A shocking $50,000 mistake led to a major sales breakthrough for CPA Tim Wijtenburg, a turning point that redefined his approach to building a profitable accounting firm. This episode reveals how Tim, after seven years in corporate at a Fortune 150 company and over a decade in tax planning, initially relied on tech solutions and “sales menus” to grow his practice, only to discover a critical missing piece—a robust sales process. Join Tim as he shares his pivotal journey from feeling stuck, isolated, and contemplating a return to corporate life, to doubling client engagements and drastically increasing revenue by understanding client needs and setting clear expectations. This is the real-world story of how Tim transformed a costly misstep into a pathway to abundance, freedom, and finally building the firm he always dreamed of.
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Listen to the podcast here
Episode 163 | Case Study | How A $50K Mistake Led To A Sales Breakthrough With CPA Tim Wijtenburg
From Drowning To Abundance: Accountant’s Breakthrough
Welcome to the show. We have a very special guest. Our special guest is not only a client here at The Abundant Accountant, but he is also a highly respected CPA with over ten years of experience in tax planning, compliance, and finance, as well as seven years of corporate experience at a Fortune 150 company. Leveraging his expertise and data structures in financial accounting and budgeting, he delivers tailored tax solutions that help individuals, small businesses, and corporations proactively plan for success.
Beyond work, our client, Tim, connects clients with trusted vendors through NPI and supports heart and cancer organizations, reflecting a commitment to both his clients and his communities. Before we welcome our very special guest to the show, if you are drowning and low value client work or your dreading another tax season because it means long nights endless emails and barely any time for yourself or your family or maybe you’re constantly stressed exhausted and wondering if this is just how life’s going to be.
The truth is, none of that is the real problem. The real problem is, you don’t have a system to convert prospects into premium-paying clients. You are not maximizing your revenue, and you do not have a path to gain back your freedom. Here at the show, I’ll show you an exact system that’s helped hundreds of firm owners, double their revenue eliminate accounts receivable and finally enjoy their firm again or like our client, Tim, never have to go look for a job ever again without working long hours or chasing clients down for payments.
If you’re ready to stop trading time for dollars, go to TheAbundantCall.com and book your free strategy call with me and my team. We’ll look at your current setup will uncover your biggest revenue blockers, and we’ll lay out a roadmap to create the firm you’ve always dreamed of having. If we vibe, great, we’ll explore and talk about how we can implement that together. If not, we’ll part friends, and maybe you’ll send us a few referrals. It’s a win-win. The only way you lose is by not taking action. Head on over to TheAbundantCall.com, grab the first spot you see before they’re gone, and we look forward to talking to some of you soon. Now, let’s welcome Tim to the show.
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Welcome, Tim, to the show.
Thanks Michelle. Thanks for having me.
I am super excited to have you here. I think you are an incredible example of what’s possible when you put your mind to something and make a change. I know we’re going to deep dive into a lot of stuff. The beautiful thing about this episode is that Tim is a client of ours here at the Abundant Accountant. This is one of our case study podcast episodes. Before we dive into him, if you could share where you’re at in the country, and what do you do on your farm, maybe how long you’ve had it. Just a little bit about you?
CPA Tim’s Journey: South Florida To Full-Time Firm Owner & Shifting Business Mindset
I’m in South Florida, and I’m a CPA. I started my firm, Moonlighting. I came from a Big Four, Big Five background, and then I do corporate finance. I started Moonlighting, building the firm with catch-up tax preparation for IRS resolutions primarily. Last year, in 2024, I decided to take it full-time. In 2025, I decided to go with your program, and it’s been great so far.
We’re going to talk all about that because I know what’s possible for someone like you who is relying on Tech and other efficiencies to figure out, “How am I going to sell and get more clients in the door? Right? I think the beautiful thing about you, Tim, is that you went from feeling completely stuck, overwhelmed, and isolated to doubling your new client engagements, increasing your revenue by 15,000, recovering 5,000 of AR that you thought never would have come your way, and into your bank account.
