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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.

Latest Episodes:

Episode 97 | A Conversation On Pricing: How To Charge For Your Worth With Nate Haggerty Oct 01, 2022

Show notes

Price is what you pay, and value is what you get. That is what pricing is all about. You have to make sure that you are giving the best value for your price. Your pricing is directly proportional to what you've invested in your education, time, and mistakes. If you believe you are an expert in your field, don't be afraid to raise your prices. It's all about getting through your beliefs that your customers will leave you if you raise prices. Get over that so you can learn how to price for what you're truly worth.

Michelle Weinstein takes the hot seat opposite the CEO of TaxProMarketer and AdvisorProMarketer, Nate Hagerty, to talk all about pricing. Learn how you can raise prices without making your customers feel ripped off. Discover what a lot of people do wrong in pricing, like watching their competition. Find out more about perceived value and how that plays into your pricing strategy. Be the expert and start understanding how your pricing works today!

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

Episode 96 | How To Stop Justifying And Explaining Accounting Fees With Rob Jolles Sep 15, 2022

Show notes

Are you confident enough with your numbers? Listen to your host Michelle Weinstein as she shares valuable insights about pricing strategies and why you should stop justifying and explaining your accounting fees with Rob Jolles. Rob is a speaker, author, consultant, and coach who stresses the importance of knowing your worth and value. In this episode, he shares actionable implementation strategies you can execute in your business regarding discounting fees and answering clients' questions. In the financial industry, it is common to feel the need to justify and explain your fees, but you shouldn't give clients a discount just because they ask to. Elevate your decision-making process and understand that your daily financial roller coaster ride should not be as exhausting as it ought to be. Have complete control. Tune in as he shares the incremental changes he made to his speaking engagements and how he adds value to his clients.

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

Episode 95 | Relaxed Success: Getting Stress Out Of The Way With Denise Mandeau Sep 01, 2022

Show notes

When stress gets in your way, it can affect everything around you and cause a dramatic decline in productivity. But how can you turn this around to let yourself be stressed out in a relaxed state? In this episode, Denise Mandeau, a business growth strategist, says that because we commoditize our value, we are trading dollars for hours, which does not help increase revenue, nor does it helps in putting you in a relaxed state. Building a new discipline and doing simple tweaks in your environment, whether at the office or home working, through changing what you see, smell and hear are some of the keys that can help you achieve this state. Tune in to this episode now and learn more about how you can achieve relaxed success with Denise!

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

Episode 94 | How To Buy Tax Practices For Pennies On The Dollar With Dominique Molina Aug 15, 2022

Show notes

Want to know how you can buy tax practices for pennies on the dollar? This is the episode for you! Today's guest is Dominique Molina, the co-founder and President of the American Institute of Certified Tax Coaches. In this episode, she joins host Michelle Weinstein to share tips and tricks on buying tax practices at better rates and reducing your clients while increasing revenue. It's all about having that abundance mindset. Don't miss out on practical knowledge that will help you earn more and work less by tuning in to this episode.

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

Episode 93| Rein It In: How To Sit In Silence & Discomfort When Meeting Prospects With Paul Ross Aug 01, 2022

Show notes

How often do you get nervous during meetings and sales pitches and end up talking too fast and too much? Before you know it, your prospect is already walking away, leaving you wondering what went wrong. Learn how to calm your nerves from the Master Hypnotist and Master of Neuro-Linguistic Programming, Paul Ross, as he shares tips on how you can sit in silence and discomfort and allow your prospect to tell you what they need and leverage that information to close the deal.

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

Episode 92 | Breaking Down The 6 Stages Of The Client Decision Cycle With Rob Jolles Jul 15, 2022

Show notes

What if you could boil down the client decision cycle into simple steps? The results can be revolutionary for your business! Sought-after professional speaker and five-time bestselling author, Rob Jolles talks about this in this conversation with Michelle Weinstein. Rob takes us through the process of how you can figure out where your client is in the decision cycle. He identifies six different stages of the decision cycle and shares some examples of all of those stages. Tune in and get insights on how identifying your strength helps you eliminate the shopping-around part where clients are comparing you to other firms. Learn how this process helps you feel confident to charge premium fees and get paid for what you're really worth!

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

Episode 91 | Case Study | How Peter Mitchell Of Tax Pro Advisor Generated $240k In Revenue In 3 Months While Cutting His Client Load By 50% Jul 01, 2022

Show notes

If you've been doing something for a very long time, it can feel like you're stuck on a hamster wheel. If you're a tax practitioner, you're already worrying about the next tax season. This was the life of Peter Mitchell, the Managing Principal at Tax Pro Advisor, LLC. He was unhappy until he found Michelle's 8-Week Sales Mastery Program. Ever since then, Peter has found a new purpose in life. He is no longer thinking that he is worth less. His work-life balance is perfect. Join Michelle Weinstein as she gets Peter to share how he generated $240k in revenue in 3 months without any stress! Discover what Peter learned during his 8-Week Sales Mastery Training. Find out how he discovered his value again. Know that if Peter can do it, so can you! Listen to his story today!

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

Episode 90 | Setting Yourself Apart From The Competition: How To Sell Your Value With Shannon Weinstein Jun 15, 2022

Show notes

Do you often find yourself having to negotiate fees and offering free work instead of getting paid for what you're actually worth? In this episode of The Abundant Accountant, CPA Shannon Weinstein of Financial Solutions returns to give us more tips on how you can deliver that unique service, establish your value, and get ahead and set yourself apart from the competition.

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

Episode 89 | How To Solve Your Staffing Issues And Increase Growth And Revenue With Nate Hagerty Jun 01, 2022

Show notes

For an organization to grow and be successful, issues need to be addressed, and strategies must be implemented. We have a special guest, Nate Hagerty, the CEO of TaxProMarketer and AdvisorProMarketer, the nation's leading marketing agencies group serving accounting and tax practices. Before starting the agency, Nate was doing some coaching and consulting but got tired of it. Now, he is dedicated to leading his team in the tax and accounting space, developing their expertise without compromising their vision, values, and culture, given all the changes happening in our world today. This episode discusses how he manages the staffing issues in his business and strategies to help increase revenue.

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

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 May 15, 2022

Show notes

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 high-value service, when coupled with high-value customer experience, creates the best results. Listen in and learn how to attract clients that pay premium fees and take your firm to the next level!

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

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