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    Business

    The Abundant Accountant Podcast: Sales & Business Growth for Accounting, Tax, and Bookkeeping Firm Owners

    You became an Accounting, Tax, or Bookkeeping Firm Owner because you are great at what you do.
    You know how to help your clients. You care about the work. You deliver real value. But if your fees are too low, your proposals keep getting ignored, clients expect free advice, or you are working long hours without the revenue to show for it, the problem is not your technical skill.

    It’s your lack of a sales process, your low pricing, and the way you lead client conversations without confidence.

    The Abundant Accountant Podcast teaches Accounting, Tax, and Bookkeeping Firm Owners how to raise fees, get paid upfront, stop giving away free work, better handle sales objections, set better client boundaries, and build a more profitable firm without burning out.

    Each episode features client success stories, sales strategies, and expert conversations to help you work less, earn more, and build a firm that supports the life you actually want.

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    Latest Episodes:
    Episode 107 | When To Offload Clients And When To Keep Them With Denise Mandeau Mar 01, 2023
    Show notes

    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. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/


    Episode 106 | Why Technology Can Help Increase Your Conversions And Revenue With Blake Oliver Feb 15, 2023
    Show notes

    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 Feb 01, 2023
    Show notes

    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 Jan 15, 2023
    Show notes

    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 Jan 01, 2023
    Show notes

    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 Dec 15, 2022
    Show notes

    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 Dec 01, 2022
    Show notes

    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 100 | Case Study: How Marc Schnoll Grew His Firm To $1M And Gained Time Freedom Nov 15, 2022
    Show notes

    Are you sick of completely grinding 14 hours a day, craving that work-life balance, sacrificing your time with your family and loved ones, and postponing those vacations? If you are tired of the vicious cycle of pleasing clients and losing sleep, and feeling exhausted, depleted, and powerless, this episode is for you. Marc Schnoll, Owner of Sexton & Schnoll, shares his journey on how he grew his firm to $1M and achieved time freedom. By changing their practice, he positioned the firm for growth through competing and delivering a high level of service. He also shares the significant aspects they've gotten from working with us. If you want to learn more from Marc, head on to this conversation!

    Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/


    Episode 99 | Building A Corporate Culture To Keep Retention High With Ron Saharyan Nov 01, 2022
    Show notes

    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 Oct 15, 2022
    Show notes

    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/


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