High-Ticket Advisory Archives - The Abundant Accountant

Episode 191 | How Accounting Firms Can Use AI to Save Time, Increase Profits & Become Better Advisors With Manfred Swarovski

by Podetize | Oct 1, 2026 | Abundant Accountant Podcast

Michelle Weinstein welcomes Manfred Swarovski, co-founder of Veltrix, to reveal how AI for Accounting Firms turns routine financial data into high-value advisory insights. If you’re tired of drowning in tedious compliance work and endless onboarding...

Episode 187 | Case Study | How Rachel, A Solo Tax Firm Owner, Landed A $50,000 Client With Simple Follow Up

by Podetize | Aug 1, 2026 | Abundant Accountant Podcast

Many tax firm owners struggle to charge what they are worth and find themselves trapped in low-fee compliance work. On this episode, host Michelle Weinstein welcomes Rachel Ratliff, owner and founder of Ratliff Accounting & Tax, to discuss strategies for...

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Episode 191 | How Accounting Firms Can Use AI to Save Time, Increase Profits & Become Better Advisors With Manfred Swarovski

Episode 187 | Case Study | How Rachel, A Solo Tax Firm Owner, Landed A $50,000 Client With Simple Follow Up

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