The Abundant Accountant Podcast

Business & Economics Podcasts >

The Abundant Accountant Podcast is where accounting professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. We cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth! You’ll learn tips and strategies as well as hear personal interviews from successful accounting professionals. This podcast will show you exactly how to create the business (and life) of your dreams full of abundance!

The Abundant Accountant Podcast is where accounting professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. We cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth! You’ll learn tips and strategies as well as hear personal interviews from successful accounting professionals. This podcast will show you exactly how to create the business (and life) of your dreams full of abundance!

More Information

Location:

United States

Genres:

Business & Economics Podcasts

Description:

Twitter:

@thepitchqueen

Language:

English

Website:

https://theabundantaccountant.com/

Email:

iam@thepitchqueen.com

Episodes

022 | The Dangers of Selling When the Client is Already Sold

8/15/2019

Have you ever connected with a potential client, and thought that they were going to enroll in your services, and when the time came to commit, they chose someone else? There’s a fine line between making the perfect connection, and talking too much and losing the sale. It’s happened to me many times: I felt a connection with a client, and thought they felt a connection with me. Then, it happened. I talked too much, and lost the sale. It even happened to me last month! A client asked me a...

Duration:00:27:13

021 | The 4 Best Ways to Attract High Net Worth Clients for Your Accounting Firm

8/1/2019

021 | The 4 Best Ways to Attract High Net Worth Clients for Your Accounting Firm Have you ever had a client balk at your pricing? That leaves you wondering how you can find clients that are ready to pay you for the incredible value that you have to provide for them? Dominique Molina is the Founder and President of the American Institute of Certified Tax Planners. She is a best-selling author and a frequent television guest and media expert on tax issues. She has previously been named as...

Duration:00:31:25

020 | How to Charge Clients in Advance before Providing Services

7/15/2019

How to Charge Clients in Advance before Providing Services | Episode 20 Do your clients pay upfront, or do they pay after you’ve done the work? Charging your clients in full before you do any of the work can help your firm be a more efficient and effective for your business. When I was talking to one of my recent accounting students, I was shocked to find out that he had more than $60,000 in accounts receivable! He found himself spending so much time chasing down clients for payment, when...

Duration:00:22:00

019 | How to Handle a Sales Follow Up With New Leads Without Being Annoying

7/1/2019

How to Handle a Sales Follow Up With New Leads Without Being Annoying Do you ever wonder if you’re being annoying to your new leads? This is a struggle that holds many accountants back from following up, and ultimately hurts their clients and hurts their business! Most clients require up to five follow-ups before they bring in more revenue to your firm by enrolling with you. However, most accountants don’t even follow up once! That is money left on the table, but more importantly, that is...

Duration:00:31:23

018 | The Best Pricing Strategies for Accountants and CPAs

6/15/2019

Would you believe that one of the most common questions I get from accountants is about how to price their services? Our guest today is the Co-Founder and President of the American Institute of Certified Tax Planners, Dominique Molina. She is a best-selling author and a frequent television guest and media expert on tax issues. She has previously been named as one of the “Top 40 Under 40 Most Influential Accounting Professionals” by CPA Practice Advisor Magazine. Your pricing strategy will...

Duration:00:29:02

017 | When and How to Say No Politely in Your Business

6/1/2019

Are you taking on every single accounting prospect that walks through the door? Do you ever consider whether they’ll enhance your business or not? It’s time to step into the abundant life you’re working so hard for, it’s time to start turning down unqualified clients. I know this probably feels pretty scary. Having valuable income from clients is necessary, but what if I told you if you removed all of your less than ideal clients from your client roster, you’d be opening yourself up to...

Duration:00:27:46

016 | How to Drum Up Ideal Clients for Accountants

5/15/2019

016 | How to Drum Up Ideal Clients for Accountants Do you ever feel that you wake up every day and think you would be further ahead by now with your firm and only working with clients that you love to work with? Finding clients can be tough - or does it have to be? Sometimes it feels like dating; you’re searching for that perfect match. By defining what you’re looking for in a client - often by finding your niche and developing an area of expertise, you can find an abundance of new...

Duration:00:34:20

015 | The 5 Ways to Establish Trust Without Giving Away Free Advice

5/1/2019

015 | The 5 Ways to Establish Trust Without Giving Away Free Advice Do you ever feel like you provide excellent advice and service (for free) and then watch your potential client go hire someone else? You tell them how you’re going to save them money and then never hear back? It’s time to stop working for free, and find new ways to build trust with both current and future clients! When meeting with clients, it’s important to have that trust factor so that they want to do business with...

Duration:00:24:19

014 | Should My Accounting Firm Use Social Media?

4/15/2019

014 | Should My Accounting Firm Use Social Media? Do you view social media as a waste of time? If you’re not careful, it can be rather time-consuming! However, social media can be one of your biggest sources of new business - if you’re willing to put in the work to be consistent! Social media helps you connect authentically with an abundance of clients. With intentional, consistent work, you don’t have to spend a lot of money to get abundant clients! Yelp, LinkedIn, Facebook business...

Duration:00:34:36

013 | 6 Creative Ways Accountants Can Encourage Referrals

4/1/2019

013 | 6 Creative Ways Accountants Can Encourage Referrals How do you ask for referrals? Do you have a script or a template? Do you find yourself wanting to try something new and creative? Referrals can be FUN! Being creative with your referral process can bring fun to your business, and increase the number of referrals that you get - and bring you those clients your love to help so you can have a firm of abundance. We all know the importance of asking for referrals. By taking a few simple...

