8-Week Sales Mastery Training & Coaching Program
A structured sales training and coaching program for CPAs, EAs, Accounting, Tax, and Bookkeeping Firm Owners who are ready to stop winging it in client conversations, build a sales process that works, and enroll premium clients with confidence.
8-Week Sales Mastery Training & Coaching Program
A structured sales training and coaching program for CPAs, EAs, Accounting, Tax, and Bookkeeping Firm Owners who are ready to stop winging it in client conversations, build a sales process that works, and enroll premium clients with confidence.
You’re good at what you do. You know the work. Your technical knowledge is there.
But when it’s time to talk about what you charge, something shifts.
Maybe you send a proposal and wait. Or you give a number and start explaining why it’s fair before the client has said a word. You have the kind of initial conversation that feels promising, and then hear nothing for two weeks.
You give away an hour of advice on the sales call, then struggle to charge appropriately for that same expertise in the future because you didn’t close the deal, you lowered your fee or gave a discount. You say yes to a client who isn’t quite right because you’re not sure you can afford to say no.
You’ve been winging it. You are worried you’ll say the wrong thing… or stuck undercharging for your services.
Not because you’re bad at business.
Because nobody trained you in this part of sales. And you’ve been filling the gap with instinct, optimism, and a lot of follow-up emails that don’t go anywhere.
The 8-Week Sales Mastery Training & Coaching Program was built for exactly this.
It’s a structured, skills-based program for Accounting, Tax, and Bookkeeping Firm Owners who are ready to stop improvising and start building a sales process they can actually use.
If Your Sales Process Feels Expensive, It Probably Is
Most Accounting, Tax, and Bookkeeping Firm Owners don’t think of their sales approach as something that costs them money.
But an unclear, inconsistent approach to client conversations adds up, leaving you unable to close high-value clients on a single call, racking up accounts receivable, and forcing you to postpone your vacations.
- Every time you send a proposal and hear nothing back, you’ve spent time on a prospect who didn’t convert
- Every time you discount your fees, you’ve left money on the table.
- Every time you allow clients to push your boundaries (whether they question your fees, stretch your scope, or drain your team’s capacity), you’ve made it harder to serve the clients you actually want.
- Every time you take on a client who isn’t the right fit because you are desperate for money, you are left feeling overworked and underpaid from a client that eats up all of your time and isn’t worth taking on.
- Every time you justify your fee before the prospect has responded, you’ve signaled that you’re not sure it’s worth it either.
- Every time you give away an hour of advice on the intake call, you’ve spent the currency you were about to charge for.
You are sick and tired of caving in and discounting when it comes time to say your price.
The problem is rarely the fee itself. The problem is the absence of a clear, repeatable process for delivering your fee with confidence, and the bad sales habits that fill that gap instead of improving your close rates and revenue.
That is what the 8-Week Sales Mastery Training & Coaching Program is built to change.
What This Program Helps You Build
This is not just a motivation course, a mindset reset, or a stack of scripts to memorize. The program includes mindset work, but it doesn’t stop there.
The 8-Week Sales Mastery Training & Coaching Program is built around one goal: helping you develop a real sales process, one that fits the way you work and holds up in actual client conversations.
By the time participants complete the 8-Week Sales Mastery Training & Coaching Program, they have worked on:
A clear, repeatable structure for leading client conversations from first contact through to a decision
A standard for which prospects belong in your firm, and a consistent way to apply it
A structured approach to handling objections, without caving, without pressure, and without the conversation going cold
The ability to communicate the value of what you do in language clients understand and respond to, without defaulting to credentials, software lists, or service menus
A more confident approach to fee conversations, without apologizing, hedging, or discounting before the client has spoken
A follow-up approach that doesn’t feel like chasing
A way to guide qualified prospects toward a clear decision during the conversation, rather than deferring to a proposal that may never convert
Boundaries that protect your scope and your time, without creating awkwardness or damaging the relationship
Real Results From Accounting, Tax, and Bookkeeping Firm Owners
Individual results vary. The examples below reflect the specific experiences of program graduates. Outcomes depend on the individual participant, their market, their existing pricing, and how fully they apply what they learn.
