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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 87 | Case Study | How Kevin Got Rid Of Clients, Raised Fees Over 150% & Boosted His Revenue Exponentially With Kevin Rego May 01, 2022
    Show notes

    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 he shares valuable insights on how he boosted his revenue.

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


    Episode 86 | How to Improve Who You Hire: Hiring Strategies and Leadership Skills To Manage An Effective Team with Jackie Meyer Apr 15, 2022
    Show notes

    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 team. Listen in as she shares the lessons she's learned and the mistakes she's made along the way. Plus, Jackie explains Meraki Leadership and emphasizes the critical role core values have for any organization. Tune in to learn all about it.

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


    Episode 85 | Go For The NO: Setting Your No-Goals And Taking The Leap Of Faith With Andrea Waltz Apr 01, 2022
    Show notes

    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 of yes-goals. Take your leap of faith today and stop worrying about your failures.

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


    Episode 84 | It's Tax Season! 3 Reasons Why Now Is The Time To Overhaul Your Firm With Denise Mandeau Mar 15, 2022
    Show notes

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


    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! Mar 01, 2022
    Show notes

    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 coach and community who will help you succeed. If you want to know more about how Devin skyrocketed his firm revenues, tune in!

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


    Episode 82 | 5 Pillars Of Marketing To Build On For Your Accounting Firm With Nate Hagerty Feb 15, 2022
    Show notes

    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 in and learn more about marketing your accounting business.

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


    Episode 81 | Standing Out And Overcoming Objections With Serena Shoup Feb 01, 2022
    Show notes

    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 objections to help set your firm apart from everyone else's. Stay tuned as Serena spills the secret resources and tools you'll need to run your own successful practice and live life on your terms.

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


    Episode 80 | Sales Vs. Marketing: How To Tell The Difference With Denise Mandeau Jan 15, 2022
    Show notes

    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 through marketing, your potential prospects will feel violated. Tune in, go through the proper process, and increase your revenue!

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


    Episode 79 | Building Your Ideal Clientele Through Value-Based Pricing With Shannon Weinstein Jan 01, 2022
    Show notes

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


    Episode 78 | Why Upfront Payment Trumps Pay-As-You-Go With Michael Kin Dec 15, 2021
    Show notes

    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 to this episode. Enjoy!

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


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