Resources for Accountants and Tax Professionals

The Abundant Accountant Sales Application Software

Build your firm faster with less volume and MORE high paying clients than you ever had EVER before without being a nag or bother to your prospects! The Abundant Accountant Sales Application Software allows you to create the know, like and trust factor and establish real relationships FAST, and increases your value and confidence with a bulletproof client experience to turn your prospects into customers & have a cash flowing firm. Stop selling and start connecting with more high-level clients who appreciate you!

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. 

Get the Simple 5-Step Process Accountants and Tax Professionals Use to Close More High-Level Clients!

I see way too many accounting and tax professionals who are overworked, underpaid, and under appreciated. Is that you?

That’s why I’ve created a simple 5-step process so that you can feel confident positioning yourself as the expert, get consistent, high-quality referrals, and easily get people to say YES to paying you what you’re worth (no matter how much you charge), while working less all year round. If you want to stop waiting around for the busy season every year and have a firm full of high-level clients who are happy to pay you the fees you deserve and who actually appreciate the work you do for them, download the free guide now!

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 will show you exactly how to create the business (and life) of your dreams full of abundance!

Terra Optima provides tax efficient real estate strategies for small to mid-size accounting firms and have become a proven resource to help grow the high net worth client base for firms all over the country. They possess a wealth of resources in the conservation space, as well as tools to add to your success in assembling and presenting tax plans attractive to your clients. Whether it’s to manage a personal land conservation project for your client, or to participate in a “best in class”  real estate project that could have a conservation outcome, make them a part of your resource team today. Learn more at

With Xero’s cloud accounting software, small businesses and accountants can work together and collaborate anytime, anywhere. With real-time financials, bank connections, unlimited users, and online invoicing, it’s beautiful accounting software that’s powered by people.

Xero provides its 2+ million subscribers with connections to a thriving ecosystem of 800+ third-party apps and 200+ connections to banks and financial service providers.

Learn more at

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