He built a firm that was overtaking his life. Within one month of the program, he made enough to pay for the course twice over.
I felt I had created a monster as my firm began overtaking every aspect of my life. I was overwhelmed and frustrated and didn’t really like the person that I was becoming. I was immediately drawn to The Abundant Accountant since it was about having a firm that I’d always dreamed of instead of just creating a job for myself. By far the most important change I made was focusing on our outstanding receivables and getting that money in the bank and never wasting another minute of my staff’s time trying to collect what was ours. Within a month I increased our fees from what we would have normally charged for our tax and bookkeeping engagements to the point where I had already paid for the course two-times over and was actually playing with house money.
Dennis Tolliver
Accounting & Tax Firm Owner
Self-proclaimed afraid of ‘sales,’ he collected over $93,000 in five months and took a vacation during tax season.
“Before Michelle’s Sales Mastery course, I felt overwhelmed. My tax practice was experiencing growth but I was struggling to stay on top of the workload. I was more or less in survival mode just trying to keep other people happy. My fee structure wasn’t consistent with the value I was adding and I was often working with clients that didn’t align with the direction I wanted to go. I was a little scared of the idea of ‘sales.’ It felt way outside my comfort zone. Enrolling in the course and applying the principles taught has made a drastic difference. I experienced immediate success and increased collected revenue of over $93K during a 5 month period and monthly recurring revenue is up over $8K. During the tax season I’ve even been able to go on a vacation due to a reduced workload.”
Peter N. Mitchell
Tax Resolution Firm Owner
Erin took a leap of faith, signed up for the program, and increased her service pricing 1100%.
“Before investing in Michelle’s course, I felt overwhelmed by my client load and was anxious about the future of my business. I wasn’t doing the work that I had a passion for, and I certainly wasn’t charging for the value my clients were receiving from me. I had already invested thousands of dollars and countless hours on other resources that weren’t getting me any closer to where I wanted to be. I knew I had to make a change so I took a leap of blind faith and made the decision to go all in with this program. I’ve already gained a new client at $3k per month. They were only paying $250 per month before, which is an 1100% increase. At that point, I was only halfway through the course.”
Erin Fox
Tax Planning Firm Owner
Meganne had always believed focusing on ‘sales’ was dishonest, but the program immediately transformed both her mindset and her income.
“After a day of bingeing The Abundant Accountant Podcast, I knew that I had to call Michelle. I was worn down from undercharging my clients, and subsequently feeling dejected at feeling overworked and underpaid. Once I decided to invest in myself by enrolling in the 8-Week Sales Mastery program, I saw an immediate uptick in my confidence and my income. I had always felt that focusing on ‘sales’ was a dishonest way to approach my clients. Michelle’s course showed me the value that I bring to my clients, and the ROI for my clients when I charge the true worth of my services. To say that this course transformed my practice would be an understatement.”
Meganne Fabrega
Accounting & Tax Firm Owner
How the Program Works
The 8-Week Sales Mastery Training & Coaching Program is structured around eight lessons, each addressing a specific part of the sales process that Accounting, Tax, and Bookkeeping Firm Owners face in real client conversations.
The curriculum is built around practice, not just instruction. Participants learn a framework, apply it, and work through the moments that feel most uncomfortable (fee conversations, objections, setting boundaries) in a structured environment before they navigate them with actual clients.
