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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:
    042 | Asking The Right Questions To Get A Potential Accounting Client's YES With Denise Mandeau Jun 15, 2020
    Show notes

    So much is on the line when talking with potential clients because you either leave a bad impression or get them on board with you. That is why many find it nerve-wracking, especially when the conversations start to get boring or dull. How then will you close if they look like they want to get away from you? In this episode, Michelle Weinstein and her partner in crime, business growth strategist Denise Mandeau, help you overcome these awkward situations and get your potential accounting clients to say YES. How, do you ask? By only asking the right questions! Not only will you get their sweet YES, but you will also get it from the client that is right for you and who is willing to pay you what you're looking for. Follow Michelle and Denise to connect with your leads and build a rock-solid relationship that will last long-term.

    Love the show? Subscribe, rate, review, and share!

    • Here's How »

    Join the Abundant Accountant Community today:

    • theabundantaccountant.com
    • LinkedIn
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    • Instagram
    • Facebook
    • YouTube

    041 | Using Cloud Technology To Onboard New Clients With Blake Oliver Jun 01, 2020
    Show notes

    Onboarding a new client may only take an hour or two, but it can easily take half of your day if you have to travel miles just to get to the client. That means hours of unpaid travel time that could have been saved with cloud accounting technology. Joining Michelle Weinstein to talk about this is cloud accounting specialist and podcast host, Blake Oliver. Having had to endure the long drives himself, Blake realized that you could actually save a lot of commute time if you can incentivize the client to go cloud-based. He gives us some essential tips on onboarding clients and coaxing them to embrace the virtual model and remote work setup.

    Love the show? Subscribe, rate, review, and share!

    • Here's How »

    Join the Abundant Accountant Community today:

    • theabundantaccountant.com
    • LinkedIn
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    • Instagram
    • Facebook
    • YouTube

    Maximizing Actions to Take in a Recession with Dominique Molina May 26, 2020
    Show notes

    What actions should you be taking RIGHT NOW to thrive? It's probably not what you think!

    In this special bonus episode of The Abundant Accountant Podcast, Dominique Molina joins me for a conversation about what we've both noticed since the beginning of the COVID-19 crisis, how you can attract more clients that you're actually excited to work with, and how doing the exact opposite of what you would normally do can help you stand out and be successful - recession or not!

    If you're ready to take back your power by taking action and doing what other accountants aren't doing, this episode is a must-listen!

    Here's a few things we talked about:

    • Why communication (not credentials) is key to differentiating yourself and charging higher rates
    • What Dominique has noticed about what people are experiencing and why you should be doing the opposite of your instincts to be successful
    • The power of being present and acting in the now instead of from the past or the future
    • Specific, real-life examples of how you can help businesses adapt in this new and changing climate
    • Why leading by example is the absolute best way to attract the clients you want right now
    • Why you DON'T have to be an expert in everything to be of service for your clients, and why not knowing everything might even help you stand out right now
    • What to do when negative thoughts pop up or you find yourself or your clients "grumbling" about things that don't really matter

    - -

    I see way too many accounting professionals who are overworked, underpaid, and under appreciated. Is that you?

    That's why I've created a simple 5-step process for accountants so that you can feel confident positioning yourself as the expert, get consistent, high-quality referrals, and easily get people to say YES to paying you what you're worth (no matter how much you charge), while working less all year round - even during these challenging times! Go to 5stepstoabundance.com to get my simple 5-step process accountants use to go from "waiting around for the busy season" to closing high-level clients who say YES to paying you what you're worth (no matter how much you charge) and who actually appreciate the work you do for them!

    - -

    This episode was brought to you by Xero. With Xero's cloud accounting software, small businesses and accountants can work together and collaborate anytime, anywhere. With real-time financials, bank connections, unlimited users, and online invoicing, it's beautiful accounting software that's powered by people.

    Xero provides its 2+ million subscribers with connections to a thriving ecosystem of 800+ third-party apps and 200+ connections to banks and financial service providers. Learn more at www.xero.com.

