Explore every episode of the podcast The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Episode 142 | The 3 Major Secrets To Making Paid Ads Profitable For your Firm With Katie Thomas CPA | 15 Sep 2024 | 00:37:20 | |
Are you an accounting professional struggling to grow your firm through paid advertising? You're not alone. In this episode, accounting expert Michelle and digital marketing specialist Katie Thomas dive deep into the common pitfalls that accountants face when trying to attract new clients through paid advertising. Discover the shocking truth about how much money many accountants waste on ineffective ad campaigns. Learn how to identify your ideal client niche, craft irresistible offers, and build a robust marketing system that converts leads into loyal clients. As the owner of Leaders Online, she shares invaluable insights on crafting compelling ad copy, optimizing your ad campaigns, and the importance of a strong sales process. Don't let another dollar slip through your fingers; join Katie Thomas and Michelle Weinstein to know more. | |||
| Bonus Episode: The Art of Enrollment vs Sales with Molly Murphy | 10 Sep 2024 | 00:41:48 | |
In this enlightening episode, host Michelle Weinstein and guest Molly Murphy dive deep into the art of connecting with clients in the accounting industry. They explore why traditional sales techniques often fall flat for accountants and introduce the concept of enrollment as a more effective approach. Michelle and Molly share insights on overcoming self-limiting beliefs, understanding client pain points, and mastering the art of listening to truly serve clients. This episode offers a fresh perspective on how accounting professionals can transform their practices by shifting from selling to enrolling. | |||
| Episode 133 | Break Free From The Learning Trap And Step Into Financial Abundance With Denise Mandeau | 01 May 2024 | 00:30:05 | |
Many firm owners get so laser-focused on the learning part, but when will you start earning from it? How will we see the ROI immediately instead of thinking about the next designation? In this episode, Denise Mandeau, Business Growth Strategist and Business Owner, shares some shifts to step into financial abundance and break free from the learning trap. She suggests that overcoming the fear of change requires us to address that fear, analyze it, and reframe our mindset. Using her expertise as a business owner, Denise explains the importance of taking action on our knowledge to earn from what we've learned. Begin your day by focusing on the earning part instead of the learning part. Join Denise as she takes you from learning to earning today! | |||
| Episode 132 | Extinguishing Exhaustion: Learn How To End Burnout With Randy Crabtree | 15 Apr 2024 | 00:48:47 | |
Like a flickering flame left unchecked, burnout will become rogue and rage out of control until it consumes you entirely. It is the flames that will lead you into the abyss of exhaustion. In this episode, Randy Crabtree, the co-founder and partner of Tri-Merit Specialty Tax Professionals, equips us with insights to learn how to end burnout. Burnout comes from trying to outwork our work, and Randy explains some steps to change and reverse that chronic stress our brain experiences. He also shares how working less can help avoid burnout and increase profitability. You don't have to face that battle with burnout alone. Join Randy and extinguish the raging flames of burnout in today's conversation.
Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Bonus Episode | Grief And Loss Meditation: Explore Your Emotions And Traverse Into The Healing Space With Leo Flowers | 01 Apr 2024 | 00:24:12 | |
Are you dealing with burnout, stress, and anxiety? In this fast-paced world, having a moment just to ourselves can feel like a gift. Today's episode is one you will appreciate. Leo Flowers guides us through a 20-minute Serenity Meditation, where we allow ourselves to let go of the stress and worries that fill our days. So find a comfortable, quiet place. Relax. And embark on a much-needed serene journey. | |||
| Episode 131 | How To Escape The Accountant's Trap With Adam Lean | 15 Mar 2024 | 00:34:34 | |
Escape the accountant's trap, escape the mundane, elevate your firm, and transform your client relationships! Today, Adam Lean, co-founder of The CFO Project, will reveal the secrets of escaping the accountant's trap. If you ever feel overwhelmed by tax season and want a more satisfying job, this episode is for you. Adam shares his journey as a CPA for 25 years. He openly shares his experiences of overcoming imposter syndrome, escaping tax season stress, and earning more money in six months than ever before. More than that, Adam also exposes the untapped market for CFO services and explains why business owners need this type of support. Ready to break free from the accountant's trap? Then tune in now! | |||
| Bonus Episode | Serenity Meditation: Cultivate Serenity Within With Leo Flowers | 01 Mar 2024 | 00:21:15 | |
Are you dealing with burnout, stress, and anxiety? In this fast-paced world, having a moment just to ourselves can feel like a gift. Today's episode is one you will appreciate. Leo Flowers guides us through a 20-minute Serenity Meditation, where we allow ourselves to let go of the stress and worries that fill our days. So find a comfortable, quiet place. Relax. And embark on a much-needed serene journey. | |||
| Episode 130 | Reframing Your Sales Perspective: How To Become A Sales Hero With Paul Ross | 15 Feb 2024 | 00:25:00 | |
In this episode, sharing the secrets of subconscious communication today is the Master Trainer of Neuro Linguistic Programming. Paul Ross, the Author of Subtle Words that Sell: How To Get Your Prospects To Convince Themselves To Buy And Add Top Dollars To Your Bottom Line, discusses the shifting mindset and reframing your sales perspective to become a sales hero. He explains that how you serve your clients equates to what you deserve. Paul delves into the subconscious mind and the power of language in convincing prospects to buy. Let's learn to harness the power of language and reframe our sales perspective, and we will make a difference in our firm. So, what are you waiting for? Hit that play button and join Paul Ross and Michelle Weinstein in today's insightful episode. | |||
| Bonus Episode | Peak Performance Meditation: A Guided Meditation To Reach Your Full Potential With Leo Flowers | 03 Feb 2024 | 00:21:18 | |
Do you want to bloom into your full potential? Do you want to increase productivity? Tune in to this episode today! Leo Flowers is a Connection Guru, Comedy Maestro, and Life Coach Extraordinaire. Today, Leo guides us into a peak performance meditation to help us fully bloom into our full potential. Let's thrive with Leo Flowers today and immerse into this relaxing episode to harness your inner strength and focus. | |||
| Episode 129 | Mastering Accounting Sales: Understanding Why Firm Owners Feel Uncomfortable Asking for Money With Denise Mandeau | 15 Jan 2024 | 00:28:27 | |
It's a very common struggle for accounting and tax professionals to ask for equivalent value for the services they offer. How do we fight this tendency and begin to master accounting sales? In this podcast episode, Michelle Weinstein is back with recurrent guest Denise Mandeau as they delve into the challenges faced by firm owners when it comes to navigating the delicate art of accounting sales. Drawing from her over 35 years of sales experience, Denise shares valuable insights on overcoming discomfort, shifting mindset towards abundance, and mastering the skill of asking for fair compensation. Discover the psychology behind sales, learn strategies for presenting irresistible value, and understand the consequences of not confidently engaging clients. If you're ready to transform your approach to accounting sales and build a more prosperous practice, this episode is a must-listen. Tune in now for actionable tips and empowering perspectives!
Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 128 | Subscription Business Model For Accounting Firms: Why Do You Not Need A Scope Of Work With Ron Baker | 01 Jan 2024 | 00:29:25 | |
Joining us today is the co-author of the book Time's Up!: The Subscription Business Model for Professional Firms. Ronald J. Baker, the founder of VeraSage Institute, explains how he does not need a scope of work and why you should follow that path. He touches on the power behind transformation and the downside of having billable hours, value pricing, and fixed pricing. Ron also describes the Subscription Model and his Monthly Bookkeeping Text Firm. Join us in our valuable conversation with Ron today.
Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 127 | How Low Fees Actually Hurt You And Your Clients With Thomas A. Gorczynski, EA, USTCP | 15 Dec 2023 | 00:50:12 | |
In our efforts to attract more clients, we tend to lower our fees. But did you know that low fees actually do the opposite and hurt your clients? Michelle Weinstein interviews Thomas A. Gorczynski, EA, USTCP, a nationally recognized speaker and educator on federal tax law matters. In this episode, Tom sheds light on why low fees can be detrimental to not only your business but your clients too. From having to work more to compensate to devoting less time to your clients, Tom offers a multi-view perspective on the actual inefficiency and ineffectiveness of charging less to grow more. Find out how much you are actually losing with this strategy and what you can do instead to sustain growth, attract high-quality clients, and thrive! | |||
| Episode 141 | Boosting Business Confidence With Chelsea Zainea | Case Study | 01 Sep 2024 | 00:30:08 | |
Discover the journey from anxiety to business confidence in this compelling episode of the Abundant Accountant Podcast. Michelle Weinstein welcomes Chelsea Zainea, a CPA turned fractional CFO, to share her transformative experience. Chelsea reveals how she overcame stress and underpricing to build a successful and confident business. This case study highlights the steps Chelsea took to enhance her business confidence and create a thriving firm. Tune in to learn valuable insights and strategies to elevate your own business performance. Don't miss this inspiring conversation that could change the way you approach your business challenges. | |||
| Episode 126 | Why Getting Out Of Your Own Way Is The Way To Thrive With Scott Scarano | 01 Dec 2023 | 00:42:13 | |
One of the ultimate goals of many firm owners is to one day work themselves out of their jobs, let their businesses grow, and let it sustain revenue even as they step out. What does it take to do this? In this episode, Michelle Weinstein interviews an eccentric entrepreneur who has done it. Scott Scarano, the Rapping Custodian of Accounting High, shares with us how to get out of our own way in order to thrive and prosper. Scotty says, "it took a lot of failures for me to have that humility to realize I'm not that important." What does he mean by this? Why is taking yourself out of the equation sometimes the best thing you can do in your firm? Tune in to find out the answers to these questions, showing you a unique path towards success! | |||
| Episode 125 | How To Quadruple Fees, Offload Clients, And Add $970k In Revenue As Real Estate Tax Strategist With Natalie Kolodij | 15 Nov 2023 | 00:28:53 | |
Have you ever, at any point, considered niching down, specifically in real estate? It might be time to revisit that thought. Natalie Kolodij joins us on this episode to share her noteworthy success as a real estate tax strategist. Her journey is a testament to the power of specialization and the impact it can have on your accounting or tax firm. Discover how Natalie went from an average client fee of $700 to $7,000, reduced her client load, and increased her annual revenue to the point where she's approaching seven figures. This episode is filled with insights on pricing, client management, and building a strong presence in real estate communities, both online and offline. If you're looking to work less, earn more, and create a waiting list of eager clients, don't miss this episode! | |||
| Episode 124 | Revenue Replacement Strategy: Future-Proofing Your Accounting Firm With Sandra Wiley | 01 Nov 2023 | 00:41:21 | |
Success in accounting isn't about doing more; it's about serving the right clients better. Our guest, Sandra Wiley, shares the inspiring journey of "Jones & Company," an accounting firm that earned $6 Million in revenue within a year by implementing the Revenue Replacement Strategy. Discover how Jones & Company transformed their business model and began working smarter, not harder. Sandra discusses several rich topics, including how to identify your target market, implement the 80/20 principle, create a solid client intake process, attracting the right leads, and more. From knowing what to focus on to accepting what to let go of, Sandra covers multiple angles on building your accounting firm's success. It's time to work smarter, not harder, in your accounting firm. Tune in now. | |||
| Episode 123 | How Accountants Build A Million-Dollar Advisory Firm By Leveraging Reasonable Compensation Knowledge With Paul Hamann | 15 Oct 2023 | 00:26:30 | |
An accurate, reasonable compensation is vital for every closely held business. And RCReports makes Reasonable Compensation calculation effortless. Today, Paul Hamann, the Founder of RC Reports, dives into how accountants leverage their knowledge of reasonable compensation to build a million-dollar advisory firm. He also breaks down some of the biggest mistakes and misconceptions that firm owners make in this space and shares where he sees value in doing compensation planning. With Paul's expertise and his software, accountants and firm owners are equipped to show their value and prepare their clients for success, eventually seeping into their own success as well. Tune in to this episode and learn more from Paul! | |||