The eight lessons cover:
Lesson 1 - Sales Mindset: Becoming Confident & Breaking Through Impostor Syndrome
Understanding where hesitation in sales conversations comes from and what it costs the firm
Lesson 2 - Qualify Before You Sell: Stop Saying Yes to Everyone and Only Work With Clients Who Respect Your Boundaries
The qualification step to weed out tire kickers or non-ideal clients
Lesson 3 - How to Prepare for a Discovery Sales Meeting: Stop Giving Away Free Advice Before You Get Paid
Preparing in advance for a sales meeting
Lesson 4 - Premium Pricing & Packages: Charge Based on Value, Not Hours
Building a pricing approach that connects fees to outcomes, scope, and value rather than hours alone
Lesson 5 - The 15-Step Enrollment Conversation: Confidently Lead the Conversation & Turn Prospects Into Premium Clients Without Feeling Salesy
Leading a qualified prospect toward a clear decision, without pressure and without a proposal that goes nowhere
Lesson 6 - Handling Objections and Asking for the Sale: Confidently Navigate Concerns Without Feeling Pushy
Responding to “let me think about it,” “that’s too expensive,” and “I need to talk to my partner” without caving or applying pressure
Lesson 7 - Building Your Network & Getting Client Testimonials: Create Trust Before the Sales Conversation
Creating the conditions for consistent referrals and social proof that works to provide due diligence before sales meetings with prospects
Lesson 8 - The Sales Follow-Up Process: Stop Chasing Prospects and Follow Up for More Clients and Maximum Revenue
A process for staying in contact with prospects without feeling like you’re chasing them
The 8-Week Sales Mastery Training & Coaching Program also includes direct coaching and role play in the weekly group coaching calls. This is the part where you practice real sales conversation scenarios rather than simply reviewing the material, and typically where the most meaningful shifts happen, being in a group call with other firm owners going through the course at the same time.
The Sales Process You Build Inside the Program
The four skills below represent the core of what participants build during the eight weeks. They are distinct but connected. Most firm owners who struggle with sales will recognize themselves in more than one of the four below.
Know Who Should Become a Client
One of the most expensive mistakes Accounting, Tax, and Bookkeeping Firm Owners make is not having a clear standard for which clients they take on and not applying that standard consistently.
When the answer to “should I take on this client?” is “I think so” or “I need the revenue,” the firm ends up carrying clients who stretch scope, question fees, demand exceptions, and drain the team’s capacity for the work it actually wants to do.
The 8-Week Sales Mastery Training & Coaching Program helps participants define what the ideal client looks like for their specific firm and build the habits to apply that standard consistently, even when the pressure to say yes to a non-fit client is high.
The result is a more intentional firm: fewer problem clients, more capacity for the right ones, and a sales conversation that starts from a clearer sense of whether this prospect belongs.
“We are so clear on who we want to serve and how important it is to only work with clients that meet the standards we set. We now are in a position where we do not have any clients that are draining us, or that keep us up at night. Everyone that we are working with currently are people that we are enthusiastic and happy to work with. We also know how to repeat that process.”
Rachel Bernier-Green
Fractional CFO Firm Owner
Lead the Conversation Toward a Clear Decision
The most common outcome of a weak sales conversation isn’t a rejection. It’s nothing. A passive approach is taken where the proposal goes out, and then with the lack of follow-up you hear crickets. Days pass. Then weeks. The prospect wasn’t a hard no. They just never became a yes.
This happens when the sales conversation doesn’t go deep enough into the pain and the problem of what’s at stake. When the prospect’s real situation, challenges, goals, and fit haven’t been fully understood. When the recommendation comes without a clear rationale. When the call ends with “I’ll send you something” like a quote or a proposal, instead of a next step, such as a sales meeting where both parties have agreed to have a call to diagnose what the real challenges are.
The 8-Week Sales Mastery Training & Coaching Program gives participants a structure for leading a more purposeful enrollment conversation (one that covers the prospect’s situation thoroughly, assesses fit directly, and moves toward a clear decision in the same conversation when that fit is clear).
“Now I look forward to getting to know a new business owner, learning what their journey has been, their highs, and their lows. We have really awesome fun discussions, and our closing rates are awesome.”
Ross Loveland
Bookkeeping Firm Owner
Say the Fee Without Apologizing for It
There is a specific moment in most sales conversations where firm owners are most likely to lose ground. Not before the fee, and not after it. In the three seconds after they say it.