For other firm owners to know that this is completely possible, so they can stop spinning their wheels with those efficiency upgrades we can call them that don’t move the needle, and start to have conversations that you are having now. Let’s start with something a little fun. What something in your life, maybe even with your wife, that you felt totally was impossible before you started working with me, that now you’re like, “This has made a shift in our life, in my professional life, in our home life with our family?” Something like that.
I think you start to think of all the things you have to put on hold when you’re business is challenged.
What do you put on hold?
There are certain maintenance items around the house, and there are vacation plans. We own our house. As you know, if you’re a homeowner, something always pops up and so you’ve got to address those things. My dog at the beginning of the year got into a garbage can, and we had to have surgery for him. Things like that pop up, and that adds extra pressure. You start to think of things that need to be cut to keep going. Since having the successes of a better sales system and then the actual sales process, it’s relieved that pressure. The future is bright in terms of thinking of how I could scale the business and live out better dreams, all those fun things that we have in mind.
Before that, it just felt impossible for you, or I feel like when we first spoke, you’re like, “I think I might have to just go get a job.”
It’s so recent.
I know.
I could still reach back and feel those feelings.
Leave them in the back, though. We’ll leave them in the past. We’ll put those behind because you don’t need to feel those anymore. It is, it’s so close. How quickly everything shifted for you.
I came from a pretty comfortable corporate Fortune 150 senior middle management area. It’s just that you get the feeling like, “If I cannot get this thing cooking, one of my leaving on the table.” Now I don’t feel that way. It’s a total shift.
Tech Vs. True Sales Process: Rethinking Strategies
Let’s rewind a bit. What was the firm like before we met? What were you struggling with on a day-to-day basis?
That multiple things I think a lot of my time I spent last year in ‘24, I was trying to improve the customer the client experience. I was looking at tech, and as you mentioned and I was thinking of sales process and Sales Systems as sales menus and visual aids, that I need to provide to clients, and 180 degrees on my opinion on how that sales process looks. It’s striking to think. We talked about the sales being better and the sales process being better, but by having a better sales process, you’re setting clearer expectations with your clients, which improves your client experience. It’s not just necessarily about the money and about getting more revenue in the door. It’s also satisfying that the client experience that I was looking for.
Yeah, because that’s a byproduct. The more revenue, more money, in the door, is the actual byproduct of setting clear expectations, having the process, having it thawed out, and not having it be what you thought was tech and sales, menus, and other stuff. I’d love it if you could actually talk a little bit more about this, Tim, from the firm owner perspective, because two things.
A lot of people think of sales process is going to be more tech, menus, pricing calculators, what else have I heard? CRMS. All just all these tools. In reality, what we talked about as a process has nothing to do with any of those tools. What would you share with the firm owner now that you know the value of a legit sales process and that you probably already have the tools if you have a firm, because you have the tax software the accounting?
Sales Breakthrough: The tech isn’t going to do it for you. You really got to understand your role in the sales process and the sales process in general.
You have these things that have other elements embedded in it that you can utilize to help support you to maybe create a better client experience. For someone who has no idea, just like you had no idea, and you were doing all this tax stuff and sales menus and other things. What would you share with the phone owner now, if you had to, like, say the definition of that?
The definition of like different tech options versus the sales process?
Yeah, like what we do here at the Abundant Account, you created in your firm was a sales process binder versus what you perceived a sales process was two months ago.
You mentioned a sales process binder, but it’s also a mindset. It’s understanding what the tech is really providing and just knowing the things that you learn in the course, it makes it so that you understand what the sales process is, what the client needs are, and what your role is. Also, how tech can provide automations and different supporting aspects, but the tech isn’t going to do it for you. You got to understand your role in the sales process and the sales process in general.
You already had the tech, though. Most firm owners already have the tech piece. You don’t need to add more tech to your tech. What you need to add is what you’re talking about, understanding the client’s needs, having a different mindset, understanding how to communicate with the clients, and also, as you mentioned earlier, set clear boundaries and expectations. That’s the process. No software and no tech is ever going to do anything for you. Even I don’t think ChatGPT will do it for you. You cannot replace the human element with this unless someone comes up with an amazing robot, which might happen in the way future. Right now, I don’t think so.
