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

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.

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.

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.

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!

Michelle Weinstein dives into the power of podcasting for lead generation. Joined by guest Shannon Weinstein, a fractional CFO and podcast host, they explore how podcasting has transformed Shannon's business and boosted her recurring revenue by five times. Shannon shares her insights on why podcasting is a game-changer for professionals looking to grow their client base and highlights practical steps for getting started. If you want to learn how to use podcasting to attract premium clients, this episode is packed with actionable advice!

Ron Baker, founder of the Verisage Institute and a former CPA, joins Michelle Weinstein to discuss the transformative power of adaptive capacity in accounting firms. They explore how adjusting firm capacity can improve client experiences and increase revenue. Strategies for managing client relationships, prioritizing high-value clients, and transitioning to value pricing are key topics. Ron also draws parallels between service industries and professional firms, emphasizing the importance of innovation and adaptability for sustainable growth.

In this episode, Michelle Weinstein dives deep into the implementation gap with the renowned author, speaker, and master hypnotist, Paul Ross. They explore the frustrating disconnect between knowledge and action, and why so many of us get stuck in a cycle of learning without achieving. If you're an accounting professional tired of attending webinars and workshops that leave you with more questions than answers, this episode is for you. Paul and Michelle uncover the subconscious blocks that prevent us from taking action and share practical strategies to bridge the gap between information and transformation. Get ready to turn your knowledge into tangible results and finally break free from the cycle of unfulfilled potential.

Burned out and overwhelmed, Tajni Diller’s tax and bookkeeping firm was on the brink. In this episode, Michelle Weinstein interviews Tajni, who turned her business around with the power of coaching and mentorship. Discover the pivotal changes that led to her reduced workload, increased revenue, and renewed passion for her work. Tune in to hear how investing in the right coaching can be the catalyst for your success.

Are you an accounting professional struggling to grow your firm through paid advertising? You're not alone. In this episode, accounting expert Michelle and digital marketing specialist Katie Thomas dive deep into the common pitfalls that accountants face when trying to attract new clients through paid advertising. Discover the shocking truth about how much money many accountants waste on ineffective ad campaigns. Learn how to identify your ideal client niche, craft irresistible offers, and build a robust marketing system that converts leads into loyal clients. As the owner of Leaders Online, she shares invaluable insights on crafting compelling ad copy, optimizing your ad campaigns, and the importance of a strong sales process. Don't let another dollar slip through your fingers; join Katie Thomas and Michelle Weinstein to know more.