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The Abundant Accountant

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!

Location:

United States

Description:

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!

Language:

English


Episodes

051 | Transition: Setting Fear To The Side, Being Proactive & Mindset With Thomas Gorczynski

10/23/2020
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...

Duration:00:36:27

050 | Scaling Organically & Hiring VA's with Nathan Hirsch

10/15/2020
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...

Duration:00:34:39

049 | 5 Things Accountants Should Stop Doing Now With Jackie Meyer

10/1/2020
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,...

Duration:00:45:28

048 | The Problems With Accountant Sales Training Programs: Overcoming The Sales Stigma With Mike Fisher

9/15/2020
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...

Duration:00:41:19

047 | Jason Blumer – Leading A Team Being Heart-Centered

9/1/2020
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...

Duration:00:37:27

Engineering Your Dream Practice Backwards - “You Get Out What You Put In”

8/20/2020
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...

Duration:00:49:15

046 | How To Show Your Value To Potential Customers With Denise Mandeau

8/15/2020
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...

Duration:00:36:23

045 | Why Cryptocurrency Is A Great Way To Increase Firm Revenue With Seth Wilks

8/1/2020
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...

Duration:00:30:54

044 | Setting Up Communication To Win With Implied Relationship Words With Denise Mandeau

7/15/2020
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...

Duration:00:31:07

The Key Performance Indicators You Should Be Tracking To Grow Your Firm with Mike Meilinger

7/8/2020
Mike Meilinger is the owner of a CPA firm focused exclusively on litigation support, forensic services, divorce accounting, and business valuation. In this special bonus episode, Mike shares the importance of tracking Key Performance Indicators in your accounting firm and how he’s grown his firm to almost $2 million in revenue with just 75 clients. Here’s a few things we talked about: If you’re ready to focus in on what’s really important to grow your firm and your revenues, this...

Duration:00:37:59

043 | How To Grow An Accounting Firm Of Abundance With Michael Palmer

7/1/2020
Do you want to know the secrets to growing your accounting firm? Then you are in luck because, in this episode, Michelle Weinstein invites the popular host of The Successful Bookkeeper podcast and CEO of Pure Bookkeeping North America, Michael Palmer, to share with us the three ways to grow a firm of abundance—not only in revenues but also in having clients that pay you the fees you deserve. He taps into what mindset we need to have, how to overcome the burnout of increasing sales and...

Duration:00:34:34

Abundant Accountant Case Study | Wendi Hall, CPA

6/18/2020
Do you want to stop feeling overworked, underpaid, and unappreciated in your firm but feel like it’s not possible? My guest on this bonus episode is going to prove that it’s 100% possible to turn it all around so you can make more money while working less, and only taking on those clients that are a dream fit for you! Wendi Hall is a graduate of The Abundant Account Sales Mastery Training. She has been preparing tax returns for individuals and businesses for more than 25 years with a focus...

Duration:00:31:18

042 | Asking The Right Questions To Get A Potential Accounting Client’s YES With Denise Mandeau

6/15/2020
So much is on the line when talking with potential clients because you either leave a bad impression or get them on board with you. That is why many find it nerve-wracking, especially when the conversations start to get boring or dull. How then will you close if they look like they want to get away from you? In this episode, Michelle Weinstein and her partner in crime, business growth strategist Denise Mandeau, help you overcome these awkward situations and get your potential accounting...

Duration:00:37:14

041 | Using Cloud Technology To Onboard New Clients With Blake Oliver

6/1/2020
Onboarding a new client may only take an hour or two, but it can easily take half of your day if you have to travel miles just to get to the client. That means hours of unpaid travel time that could have been saved with cloud accounting technology. Joining Michelle Weinstein to talk about this is cloud accounting specialist and podcast host, Blake Oliver. Having had to endure the long drives himself, Blake realized that you could actually save a lot of commute time if you can incentivize the...

Duration:00:30:51

Maximizing Actions to Take in a Recession with Dominique Molina

5/26/2020
What actions should you be taking RIGHT NOW to thrive? It’s probably not what you think! In this special bonus episode of The Abundant Accountant Podcast, Dominique Molina joins me for a conversation about what we’ve both noticed since the beginning of the COVID-19 crisis, how you can attract more clients that you’re actually excited to work with, and how doing the exact opposite of what you would normally do can help you stand out and be successful - recession or not! If you’re ready to...

Duration:00:29:26

3 Mindset Shifts to Make to Navigate Uncertain Times with Denise Mandeau

5/19/2020
Are you at a loss right now when it comes to talking to your clients or are struggling to bring in new business? On this episode of The Abundant Accountant Podcast, Denise Mandeau joins me to talk about three mindset shifts you need to make right now to navigate these uncertain times. Here’s a few things we talked about: If you want to thrive and grow even during these challenging times, this episode is for you! -- If you’re having a challenging or stressful time in your firm right...

Duration:00:34:09

040 | How To Prove Your Value Against The Cost Of Your Accounting Services With Denise Mandeau

5/15/2020
A person goes to a professional with a specific set of wants and needs in mind, and that is something that you, as an accountant, have to be sensitive to. To a potential client, the value of your services is not weighed by your technical know-how or resumé, but rather, they look at how you can help them get what they want and need. Michelle Weinstein is joined by business growth strategist Denise Mandeau. Mixing in a bit of roleplay, Michelle and Denise illustrate how to win a client over by...

Duration:00:30:59

How To Prove Your Value Against The Cost Of Your Accounting Services With Denise Mandeau | Episode 40

5/15/2020
A person goes to a professional with a specific set of wants and needs in mind, and that is something that you, as an accountant, have to be sensitive to. To a potential client, the value of your services is not weighed by your technical know-how or resumé, but rather, they look at how you can help them get what they want and need. Michelle Weinstein is joined by business growth strategist Denise Mandeau. Mixing in a bit of roleplay, Michelle and Denise illustrate how to win a client over by...

Duration:00:30:59

How to Recession-Proof your Firm during COVID-19 and Beyond with Ron Saharyan

5/6/2020
Our special guest for this bonus episode is Ron Saharyan, the Co-Founder and Managing Partner of Profit First Professionals. He has over fifteen years of experience in managing organizational growth and is sharing his recession-proof formula for connecting and communicating with your clients to help keep them at ease, be of more service, and keep your firm running. If you're finding these times challenging and want to be prepared for anything that may come your way in the future, this...

Duration:00:31:40

039 | How To Use Value-Based Pricing to Sell High-Value Services With Denise Mandeau

5/1/2020
Many people tend to underestimate the power of owning their value in the different parts of their lives, and this holds true for value-based pricing. This is important because creating a price based on the way you perceive your value also affects the way your customers will perceive your value, so you've got to show them you're worth their investment. Denise Mandeau is a renowned business growth strategist. She sits down with Michelle Weinstein to discuss the inherent value in value-based...

Duration:00:31:53