The instinct for most firm owners is to fill that silence immediately: to justify, to add qualifications, to soften. That instinct reads to the prospect as uncertainty. And uncertainty about a fee is contagious.
The 8-Week Sales Mastery Training & Coaching Program addresses the patterns that lead to premature discounting, over-explanation, and apology before the client has had a chance to respond. Participants practice stating fees clearly, holding the moment, responding to what actually comes back and learning how to handle objections with confidence.
“The ones we’ve sold have been about $5,000, $6,000, or maybe $7,000. We’ve shared fees where clients invested upwards of $10,000 or $12,000. Saying that out loud boosts our confidence.”
Chris McCormack
CPA, MBA, CTC | Accounting Firm Owner
Price Around Value, Not Just Hours
Hourly billing has a structural problem: the more efficient and experienced you become, the more you may be penalizing yourself. An experienced firm owner can end up earning less per engagement than a less experienced firm owner simply because the work takes fewer hours.
When fees are tied primarily to time, fee conversations become focused on justifying hours rather than communicating the outcome of the work and how that solves the prospect’s problems. And when a client pushes back on price, there’s no rationale to fall back on.
The 8-Week Sales Mastery Training & Coaching Program helps participants build a clearer connection between what they charge and what each engagement actually delivers (accounting for scope, complexity, and the value of the outcome, not just the time spent).
“If you are a tax professional and are tired of people wanting to pay you $100 bucks here and there, invest with Michelle, because trust me, your rates will increase to match your value.”
Jonathan Bengel
EA, CTC, CTP, NTPI Fellow | Tax Resolution Firm Owner
What This 8-Week Sales Mastery Training & Coaching Program Is Not
If you’ve spent your career building trust through your expertise and integrity, the idea of “sales training” may feel uncomfortable. That’s exactly why this program is different.
The 8-Week Sales Mastery Training & Coaching Program is not about becoming a pushy salesperson, using manipulative tactics, or convincing people to buy something they don’t need.
It’s about learning how to confidently communicate your value, ask better questions, set healthy boundaries, lead client conversations with confidence, and help the right clients make informed decisions about working with you.
The goal is not to change who you are. It’s to give you a repeatable sales process that allows your expertise to be recognized, valued, and paid for.
❌ This program is not about becoming pushy, aggressive, or high-pressure.
The framework is consultative. It is built around understanding what the prospects’ challenges are, communicating the value of your work clearly, and helping a qualified prospect make a decision that they feel good about. Not pressuring an unqualified one into saying yes.
❌ This program is not about raising prices for the sake of raising prices.
The goal is to build and charge fees that reflect the actual scope, value, and complexity of your work and to have the conversation around those fees with more confidence and consistency. If an engagement has now pushed beyond the original scope and a fee change conversation needs to happen, it should be grounded in something real.
❌ This program is not about saying yes to every prospect.
Quite the opposite. One of the most consistent outcomes participants describe is a clearer, more confident ability to say no to prospects who aren’t the right fit and to mean it.
❌ This program is not a script.
There are no word-for-word manipulations to memorize. Participants leave with a structure they created, a set of new skills to take into the real world and practice in their sales conversations, and habits they can apply in real conversations. Not a screenplay and not AI. AI can’t replace a human relationship-based conversation yet.
❌ This program is not about marketing, advertising, or lead generation.
The 8-Week Sales Mastery Training & Coaching Program addresses what happens inside client conversations, once a prospect is already in front of you. If you need more leads, this is not the program for that. However, if you want to make sure you have a return on your investment from marketing, advertising, or lead gen, then this is the program to make certain that you do. Most firm owners think they need to spend money on marketing first when, in reality, it has always been a sales conversion issue at the core.
Without a proper way to convert the leads you already have, spending money on marketing is like going to Vegas and putting your money on black. You might have a 50 percent chance at a payout, but you are gambling.
Or, you can play a game you have a lot more control over, like poker, with a better sales process in place. You know what cards you have in your hand, and you can read the situation and figure out what cards they have in theirs by using a repeatable structure with a simple, step-by-step sales process.
