Sales Coaching & Training for Accounting, Tax, and Bookkeeping Firm Owners
Stop Undercharging. Stop Getting Ghosted When Sending Proposals. Build the Accounting & Tax Firm You Actually Want.
Stop Undercharging. Stop Getting Ghosted When Sending Proposals. Build the Accounting & Tax Firm You Actually Want.
If you’re undercharging clients, sending proposals and hearing nothing back, or giving away free work, you don’t have a knowledge problem. You have a problem with your sales process.
The Abundant Accountant helps CPAs, Accounting, Tax, and Bookkeeping Firm Owners build the skills and confidence to communicate their value, charge fees that reflect their expertise, and lead better client conversations without sounding pushy or giving away their best advice for free.
4 Shifts Smart Accounting, Tax, and Bookkeeping Firm Owners Use to Double Their Revenue (Without Working Harder or Taking on New Clients)
WHAT YOU’LL LEARN IN THIS FREE MASTERCLASS
- The step-by-step sales process Accounting, Tax, and Bookkeeping Firm Owners use to charge premium fees, raise prices, and grow revenue without the worry of losing clients
- Why discounts, free advice, unpaid “quick questions,” and weak boundaries train clients to undervalue your expertise
- How to get paid upfront and stop chasing clients for payments
- How learning to have stronger pricing, working with the right clients, and having a repeatable sales process can help you build a more profitable firm without grinding 14-hour days or sacrificing family time
Problems We Solve
If You Run an Accounting, Tax, or Bookkeeping Firm and Any of This Sounds Familiar, You’re in the Right Place.
You know you’re undercharging, but every time you try to raise your rates, the fear of losing clients stops you cold.
You send proposals and hear nothing back. Prospects go quiet and you’re left waiting, following up, and wondering what went wrong.
Clients keep adding to the scope, calling with quick questions, and expecting more without paying for it. You’re not sure how to draw the line.
You’re working 50+ hours a week, grinding through tax season, and still not bringing home what you deserve. Something has to change.
You’re exceptional at your work. But the second you have to ask for the business, you freeze. And that feeling is costing you.
Testimonials
Real Results From Real Accounting, Tax, and Bookkeeping Firm Owners
“I was getting ghosted by clients, struggling with my pricing, and had been through some personal challenges that left me with no money to invest in anything. Colleagues I trusted at a conference pulled me aside and said, ‘Robin, you really need to do Michelle’s 8-Week Sales Mastery course right now.’ I almost didn’t. I was seriously considering whether it was time to retire. I put the program on a 0% interest credit card and took the leap. Eight weeks later, I had $35,000 in new revenue, I stopped giving away free information, and the three clients who had ghosted me all signed and paid their contracts on the same day. I wish I had done this 20 years ago.”
Robin Rae Huntley
Tax Firm Owner, 20+ Years
“Before finding The Abundant Accountant, my firm was bringing in less than $50,000 a year and we had no sales process in place. My husband and I are both introverts, so showcasing our value to potential clients felt almost impossible. I had tried so many other programs and none of them helped me when it came to sales, so I was terrified this would be another investment with no return. I watched Michelle’s client testimonials, saw accounting firm owners doubling and tripling their revenue in just a few weeks, closed my eyes, and decided I had to try this and enrolled in the 8-Week Sales Mastery Training & Coaching Program. In just seven weeks, we tripled our revenue. For the first time, I knew exactly how to present the investment in a sales conversation and show a potential client what they were losing by not working with us.”
Leah Higgins
Accounting Firm Owner
“I built my fractional CFO firm on referrals, and closing those was easy because clients already trusted me. Then the referrals slowed down and I started going to sales meetings on my own with cold leads. I had six sales meetings in a row without closing a single one, which added up to $24,000 a month in missed recurring revenue. Former sales colleagues told me plainly: your sales process is broken. Before enrolling in the 8-Week Sales Mastery Training & Coaching program, I thought good salespeople were the sleazy car salesman type and I wanted nothing to do with that. What I learned is that sales is not about tricking anyone. It’s about helping someone understand what their problems are costing them and showing them what’s possible. Now I know exactly what I was missing.”
