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 94 | How To Buy Tax Practices For Pennies On The Dollar With Dominique Molina
Want to know how you can buy tax practices for pennies on the dollar? This is the episode for you! Today’s guest is Dominique Molina, the co-founder and President of the American Institute of Certified Tax Coaches. In this episode, she joins host Michelle...
Episode 93 | Rein It In: How To Sit In Silence & Discomfort When Meeting Prospects With Paul Ross
How often do you get nervous during meetings and sales pitches and end up talking too fast and too much? Before you know it, your prospect is already walking away, leaving you wondering what went wrong. Learn how to calm your nerves from the Master Hypnotist...
Episode 92 | Breaking Down The 6 Stages Of The Client Decision Cycle With Rob Jolles
What if you could boil down the client decision cycle into simple steps? The results can be revolutionary for your business! Sought-after professional speaker and five-time bestselling author, Rob Jolles talks about this in this conversation with Michelle...
Episode 91 | Case Study | How Peter Mitchell Of Tax Pro Advisor Generated $240k In Revenue In 3 Months While Cutting His Client Load By 50%
If you've been doing something for a very long time, it can feel like you're stuck on a hamster wheel. If you're a tax practitioner, you're already worrying about the next tax season. This was the life of Peter Mitchell, the Managing Principal at Tax Pro...
Episode 90 | Setting Yourself Apart From The Competition: How To Sell Your Value With Shannon Weinstein
Do you often find yourself having to negotiate fees and offering free work instead of getting paid for what you’re actually worth? In this episode of The Abundant Accountant, CPA Shannon Weinstein of Financial Solutions returns to give us more tips on how you...
Episode 89 | How To Solve Your Staffing Issues And Increase Growth And Revenue With Nate Hagerty
For an organization to grow and be successful, issues need to be addressed, and strategies must be implemented. We have a special guest, Nate Hagerty, the CEO of TaxProMarketer and AdvisorProMarketer, the nation’s leading marketing agencies group serving...
Episode 88 | High-Value Service + High-Value Customer Experience Is The Key To Getting High-Value Clients For Your Accounting Firm – With Dominique Molina, AICTP President
Getting high-value clients is the dream of everyone who owns an accounting business. But how exactly do you do it without losing your crowd? Today’s guest gives us a solution: create a service that people want to be invited into, instead of one that they feel...
Episode 87 | Case Study | How Kevin Got Rid Of Clients, Raised Fees Over 150% & Boosted His Revenue Exponentially With Kevin Rego
A retired police officer/firefighter after a 30-year career in public service, Kevin Rego is now an accountant who specializes in taxation law. However, Kevin soon realized that he was not being paid for the value of his service. Due to this realization, he...
Episode 86 | How to Improve Who You Hire: Hiring Strategies and Leadership Skills To Manage An Effective Team with Jackie Meyer
Leadership does not start with managing a team. It starts the moment you hire someone. So how do you improve your hiring strategy and retain an effective team? Jackie Meyer, founder of TaxPlanIQ and Meyer Tax Consulting, is here to answer that. She joins host...
Episode 85 | Go For The NO: Setting Your No-Goals And Taking The Leap Of Faith With Andrea Waltz
Start going for nos instead of yeses. Keep track of your nos and set goals for your nos. People are always afraid of failure and rejection, it's time to embrace that. Join Michelle Weinstein as she talks to Andrea Waltz about embracing the go for no mindset....
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.