They’re all tools, right? They’re all things that make you more efficient, move faster, but at the end of the day, you’ve got to understand what’s driving value for a client and what’s that need that they have.
At The Door Of Giving Up: A Business Turning Point
What was the breaking point for you, Tim? When was the time that you realized you had to make a change, you had to do something different?
It was a slow season. December is generally slow. People are on their holiday vacations. There are no imminent deadlines. All our clients are burying in the sand. I don’t want to think about taxes. I was in a place where I did okay in my first year, but it wasn’t nearly enough. That’s where I was like, this thing needs to start really performing, or I need to consider my other avenues. I have contacts that I can go work for somebody. I have the old corporate way.
Some different options were happening. I’m mentally thinking, “How long should I give this, and what are my options?” I had another business owner that recently gave up his business. As I was trying to talk to him about how can I help you, how can I support you selling certain equipment, and whatnot, I had to take a stop and just ask him, “Do you want to do this?” I had to stop myself in the middle because if you are already there saying, “I’m selling equipment,” you’re already passed. There’s no helping you. You’re out the door.
You’re closed in the shop.
I would say I was at the door. I was peeking out the door, just making sure I had both sides as options.
You were that close, and you still said, “Okay.” What was the thing that, like Humpty Dumpty, sat on the wall and then he went over the other side? What was the thing that said, “I’m going to go all in and I’m going to do this?” You were just peeking out the door. You were already at the door, and I know people are listening to Tim that are skeptical, and honestly, like I love that, and I’m sure you were a little too.
What was going on in your head before you said, “I’m just going to go all in, I’m going to enroll here, I’m going to do the eight week sales mastery course, I’m going to work with the team here at the Abundant Accountant, even though I was at the door ready to close this up and go just go get another senior middle management job?”
It was a bit of a few things. We had met at a tax planning conference. There was some legitimacy there that I knew you were providing quality service because obviously, the owner of that conference put their trust in you to speak to their crowd. There were other people who had worked with you in the past at that same conference. There was already some built-in trust there. You provide some testimonials in addition. That’s one component. The other component was that I had a conversation with my wife, and she was like, “Listen, just give it a try. Just make sure you get it all out of your system and know that you put everything into it. If it works, then okay, awesome. If it doesn’t, then there’s always another job. It’s not that big of a deal.”
I love that your wife supported you in that and gave you that guidance. I think that’s true. You were at the door, but you weren’t totally out because you were still peeking around the corner to try to say, “Maybe there’s something else that’ll help me.” That she said, “Just get it all out of your system because you can always default to a job,” but you wouldn’t want to go get a job if you’re like, “Maybe there was one other thing I could have done.” That would be terrible. I love that.
I think in the Q4, I had started testing tax planning, looking for high margin, but looking for higher margin service offerings. I found them and they’re great, but at the end of the day, you still need to know how to sell it.
The higher the service offering goes, the higher the price, the better your enrollment skills need to get.
That’s right.
That’s interesting. How did you tie in when you were testing or considering offering more tax planning and offering higher service offerings like tax planning, and doing that, you’re still like, “I still don’t know how to sell it?” What were your thoughts going through your head at that time?
That’s the thing I had tried. I had done all the learning. I had committed quite a heavy amount of learning in two areas. I was interested in digital assets. I felt that the incoming administration, I had confidence that it was going to turn in terms of the approach to digital assets. I had spent quite a bit of time learning about that.
I also spent quite a lot of time learning about different tax planning opportunities and options, and strategies. I had the learning part down, but in terms of how to approach your clients, once you have your client’s interests, what do you say? The whole conversation was unstructured, and it just leaves holes. If you don’t have an understanding of how that conversation is going to be held successfully for both sides, where both sides are going to feel satisfied? That’s a big hole in the whole business.
The 50k Mistake: Understanding Sales Blind Spots
What did that hole cost you, by the way, because you didn’t know what to say?
I would say the hole of not having a sales process?
By having a better sales process, you're sending clearer expectations with your clients, which improves your client experience. Share on XYeah. The first year of business.