    - -

    Important Links:

    • Dominique Molina
    • Be Here Now by Ram Dass
    • 5StepsToAbundance.com

    About Dominique Molina

    Dominique Molina has long been passionate about helping small businesses pay less tax. Unlike other CPAs, her practice, beyond annual tax return preparation, also emphasizes proactive tax planning strategies to help small businesses leverage the tax laws in the same way that large corporations and the wealthy do. Unsatisfied with bringing her tax-savings approach only to clients her own practice could reach, she created a company that trains and certifies CPAs to develop special expertise in tax planning in accordance with her own high standards for advisory excellence and tax reduction goals. The result is a growing network of CPAs who are successfully reaching some 90,000 small businesses throughout the country.

    Molina's mission to save clients from overpaying their taxes led in 2009 to her founding The American Institute of Certified Tax Planners (AICTP), a company she presides over as CEO. Certified Tax Planners are a leading group of tax professionals who are specially trained in the art of long term, proactive tax planning. AICTP trains and certifies CPAs to develop special expertise in tax planning, and it provides ongoing education, information, and other resources for accountants, advisors, and small business owners. Molina and the company provide a valuable service to the small business community, because AICTP member CPAs, as proactive tax planners, are advising their business owner clients throughout the year on strategies to minimize their annual tax liability by putting tax laws to work for them. By capitalizing on the wealth of tax-saving resources in the U.S. tax code, she and they are helping small businesses pay less tax in April, and retain more revenues for growth.

    Love the show? Subscribe, rate, review, and share!

    • Here's How »

    Join the Abundant Accountant Community today:

    • theabundantaccountant.com
    • LinkedIn
    • Twitter
    • Instagram
    • Facebook
    • YouTube

    3 Mindset Shifts To Make To Navigate Uncertain Times With Denise Mandeau May 19, 2020
    Show notes

    Are you at a loss right now when it comes to talking to your clients or are struggling to bring in new business?

    On this episode of The Abundant Accountant Podcast, Denise Mandeau joins me to talk about three mindset shifts you need to make right now to navigate these uncertain times.

    Here's a few things we talked about:

    • The difference between being fearless and being courageous
    • Michele and Denise role play how to talk about "perceived reality"
    • Why doing the opposite of what you normally would do can really change the conversations you're having with your clients
    • How to ask better questions that will lead you to find solutions and get better results
    • How to shift from contraction to expansion mode to create new opportunities and become a leader for your clients
    • How you can easily start building more trust with your current and potential clients

    If you want to thrive and grow even during these challenging times, this episode is for you!

    --

    If you're having a challenging or stressful time in your firm right now, we're offering complimentary coaching sessions to help you through it! Visit theabundantcall.com to learn more and schedule.

    --

    This episode was brought to you by Xero. With Xero's cloud accounting software, small businesses and accountants can work together and collaborate anytime, anywhere. With real-time financials, bank connections, unlimited users, and online invoicing, it's beautiful accounting software that's powered by people.

    Xero provides its 2+ million subscribers with connections to a thriving ecosystem of 800+ third-party apps and 200+ connections to banks and financial service providers. Learn more at www.xero.com.

    Love the show? Subscribe, rate, review, and share!

    • Here's How »

    Join the Abundant Accountant Community today:

    • theabundantaccountant.com
    • LinkedIn
    • Twitter
    • Instagram
    • Facebook
    • YouTube

    040 | How To Prove Your Value Against The Cost Of Your Accounting Services With Denise Mandeau May 15, 2020
    Show notes

    A person goes to a professional with a specific set of wants and needs in mind, and that is something that you, as an accountant, have to be sensitive to. To a potential client, the value of your services is not weighed by your technical know-how or resumé, but rather, they look at how you can help them get what they want and need. Michelle Weinstein is joined by business growth strategist Denise Mandeau. Mixing in a bit of roleplay, Michelle and Denise illustrate how to win a client over by appealing to the things that they want to be able to achieve. If you want to get more yeses from potential clients, don't miss this important conversation between Michelle and Denise!

    Love the show? Subscribe, rate, review, and share!