| Episode 122 | Ditching Fear To Build An Abundant Accounting Practice With Geni Whitehouse | 01 Oct 2023 | 00:34:27 | |
Break free from the fear that's holding you back, and let your accounting practice soar over the rainbow of success. Join us in this eye-opening episode as our guest, Geni Whitehouse, shares her journey from a CPA firm partner trapped in a cycle of overwork and underappreciation to a thriving advisory expert and speaker. Geni shares the mindset shift that accountants might just need to create the accounting practice they've always dreamed of. She shares how difficult it was for her to get out of her hell loop, but then, with a wake-up call and a brave decision to start investing in herself, she redefined her value and transformed her life. Geni discusses how accountants don't have to settle, sharing strategies on setting minimum pricing, getting deposits, and attracting clients who appreciate your expertise. Don't wait for a crisis to force change—take control of your accounting practice, value your worth, and get over the rainbow of fear. Tune in now! | |||
| Episode 121 | The Power Of Embracing Your Value: A CPA's Guide To Building A Thriving Business With Jonathan Bengel | 15 Sep 2023 | 00:35:49 | |
Transforming your accounting firm starts with a leap of faith and a commitment to your own value. In this episode, Jonathan Bengel, founder of The Small Business Start-Up Foundation Program, shares his remarkable transformation from a struggling firm owner to a successful, empowered entrepreneur. Jonathan reveals how his leap of faith led him to overcome his fears and invest in his growth through the Eight Weeks Sales Mastery training. He candidly shares the nervousness he felt before taking the plunge and how his analytical mindset clashed with the concept of valuing his services. Throughout the episode, Jonathan runs through the mindset shifts necessary to elevate an accounting firm and recognize your value as an accountant. Tune in to be inspired, motivated, and empowered to embark on your own journey of transformation and embrace the abundance that awaits. | |||
| Episode 120 | Black Swan Program: Learn How To Implement Value Pricing With Ron Baker | 01 Sep 2023 | 00:43:07 | |
Have you noticed most people would prefer Apple's products despite their price over other cheaper products? Why do people choose Apple over other brands? In this episode, Ronald J. Baker, the Author of Implementing Value Pricing, shares his steps for firm owners to learn how to value price. The Black Swan Five Program guides the Swans through the theory of Value Pricing. Ronald emphasizes the importance of giving value to clients and how it will greatly impact growing your firm. The deeper you dive into this conversation, the more insights you will learn from Ron Baker. Waste no time and tune in! | |||
| Episode 119 | The Hidden Costs: The Pitfalls And Risks Of Giving Free Tax Advice With Dominique Molina | 15 Aug 2023 | 00:32:26 | |
Free tax advice may seem benevolent, but beware of the hidden costs it imposes on your firm's growth. Today, we have a remarkable guest who is set to revolutionize the world of tax planning. Meet Dominique Molina, the visionary co-founder and president of the American Institute of Certified Tax Planners. Her mission? To ensure that tax professionals never miss government tax breaks that could save their clients millions of dollars. In this episode, Dominique uncovers the hidden dangers and consequences of giving away free tax advice. She shares her firsthand experience of the potential liabilities that lurk in offering free advice without proper analysis. Dominique also touches on the critical IRS circular 230 rules, revealing the legal responsibilities of tax advisors in providing accurate and well-informed advice. She stresses the importance of protecting not only yourself but also your clients from the risks of misinformation or misinterpretation. Join us as we uncover the dangers and rewards of giving tax advice for free. | |||
| Ep 118 | Getting Rid Of High Maintenance Clients With Denise Mandeau | 01 Aug 2023 | 00:26:32 | |
When running a business, it is always a plus to have a long list of customers. But every now and then, you need to deal with high-maintenance clients that cause hidden costs in your accounting and bookkeeping. In this episode, Michelle Weinstein sits down once again with business growth strategies and award-winning sales professional Denise Mandeau. They talk about the importance of doing an in-depth inventory to find clients who do not deliver profit and exhaust your joy and freedom. Denise explains why you should not be scared to raise fees and why it is not recommended to do business with relatives. She also discusses where you should draw the line when doing pro bono work and how fear to talk to maintenance clients stops you in your tracks. | |||
| Episode 117 | Overcoming The Fear Of Selling: How To Gain Confidence In Selling With Eric Green | 15 Jul 2023 | 00:31:50 | |
