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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

Episode 64 | Abundant Accountant Case Study: Knowing Your Value With Dave O'Brien, CPA

5/15/2021
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...

Duration:00:39:05

Episode 63| How to Get Out Of Your Own Way: Defeat Your Limiting Beliefs With Paul Ross

5/1/2021
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...

Duration:00:32:28

Episode 62 | Becoming Irreplaceable In Accounting With Twyla Verhelst

4/15/2021
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,...

Duration:00:45:42

Episode 61 | The Right Process Of Starting Your Own Accounting Firm With Nellie Akalp

4/1/2021
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...

Duration:00:35:11

Episode 60 | Integrating Empathy And Personal Boundaries In Your Negotiation Tactics With Chris Voss

3/15/2021
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...

Duration:00:59:46

Episode 59 | From Leaving The Corporate To Starting A Firm With Rocky Lalvani

3/1/2021
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...

Duration:00:34:20

Episode 58 | Afraid Of Leaving Your JOB? Know How To Ease Your Fears With Serena Shoup

2/15/2021
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...

Duration:00:46:46

Episode 57 | How To Overcome Your Fears And Be Your Own Boss With Tatiana Tsoir

1/31/2021
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...

Duration:00:37:30

Episode 56 | How To Get Out Of The Hamster Wheel And Connect With People: With Paul Davis | Part 2

1/15/2021
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....

Duration:00:47:23

Episode 55 | How To Build Confidence And Get Better Fees: The Three Essential Pillars With Paul Davis | Part I

1/1/2021
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...

Duration:00:48:19

054 | STOP Chasing Clients And Focus On Profits First With Andrew Royer

12/15/2020
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...

Duration:00:30:02

053 | Why You Should Invest In Technological Support With Andrew Lassise Of Rush Tech

12/1/2020
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....

Duration:00:35:46

052| How Accountants Can Be Effective, Efficient, And Productive With David Cristello

11/15/2020
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...

Duration:00:36:42

Finding Your Ideal Client And Charging Them What You Want With Eric Green

10/28/2020
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...

Duration:00:49:06

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