    • Here's How »

    Join the Abundant Accountant Community today:

    • theabundantaccountant.com
    • LinkedIn
    • Twitter
    • Instagram
    • Facebook
    • YouTube

    How to Recession-Proof your Firm during COVID-19 and Beyond with Ron Saharyan May 06, 2020
    Show notes

    Our special guest for this bonus episode is Ron Saharyan, the Co-Founder and Managing Partner of Profit First Professionals. He has over fifteen years of experience in managing organizational growth and is sharing his recession-proof formula for connecting and communicating with your clients to help keep them at ease, be of more service, and keep your firm running.

    If you're finding these times challenging and want to be prepared for anything that may come your way in the future, this episode is for you!

    Here's a few things we talked about:
    • The evolved communication Method that will help you serve and connect to your clients
    • How putting yourself in your clients shoes and empathizing can help to grow relationships
    • The best way to really make your clients feel heard and understood
    • How to ask questions to get to the heart of your customer's vision
    • The difference between being opportunistic and finding new opportunities
    • The most important skill you can use to be of service right now
    • Why you should avoid giving advice in stressful times and what you can do instead

    --

    If you're having a challenging or stressful time in your firm right now, we're offering complimentary coaching sessions to help you through it! Visit theabundantcall.com to learn more and schedule.

    --

    This episode was brought to you by Xero. With Xero's cloud accounting software, small businesses and accountants can work together and collaborate anytime, anywhere. With real-time financials, bank connections, unlimited users, and online invoicing, it's beautiful accounting software that's powered by people.

    Xero provides its 2+ million subscribers with connections to a thriving ecosystem of 800+ third-party apps and 200+ connections to banks and financial service providers. Learn more at www.xero.com.

    Important Links:
    • Profit First Professionals
    • Ron - LinkedIn
    • Mike Michalowicz
    • Profit First
    • Profit First Professionals
    • The Abundant Accountant podcast
    • Success Unfiltered
    • iTunes - The Abundant Accountant podcast
    • https://ProfitFirstProfessionals.com
    • Never Split the Difference
    About Ron Saharyan

    Ron Saharyan is co-founder and managing partner of Profit First Professionals. Having built multiple companies in the staffing industry, Ron leads Profit First's membership of world-class accountants, bookkeepers and business coaches who guide entrepreneurs to the highest degrees of profitability.

    He has over 15 years experience in managing organizational growth, is a thought leader in business cash flow management and is a popular speaker on the topic of, you guessed it, profit.

    Love the show? Subscribe, rate, review, and share!

    • Here's How »

    Join the Abundant Accountant Community today:

    • theabundantaccountant.com
    • LinkedIn
    • Twitter
    • Instagram
    • Facebook
    • YouTube

    039 | How To Use Value-Based Pricing to Sell High-Value Services With Denise Mandeau May 01, 2020
    Show notes

    Many people tend to underestimate the power of owning their value in the different parts of their lives, and this holds true for value-based pricing. This is important because creating a price based on the way you perceive your value also affects the way your customers will perceive your value, so you've got to show them you're worth their investment. Denise Mandeau is a renowned business growth strategist. She sits down with Michelle Weinstein to discuss the inherent value in value-based pricing. Thinking of taking your business to the next level? This is a great step to start!

    Love the show? Subscribe, rate, review, and share!

    • Here's How »

    Join the Abundant Accountant Community today:

    • theabundantaccountant.com
    • LinkedIn
    • Twitter
    • Instagram
    • Facebook
    • YouTube

    038 | Tips For Marketing Your Firm When You're Busy With Seth Greene Apr 15, 2020
    Show notes

    Despite being a practical need for many, marketing your accounting firm may prove to be a difficult task. Without marketing, you don't get a lot of sales. And without sales, you don't get revenue. Today, Seth Greene joins host Michelle Weinstein to demystify the process of getting your accounting firm out there well in view of many more people. Stay tuned to this episode for more actionable tips for marketing your firm that won't take up a lot of time OR a lot of money! This is perfect for any accountant or CPA who wants to spread awareness of their firm so they can help more people!

    This episode was brought to you by Xero. With Xero's cloud accounting software, small businesses and accountants can work together and collaborate anytime, anywhere. With real-time financials, bank connections, unlimited users, and online invoicing, it's beautiful accounting software that's powered by people.

