Book a Complimentary Breakthrough Session for Accounting, Tax, Bookkeeping, and Fractional CFO Firm Owners
If you’re undercharging, saying yes to every client, giving away your expertise for free, or wondering why prospects disappear after a sales conversation, your sales process may be holding your firm back.
During your Complimentary Breakthrough Session, we’ll uncover what’s really preventing you from enrolling premium clients and maximizing the revenue already within your firm. Together, we’ll identify the blind spots and revenue leaks that may be costing you money and determine whether The Abundant Accountant’s sales coaching and training is the right next step.
Is a Complimentary Breakthrough Session Right for You?
This session may be a fit if:
What We Will Discuss
This session is designed to help you and The Abundant Accountant team take an honest look at what’s happening in your firm today and determine what’s preventing you from reaching your next level of growth. Together, we’ll discuss:
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Your biggest challenges around sales, pricing, enrolling new clients, and setting healthy client boundaries.
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What currently happens from the moment a prospect reaches out until they become a paying client.
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Where you may be losing revenue through underpricing, free work, stalled sales conversations, or other hidden revenue leaks.
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Your goals for your firm, including the type of clients you want to work with and the lifestyle you’re working to create.
The session is not intended to provide personalized coaching or consulting. It is a focused conversation to gain clarity on where your firm is today, identify the challenges standing in your way, and determine whether there is an appropriate next step based on your goals.
What Happens During the Complimentary Breakthrough Session
1. Talk Through What Is Happening in Your Firm
2. Identify What May Be Getting in the Way
3. Determine the Right Next Step
How Michelle Weinstein Helps Firm Owners
Michelle Weinstein is the founder of The Abundant Accountant and host of The Abundant Accountant Podcast. She helps Accounting, Tax, Bookkeeping, and Fractional CFO Firm Owners communicate their value with confidence, charge premium fees, get paid upfront, set boundaries that stick, and enroll more ideal clients, all without feeling pushy or giving away their expertise for free.
Her 8-Week Sales Mastery Training & Coaching Program teaches Firm Owners a repeatable sales process they can confidently use in real client conversations to increase revenue, eliminate accounts receivable, and build a more profitable, more enjoyable firm.
How Michelle Weinstein Helps Firm Owners
Michelle Weinstein is the founder of The Abundant Accountant and host of The Abundant Accountant Podcast. She helps Accounting, Tax, Bookkeeping, and Fractional CFO Firm Owners communicate their value with confidence, charge premium fees, get paid upfront, set boundaries that stick, and enroll more ideal clients, all without feeling pushy or giving away their expertise for free.
Her 8-Week Sales Mastery Training & Coaching Program teaches Firm Owners a repeatable sales process they can confidently use in real client conversations to increase revenue, eliminate accounts receivable, and build a more profitable, more enjoyable firm.
Results from Accounting, Tax, Bookkeeping, and Fractional CFO Firm Owners
Firm Owners have used Michelle’s 8-Week Sales Mastery Training & Coaching Program to strengthen their sales process, gain the confidence to raise their fees, get paid upfront, become more selective about the clients they serve, and build firms that better support their lives.
Tax Firm Owner Adds $57,000 in Revenue and Gets Paid Upfront
After 18 years in a mostly tax-focused firm, Tom knew he should be charging more but hesitated to make significant fee increases without a clear sales process. Working six and a half days a week during tax season while preparing to sell the firm made it clear that his old approach had to change. During the 8-Week Sales Mastery Training & Coaching Program, he added $57,000 in tax-return revenue in eight weeks, collected the full amount upfront, and retained more than 90% of his tax clients after raising his prices.
— Tom Stamper | Tax Firm Owner
Tax and Accounting Firm Owner Adds $20,000 in First-Quarter Revenue
Christy spent six years trying to fix her firm’s sales and pricing on her own while feeling overworked, underpaid, and exhausted year-round. After hearing Michelle speak during a webinar, she decided to stop guessing and invest in support. Within the first weeks of the 8-Week Sales Mastery Training & Coaching Program, she began capturing revenue her firm had been overlooking, contributing to a $20,000 year-over-year increase in first-quarter revenue and giving her a clearer, more manageable path forward.
— Christy Najjar | Tax and Accounting Firm Owner
Tax and Bookkeeping Firm Owner Adds Approximately $15,000 in Revenue
Alicia knew she did good work, but sales still felt awkward. She struggled to communicate her value confidently, did not know how to move prospects from a good conversation to engagement, and felt she was losing opportunities or accepting work that was not worth her time. Through the 8-Week Sales Mastery Training & Coaching Program, she developed a clear process, became more selective about her clients, and stopped guessing about what came next. Even before implementing the entire process, a few initial changes added about $15,000 in revenue while freeing up her time and mental space. “I know what the process is. I know my own value. So it’s not scary.”
— Alicia Weed | Tax and Bookkeeping Firm Owner
Bookkeeping Firm Owner Nearly Doubles Her Diagnostic Fee and Gets Paid Upfront
After nearly 20 years in bookkeeping and accounting, Kristi relaunched her firm determined not to repeat the underpricing mistakes from her first business. But desperation to sign clients pulled her back into the same pattern of winging sales conversations, discounting her work, sending proposals, and waiting to get paid. Realizing she had done exactly what she promised herself she would not do made it clear that she needed a repeatable process. Through the 8-Week Sales Mastery Training & Coaching Program, she built a step-by-step sales process, stopped discounting, and charged nearly twice her previous diagnostic review fee. “If you have the skills, now you need the process.”
— Kristi Briggs | Bookkeeping Firm Owner
Fractional CFO Firm Owner Stops Avoiding Sales and Shortens Her Sales Cycle
Rachel built her Fractional CFO firm on referrals, but without a repeatable sales process she avoided sales, took five or six meetings to close a client, and accepted work that affected her health. When a difficult client relationship forced her to reconsider how she was operating, she decided she could not afford to keep waiting and joined the 8-Week Sales Mastery Training & Coaching Program. She now qualifies ideal clients with confidence, closes business in fewer meetings, has increased her conversion rate, and leads a more energized team with a clearer direction.
— Rachel Bernier-Green | Fractional CFO Firm Owner
Disclaimer: Results of using the 8-Week Sales Mastery Training & Coaching Program may vary, and testimonials are not meant to represent typical results. All testimonials are real, and the Firm Owners pictured and featured in the videos have taken one or more of Michelle’s courses. These results showcase what individual clients have experienced and should not be taken as average or typical results. Individual results will vary and are not guaranteed.
Questions About Your Complimentary Breakthrough Session
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What happens after the session?
Ready to Talk About What’s Holding Your Firm Back?
Book your Complimentary Breakthrough Session if you’re ready to take an honest look at what’s happening in your firm, uncover the blind spots and revenue leaks that may be holding you back, and determine whether The Abundant Accountant’s sales coaching and training aligns with your goals.