
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, 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 firm owners. This podcast will show you exactly how to create the firm (and life) of your dreams full of abundance!
Latest episodes

Apr 15, 2025 • 52min
Episode 156 | Maximize Your Practice Value And Retire Early Using CFO Advisory Services With Adam Lean
CFO advisory services are the key to building a firm that not only generates higher revenue but also sets you up for a profitable exit. In this episode, Michelle Weinstein sits down with former accountant-turned-entrepreneur Adam Lean, the co-founder of The CFO Project, who has helped countless firm owners shift from compliance work to high-value advisory services. Michelle and Adam break down the strategies that can help accountants price their services correctly, avoid burnout, and build a scalable, sellable firm. If you’ve ever wondered how to stop trading time for money and start building a firm that works for you, this episode is a must-listen.

Apr 1, 2025 • 42min
Episode 155 | Top Organic Lead Generation Strategies To Grow Your Firm With Gaynor Meilke
Lead generation is the lifeline of any successful firm, but many business owners struggle to attract the right clients. Michelle Weinstein welcomes Gaynor Hardy Meilke, a business strategist and marketing expert, to share proven strategies for organic lead generation. They break down the difference between sales and marketing, discuss how to position yourself where potential clients are looking, and reveal the top ways to generate leads without relying on paid ads. If you’re tired of waiting for referrals and want to build a steady stream of high-value clients, this episode is packed with insights you can put into action today!

Mar 15, 2025 • 55min
Episode 154 | What Every Accountant Needs To Know About Value Pricing With Mark Wickersham
Mark Wickersham, a chartered accountant, public speaker, and author, shares invaluable insights on value pricing for accounting firms. He discusses how to escape the cycle of undercharging and overworking by implementing tiered pricing strategies. The conversation delves into the psychology of pricing, emphasizing the anchoring technique to reshape client perceptions. Mark also highlights the importance of clear communication when conveying value and offers strategies to enhance client engagement, ultimately helping accountants build more fulfilling and profitable practices.

Mar 1, 2025 • 27min
Episode 153 | How CFO Services Can Transform Your Firm With Adam Lean
Building a successful accounting firm starts with offering the right services to the right clients. Michelle Weinstein and Adam Lean dive into the power of CFO services, discussing how accountants can break free from trading time for money and attract premium-paying clients. Together, they explore practical steps to build trust, phase out low-end work, and create irresistible CFO advisory packages that transform businesses. Tune in to discover actionable insights that help you work smarter, not harder while delivering real value to your clients.

Feb 15, 2025 • 49min
Episode 152 | How KPI Strategies Drive Success With Ron Baker
Ron Baker, founder of the Vera Sage Institute and a thought leader in value pricing, joins the discussion to revolutionize how accounting professionals view success. He dives into the power of KPI strategies, emphasizing the significance of predictive metrics over traditional ones. By simplifying communication and prioritizing exceptional service, firms can enhance client satisfaction and loyalty. Baker shares insights on the transformative effects of small changes, ultimately guiding listeners to redefine their business metrics for peak growth and profitability.

Feb 1, 2025 • 44min
Episode 151 | Structure Of Marketing With Cameron Montgomery
Are you tired of running marketing campaigns that are all over the place? Discover how to implement a solid structure of marketing to generate consistent, high-quality leads for your accounting firm. In this episode, Michelle Weinstein welcomes back Cameron Montgomery, owner of Apex Methods, to break down a simple four-step system you can easily emulate to attract ideal clients through organic Facebook marketing. Learn how to identify your niche, craft compelling content, and strategically position yourself as the go-to expert in your chosen field. If you are ready to ditch the overwhelm and embrace a structured approach to marketing, tune in now!

Jan 21, 2025 • 34min
Case Study | Accounting Growth: From $400 To $25K With Jaci North
Building a thriving accounting firm starts with mastering the essentials of accounting growth. In this episode, Michelle Weinstein speaks with CPA and fractional CFO Jaci North about her inspiring journey from earning $400 to $25,000 in recurring revenue. Jaci shares the most pivotal moments, key decisions, and practical strategies that helped her transform her firm while regaining freedom and balance in her life. Tune in to discover how redefining your approach to sales, pricing, and client relationships can unlock the full potential of your business.

Jan 15, 2025 • 44min
Episode 150 | How Excel Can Transform Your Capacity Issues In Your Firm with Jeff Lenning
Many people often consider Microsoft Excel just as a simple tool to create tables, align columns, or generate reports. But if you can fully leverage all of its features and tools, you could achieve greater efficiency in your business processes. Michelle Weinstein welcomes Excel guru Jeff Lenning, Founder of Excel University, who guides accounting professionals in using this computer software to streamline workflows, improve accuracy, and automate repetitive tasks. He explains how making the most out of Excel’s many capabilities can lead to sustainable growth, better time management, and a healthier workplace culture. Do not miss this opportunity to unlock the hidden potential of Excel and transform your firm into a well-oiled, profit-generating machine.

Jan 1, 2025 • 29min
Episode 149 | Building An Effective Enrollment Process With Bruce Gerstenfeld
In this engaging discussion, Bruce Gerstenfeld, a CPA with over 20 years of experience, shares his journey of modernizing his father's legacy firm. He candidly discusses the challenges he faced in updating systems and pricing structures while maintaining client loyalty. Bruce emphasizes the importance of transforming firm dynamics and fostering a supportive team culture for growth. He also inspires listeners to conquer self-doubt and embrace community support for achieving financial confidence, making bold changes that can lead to success.

Dec 15, 2024 • 53min
Episode 148 | Automation: Work Less, Earn More With Jamie Gruol
Host Michelle Weinstein speaks with Jamie Gruol about using revenue automation to unlock more income while working fewer hours. Jaime, co-founder of Workflows for Tax Pros, shares her expertise on how implementing automation can transform tax and accounting practices by streamlining client experiences and eliminating manual tasks. Tune in to learn how these strategies can reduce your workload, improve cash flow, and increase profitability without sacrificing client satisfaction. This conversation is a game-changer for tax professionals looking to work smarter, not harder!
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