    Xero provides its 2+ million subscribers with connections to a thriving ecosystem of 800+ third-party apps and 200+ connections to banks and financial service providers. Learn more at www.xero.com

    Love the show? Subscribe, rate, review, and share!

    • Here's How »

    Join the Abundant Accountant Community today:

    • theabundantaccountant.com
    • LinkedIn
    • Twitter
    • Instagram
    • Facebook
    • YouTube

    How to Adapt Your Firm During the COVID-19 Crisis, Part 2 Apr 09, 2020
    Show notes

    In this bonus episode, we're continuing our conversation on how to adapt your firm to not just survive but thrive during the ongoing COVID-19 crisis with special guest, Femke Hogema. Femke Hogema is an author, speaker, entrepreneur and owner of of ProfitFirst Professionals in The Netherlands. Her new book, The Profit Advisor, is available on Amazon.com. Her mission is to help accountingpreneurs become financially healthy and profitable.

    Here's what we talked about:

    • The first thing you should do to set yourself apart, and what you should focus on (instead of numbers and paperwork)
    • Two questions you should be asking your clients before you talk about anything else
    • How to get clients out of fear and into possibility
    • Why you definitively shouldn't lower your rates right now and what you should do instead
    • Tips to get your information and services online so that you can reach more people while saving yourself time and resources

    Watch Femke's video, 3 Mindset Tips for Entrepreneurs Who Want to Thrive During Corona.

    If you're feeling lost or stressed about the future of your firm right now, this episode is for you! And if you know anyone who may benefit from this episode, please share it with them.

    If you're having a challenging or stressful time in your firm right now, we're offering complimentary coaching sessions to help you through it! Visit theabundantcall.com to learn more and schedule.

    This episode was brought to you by Xero. With Xero's cloud accounting software, small businesses and accountants can work together and collaborate anytime, anywhere. With real-time financials, bank connections, unlimited users, and online invoicing, it's beautiful accounting software that's powered by people.

    Xero provides its 2+ million subscribers with connections to a thriving ecosystem of 800+ third-party apps and 200+ connections to banks and financial service providers. Learn more at www.xero.com.

    Love the show? Subscribe, rate, review, and share!

    • Here's How »

    Join the Abundant Accountant Community today:

    • theabundantaccountant.com
    • LinkedIn
    • Twitter
    • Instagram
    • Facebook
    • YouTube

    How to Adapt Your Firm During the COVID-19 Crisis Apr 06, 2020
    Show notes

    So many of us are facing new challenges and a lot of uncertainty right now amid the COVID-19 pandemic. In this bonus episode, sales expert Michael Fisher joins me to talk about how to transition through these uncertain times, what mindset shifts you need to make to not only survive but thrive over the next few months, and how focusing on opportunities to help others will get all of us through this together.

    If you're feeling stuck, stressed or overwhelmed in your firm right now, this episode is for you! And if you know anyone who may benefit from this episode, please share it with them.

    Mike Fisher has over 30 years experience in sales, starting out selling books door to door to pay his way through school. As an experienced sales trainer and consultant, working with companies like Abbot Labs, Johnson & Johnson, Coca Cola and Quest. He lives in Tennessee with his wife and two children. In his free time he loves golfing, running, and spending time with his family.

    If you're having a challenging or stressful time in your firm right now, we're offering complimentary coaching sessions to help you through it! Visit theabundantcall.com to learn more and schedule.

    This episode was brought to you by Xero. With Xero's cloud accounting software, small businesses and accountants can work together and collaborate anytime, anywhere. With real-time financials, bank connections, unlimited users, and online invoicing, it's beautiful accounting software that's powered by people.

    Xero provides its 2+ million subscribers with connections to a thriving ecosystem of 800+ third-party apps and 200+ connections to banks and financial service providers. Learn more at www.xero.com

    Love the show? Subscribe, rate, review, and share!

    • Here's How »

    Join the Abundant Accountant Community today:

    • theabundantaccountant.com
    • LinkedIn
    • Twitter
    • Instagram
    • Facebook
    • YouTube

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