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 117 | Overcoming The Fear Of Selling: How To Gain Confidence In Selling With Eric Green Jul 15, 2023

Show notes

Overcoming the fear of selling and increasing revenue takes time and effort. It's essential to be persistent, learn from your experiences, and adapt your approach as needed. Eric Green, the managing partner in Green & Sklarz LLC, unravels his approach to overcoming the fear of selling and doubling the revenue to grow your business. On the other hand, Michelle Weinstein emphasizes the importance of getting rid of that fear because it will continue to get in the way. It is important to note that shifting our sales belief also changes how we look at sales. Dive into this conversation and overcome the fear of selling with Eric Green and Michelle Weinstein.

Episode 116 | How An Accountant Added $70k In Monthly Recurring Revenue To His Firm With Katie Thomas Jul 01, 2023

Show notes

What being an abundant accountant really boils down to is being able to earn more for working less. But how do you find quality clients that will allow you to do this? Digital marketing may be the missing link. In this episode, CPA, content creator, and digital marketer Katie Thomas leads us on an exploration of digital marketing for accountants. She shares are powerful story of how an accountant added $70k in monthly recurring revenue to his firm by following her step-by-step process. If you're wondering how you can use content and social media to get the clients you want, then this episode is definitely for you. Tune in!

Episode 115 | The Transformative Power Of Subscriptions For Business Success With Ron Baker Jun 15, 2023

Show notes

Subscriptions are the catalysts of transformative business models, unlocking unlimited potential and propelling entrepreneurs into the future of sustainable success. In this episode, Ron Baker, Founder of the VeraSage Institute, discusses the transformative power of subscriptions. Ron provides practical strategies and innovative ideas to fully utilize subscription-based models and navigate the future of entrepreneurship. He also provides an exclusive sneak peek into his book, Time's Up!: The Subscription Business Model for Professional Firms, which promises to be a guide to unlocking sustainable success through subscriptions. Tune in to learn about the game-changing business model and its potential to revolutionize business!

Episode 114 | Mapping Out An Exit Strategy To Sell Your Firm With Fred Stein Jun 01, 2023

Show notes

Are you planning on selling your firm? Is your firm sellable? Have you mapped out your exit strategy already? In this episode, Fred Stein, the Tax Director of BQ Tax and Accounting Ltd., provides insights on how to do just that. Fred breaks down the crucial information you need to know if you want to sell your firm and make your firm a more attractive acquisition. From creating processes and procedures to avoid handholding your clients to removing the owners from the processes to make the firm more valuable, Fred gives fresh insights that will strengthen your exit strategy. Tune in to not miss out!

Episode 113 | Start Planning For The Next Tax Season NOW With Thomas A. Gorczynski, EA, USTCP May 15, 2023

Show notes

Tax season is now behind us, but that doesn't mean we move on and think about it later when it comes back. Don't leave tax planning for the next season. Start doing it now! In this episode, we look ahead to plan for the next tax season, so we're better equipped to facilitate the changes in our business. Joining Michelle Weinstein is a nationally recognized speaker and educator on federal tax law matters, Thomas A. Gorczynski, EA, USTCP. Among the titles under his belt, Tom is the editor-in-chief of EA Journal, co-author of the PassKey Learning Systems EA Review Series, and co-owner of Compass Tax Educators. He brings his expertise and insights to today's show to prepare us for the next tax season with a list of the top ten areas to assess in your firm. What are the common mistakes people make? What is the future of the accounting profession? What client metrics should you consider? Tom answers these and more. So tune in to learn and hopefully skip past the tears and anxiety of the tax season when it arrives.

Episode 112 | How To Gain RESPECT And Own Your Voice With Susan Tinel May 01, 2023

Show notes

If you want to be an abundant accountant, you need to gain the respect of your clients. If they try to make you do things you're not supposed to be doing or impose on how you spend your time with them, then it may be time to let them go. But in order to gain that kind of confidence, you have to let go of the fear of losing clients. Susan Tinel is here with to remind you that you are good enough! Go ahead and set your boundaries. Let them filter the clients you want from the clients who will only disrespect you. Own your voice and you will see that the people you want to work with will get drawn to you. Tune in and get inspired by this powerful message!

Episode 111 | Scalable To Saleable System: The Roadmap To Scale, Sell, And Succeed In Your Firm With Sharrin Fuller Apr 15, 2023

Show notes

We all want to scale our business, but the question is how? Successful entrepreneurs have their secret sauce to success. In this episode, Sharrin Fuller, the founder of Glass Wallet Ventures, shares her secret sauce, the scalable to saleable system she develops to help grow and set our firm to success. From having $70 revenue a year, her firm scaled to $2.5M! Her secret? The three keys to success are communication, consistency, and follow-through. You don't want to miss this opportunity, so let's dive right into this roadmap to success!

Episode 109 | A Quest For Value: The Importance Of Asking More Questions With Geni Whitehouse Apr 01, 2023

Show notes

Asking more questions may seem obvious or even unnecessary, but it actually has the power to unlock your full potential as an accountant. In this episode, Geni Whitehouse, CPA and founder of The Impactful Advisor, discusses how asking more questions provides more value to both clients and accountants. She shares how being curious, caring, and concerned about our clients' lives and businesses can lead to significant changes in our practices. Geni also explains that asking important questions has the power to remove the psychological burden of accountants when dealing with their clients. Through this conversation, you can learn how to fire clients who don't align with your values, increase your value as accountants, and raise your prices. With Geni's guidance, you'll discover that by asking more questions, you can unlock your true capacity and create the thriving accounting business environment you deserve. Join us for this powerful episode on the transformative power of asking more questions, and learn how to unlock your full potential as an accountant.

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

Episode 110 | Case Study: The Best Time For Upselling Is NOW With Chris McCormack Mar 19, 2023

Show notes

Upselling is a great growth technique for medium-sized companies wanting to maximize their resources for expansion. But when exactly is the best time of the year to upsell, and what are the ways you can do it? Our guest, Chris McCormack, says it is NOW. Chris is a CPA, MBA, and CTC (Certified Tax Coach) who enjoys helping investors and business owners operate their businesses the way they need to. Whether you are a firm owner who can barely get his head above water or an employee wanting to quit a corporate job to start your own firm, you don't want to miss this episode as we delve into how you can upsell, grow your bank account, and create the business of your dreams.

Ep 108 | Embracing Relaxed Success With Marc Schnoll, The Travelling CPA Mar 15, 2023

Show notes

What is it like to run your tax firm remotely? Is it even possible? In this episode, Michelle Weinstein welcomes back Marc Schnoll, the Travelling CPA, who shares his insights on what it's like to achieve relaxed success. Marc's firm grew in several ways: his people grew, the revenue doubled, and their systems are better when engaging with clients. Remotely selling their services welcomes the possibility of embracing relaxed success. Marc realizes that the more people he brings into his firm can be challenging, but it's the only way to grow. Tune in to hear more of Marc Schnoll in this episode now! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

Our TOPPODCAST Picks

Follow Us

Stay Connected

The Abundant Accountant Podcast: Sales & Business Growth for Accounting, Tax, and Bookkeeping Firm Owners

Related Podcasts

Links

Stay Connected