We know that learning new things can be scary and that building a highly profitable firm takes effort and commitment, but that doesn’t mean it has to be hard. We hold your hand every step of the way, and we do everything we can to make this process FUN. Even if it’s a challenge in the beginning, it’s well worth it in the end.

We also know that if you’re here right now it means that what you’ve been doing hasn’t been working. Burning yourself out, not being paid what you’re worth, resenting your work and your clients, and sacrificing your personal life and your health with no end in sight is what’s hard.

Often when accounting, fractional CFO, tax and bookkeeping firm owners first come to us, they think they have a lead problem. But the hard truth is that most of the time they actually have a connection and conversion problem. This means they don’t have a problem getting leads, they just have a problem turning leads and referrals into high paying clients.

As an accounting, fractional CFO, tax or bookkeeping firm owner, you may not feel like a natural salesperson or that you’re the best at communicating what you have to offer, and that’s ok because nobody ever taught you this!

We’ve figured out EXACTLY how firm owners can communicate their packages and pricing with confidence to their current and potential clients, resulting in high-paying clients. We teach our clients how to position their packages so that clients understand the enormous value you bring to the table, are 100% confident they’ll get results, and are sure you are the only one who they should work with and so of course they will gladly pay you whatever you charge. The program itself is systematic!

Plus, many of our clients have doubled their revenues with their current client base only, and didn’t even have to get ANY new leads or clients to transform their firm!

Heather generated and additional $32,000 from EXISTING clients. Our client Tracy once felt anxious carrying the heavy weight of $40k in past due A/R. She realized it wasn’t more leads that she needed, but it was the sales system and learning to convert!

What would it be like if you were able to see that you could generate a lot of revenue without spending a dime on marketing once you had a system in place in your firm and learned how to convert and express your value with confidence to both current clients and potential new prospects?

If you still want to generate more leads, we will also show you how to streamline your entire system so that new ideal leads come to you on a regular basis without any extra work such as:

1. Knowing how, when, and who to following up with
2. Learning how to strategically ask for referrals and who to ask
3. Understanding how to properly evaluate or qualify leads
4. And lastly, knowing how to connect with the client emotionally and offer a solution that solves their problems – instead of approaching client engagements or proposals from a one-size-fits-all mentality or simply a price debate

 

 

We know it may seem like adding something like this to your plate during tax season is impossible, but this is actually the BEST TIME to take our program because you can start implementing what you learn and immediately see results like increased revenues, reduced workload, and lower stress levels.

Many of our students have done this during or right before tax season with amazing results like Justin & Leigh, Heather, Tara, and many more.

The time is NOW to change your sales process and reaching out to us for support ! There is never a good time to do anything, but we always make time for the things that are important…and we know there is nothing more important than your life, your health, your family, your livelihood, and your happiness.

First, we want to talk to you to make sure that we can actually help you and that you are a good fit for our program (because not everyone is). We only invite people who are committed and ready to change their firm ASAP. At the end of our call, we’ll share all of the details with you including the investment of our program if we believe we’re a good fit to work together. Most of our clients make back their investment (and more!) within a few weeks of starting our program.

You can see for yourself here!

We’ll get on the phone together for about 45 minutes. On that call, our goal will be to get you crystal clear on these four things:

1. Where you want your firm to be and how you can get there quickly and avoid ALL the potential pitfalls along the way.
2. WHO are your dream clients? Who are those dream clients who will happily pay you 200%-300% more for your work?
3. The EXACT prices you should be charging. What’s the magic number that will bring in the most revenue for your firm with the least amount of effort?
4. The EXACT formula you should follow to enroll those clients at your new premium fees.

There’s no charge for this call. It is a complimentary service that we want to provide to you and there is no obligation to join our program. No matter what, you will get major value, massive clarity and you are going to know exactly what your next steps are to get to your goals in your firm.

This is an 8-week course. There are training videos to watch, homework to complete, and a coaching call each week. The time it takes varies, but our students average about 1 hour per day. All of our students love how they received personalized custom feedback from their weekly homework submissions and got any of their questions answered on the group coaching calls. Each week as the program progresses you create your custom blueprint which is now a sales process that you will implement and can repeat every time.