Probably $50,000 of missed opportunities. You could have made productive use of.
I’m curious if you could share why you think this worked for you? I know that there’s a fear and a thought in everyone’s mind, and any firm owner. What’s going to be different about this coaching program? I get eight million Facebook ads every single day. There are so many coaches out there. What is going to be different about this program versus a book, or what’s going to be different about this program, or a YouTube video? Why do you think this worked when other things don’t work for firm owners?
Very good question. I would say it’s a combination of things that make it work. I think you have done a good job of curating a mindset, and that’s like positive mindset people in your organization and yourself, but then also being bossy and demanding results.
I love it. I haven’t been bossy in a long time, Tim, but I like that.
You need that. I just spoke to a newer client prospect, and he was talking about, I think it was the E-Myth.
Yeah, the E-Myth, the baker’s story that’s in that book.
I told him he was wondering about all kinds of different business things, and I said, “They’re great.” I mentioned EOS and traction by Gino Watkins, or I’m not sure his last name. At the end of the day, you can read all these things. You can learn all these things, but you need to do these things. I think that’s why I mentioned it’s a very positive thing that you demand the work be done, because that’s what it takes. You need to get the work done to be able to see results.
You did the work. Let’s talk about that because there’s never a good time. If you’re in a job, if you have your firm, if it’s tax season, if it’s extension season, if you’re doing bookkeeping, and it’s year-end. I mean, it’s just always busy with this industry. Doesn’t matter if you own accounting, tax, bookkeeping, fractional CFO, resolution firm, whatever it is, everyone’s always incredibly busy. It requires time. You have to do.
You can read all the books, but you have to do. That’s what you just said. I truly believe that. We can be bossy and we can demand results, but ultimately it’s up to you, the firm owner, to actually do the work. What can you share a little bit about actually getting the work done and managing it with a family, with maybe you’re peeking out the door, so you’re probably job hunting at the same time.
You have one foot in, one foot out, but you said, “I’m just going to do this. I’m going to go all in. I’m going to commit the time,” which for us is an hour a day, seven days a week for eight weeks? What would you share on that for other firm owners that might be really hesitant because they’re like, “It’s not the right time?” There’s never a right time for anything in life.
This eight weeks, you waited a year, and it cost you $50,000. The amount of time or money we wasted ruminating on a job, that too, and being frustrated and trying things and missing opportunities, not helping clients. There’s a whole laundry list that’s a lot more expensive in my mind than an hour a day. You put in the work, you put in the time, and you got everything done. Yes, we were bossy, love it, but stayed really positive. I’d love it if you could share about just getting the work done and what it was like being busy.
I have a toddler at home. My schedule is, you wake up, you spend an hour, maybe a little bit more, getting him ready, getting him out the door, and then it’s work. You just go non-stop. Just eat at your desk, and then he comes home and he’s a whirlwind until he goes to sleep, and then you have this small amount of time with your spouse. You’ve got to restart your brain on “Get to get back to work.”
You did it late at night. You committed late at night.
Yeah. Generally, I was doing it late at night. Maybe if it was slower, because I think I started in February at the beginning, I had some opportunities, some pockets during the day. As you said, you’ve got to just carve out that hour and just take it one hour at a time. Just try to put that one hour in. If you’re driving, put some of the video lectures on, if you can speed up the lectures to one and a half or two.
I do not want to listen to myself at one and a half, two times speed. That sounds terrible, Tim.
You just got to commit yourself.
Got to commit. I think that’s what happened to you. You finally started to think like a CEO. You stopped making excuses. You showed up. You made bold moves. You put in the work. That’s why you are an incredible student. Sometimes we can make our decisions based on, “I don’t have any time, or I don’t know if this is going to work, or that seems scary,” or any of those other mindset blocks that a lot of people have. I’m curious, did you ever doubt yourself in the process during the eight weeks together? Like, “Would this work for me, or what the hell am I doing? What did I get myself into?”