Overcoming the fear of selling and increasing revenue takes time and effort. It's essential to be persistent, learn from your experiences, and adapt your approach as needed. Eric Green, the managing partner in Green & Sklarz LLC, unravels his approach to overcoming the fear of selling and doubling the revenue to grow your business. On the other hand, Michelle Weinstein emphasizes the importance of getting rid of that fear because it will continue to get in the way. It is important to note that shifting our sales belief also changes how we look at sales. Dive into this conversation and overcome the fear of selling with Eric Green and Michelle Weinstein. | |||
| Episode 139 | Crush Client Ghosting: The Ultimate Sales Guide For Accounting Professionals With Denise Mandeau | 01 Aug 2024 | 00:25:32 | |
Join us for an insightful conversation with business growth strategist Denise Mandeau as we dive into the three biggest mistakes accounting, tax, or bookkeeping firm owners make when sending out proposals or quotes and why prospects ghost them. Discover how to shift your approach to fill your firm with ideal clients who value your time, boost your revenue, and achieve work-life balance. Say goodbye to trading time for dollars and hello to a more abundant future. Tune in now to learn more! | |||
| Episode 116 | How An Accountant Added $70k In Monthly Recurring Revenue To His Firm With Katie Thomas | 01 Jul 2023 | 00:36:59 | |
What being an abundant accountant really boils down to is being able to earn more for working less. But how do you find quality clients that will allow you to do this? Digital marketing may be the missing link. In this episode, CPA, content creator, and digital marketer Katie Thomas leads us on an exploration of digital marketing for accountants. She shares are powerful story of how an accountant added $70k in monthly recurring revenue to his firm by following her step-by-step process. If you're wondering how you can use content and social media to get the clients you want, then this episode is definitely for you. Tune in! | |||
| Episode 115 | The Transformative Power Of Subscriptions For Business Success With Ron Baker | 15 Jun 2023 | 00:40:06 | |
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 future of entrepreneurship. He also provides an exclusive sneak peek into his book, Time's Up!: The Subscription Business Model for Professional Firms, which promises to be a guide to unlocking sustainable success through subscriptions. Tune in to learn about the game-changing business model and its potential to revolutionize business! | |||
| Episode 114 | Mapping Out An Exit Strategy To Sell Your Firm With Fred Stein | 01 Jun 2023 | 00:31:42 | |
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 procedures to avoid handholding your clients to removing the owners from the processes to make the firm more valuable, Fred gives fresh insights that will strengthen your exit strategy. Tune in to not miss out! | |||
| Episode 113 | Start Planning For The Next Tax Season NOW With Thomas A. Gorczynski, EA, USTCP | 15 May 2023 | 00:53:36 | |
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 matters, Thomas A. Gorczynski, EA, USTCP. Among the titles under his belt, Tom is the editor-in-chief of EA Journal, co-author of the PassKey Learning Systems EA Review Series, and co-owner of Compass Tax Educators. He brings his expertise and insights to today's show to prepare us for the next tax season with a list of the top ten areas to assess in your firm. What are the common mistakes people make? What is the future of the accounting profession? What client metrics should you consider? Tom answers these and more. So tune in to learn and hopefully skip past the tears and anxiety of the tax season when it arrives. | |||
| Episode 112 | How To Gain RESPECT And Own Your Voice With Susan Tinel | 01 May 2023 | 00:23:40 | |
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! Go ahead and set your boundaries. Let them filter the clients you want from the clients who will only disrespect you. Own your voice and you will see that the people you want to work with will get drawn to you. Tune in and get inspired by this powerful message! | |||
| Episode 111 | Scalable To Saleable System: The Roadmap To Scale, Sell, And Succeed In Your Firm With Sharrin Fuller | 15 Apr 2023 | 00:37:44 | |
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 success are communication, consistency, and follow-through. You don't want to miss this opportunity, so let's dive right into this roadmap to success! | |||
| Episode 109 | A Quest For Value: The Importance Of Asking More Questions With Geni Whitehouse | 01 Apr 2023 | 00:35:46 | |
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 lead to significant changes in our practices. Geni also explains that asking important questions has the power to remove the psychological burden of accountants when dealing with their clients. Through this conversation, you can learn how to fire clients who don't align with your values, increase your value as accountants, and raise your prices. With Geni's guidance, you'll discover that by asking more questions, you can unlock your true capacity and create the thriving accounting business environment you deserve. Join us for this powerful episode on the transformative power of asking more questions, and learn how to unlock your full potential as an accountant.
Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 110 | Case Study: The Best Time For Upselling Is NOW With Chris McCormack | 19 Mar 2023 | 00:25:26 | |
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. Whether you are a firm owner who can barely get his head above water or an employee wanting to quit a corporate job to start your own firm, you don't want to miss this episode as we delve into how you can upsell, grow your bank account, and create the business of your dreams. | |||
| Ep 108 | Embracing Relaxed Success With Marc Schnoll, The Travelling CPA | 15 Mar 2023 | 00:34:18 | |
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 possibility of embracing relaxed success. Marc realizes that the more people he brings into his firm can be challenging, but it's the only way to grow. Tune in to hear more of Marc Schnoll in this episode now! | |||
| Episode 107 | When To Offload Clients And When To Keep Them With Denise Mandeau | 01 Mar 2023 | 00:30:16 | |
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 require of them. | |||
| Episode 138 | Mastering Service Pricing: Insights From Eric Green | 15 Jul 2024 | 00:44:24 | |
In this episode of the Abundant Accountant podcast, Michelle Weinstein is joined by tax attorney and IRS representation expert Eric Green. Dive into service pricing strategies as Eric shares his insights on how to price your services effectively. Learn how to transition from hourly billing to relationship pricing, ensuring you get paid what you're worth. Eric, the founder of Tax Rep Network, discusses practical tips and real-life examples to help you boost your fees and grow your accounting practice. Don't miss this engaging episode packed with actionable advice for accounting professionals. | |||
| Episode 106 | Why Technology Can Help Increase Your Conversions And Revenue With Blake Oliver | 15 Feb 2023 | 00:44:23 | |
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, and entrepreneur who specializes in financial technology. He shares how you can better understand where your firm is now and where you want to be, and how to utilize technology to get there. Don't miss out, especially in this technology age. Tune in now!
Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Ep 105 | Case Study | Triple Your Fees Without Losing A Client With Danielle Douglas | 01 Feb 2023 | 00:34:26 | |
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 Accounting Services Inc., as she sits down with Michelle Weinstein to discuss how she managed to do it. Danielle invested $7,500, and none of it worked. But she was able to overcome that. Learn how she turns things around by tuning into this episode!
Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 104 – Profit First: How To Use Income Targeting To Build The Firm You Love With Billie Anne | 15 Jan 2023 | 00:31:27 | |
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 targeting has a huge impact on growing the revenue to build the firm. Most people think that money is not everything, which is not entirely true because it is a tool to have a freeing lifestyle. Don't miss this episode with Billie Anne today! | |||
| Episode 103 – Take Control Of Your Firm: The Elements To Consider When You Inherit Or Buy A Firm Full Of Low Paying Clients With Denise Mandeau | 01 Jan 2023 | 00:29:52 | |
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 biggest leap you need to take to grow your business. It is time to remodel your firm with Denise. Don't miss this episode today! | |||
| Episode 102 | Selling Advisory Services As A Transformational Offer To Your Existing Clients With Dominique Molina | 15 Dec 2022 | 00:32:55 | |
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 Planners across the country. With Dominique's insights, she shares tips on selling advisory services to your existing clients, so you finally get the freedom you set out to do in your business. She also highlights that this is not a transaction but a transformational offer for your clients. Tune in to this episode and learn how you can charge premium fees for your service! | |||
| Episode 101 | Why Sales Training For Accountants And Tax Firm Owners Fails And How To Avoid It With Rob Jolles | 01 Dec 2022 | 00:51:01 | |
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 training!
Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 99 | Building A Corporate Culture To Keep Retention High With Ron Saharyan | 01 Nov 2022 | 00:37:16 | |
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 organizational growth and built multiple companies in the staffing industry. Learn how he establishes culture in his business so he can keep employees happy and productive. Give your employees gifts, bonuses, time, and purpose so that they know they are doing something great. Start increasing your retention rates today!
Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 98 | Confidence And Competence: Two Key Elements To Success For Accounting And Tax Owners With Roger Knecht | 15 Oct 2022 | 00:34:43 | |
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 insights on overcoming intimidation towards technology by being aware of the three players who are part of the challenge. Are you tired of grinding for eight hours a day? Step up now, and start moving forward by tuning in to this episode on The Abundant Accountant Podcast with Michelle Weinstein and Roger Knecht!
Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 97 | A Conversation On Pricing: How To Charge For Your Worth With Nate Haggerty | 01 Oct 2022 | 01:07:27 | |
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 customers will leave you if you raise prices. Get over that so you can learn how to price for what you're truly worth. Michelle Weinstein takes the hot seat opposite the CEO of TaxProMarketer and AdvisorProMarketer, Nate Hagerty, to talk all about pricing. Learn how you can raise prices without making your customers feel ripped off. Discover what a lot of people do wrong in pricing, like watching their competition. Find out more about perceived value and how that plays into your pricing strategy. Be the expert and start understanding how your pricing works today!
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| Episode 96 | How To Stop Justifying And Explaining Accounting Fees With Rob Jolles | 15 Sep 2022 | 00:43:50 | |
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 strategies you can execute in your business regarding discounting fees and answering clients' questions. In the financial industry, it is common to feel the need to justify and explain your fees, but you shouldn't give clients a discount just because they ask to. Elevate your decision-making process and understand that your daily financial roller coaster ride should not be as exhausting as it ought to be. Have complete control. Tune in as he shares the incremental changes he made to his speaking engagements and how he adds value to his clients.
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| Episode 137 | A Case Study On Business Transformation: From Despair To Profitability With Tommy Taylor | 01 Jul 2024 | 00:28:43 | |
Imagine working long hours, feeling overwhelmed, and barely making ends meet in your own accounting firm. That was the reality for Tommy Taylor before a dramatic turnaround. In this episode, Tommy shares his inspiring journey of transforming his business from a place of despair to one of joy and profitability with the help of The Abundant Accountant. He reveals how he overcame the fear of raising prices, built a sales process focused on ideal clients, and ultimately gained back his freedom and time—collecting $45k in A/R and added $100k in revenue to his firm. Through Tommy's candid interview, you'll discover actionable advice for any accounting or tax firm owner who wants to stop trading time for dollars and build a thriving business. This episode is your roadmap to overcoming challenges, achieving financial success, and enjoying the work-life balance you deserve. | |||
| Episode 95 | Relaxed Success: Getting Stress Out Of The Way With Denise Mandeau | 01 Sep 2022 | 00:28:55 | |
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 putting you in a relaxed state. Building a new discipline and doing simple tweaks in your environment, whether at the office or home working, through changing what you see, smell and hear are some of the keys that can help you achieve this state. Tune in to this episode now and learn more about how you can achieve relaxed success with Denise! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 94 | How To Buy Tax Practices For Pennies On The Dollar With Dominique Molina | 15 Aug 2022 | 00:39:20 | |
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 having that abundance mindset. Don't miss out on practical knowledge that will help you earn more and work less by tuning in to this episode. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||
| Episode 93| Rein It In: How To Sit In Silence & Discomfort When Meeting Prospects With Paul Ross | 01 Aug 2022 | 00:27:26 | |
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 prospect to tell you what they need and leverage that information to close the deal.
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| Episode 92 | Breaking Down The 6 Stages Of The Client Decision Cycle With Rob Jolles | 15 Jul 2022 | 00:43:45 | |
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 stages of the decision cycle and shares some examples of all of those stages. Tune in and get insights on how identifying your strength helps you eliminate the shopping-around part where clients are comparing you to other firms. Learn how this process helps you feel confident to charge premium fees and get paid for what you're really worth! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/ | |||