We know this may sound like a lot, but we also only work with firm owners who are dedicated and committed to transforming their firm and their life. You will get what you put into it, and the time commitment is actually quite small when you consider everything that is gained.

Graduates of our program have more time and financial freedom, have reduced workload, increased revenues, go on long overdue vacations, spend more time with family, and so much more.

Most likely, you are not charging the fees that you want to charge, giving discounts, doing free work, or just winging it with every client. We’ve found that the root causes of this is not having a clear picture of the value you truly bring to your clients.

We’ve discovered a simple and precise exercise that all of our clients go through at the beginning of our program to figure out EXACTLY what they should be charging so that they not only feel valued and confident in their pricing, but they can stop burning themselves out working too much for too little. They put a stop to giving discounts (just like Lissa) and stop undercharging, (or even worse, not billing at all or letting A/R pile up!)

Our students often say this was the most valuable and impactful part of the course.

So many accounting, fractional CFO, tax and bookkeeping firm owners come to us feeling like they hate sales or just aren’t a natural salesperson, and we get it!

Nobody ever taught you sales, and many of us think that selling is sleazy and manipulative.

Here at The Abundant Accountant, we believe that sales is a skill that can be learned by ANYONE, and that we are the best in the world at teaching firm owners how to do it in a way that feels easy and natural.

We also give you a simple step-by-step process that will take all the guesswork out of sales and give you more confidence than you ever thought possible when it comes to selling your services at any price you choose.

See how Molly embraced the sales process and how it’s paid off for her!

What we have learned and found from our current clients is that most in the past have invested in information (how to do something) rather than investing in transformation (human support.)

With information only, you will hit a block. You will get caught up with busy work and get back into your old stories and patterns. You will get sucked into your library of books, endless amounts of free webinars, and countless emails. You probably have books and programs that you bought and never used. The reason why is that information without the proper support will not lead to transformation!

Takisha, Tajni, Leah, Craig, Ronda, Kristin, Susan, and many more have spend thousands of dollars on other programs and never saw an ROI until they invested with us.

That’s because at The Abundant Accountant, we don’t just give you more information. We provide the right support, coaching, and feedback to make a real, permanent change that will change the trajectory of your firm and life. When you invest in transformation and a team of experts, you will quickly get past fears and limiting beliefs, stay focused on your goals, and have the accountability and confidence to take action. 

 

Many accounting, fractional CFO, tax and bookkeeping firm owners started their business hoping to create more flexibility, free time, and financial freedom.

Unfortunately, many firm owners end up wondering if they should just throw in the towel on their firm and return to the workforce due to challenges they’re facing, including: working 60-80+ hours a week, sacrificing their health and personal life, undercharging, discounting, and doing free work, and just not having a streamlined system in place to be able price and package services in a way that will convert leads into clients that pay premium fees, or be able to upgrade current clients. 

While many firm owners we meet don’t want to give up, they know they need the help to gain back control of their time and money. This is their last ditch effort in most cases!

Many firm owners who enroll in our program turn things around in under 8 weeks. Ramanda, Rafael, Tajni, Ana, Chelsea, and many more are confident that they will NEVER have to go back to corporate or work a 9-5 ever again, and feel excited about the future of their firms!

There’s a saying – the best time to plant a tree was 20 years ago. The second-best time is right now!

The faster you get your firm off the ground the faster you can quit your 9-5 just like Devin, Jeff, Jaci, Dalila, and many more have done!

And all the time and energy you’re spending working for someone else could be spent 100% on your firm instead without the worry of when you will get your life back.

So having your firm on the side is a great start, but how much longer do you want to do both? How much longer can you mentally and physically do both?

What we’ve found is that most firm owners had conversion issues at the core. Without a proper way to convert the leads that you have coming in, it’s like going to Vegas and putting money on Black. You can hope you have a 50% at a payout or you can play a game that you have a lot more control over like Poker with a better sales system in place. You’ll know what cards you have in your hand and be able to read the situation and figure out what cards they have in their hand by using a proven step-by-step structure to follow.

It doesn’t have to be a gamble, but it will be if you keep having your firm on the side without the right strategy and blueprint to lay a solid foundation for your firm that will allow you to easily convert leads into clients that pay you premium fees.

Then you can give your 2 week notice just like others have done!