It does not have to be a gamble, but it will be if you start spending money on marketing or lead gen without having the right sales strategy and blueprint in place. Once you have the foundation built, your marketing ROI can multiply.
❌ This program is not a generic sales course for any business owner.
Everything in the curriculum is built around the specific sales patterns, client dynamics, and hesitations that firm owners often face. The challenges an Accounting, Tax, and Bookkeeping Firm Owner encounters in relationship-based sales conversations are different from those of a software salesperson or a real estate agent. This program is built accordingly and specifically for only Accounting, Tax, and Bookkeeping Firm Owners.
That is exactly what happened with Maria Callahan.
Before joining the 8-Week Sales Mastery Training & Coaching Program, Maria was constantly winging it with her pricing and sales process. Every time a new prospect came in, she felt stressed and unsure if she was pricing correctly. She knew she was undercharging but did not know how to fix it. Her firm kept growing in client count, but revenue stayed flat.
At one point, she joined a marketing group, thinking leads were the issue. But it became painfully clear that marketing was not the problem. She did not have a sales process.
Maria was saying yes to clients who were not a good fit and wasting what added up to a full time employee’s worth of hours every year on work outside her expertise. She did not even know she could confidently say no to prospects that were not a fit.
When she enrolled in the 8-Week Sales Mastery Training & Coaching Program, everything changed.
She found structure, accountability, and community. She learned how to price with confidence, qualify clients properly, and stand up for herself. She told us, “Financially, the program paid for itself before I even made my first sales call, simply through the small changes I implemented immediately.”
Now she has a clear, peaceful process. She knows her value, she knows how to price it, and she finally feels empowered to run her firm on her own terms.
So before you spend another dollar on marketing or waste time at networking events that get you zero results, ask yourself this: Is it really a lead problem, or is it a conversion problem?
Before joining the 8-Week Sales Mastery Training & Coaching Program, Maria was constantly winging it with her pricing and sales process. Every time a new prospect came in, she felt stressed and unsure if she was pricing correctly. She knew she was undercharging but did not know how to fix it. Her firm kept growing in client count, but revenue stayed flat.
At one point, she joined a marketing group, thinking leads were the issue. But it became painfully clear that marketing was not the problem. She did not have a sales process.
Maria was saying yes to clients who were not a good fit and wasting what added up to a full time employee’s worth of hours every year on work outside her expertise. She did not even know she could confidently say no to prospects that were not a fit.
When she enrolled in the 8-Week Sales Mastery Training & Coaching Program, everything changed.
She found structure, accountability, and community. She learned how to price with confidence, qualify clients properly, and stand up for herself. She told us, “Financially, the program paid for itself before I even made my first sales call, simply through the small changes I implemented immediately.”
Now she has a clear, peaceful process. She knows her value, she knows how to price it, and she finally feels empowered to run her firm on her own terms.
So before you spend another dollar on marketing or waste time at networking events that get you zero results, ask yourself this: Is it really a lead problem, or is it a conversion problem?
Is the 8-Week Sales Mastery Training & Coaching Program a Fit for Me?
The 8-Week Sales Mastery Training & Coaching Program was built for:
Firm owners who are sending proposals or quotes, waiting for a response, not following a consistent follow up process, and wondering why prospects who seemed interested disappear.
Firm owners who are incredible at serving their clients, but have never had formal sales training and have been navigating sales conversations based on instinct, hope, and what feels right in the moment.
Firm owners who know they are undercharging but don’t know how to raise their fees, change their pricing, or set new boundaries without losing the relationships they have worked so hard to build.
Firm owners who are ready to confidently communicate their value, enroll better clients, protect their time, and build a firm that supports the life they wanted when they started their business.
Firm owners who are discounting their fees, giving away too much free advice, overexplaining their value, or adjusting their price because they are afraid the client will say no.
Firm owners who are overwhelmed, over capacity, and realizing they have built a firm around whoever says yes instead of the clients they actually want to serve.
