The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

Ready to stop selling yourself short and start commanding your true value? Many firm owners with incredible technical skills are stuck on the hamster wheel, terrified to raise their fees or caving in on price—but change is possible, even after 30 years in the game. Listen in on this powerful case study with client Tony Frezza, an EA and Certified Financial Planner and founder of ATI Professional Services, who shares the jaw-dropping results of shifting his mindset and implementing a system: cutting over 300 clients, collecting a massive $40,000 in AR, maintaining his total revenue, and finally establishing boundaries to reclaim his time for travel and family. If you're ready to stop trading hours for dollars and start growing your firm on your terms, this episode is a must-listen to see what's truly possible.

Client experience must be provided in the most convenient and fulfilling way, not only for clients themselves but also for the business owner. For our New Year episode, Michelle Weinstein sits down with QuickBooks wizard Debra Kilsheimer, who shares how they created a Disney-like customer service. She explains how she treats accountants and bookkeepers with utmost respect and closeness as she helps turn their goals into reality. Debra also talks about achieving millions in revenue even with just a "two-and-a-half" team and how she set prices for her subscriptions while considering the real-life circumstances of her clients.

In this insightful discussion, Jeremy Slack, the founder of SNB Consulting, shares his journey from exhausting hourly billing to securing $425K in annual retainers. He reveals how a toxic job and the desire for independence pushed him to transform his pricing strategy. Jeremy emphasizes the importance of sales training and networking, explaining how he shifted from accounting jargon to emotional connection with clients. His newfound confidence not only allowed him to propose higher fees but also granted him freedom to control his schedule and enjoy family life.

If you want others to believe in what you are saying or offering, you have to believe in yourself first. Bestselling author and keynote speaker Rob Jolles joins Michelle Weinstein to discuss how self-belief is the key ingredient in building trust, leveling up your sales, and achieving business growth. Rob explains how to put yourself in character to unlock your desired success, control (or even silence) your self-critic, and address imposter syndrome. He also talks about the importance of refining your communication skills, embracing hope despite the fear of disappointment, and asking strategic questions that truly matter.

Before she became the CEO of a bookkeeping firm, Roxanne Ferrari struggled with sales and was terrified of anything related to marketing. But she managed to unlock her leadership skills and tap into her confident self through the Abundant Accountant's eight-week sales mastery course. She joins Michelle Weinstein to share how she went out of her comfort zone and trusted the process, which ultimately led to the foundation of Ferrari Bookkeeping Services and numerous financial wins. Roxanne also underlines how to achieve business success without sacrificing your personal life and the importance of being confident – and comfortable – with your own professional rates.

Becoming a fractional CFO requires far more than technical accounting skills—it's about mastering the soft skills that drive real client transformation. Michelle Weinstein talks with Ron Saharyan, co-founder of Profit First Professionals, about how accountants and bookkeepers can step into this high-value role with confidence. From strategic thinking and storytelling to emotional intelligence and coaching, Ron reveals the skills that separate true advisors from number crunchers. Together, they explore how to position yourself as a trusted CFO, ask the right questions, and deliver the client experience that commands premium fees while creating meaningful impact.

Sales anxiety in accounting can drain confidence, health, and business growth—but it doesn't have to. In this case study, Michelle Weinstein sits down with Rachel Bernier-Green, founder and CEO of Economic Justice Consortium (EJC), to share how she transformed her sales process, conquered fear, and built a thriving consulting firm serving six to eight-figure businesses. Rachel opens up about relying on referrals as a crutch, letting go of toxic clients, and the mindset shifts that helped her turn sales from something she dreaded into a way of serving. With clarity, systems, and confidence, Rachel not only reclaimed 30–40 hours a month but also achieved a 700% ROI, launched a CFO retainer service, and restored her energy and health—all by facing sales head-on.

The epidemic of overworking and underearning in accounting is costing professionals both time and financial freedom, but breaking the cycle is possible. This time, our very own Michelle Weinstein takes the hot seat with Molly Murphy, the company's chief enrollment officer, to share how accountants can shift from transactional work to building profitable, freedom-driven firms. Drawing on Michelle's journey from Moss Adams to entrepreneurship and sales mastery, they reveal proven strategies to package services, raise prices, and attract high-value clients without fear of selling. Through powerful client success stories and actionable insights, this conversation uncovers how accountants can reclaim their worth, transform their businesses, and finally escape the trap of long hours for little pay.

AI is here to stay. It will just get better and more polished as we move towards a more futuristic society. Accounting firms might as well know how to use it to their advantage. This is exactly what Fady Hawatmeh is doing through his company Clockwork, the first AI-powered Financial Planning and Analysis (FP&A). He joins Michelle Weinstein to share how they are revolutionizing CFO advisory and solving software inaccuracy through automation, minimizing hours of manual work to just a few minutes. Fady also talks about the importance of confidence and hard skills in offering CFO services, how to focus more on providing value than simply chasing revenue, and the right way to overcome perfectionism.

Firm owners are expected to wear many hats and look after numerous clients at the same time. But without the right processes and boundaries, you could experience client chaos and overwhelm. Michelle Weinstein shares how The Abundant Accountant can help you resolve this hurdle with one of her clients, Melissa Schroder of Melissa's Advisory Service, LLC. Melissa reflects on how the eight-week sales mastery course helped her take control of her finances, determine which clients to let go, and add up to $27,000 to her revenue. Tune in as she shares how embracing such a huge change allowed her to bring her career to greater heights and get out of the hamster wheel.