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

No matter what industry you are in, the sales piece will always play a crucial role in how you succeed. For accountants, this relates to how you deal with your clients—going through follow-ups, keeping up with deadlines, and overall making sure that you are not missing anything with them. Yet, not all of us can do everything on our own. That is why we need systems that can help, and in this episode, Michelle Weinstein brings over to the show someone who has been helping accountants become more productive and effective. She sits down with David Cristello, the CEO and founder of Jetpack Workflow, where he has the software platform that helps accounting and tax professionals track all their current work without any worries. Here, David talks about the difference between being productive and being busy as well as being effective. Join him and Michelle in this conversation as they lay down ways you can work smarter, ridding yourself from having to run around with your hair on fire.   Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

Humans as we are, we are constantly striving for growth. Yet, when the next step is about trading the life we’re so used to with something that is a lot risky, we can’t help but have that hesitation. In this episode, Michelle Weinstein interviews Thomas Gorczynski to talk about making that transition in this industry. Thomas is an EA, a USTCP, and a nationally known speaker and educator on federal tax law matters. With his expertise and experience, he shares his own story of how he decided to quit working in a law firm and leave that life of billed hours and went full force by owning his own. He lets us on the mindset work that goes with that transition and how he does not let the fear block him from making that important change. Join Thomas in this episode as he takes you inside of yourself to evaluate how you can move forward towards an abundant life.  Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

One of the frustrations many accountants have, especially those who are still new to the space, is finding the right clients. It can feel like you have no control of who you are working with and can’t really charge them the way you actually want. In this bonus episode, Michelle Weinstein is joined by the managing partner of Green & Sklarz, LLC, Eric Green, to share with us how you can move past this dilemma and thrive in your practice. Eric demonstrates how he went from charging $500 for a consult fee to $1,500. Together with it, he taps into the importance of having the proper money mindset and how you can go all-in on your expertise. He also introduces his webinars and coaching programs that you can join in, adding more tools to your toolbelt. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

How can you focus on the technical work and outsource the rest? In this episode, Nathan Hirsch, Cofounder at Outsource School, joins Michelle Weinstein as they talk about scaling your business virtually and how to use VAs effectively. Working with VAs for years to scale his own businesses, Nathan shares his journey and the success he found by outsourcing the day-to-day. Nathan and Michelle discuss the importance of freeing up your time to do the meticulous work of growing your business as an accountingpreneur while keeping the standards you have set in your daily operations. Tune in and exponentially scale your business virtually through the power of outsourcing. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

Is your firm not growing? Do you feel stuck? Maybe you’re doing things that hinder you from going forward. It’s time to reassess the way you do things as Michelle Weinstein invites on the show Jackie Meyer, the founder of The Concierge CPA. Together, they break down the five things accountants should stop doing now—from the people-pleaser attitude and fearing change to putting yourself down.  Along with that, Jackie then shares the things you should do instead to get paid for your value, thrive in difficult times, and grow and succeed. Join them in this great episode for more.   Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

What is it that you really want in your life and career? Do you feel like you’re constantly running on the hamster’s wheel of something that you don’t really want to do? Tax Rep Network founder Eric Green has been in this situation and out – a story that he shares with Michelle Weinstein in this bonus episode. Eric is a managing partner at Green & Sklarz LLC, a boutique tax law firm, and host of the bi-weekly Tax Rep Network Podcast. Eric provides coaching services to other lawyers and accountants who are or want to get in the tax representation practice. He is now in a space of what he considers abundance, but he didn’t start that way. Listen to this episode and learn that in many aspects of your life and practice, you get out what you put in. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

It’s undeniable that there is a stigma a lot of people have against salespeople. It’s not necessarily that they dislike salespeople; it’s that most of their sales experience didn’t go well. In this episode, Mike Fisher, the Chief Sales Officer at Sales Bullpen, joins Michelle Weinstein to talk about sales and address some of the problems that exist in sales training programs. Overcome this stigma and start filling your client’s needs. Tune in and learn how you can make that mental shift and increase your firm’s revenue and profitability. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

In no business can we do everything ourselves alone. One of the secrets to success is delegation, not only that but also finding good team members and, most especially, good leaders to entrust your business. Without the need to look for them further, Michelle Weinstein and guest, Jason Blumer, talk about helping your team transform by leading with a heart-centered model. Jason is the founder of Thriveal, which helps entrepreneurial CPA firm owners connect, learn, and grow. Here, Jason extends that help to us as he shares his idea of abundance, people leadership, and a good hiring process. He also shares how they build their team up, be in alignment with them, and then help them transform—moving them from one pole to the other. Listen in on this conversation as Michelle and Jason go further into the topic while tapping into implementing a leadership team and more. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

Are you having a hard time showing your value to potential customers? Are you struggling to make them understand your prices without them questioning you? If so, then this episode is for you! Michelle Weinstein brings over her partner in crime, business strategist Denise Mandeau, to the show to discuss some strategies you can implement to show your potential customers the value you can provide—one that is definitely worthy of you and your services. They share some real-life stories from their clients and show how they helped turn their life around, giving us a view of the dos and don'ts when meeting with your prospects and offering your products or services. Learn more about how to get paid your value with Denise and Michelle in this conversation. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

There is extreme value in knowing not only about your specialty but also in other areas as well. This is how you keep yourself competitive, forward-moving, and abundant. For CPAs, a great area to look into is the new era of currency—that is to say, cryptocurrencies. In this episode, Michelle Weinstein interviews Seth Wilks, a licensed CPA in Arizona and the CFO and co-founder of ProfitStance, the leading cryptocurrency tax and accounting platform for professional tax advisors and crypto investors. Seth is here to share with us why cryptocurrency is a great way to increase firm revenue and how they are helping clients learn how to speak the language of crypto and position themselves as crypto tax experts. What is more, he also provides some of the great tools that can help CPAs venturing into this niche, preparing them to take on this new sexy thing. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube