man, where he attracts clients he never thought he'd get from calls. Talking to those who want to start their own podcast, Rocky then shares some advice on how to set-up your show, what you should be thinking first, and how you can use it to meet other great people. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| Episode 58 | Afraid Of Leaving Your JOB? Know How To Ease Your Fears With Serena Shoup | 15 Feb 2021 | 00:46:47 | |
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 business. Tune in to this episode and learn the five beliefs you need to install in yourself to ease your fears when you finally decide to leave your 9 to 5 job. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| Episode 57 | How To Overcome Your Fears And Be Your Own Boss With Tatiana Tsoir | 31 Jan 2021 | 00:37:31 | |
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 that possible. Does it sound like the story's going to resonate with you? That's because it does for a lot of people who are similarly confronted by the fear to take the leap of faith! Now out of that limbo, Tatiana compiles the lessons from her clients' and her own experiences in her upcoming book, Dream Bold, Start Smart, a step-by-step guide to bulletproofing a business idea and setting it up right with the strategies and finances to not only survive but to thrive. Listen in as she shares some of these lessons with Michelle Weinstein. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| Episode 56 | How To Get Out Of The Hamster Wheel And Connect With People: With Paul Davis | Part 2 | 15 Jan 2021 | 00:47:25 | |
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 learning how to drive to bring home the lesson of regaining consistency, competency, and efficiency. He also explains the three pillars of building trust, underlining the importance of each one in connecting with others and actually making an impact. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| Episode 55 | How To Build Confidence And Get Better Fees: The Three Essential Pillars With Paul Davis | Part I | 01 Jan 2021 | 00:48:21 | |
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 off the green isle of Ireland. Paul is an entrepreneur, an award-winning business growth consultant, speaker, author of several international best-selling books, and creator of The Executive Code. In this exciting and insightful conversation, Paul takes an in-depth look at the three essential pillars of confidence and how you can achieve each of them to create more abundance in your business and in your life. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| Episode 166 | Leveraging AI In Accounting With Fady Hawatmeh | 15 Sep 2025 | 00:34:58 | |
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 solving software inaccuracy through automation, minimizing hours of manual work to just a few minutes. Fady also talks about the importance of confidence and hard skills in offering CFO services, how to focus more on providing value than simply chasing revenue, and the right way to overcome perfectionism. | |||
| 054 | STOP Chasing Clients And Focus On Profits First With Andrew Royer | 15 Dec 2020 | 00:30:04 | |
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 point of losing sight of what really matters. Certified Profit First Professional, Andrew Royer teaches business owners how to escape this vicious cycle of grow, grow, grow, and spend, spend, spend and to really focus on the bottom line – profits first. He spends time with Michelle Weinstein on this episode to explain his system. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| 053 | Why You Should Invest In Technological Support With Andrew Lassise Of Rush Tech | 01 Dec 2020 | 00:35:48 | |
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 demonstrates why this mode of operation never works anymore in this fast-paced, technological world. Doing your business on sticky notes is a recipe for frustration on the part of your clients. Nobody wants to refer an accountant who doesn't remember to send the email he said he was going to send. Listen in and learn how you can take advantage of various technologies to increase your efficiency and set you up for an abundant practice. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| 052| How Accountants Can Be Effective, Efficient, And Productive With David Cristello | 15 Nov 2020 | 00:36:44 | |
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 episode, Michelle Weinstein brings over to the show someone who has been helping accountants become more productive and effective. She sits down with David Cristello, the CEO and founder of Jetpack Workflow, where he has the software platform that helps accounting and tax professionals track all their current work without any worries. Here, David talks about the difference between being productive and being busy as well as being effective. Join him and Michelle in this conversation as they lay down ways you can work smarter, ridding yourself from having to run around with your hair on fire. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| 051 | Transition: Setting Fear To The Side, Being Proactive & Mindset With Thomas Gorczynski | 01 Nov 2020 | 00:36:29 | |
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 federal tax law matters. With his expertise and experience, he shares his own story of how he decided to quit working in a law firm and leave that life of billed hours and went full force by owning his own. He lets us on the mindset work that goes with that transition and how he does not let the fear block him from making that important change. Join Thomas in this episode as he takes you inside of yourself to evaluate how you can move forward towards an abundant life. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| Finding Your Ideal Client And Charging Them What You Want With Eric Green | 28 Oct 2020 | 00:49:08 | |