Firm owners who want to stop giving away answers, strategies, and solutions during the initial conversation before a client has paid and committed to working with them and learn how to create a sales process where they are paid before the work begins.
This program is probably not the right fit if:
- You are looking for marketing, advertising, or lead generation. The 8-Week Sales Mastery Training & Coaching Program focuses on what happens once you are having client conversations after you have generated the lead, not simply getting more prospects.
- You want to watch videos passively without implementing what you learn, are not committed to completing the assignments and turning them in weekly, or you are not open to a new approach for how you lead sales conversations.
- You are looking for a quick fix instead of building the sales skills and confidence, and creating the sales process required to create long-term change inside your firm.
- You are currently in a job and do not have an Accounting, Tax, Bookkeeping, or Fractional CFO firm you are actively building where you can apply what you learn.
- You believe AI can replace the skill of learning how to lead client relationship-based sales conversations. AI can be a helpful tool, but it cannot replace your ability to build trust, understand what a prospect truly values, communicate your expertise, and lead a relationship-based sales conversation. This program teaches the sales psychology and workflow process behind those sales conversations and how people make buying decisions.
About Michelle Weinstein
Michelle Weinstein is a sales coach, strategist and the founder of The Abundant Accountant. With more than 28 years of sales experience, she has worked across industries, landing contracts with national retailers including Costco and The Vitamin Shoppe, and pitching on ABC’s Shark Tank.
Today, Michelle helps CPAs, EAs, and Accounting, Tax, Bookkeeping, and Fractional CFO Firm Owners generate more revenue from the clients and leads they already have by pricing confidently, leading stronger enrollment conversations, and building a firm that doesn’t require burning out to grow.
The firm owners Michelle works with are already highly skilled at what they do. They simply want a repeatable sales process for pricing their services, leading confident enrollment conversations, and building a more profitable firm without working longer hours, chasing more clients, or doing work they don’t enjoy.
About Michelle Weinstein
Michelle Weinstein is a sales coach, strategist and the founder of The Abundant Accountant. With more than 28 years of sales experience, she has worked across industries, landing contracts with national retailers including Costco and The Vitamin Shoppe, and pitching on ABC’s Shark Tank.
Today, Michelle helps CPAs, EAs, and Accounting, Tax, Bookkeeping, and Fractional CFO Firm Owners generate more revenue from the clients and leads they already have by pricing confidently, leading stronger enrollment conversations, and building a firm that doesn’t require burning out to grow.
The firm owners Michelle works with are already highly skilled at what they do. They simply want a repeatable sales process for pricing their services, leading confident enrollment conversations, and building a more profitable firm without working longer hours, chasing more clients, or doing work they don’t enjoy.
Frequently Asked Questions
What is the 8-Week Sales Mastery Training & Coaching Program?
The 8-Week Sales Mastery Training & Coaching Program is a structured program for CPAs, EAs, Bookkeeping, Tax, Fractional CFO, and Accounting Firm Owners who want to confidently communicate their value, charge premium fees, and enroll the right clients without feeling pushy or salesy.
Who is this built for?
No prior sales experience is required. Firm owners join us at different stages, from those growing their firm and wanting to build the right foundation, to established firm owners who want to raise fees, improve client relationships, stop giving away free advice, and stop leaving revenue on the table.
Do I need sales experience to participate?
The goal is not to turn you into a salesperson. The goal is to give you a repeatable sales process so you can lead client conversations with confidence, help prospects understand the value of solving their problems, and enroll the right clients for your firm.
Is this program just about raising my prices?
The 8-Week Sales Mastery Training & Coaching Program helps you understand the entire sales process, including how to qualify prospects, communicate your value, lead enrollment conversations with confidence, handle objections, ask for the close, and create a consistent follow-up process.
For some participants, that leads to increasing their fees and generating more revenue. For others, it means finally letting go of clients who no longer respect their boundaries, take too much time and energy, or prevent them from building the firm they actually want. And for many, the biggest shift is improving their confidence, choosing better clients, eliminating scope creep, and creating a firm that feels more aligned with the way they want to work.