This seems like a softball. Absolutely not. I just don’t have that. If it’s working, if I can see it, and I could see it, and it’s pretty clear. The way you structure it you structure it in components. It’s sometimes hard to see that first what this is all going to add up to, and what this is going to mean as a whole package. If you’ve done anything bigger, like the CPA exam or even getting your EA or any certification, until you’re finished, you cannot look back and see the whole thing. Just keep your head down and do the work that they’re telling you to do. That’s my mindset when I go through this program, but then also just almost everything.
I love that. It’s a great mindset to have, by the way. Not everyone has that, Tim. Just saying. What were some of your biggest results and wins that you’ve created in just the last eight weeks working together? You can give numbers. I know you shared what you missed out on, but what would you say are some revenue wins, other wins, and personal ones? I think your wife’s pretty proud of you. I feel like you shared something like that. Share with us all that.
What’s so up through today, or maybe it was earlier this week, I had done 100% of my revenue from last year.
In like a 90-day period, is that then?
Yeah, so through April 28th. About just over a quarter. That was a huge win just to already have last year’s performance done. I have some work. You get paid up front. I have some work to do, but to not worry about cash flow, that’s a huge win because the way that you instruct people and your students is to request payment, and we get paid upfront. That’s a beautiful thing that leads to a lot more, a lot of relieving feelings. I can walk around the house a little more confidently. She definitely notices it.
At the end of the day, you can read and learn all these things, but you need to do these things. Share on XI think we were going down to a dinner in Miami, and we were on a train with some friends. My friend is also a real estate brokerage owner. We were talking about sales systems and sales processes, and different business things. My wife chimes in. She usually just zones out and talks to the spouse when we get going on those things, but she was following along and she was just like, “Yeah.” Before he met his sales coach, and she didn’t, and I don’t know that she called you by name, like he met his sales coach, I don’t know, it’s been a huge difference. Having her be confident is awesome. It’s a great feeling.
Totally. I’m sure it’s made an impact on everything. If your dog got in the garbage again, had to have surgery, it’d be like, “We’ll take care of it.” Where it’s not that burden on your shoulders. You have that relief, and you have the cash flow to do anything you want when you need it.
Yeah. That dog surgery was $10,000.
I know my dog had the same one.
That went on credit. Now that’s paid off. That’s a very good thing. If vacations are nice and everything else, doing improvements, making investments, those are all great. If you’re backed up into a corner, and then just getting that release and that you can do it and you’re going to make it through, that’s where you came in and provided that, and that’s invaluable.
I’m so happy for you. What’s different about how you feel waking up each day now versus how you woke up each day two months ago?
Waking Up As A CEO: A Shift In Confidence And Outlook
I think of myself much more as a business owner now.
You got your CEO hat on.
Absolutely. I feel very confident in that. I’ve got to do the tax work, but I almost don’t want to do the tax work. Almost want to hire.
Yeah, you’re going to hire and delegate that part out.
Yes, absolutely. I’ll do the selling. I’ll do all the management and higher-level tasks that you cannot really delegate. I think I saw someone, your $1,000 per hour hat on. That’s the mindset that you have now. I want to get there. That’s how I wake up every day. I’m trying to go higher up so that I can do that.
No, it’s great. Your feelings? I know you feel more confident, but any other feelings that you feel now versus the ones you felt before? I don’t think you shared what they were before.
Before I went from being isolated in that moment of “Do I abandon this dream?” Frustrated and confused. Now I’m profoundly grateful and happy, and excited about the future. There’s a lot of promise. I’m just very confident in being able to be the business owner that I see other people do. I think some other I have a lot of entrepreneurs in my family. One of my relatives said, “Other people are doing it that means you can do it.”
It’s true. I was just sharing with a friend, they’re like, “There are other people on MySpace.” I go, “That’s great. More competition means that more people are doing it. That’s a great thing.”
That means it’s possible.
There’s a market. It’s possible, and people need the help.
What makes them better than you?
Your mindset, your enrollment skills. Your client experience. Those are the things that make you unique and different. Tim, I’d love it if we could speak to the firm owner, reading thinking, “That’s great at work for Tim and a bunch of other people, but I don’t think it’ll work for me.” What would you say to that person that might be thinking that? What would you tell someone who’s scared to invest in themselves? Money, time, but know deep down, they cannot keep doing it all alone, and they cannot keep doing it on the path they’ve been doing because they’re also losing money.