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 past this dilemma and thrive in your practice. Eric demonstrates how he went from charging $500 for a consult fee to $1,500. Together with it, he taps into the importance of having the proper money mindset and how you can go all-in on your expertise. He also introduces his webinars and coaching programs that you can join in, adding more tools to your toolbelt. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| 050 | Scaling Organically & Hiring VA's with Nathan Hirsch | 15 Oct 2020 | 00:34:41 | |
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 discuss the importance of freeing up your time to do the meticulous work of growing your business as an accountingpreneur while keeping the standards you have set in your daily operations. Tune in and exponentially scale your business virtually through the power of outsourcing. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| 049 | 5 Things Accountants Should Stop Doing Now With Jackie Meyer | 01 Oct 2020 | 00:45:29 | |
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. Along with that, Jackie then shares the things you should do instead to get paid for your value, thrive in difficult times, and grow and succeed. Join them in this great episode for more. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| Engineering Your Dream Practice Backwards - "You Get Out What You Put In" | 20 Sep 2020 | 00:49:16 | |
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 the bi-weekly Tax Rep Network Podcast. Eric provides coaching services to other lawyers and accountants who are or want to get in the tax representation practice. He is now in a space of what he considers abundance, but he didn't start that way. Listen to this episode and learn that in many aspects of your life and practice, you get out what you put in. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| 048 | The Problems With Accountant Sales Training Programs: Overcoming The Sales Stigma With Mike Fisher | 15 Sep 2020 | 00:41:19 | |
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 stigma and start filling your client's needs. Tune in and learn how you can make that mental shift and increase your firm's revenue and profitability. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| 047 | Jason Blumer – Leading A Team Being Heart-Centered | 01 Sep 2020 | 00:37:29 | |
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 Thriveal, which helps entrepreneurial CPA firm owners connect, learn, and grow. Here, Jason extends that help to us as he shares his idea of abundance, people leadership, and a good hiring process. He also shares how they build their team up, be in alignment with them, and then help them transform—moving them from one pole to the other. Listen in on this conversation as Michelle and Jason go further into the topic while tapping into implementing a leadership team and more. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| Episode 165 | Quieting The Client Chaos With Melissa Schroder | 01 Sep 2025 | 00:34:19 | |
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 mastery course helped her take control of her finances, determine which clients to let go, and add up to $27,000 to her revenue. Tune in as she shares how embracing such a huge change allowed her to bring her career to greater heights and get out of the hamster wheel. | |||
| 046 | How To Show Your Value To Potential Customers With Denise Mandeau | 15 Aug 2020 | 00:36:25 | |
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—one that is definitely worthy of you and your services. They share some real-life stories from their clients and show how they helped turn their life around, giving us a view of the dos and don'ts when meeting with your prospects and offering your products or services. Learn more about how to get paid your value with Denise and Michelle in this conversation. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| 045 | Why Cryptocurrency Is A Great Way To Increase Firm Revenue With Seth Wilks | 01 Aug 2020 | 00:30:55 | |
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, the leading cryptocurrency tax and accounting platform for professional tax advisors and crypto investors. Seth is here to share with us why cryptocurrency is a great way to increase firm revenue and how they are helping clients learn how to speak the language of crypto and position themselves as crypto tax experts. What is more, he also provides some of the great tools that can help CPAs venturing into this niche, preparing them to take on this new sexy thing. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||
| 044 | Setting Up Communication To Win With Implied Relationship Words With Denise Mandeau | 15 Jul 2020 | 00:31:09 | |
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 down with Michelle Weinstein for this is Denise Mandeau, the Cofounder and Workplace Dynamics Specialist at P3D Consulting LLC. A business growth strategist, business owner, financial planner, and award-winning sales professional with over 35 years of experience, Denise takes us back to the basics of effective business communication. Listen and get a fresh look at the overlooked principles that will make you win in any business conversation. Love the show? Subscribe, rate, review, and share! Join the Abundant Accountant Community today: | |||