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 116 | How An Accountant Added $70k In Monthly Recurring Revenue To His Firm With Katie Thomas
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...
Episode 115 | The Transformative Power Of Subscriptions For Business Success With Ron Baker
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...
Episode 114 | Mapping Out An Exit Strategy To Sell Your Firm With Fred Stein
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...
Episode 113 | Start Planning For The Next Tax Season NOW With Thomas A. Gorczynski, EA, USTCP
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...
Episode 112 | How To Gain RESPECT And Own Your Voice With Susan Tinel
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...
Episode 111 | Scalable To Saleable System: The Roadmap To Scale, Sell, And Succeed In Your Firm With Sharrin Fuller
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...
Episode 109 | A Quest For Value: The Importance Of Asking More Questions With Geni Whitehouse
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...
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...
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.