Tyson Lucherini
Fractional CFO Firm Owner
“The sales training has been a big win for us. We now have a systematic, efficient process to qualify leads and turn them into clients. We know how to evaluate leads and only take the ones who meet our velvet rope policies. And we’ve learned how to connect with the client emotionally and offer a solution that solves their problems – instead of approaching client engagements from a one-size-fits-all mentality. Thank you, Michelle!”
Luke K. Gheen
MBA, CPA
“The class was able to reduce my closing time on sales from 6 weeks down to 3 weeks. My goal is not to “Get a Sale” anymore. Now I am working toward leading a prospect to a “definite yes or a definite no.” And I am very selective on which clients I want to work with; If they are not my “Ideal” client, I can comfortably refer them to another CPA/EA who is ideal for them.”
Heath Walters
CPA, CTC
“I had my firm for almost five years and I felt like I was drowning all the time. Too many clients, none of them the right fit, and I didn’t know how to say no. Last October I found myself working seven days a week outside of tax season and I finally said: I can’t keep doing this. A colleague in my tax planning program recommended Michelle’s 8-Week Sales Mastery Training & Coaching Program and I enrolled, even though it was the middle of tax season and I wasn’t sure I had the time or the money. Eight weeks later I added $25,000 in new revenue, cut my work load from doing over 200 tax returns down to about 60, and I’m making more money on the 60 tax returns than I ever made on all 200. I got my weekends back, I have an actual sales process now, and I’m finally working with clients I actually want to work with.”
Melissa Schroder
Tax Planning Firm Owner, 5 Years
“I started my firm in September and enrolled in the 8-Week Sales Mastery program just one month later. I was already undercharging, already afraid to say my fees out loud, and telling myself it would take two years before I could justify charging premium prices. I had taken other courses that taught me the technical side of my work, but none of them taught me how to sell. Then I enrolled in a CFO advisory training and realized I was going to need to sell packages at $1,500 a month. I had no idea how I was going to do that. That’s when I found The Abundant Accountant. After eight weeks, I booked a client at $3,600 for a cleanup job I would have done for $1,000. I now have 12 clients after just four months in business. I didn’t have to spend years waiting to feel confident. I just needed a sales process.”
Emiliano Espinosa
New Bookkeeping & CFO Advisory Firm Owner
“I thought I needed more leads to grow. After spending four months focused on marketing and sales meetings that led nowhere, I realized I had lost over $30,000 in potential revenue. I was getting ghosted, attracting price-shoppers, and constantly hearing ‘I’ll think about it.’ Without a sales process, I was winging it and starting to doubt if I’d ever connect with clients who truly saw my value. I was exhausted and defeated. It was actually my marketing instructor who recognized the real problem, which was not closing and not having a sales process, and introduced me to Michelle. Leads weren’t what I was missing. I was missing a sales process. The most pivotal moment in the 8-Week Sales Mastery program was realizing my true worth and learning to focus on the problems I solve for clients rather than getting buried in the technical details. Since finishing, I signed two diagnostic reviews at $500 each, a service I used to give away for free, and closed a $9,000 cleanup project that turned into a $10,000 engagement plus $750 a month in ongoing bookkeeping. I now have a step-by-step sales process and a sales binder I can refer back to whenever I need it. And it wasn’t just a bunch of videos. I learned so much from the other firm owners on the group calls. That made all the difference.”
Jessica Croft
New Bookkeeping Firm Owner
“I am not a salesperson. I love to help my clients and provide them with the high level of service. The course taught me how to sell without selling, how to serve clients with more value, how to gain confidence, how to deliver quality vs quantity, how to deal with objections, how to define an ideal client and set the boundaries, how to present myself at the networking events and such. The list goes on and on. The course is a MUST for everyone interested in increasing their business bottom line. Thank you, Michelle and Denise! You are amazing!”
Luba Milgram
EA
If You’re Done Undercharging and Ready to Build the Firm You Actually Want, Here’s Where to Start.
Disclaimer: Results of using my program may vary and testimonials are not meant to represent typical results. All testimonials are real, and the users pictures and videos described have taken one or more of my courses. However, these results are meant as a showcase of what the ideal clients have experienced and should not be taken as average or typical results. Individual results will vary and are not guaranteed.