What happens during your Complimentary Breakthrough Session?
This is an honest conversation where we help you identify the gaps you may not be seeing on your own, whether that is struggling to communicate your value, avoiding conversations about the fees you really want to charge, or failing to follow up with prospects.
If we feel the 8-Week Sales Mastery Training & Coaching Program is the right fit for your firm, we’ll explain what that looks like and discuss the next steps. If it’s not the right fit, we’ll point you in a better direction so no matter what, you leave with more clarity on your next best step.
What is entailed in the 8-Week Sales Mastery Training & Coaching Program?
Throughout the eight weeks, participants learn a repeatable sales process with a clear structure for client conversations, qualifying prospects, setting boundaries, pricing their services, handling objections, and confidently asking for the close. The goal is to help firm owners stop giving away free advice, stop competing on price, and build a firm filled with clients who value their expertise and respect the way they work.
How is the program structured?
This is not a program where you just watch videos and try to figure it out on your own. Participants are held accountable to complete weekly assignments that are personally reviewed by our team and returned with comments, feedback, and suggestions so they can continue improving.
You also receive direct coaching during the weekly group coaching calls, giving you the opportunity to ask questions, get support, and apply the sales process to real conversations happening inside your firm.
What results can I expect?
Participants have reported results such as increasing their fees, improving close rates, letting go of clients who were no longer the right fit, reducing unnecessary working hours, getting paid upfront, and feeling more confident leading client conversations.
Participants have also reported enjoying their work again, freeing up mental capacity by removing the chaos in their firm, feeling less stressed, spending more time with their family, and collecting outstanding accounts receivable.
Many firm owners also experience a shift in how they see themselves, their expertise, and the value they provide, which impacts more than just their business. They stop operating like an order taker and start leading conversations as the trusted advisor their clients need with more confidence and certainty.
As with any business training or coaching program, individual results are not guaranteed and depend on many factors, including implementation, market conditions, and each participant’s individual circumstances.
What happens after the 8 weeks?
Many firm owners continue implementing what they learned long after the eight weeks are complete because sales, pricing, boundaries, and client conversations are skills you continue strengthening over time and use on a daily basis.
For firm owners who want continued support, we also offer additional opportunities after the program, including continuing with ongoing weekly group coaching calls and our invite-only Abundant Millionaire Mastermind for those who are ready for the next level of growth, accountability, implementation, and support.
Ready to Stop Building Your Firm Around Whoever Says Yes?
Here is what most Accounting, Tax, Bookkeeping, and Fractional CFO Firm Owners don’t say out loud: They know they’re undercharging. They know some of their clients are no longer the right fit. They know they’re giving away too much free advice, their follow-up is inconsistent, and their sales conversations feel uncomfortable.
They just don’t know how to make the changes needed to build a different kind of firm without risking the relationships they have worked so hard to build.
When you don’t have a clear sales process, you end up filling the gaps with habits that keep you stuck: discounting too quickly, saying yes to everyone, overexplaining your value, sending proposals and waiting, avoiding follow-up, or letting clients control the conversation.
Over time, those habits can create a firm built around whoever says yes instead of a firm built around the clients you actually want to serve.
A Complimentary Breakthrough Session with our team is the first step toward changing that. It’s a conversation to understand what’s happening in your current client conversations, what may be missing from your process, and whether the 8-Week Sales Mastery Training & Coaching Program is the right fit for your firm.
If it is, we’ll talk through the next step.
If it isn’t, you’ll leave with more clarity on what needs to change to build the firm you actually want.
Results Disclaimer
Individual results vary. Testimonials and outcomes shared on this page reflect the individual experiences of specific program graduates. They are not intended to represent typical, average, or expected results. Outcomes depend on the individual participant, their market, their existing pricing structure, and the consistency with which they apply program material. Participation in the 8-Week Sales Mastery Training & Coaching Program does not guarantee any specific revenue increase, client acquisition, fee change, or business outcome.