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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 172 | Case Study | From Hourly Billing To $425K In Retainers: How Jeremy Slack Quit His Job Dec 15, 2025
    Show notes

    Hourly billing was keeping Jeremy Slack stuck — exhausted, underpaid, and working late nights just to stay afloat. In this powerful case study, Michelle Weinstein talks with Jeremy about how he restructured his firm, replaced his salary, and added $425K in annual retainers by shifting to a value-based model. From sleepless nights and a demanding boss to landing multi–six-figure clients and quitting his job, Jeremy shares what changed when he stopped selling time and started selling results. His story is proof that confidence, clarity, and the right system can transform both your business and your life.


    Episode 171 | How Self-Belief Impacts Sales With Rob Jolles Dec 01, 2025
    Show notes

    If you want others to believe in what you are saying or offering, you have to believe in yourself first. Bestselling author and keynote speaker Rob Jolles joins Michelle Weinstein to discuss how self-belief is the key ingredient in building trust, leveling up your sales, and achieving business growth. Rob explains how to put yourself in character to unlock your desired success, control (or even silence) your self-critic, and address imposter syndrome. He also talks about the importance of refining your communication skills, embracing hope despite the fear of disappointment, and asking strategic questions that truly matter.


    Episode 170 | Case Study | From Corporate To Confident CEO: Roxanne Ferrari's Journey With The Abundant Accountant Nov 15, 2025
    Show notes

    Before she became the CEO of a bookkeeping firm, Roxanne Ferrari struggled with sales and was terrified of anything related to marketing. But she managed to unlock her leadership skills and tap into her confident self through the Abundant Accountant's eight-week sales mastery course. She joins Michelle Weinstein to share how she went out of her comfort zone and trusted the process, which ultimately led to the foundation of Ferrari Bookkeeping Services and numerous financial wins. Roxanne also underlines how to achieve business success without sacrificing your personal life and the importance of being confident – and comfortable – with your own professional rates.


    Episode 169 | Mastering The Soft Skills To Thrive As A Fractional CFO With Ron Saharyan Nov 01, 2025
    Show notes

    Becoming a fractional CFO requires far more than technical accounting skills—it's about mastering the soft skills that drive real client transformation. Michelle Weinstein talks with Ron Saharyan, co-founder of Profit First Professionals, about how accountants and bookkeepers can step into this high-value role with confidence. From strategic thinking and storytelling to emotional intelligence and coaching, Ron reveals the skills that separate true advisors from number crunchers. Together, they explore how to position yourself as a trusted CFO, ask the right questions, and deliver the client experience that commands premium fees while creating meaningful impact.


    Episode 168 | Case Study: Conquering Sales Anxiety And Reclaiming Health With Rachel Bernier-Green Oct 15, 2025
    Show notes

    Sales anxiety in accounting can drain confidence, health, and business growth—but it doesn't have to. In this case study, Michelle Weinstein sits down with Rachel Bernier-Green, founder and CEO of Economic Justice Consortium (EJC), to share how she transformed her sales process, conquered fear, and built a thriving consulting firm serving six to eight-figure businesses. Rachel opens up about relying on referrals as a crutch, letting go of toxic clients, and the mindset shifts that helped her turn sales from something she dreaded into a way of serving. With clarity, systems, and confidence, Rachel not only reclaimed 30–40 hours a month but also achieved a 700% ROI, launched a CFO retainer service, and restored her energy and health—all by facing sales head-on.


    Episode 167 | Breaking The Cycle Of Overworking And Underearning In Accounting Oct 01, 2025
    Show notes

    The epidemic of overworking and underearning in accounting is costing professionals both time and financial freedom, but breaking the cycle is possible. This time, our very own Michelle Weinstein takes the hot seat with Molly Murphy, the company's chief enrollment officer, to share how accountants can shift from transactional work to building profitable, freedom-driven firms. Drawing on Michelle's journey from Moss Adams to entrepreneurship and sales mastery, they reveal proven strategies to package services, raise prices, and attract high-value clients without fear of selling. Through powerful client success stories and actionable insights, this conversation uncovers how accountants can reclaim their worth, transform their businesses, and finally escape the trap of long hours for little pay.


    Episode 166 | Leveraging AI In Accounting With Fady Hawatmeh Sep 15, 2025
    Show notes

    AI is here to stay. It will just get better and more polished as we move towards a more futuristic society. Accounting firms might as well know how to use it to their advantage. This is exactly what Fady Hawatmeh is doing through his company Clockwork, the first AI-powered Financial Planning and Analysis (FP&A). He joins Michelle Weinstein to share how they are revolutionizing CFO advisory and solving software inaccuracy through automation, minimizing hours of manual work to just a few minutes. Fady also talks about the importance of confidence and hard skills in offering CFO services, how to focus more on providing value than simply chasing revenue, and the right way to overcome perfectionism.


    Episode 165 | Quieting The Client Chaos With Melissa Schroder Sep 01, 2025
    Show notes

    Firm owners are expected to wear many hats and look after numerous clients at the same time. But without the right processes and boundaries, you could experience client chaos and overwhelm. Michelle Weinstein shares how The Abundant Accountant can help you resolve this hurdle with one of her clients, Melissa Schroder of Melissa's Advisory Service, LLC. Melissa reflects on how the eight-week sales mastery course helped her take control of her finances, determine which clients to let go, and add up to $27,000 to her revenue. Tune in as she shares how embracing such a huge change allowed her to bring her career to greater heights and get out of the hamster wheel.


    Episode 164 | Solving The Top 5 Hidden Money Leaks In Your Firm Aug 15, 2025
    Show notes

    There may be some strategies or processes that are causing more harm than good to your finances – and they could be out of plain sight. Michelle Weinstein breaks down the top five hidden money leaks that you should resolve as soon as possible. From reworking your engagement letters to letting go of toxic clients, she explains how to patch these financial holes without sacrificing the integrity of your profession. Whether you are a start-up firm looking to plan ahead or an established one aiming to keep the cash flowing without issues, this is a must-listen episode.


    Episode 163 | Case Study | How A $50K Mistake Led To A Sales Breakthrough With CPA Tim Wijtenburg Aug 01, 2025
    Show notes

    A shocking $50,000 mistake led to a major sales breakthrough for CPA Tim Wijtenburg, a turning point that redefined his approach to building a profitable accounting firm. This episode reveals how Tim, after seven years in corporate at a Fortune 150 company and over a decade in tax planning, initially relied on tech solutions and "sales menus" to grow his practice, only to discover a critical missing piece—a robust sales process. Join Tim as he shares his pivotal journey from feeling stuck, isolated, and contemplating a return to corporate life, to doubling client engagements and drastically increasing revenue by understanding client needs and setting clear expectations. This is the real-world story of how Tim transformed a costly misstep into a pathway to abundance, freedom, and finally building the firm he always dreamed of.


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