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.

Latest Episodes:

Episode 58 | Afraid Of Leaving Your JOB? Know How To Ease Your Fears With Serena Shoup Feb 15, 2021

Show notes

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 ease your fears when you finally decide to leave your 9 to 5 job.

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Episode 57 | How To Overcome Your Fears And Be Your Own Boss With Tatiana Tsoir Jan 31, 2021

Show notes

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 for a lot of people who are similarly confronted by the fear to take the leap of faith! Now out of that limbo, Tatiana compiles the lessons from her clients' and her own experiences in her upcoming book, Dream Bold, Start Smart, a step-by-step guide to bulletproofing a business idea and setting it up right with the strategies and finances to not only survive but to thrive. Listen in as she shares some of these lessons with Michelle Weinstein.

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Episode 56 | How To Get Out Of The Hamster Wheel And Connect With People: With Paul Davis | Part 2 Jan 15, 2021

Show notes

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. He also explains the three pillars of building trust, underlining the importance of each one in connecting with others and actually making an impact.

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Episode 55 | How To Build Confidence And Get Better Fees: The Three Essential Pillars With Paul Davis | Part I Jan 01, 2021

Show notes

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 consultant, speaker, author of several international best-selling books, and creator of The Executive Code. In this exciting and insightful conversation, Paul takes an in-depth look at the three essential pillars of confidence and how you can achieve each of them to create more abundance in your business and in your life.

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054 | STOP Chasing Clients And Focus On Profits First With Andrew Royer Dec 15, 2020

Show notes

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 teaches business owners how to escape this vicious cycle of grow, grow, grow, and spend, spend, spend and to really focus on the bottom line – profits first. He spends time with Michelle Weinstein on this episode to explain his system.

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053 | Why You Should Invest In Technological Support With Andrew Lassise Of Rush Tech Dec 01, 2020

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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. Doing your business on sticky notes is a recipe for frustration on the part of your clients. Nobody wants to refer an accountant who doesn't remember to send the email he said he was going to send. Listen in and learn how you can take advantage of various technologies to increase your efficiency and set you up for an abundant practice.

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052| How Accountants Can Be Effective, Efficient, And Productive With David Cristello Nov 15, 2020

Show notes

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 more productive and effective. She sits down with David Cristello, the CEO and founder of Jetpack Workflow, where he has the software platform that helps accounting and tax professionals track all their current work without any worries. Here, David talks about the difference between being productive and being busy as well as being effective. Join him and Michelle in this conversation as they lay down ways you can work smarter, ridding yourself from having to run around with your hair on fire.

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051 | Transition: Setting Fear To The Side, Being Proactive & Mindset With Thomas Gorczynski Nov 01, 2020

Show notes

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 to quit working in a law firm and leave that life of billed hours and went full force by owning his own. He lets us on the mindset work that goes with that transition and how he does not let the fear block him from making that important change. Join Thomas in this episode as he takes you inside of yourself to evaluate how you can move forward towards an abundant life.

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Finding Your Ideal Client And Charging Them What You Want With Eric Green Oct 28, 2020

Show notes

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 consult fee to $1,500. Together with it, he taps into the importance of having the proper money mindset and how you can go all-in on your expertise. He also introduces his webinars and coaching programs that you can join in, adding more tools to your toolbelt.

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050 | Scaling Organically & Hiring VA's with Nathan Hirsch Oct 15, 2020

Show notes

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 accountingpreneur while keeping the standards you have set in your daily operations. Tune in and exponentially scale your business virtually through the power of outsourcing.

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