Having been through the experience as a firm owner without a clear understanding of what a sales process looks like. I think I mentioned to you, Michelle, that I thought marketing and sales were the same. I thought I just need to get more leads.
We can talk about that right after this. Finish your thought. I do want to talk about that exact thing, because I would say 95% of the people that reach out to us think that marketing and sales are the same thing, but continue on.
I would say having been through that experience of not having a sales process, and in accounting and in tax, you don’t know what you don’t know. That can be the most dangerous thing. I would say this is one of those moments where you not knowing how to sell properly is one of those scary things like international tax. You have a client with international tax exposure, it’s whether you know nothing about international tax and you don’t know that you’re filing a return wrong. It’s the thing, right? That’s what’s happening. You don’t have a sales process.
A dangerous spot to be in.
You’re getting yourself into hot water because you’re missing so much opportunity, and it could sink your business because you’ll discount yourself, or you won’t be able to lend the big client that you want. You’ll hire staff and not be able to fill the work. You’re missing out on a huge opportunity.
Sales Breakthrough: Not having a sales process? Probably $50,000 of missed opportunities, because it’s time you’re not spending, time you could have used productively.
I love that. You don’t know what you don’t know. I like how you connected it to, if you don’t know international tax, that could be very costly. Now that you know going through this process, what a clear and concise and step-by-step foundation blueprint sales process looks like and you are clear as to the difference of what is the difference between sales and marketing, how would you share that with another firm owner that says, “I just need to get leads first. I need to do lead generation. I need to do marketing first.” What would you say is the difference when they think that’s actually working on their sales?
I’d say two things. You realize there’s a reason why you called yourself in your channel and everything around you the abundant accountant, because you’ve got to have that mindset of abundance. You can do marketing and marketing, meaning going to networking groups like BNI or various different professional network groups, and you can meet people and create these extra contacts, and then they’ll refer to you.
You can do social media market. There are so many different ways you can do marketing. That’s the market. That’s just getting your name out there. That’s step one, and then you need to close those people, and you need to have a clear and concise and consistent, and repeatable sales process to be able to close those marketing leads. They’re totally separate. I think if you come from a big corporate and you didn’t work in marketing, you think of them in a group because that group just generally does all their work together.
I think having defined a sales process in my business and understanding the differentiation between the two, it’s again, you now have a better understanding of what your tools are. I have a sales process. I’m not getting enough leads. I’ve closed all the leads that I have, and I’ve got the work going on my right-hand side with my team. I need more marketing on my left-hand side so that I can give them more and expand my team. That’s how I would think of you to get a better understanding of what they mean by sales funnel.
Thank you for making the distinction that they are totally two separate things, because they are. Now that you have your sales process and you’ve enrolled all the people that you didn’t before, and you’ve cleared out, I call it your pipeline. Now it’s time to fill up your pipeline again by going out and doing marketing. That’s what’s up next for you, it sounds like, in your firm.
Yeah, it’s like an always thing. I think of it like you may not need marketing now. You might not need to bring in more people now, but if you need them in 3 months, 6 months, you need to do the work now.
That’s how you build the pipeline.
Yeah, you’re always doing that part, and that’s why you also need a staff up so that you can get the work done, so that you can focus on those things.
Delegate so you can just be a full-time salesperson, be the CEO of your firm like you wanna be. Yeah, love that. Tim, what’s one lesson from this journey that you think every firm owner needs to hear? For someone who might be reading, who’s on the fence, they know they want to make a change, but what’s that one thing that you feel a firm owner would need to hear from you?
Sales Process Or Death Sentence? A Firm Owner’s Wake-Up Call
It’s really tough. I would say indecisive in the aspect of do I need a coach? I’m a very smart person. I’m a CPA, right? I grew myself through the ranks of the corporate hierarchy. I’m a smart person. I can figure this out on myself. I’ll just hire another person, and then I’ll be able to delegate, and then I’ll be able to focus on the time. You can do all kinds of different approaches to this. I would say I tried that. I tried to do a client experience with getting a new practice management software. All various things. I mean, those are all very important. Sure.
