The Abundant Accountant Podcast
The Abundant Accountant Podcast is where accounting and tax professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. We cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth!
You’ll learn tips and strategies as well as hear personal interviews from successful accounting and tax professionals. This podcast for accountants will show you exactly how to create the firm (and life) of your dreams full of abundance!
Episode 110 | Case Study: The Best Time For Upselling Is NOW With Chris McCormack
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...
Ep 108 | Embracing Relaxed Success With Marc Schnoll, The Travelling CPA
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...
Episode 107 | When To Offload Clients And When To Keep Them With Denise Mandeau
Some clients can be pains in the neck, so how do you know if it’s time to offload some clients? In this episode, financial planner and business owner Denise Mandeau joins Michelle Weinstein as they share criteria for offloading clients in their accounting...
Episode 106 | Why Technology Can Help Increase Your Conversions And Revenue With Blake Oliver
As a CPA, you're responsible for helping make smart decisions, whether it be for your clients or your firm. And that means you need to help them understand the importance of technology in their business operations. In this episode, Blake Oliver, CPA talks about...
Ep 105 | Case Study | Triple Your Fees Without Losing A Client With Danielle Douglas
So many professionals are afraid to increase their fees for fear that it might drive people away. What happens is they end up charging less for what they are actually worth. How do you overcome this predicament? Well, today’s guest made it happen. In fact, she...
Episode 104 | Profit First: How To Use Income Targeting To Build The Firm You Love With Billie Anne
Michelle Weinstein welcomes the Lead Technical Guide for the Profit First Professionals organization in the Abundant Accountant Podcast to show you how to build your firm. Grab your pen and paper because our guest brings noteworthy ideas you might need to start...
Episode 103 – Take Control Of Your Firm: The Elements To Consider When You Inherit Or Buy A Firm Full Of Low Paying Clients With Denise Mandeau
Have you inherited or bought a firm? Are you afraid to raise your rates? Well, that dilemma is addressed in this episode to help you take control of your firm. Today, Denise Mandeau, a Business Growth Strategist, discusses the elements that you need to consider...
Episode 102 | Selling Advisory Services As A Transformational Offer To Your Existing Clients With Dominique Molina
Are you thinking of transitioning from compliance-focused to selling advisory services but afraid of pricing for your worth? In this episode, Michelle Weinstein sits down with Dominique Molina to discuss how you can overcome that. She is the Co-Founder of...
Episode 101 | Why Sales Training For Accountants And Tax Firm Owners Fails And How To Avoid It With Rob Jolles
So you've done a bunch of sales training in the past, and they've failed. But why? In this episode, Michelle Weinstein, along with our special guest Rob Jolles, sought-after speaker and best-selling author, will look at why sales training fails for accountants...
Episode 100 | Case Study: How Marc Schnoll Grew His Firm To $1M And Gained Time Freedom
Are you sick of completely grinding 14 hours a day, craving that work-life balance, sacrificing your time with your family and loved ones, and postponing those vacations? If you are tired of the vicious cycle of pleasing clients and losing sleep, and feeling...
4 Shifts Smart Accountants and Tax Pros Use to Double Their Revenue (Without Working Harder or Taking on New Clients)
In this presentation you will discover:
- The step-by-step process my clients use to charge premium fees and double their firm revenue without the worry of losing clients.
- Why giving discounts or doing work for free is the worst strategy to acquire and retain clients.
- How you can get paid first and upfront, without ever having to chase clients down for payments and having accounts receivables ever again.
- The powerful shift my clients use to reclaim 8 hours of sleep every night and regain the excitement for their work by eliminating burnout.
- And how to do ALL this without grinding 14 hours a day, sacrificing time with their family and friends, and finally go on the long overdue vacations without worrying about losing any business.