Duration:00:23:20

012 | Why Accountants Should Have A Sales System

3/15/2019

012 | Why Accountants Should Have A Sales System Are you feeling burnt out? Do you take on every prospect that comes your way? It’s time to stop the hamster wheel, and step into high-end, premium offerings for your accounting clients which means you can’t take on everyone. In this episode, Peter Freuler joins The Abundant Accountant Podcast to share his story of taking on every single client that came in the door to his firm, to recognizing that narrowing his focus and only serving a...

Duration:00:34:19

011 | How to Identify Clients That are Ready to Hire You NOW

3/1/2019

011 | How to Identify Clients That are Ready to Hire You NOW Is your firm full of clients, you’re working 12-hr days and you’re barely making ends meet? Turning away business is probably one of the most difficult things you will ever do as an accountant. You know you have rent and employees to pay, so taking on everyone that walks through the door seems like the right thing to do. That couldn’t be further from the truth! I have a student; his name is Scott. I spoke with him about my...

Duration:00:29:02

010 | The Best Ways for Accountants to Get Referral Clients

2/15/2019

010 | The Best Ways for Accountants to Get Referral Clients How often do you ask your current happy clients for a referral? Do you sit around hoping that they’ll just send people your way? It’s time to change your thought process... Referral clients are GOLD! Receiving referrals from current, happy clients also increases the chances that the referral will choose to enroll with you. People are more likely to buy from people they know, like and trust. When a referral is sent to you, it’s...

Duration:00:21:31

009 | How to Show Your Value as a Trusted Professional as an Accountant

2/1/2019

009 | How to Show Your Value as a Trusted Professional as an Accountant Do you have any long-term clients who you undercharge in fees, and you worry that they’re going to leave you if you raise their rates? If you answered YES, then this week’s The Abundant Accountant Podcast is a MUST LISTEN! Marc Schnoll joins the show to share how he learned the importance of owning your worth and charging adequately for it. Marc started his firm about 14 years ago, and has had a long-term client since...

Duration:00:27:57

008 | The 4 Best Marketing Tactics for Accountants

1/15/2019

008 | The 4 Best Marketing Tactics for Accountants Do you have a marketing plan for your accounting firm? Or, are you kind of winging it as you go, hoping dream clients fall into your lap? I’ve worked with a lot of accountants and I know that many of you shudder at the thought of having to go out and market yourself, so you avoid it at all costs. But, as I’m sure you’ve learned, that isn’t going to bring in any business! In order to build a solid accounting firm with the clients you love,...

Duration:00:23:06

007 | 5 Steps to Developing a Winning Elevator Pitch for Accountants

1/1/2019

007 | 5 Steps to Developing a Winning Elevator Pitch for Accountants Do you have a pre-written and practiced “Brand Shake?” If you’re not familiar with the term Brand Shake, it is the term I like to use with my Royal Family to describe the ever-important elevator pitch. Having an award-winning elevator pitch is the key to mastering your next networking event, but what goes into writing an effective elevator pitch? In this episode, I’m sharing The Pitch Queen’s top 5 steps for creating an...

Duration:00:24:12

006 | How to Say No to Clients Who Can't Afford Your Accounting Services

12/15/2018

006 | How to Say No to Clients Who Can't Afford Your Accounting Services How frequently does a less than ideal client reach out to you? How often do you end up taking that prospect on as a client? Probably more frequently then you would like. We often live in this lack mindset, thinking that if we don’t take on every client we come across, we’ll never find another one. This leads us to taking on clients that range from deal makers, who aren’t willing to pay the prices you’re worthy of, to...

Duration:00:30:22

005 | Setting Boundaries for Accountants: Knowing Where to Draw the Line with Clients

12/1/2018

005 | Setting Boundaries for Accountants: Knowing Where to Draw the Line with Clients Is your accounting firm FULL of less than ideal clients? Clients that just want you to file their tax returns, but aren’t looking for the services you really want to offer? If you answered YES, this week’s guest on The Abundant Accountant Podcast, Heath Walters, might be able to offer some insight to fixing this problem. When Heath began his firm, he took on anyone that was interested in his services,...

Duration:00:32:19

004 | Showing Your Worth: How to Explain Your Pricing & Value as an Accountant

11/15/2018

004 | Showing Your Worth: How to Explain Your Pricing & Value as an Accountant Have you ever found a new prospect who is genuinely interested in your services, but when it comes time to discuss your prices you FREEZE UP? Do you fear the “what do you cost” conversation? In this episode, Ross Jeffries joins me to discuss how you can build up your confidence, so that you can begin discussing your prices with ease, and without fearing a negative response. It’s tough! I’m sure there have been...

Duration:00:28:49

003 | How To Ask For A Testimonial At An Appropriate Time

11/1/2018

003 | How To Ask For A Testimonial At An Appropriate Time Do you struggle to ask for testimonials from your clients? Does it feel uncomfortable or awkward when it comes time to approach your clients to review your work? If you’re like most of my clients, then you struggle to ask for a testimonial. In this episode of The Abundant Accountant Podcast, I’m sharing the exact steps you need to follow to ensure that you’re asking for the testimonial at the right time. Asking for testimonials is...

Duration:00:19:56