They have their place. I would say this is not knowing and not having a clear sales process is a death sentence. It may be a slow death sentence. You could be slowly eating bad foods, junk foods. What will happen is you’ll have a poor sales call, and you’ll discount your services. You’ll need to get more clients, so you get more clients, and then you’re overwhelmed, and then you’re overwhelmed turns into dissatisfaction or health problems. You just slowly eat away at your business and at your life. Don’t do that.
I think that’s a great spot to wrap it up because not having a sales process is a dense sentence. I think I need to use that in our marketing. I think that’s a great idea, Tim.
It’s a little morbid. I don’t mean to be morbid.
It is a little morbid, but it is true. How much money did you waste on tech stuff and efficiencies and sales menus, and all the other stuff that you tried before we met? How much do you feel money-wise you invested? We know we wasted a year of time.
I would say money-wise, I was smart. I’m an accountant. I didn’t invest my cash flow too much into it, but I invested huge amounts of time, huge amounts of time trying to find. Jason Strauss on YouTube is a very good resource, and finding all these people and listening to what they’re doing and what tech they’re using. That is all very good, but this has been the biggest ROI, I would say. Do it. It’s an investment in yourself, and then you train the trainer, you train yourself, and maybe you can delegate. You guys are great resources. Just having you guys as resources is huge.
We’re always here for you, Tim, but it’s been an honor to work with you and watching you step up into this confident, calm CEO who I think likes sales better than doing the tax now, which is awesome, because when I hear that, I’m like, “Yeah.” I know you’ve inspired other firm owners by sharing your story. I just want to thank you for taking out the time to be of service to those who are also reading and might feel stuck just like you are, because now they have an option and a plan to move forward or to stay and do nothing. It’s really up to them, but I think you gave a different perspective, and I just really am grateful and honored to have worked with you, and just thank you for taking out the time. It’s been an honor.
Thanks, Michelle. Thanks for having me.
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Thank you all so much for joining us here on the show. What a story, huh, with Tim? Just so you know, all of that happened in eight weeks because he realized that not having a sales process was a death sentence to him and his business. If you’re an accounting tax, fractional CFO or bookkeeping firm owner, and you believe that you are about to have a death sentence with your firm and you are tired of the awkward sales calls and you’re worried you’re going to say the wrong thing, or you’re going to discount and start undercharging for your services, I’ve got something for you.
I will show you how to lead every sales call with total confidence so you can finally charge what you’re worth, work with the right clients, and finally hit your revenue goals without sacrificing weekends with your family time. Imagine closing high-value clients in just one phone call, paying off debt, or, like Tim, paying off a $10,000 vet bill, and booking that dream vacation that you just keep postponing.
That’s the freedom we create here at The Abundant Accountant. Go to TheAbundantCall.com, grab your free no-pressure strategy call where we’re going to break down your current setup, find the gaps in your revenue, in your firm, and map out a clear path to double your revenue, even without any new clients, just like Tim did. Once again, head on over to TheAbundantCall.com, and I look forward to speaking to some of you soon. We’ll see you in the next episode.
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About Tim Wijtenburg
Tim Wijtenburg, CPA, is a highly respected Certified Public Accountant with over 10 years of experience in tax planning, compliance, and finance, including 7 years in corporate finance at a Fortune 150 company. Leveraging expertise in data structures, financial accounting, and budgeting, Tim delivers tailored tax solutions that help individuals, small businesses, and corporations proactively plan for success.
Renowned for mastering the tax code’s complexities, Tim optimizes clients’ tax positions with meticulous, forward-thinking strategies while ensuring full regulatory compliance. Clients trust Tim to simplify complex tax issues into actionable insights, building lasting relationships founded on integrity and exceptional service. Beyond work, Tim connects clients with trusted vendors through NPI and supports heart and cancer organizations, reflecting a commitment to both clients and community.
