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The Abundant Accountant

Business & Economics Podcasts

The Abundant Accountant Podcast is where accounting and tax 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 and tax professionals. This podcast will show you exactly how to create the firm (and life) of your dreams full of abundance!

The Abundant Accountant Podcast is where accounting and tax 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 and tax professionals. This podcast will show you exactly how to create the firm (and life) of your dreams full of abundance!

Location:

United States

Description:

The Abundant Accountant Podcast is where accounting and tax 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 and tax professionals. This podcast will show you exactly how to create the firm (and life) of your dreams full of abundance!

Language:

English


Episodes

Episode 88 | High-Value Service + High-Value Customer Experience Is The Key To Getting High-Value Clients For Your Accounting Firm – With Dominique Molina, AICTP President

5/15/2022
Getting high-value clients is the dream of everyone who owns an accounting business. But how exactly do you do it without losing your crowd? Today’s guest gives us a solution: create a service that people want to be invited into, instead of one that they feel entitled to. The genius behind this concept is Dominique Molina, CPA, MST, CTS, the co-founder and President of the American Institute of Certified Tax Planners (AICTP). In this conversation with Michelle, Dominique explains how...

Duration:00:37:54

Episode 87 | Case Study | How Kevin Got Rid Of Clients, Raised Fees Over 150% & Boosted His Revenue Exponentially With Kevin Rego

5/1/2022
A retired police officer/firefighter after a 30-year career in public service, Kevin Rego is now an accountant who specializes in taxation law. However, Kevin soon realized that he was not being paid for the value of his service. Due to this realization, he enrolled as a student in our Abundant Accountant program and went through the eight-week sales mastery training. With this, Kevin was able to earn more revenue by applying his learnings to his business and life. Tune into this episode as...

Duration:00:36:08

Episode 86 | How to Improve Who You Hire: Hiring Strategies and Leadership Skills To Manage An Effective Team with Jackie Meyer

4/15/2022
Leadership does not start with managing a team. It starts the moment you hire someone. So how do you improve your hiring strategy and retain an effective team? Jackie Meyer, founder of TaxPlanIQ and Meyer Tax Consulting, is here to answer that. She joins host Michelle Weinstein to share valuable insights on leadership that will help you manage your employees with trust and love. It took going past the breaking point for Jackie to take the leap and finally hire her first employee, then her...

Duration:00:33:41

Episode 85 | Go For The NO: Setting Your No-Goals And Taking The Leap Of Faith With Andrea Waltz

4/1/2022
Start going for nos instead of yeses. Keep track of your nos and set goals for your nos. People are always afraid of failure and rejection, it's time to embrace that. Join Michelle Weinstein as she talks to Andrea Waltz about embracing the go for no mindset. Andrea is a speaker, virtual trainer, and co-author of the bestselling book, Go for No: Yes is the Destination, No is How You Get There. Learn all about the no-awareness and how you can document your nos. Start setting no-goals instead...

Duration:00:37:45

Episode 84 | It’s Tax Season! 3 Reasons Why Now Is The Time To Overhaul Your Firm With Denise Mandeau

3/15/2022
Tax season is almost upon us, and with it comes a time crunch. Isn't it time you looked at overhauling the way you do business? Michelle Weinstein and sales strategist Denise Mandeau look at why tax season is the best time to increase your fees. Denise and Michelle examine 3 top reasons why an overhaul is the best thing for your business. The also lay out a solid plan that for dealing with clients. So sit back and learn the best way to increase your value and your revenue. Love the show?...

Duration:00:20:36

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!

3/1/2022
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...

Duration:00:33:36

Episode 82 | 5 Pillars Of Marketing To Build On For Your Accounting Firm With Nate Hagerty

2/15/2022
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...

Duration:00:40:49

Episode 81 | Standing Out And Overcoming Objections With Serena Shoup

2/1/2022
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...

Duration:00:39:16

Episode 80 | Sales Vs. Marketing: How To Tell The Difference With Denise Mandeau

1/15/2022
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...

Duration:00:32:15

Episode 79 | Building Your Ideal Clientele Through Value-Based Pricing With Shannon Weinstein

1/1/2022
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?...

Duration:00:34:39

Episode 78 | Why Upfront Payment Trumps Pay-As-You-Go With Michael Kin

12/15/2021
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...

Duration:00:34:08

Episode 77 | Deconstructing The Myths Of Sales Vs. Marketing With Denise Mandeau

12/1/2021
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...

Duration:00:31:17

Bonus Episode With Eric Green - The Difference Between Sales & Marketing: Key Things You Need To Know To Get Paid What You’re Worth

11/29/2021
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...

Duration:00:53:19

Episode 76 | Top 5 Sales Beliefs That Are Holding You Back: Overcoming The Barriers To Becoming A 6 -7 Figure Firm With Denise Mandeau

11/15/2021
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...

Duration:00:32:17

Episode 75 | The Importance Of Branding: Quick Insights From The Pitch Queen

11/1/2021
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...

Duration:00:17:36

Episode 74 | The Importance Of A Niche: How To Charge Higher Fees With Thomas Gorczynski

10/15/2021
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...

Duration:00:35:20

Episode 73 | How To Transition From Accounting To Sales With Diana Louiso

10/1/2021
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...

Duration:00:34:37

Episode 72 | How To Identify Your Ideal Accounting Client With Debra Angilletta

9/15/2021
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...

Duration:00:41:15

Episode 71 | Why Asking For Testimonials Is Important For Your Credibility With Wendi Hall

9/1/2021
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...

Duration:00:42:54

Episode 70 | Why Upfront Payments Attract Committed Clients With Paul Ross

8/15/2021
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...

Duration:00:37:51