

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Michelle Weinstein - The Pitch Queen, Sales Strategist
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!
Episodes
Mentioned books

Oct 15, 2018 • 31min
002 | Should You Have A Niche As An Accountant? With Luke Gheen
002 | Should You Have a Niche as an Accountant? Are you afraid to niche down your accounting business because you fear that you might run out of clients? In this week’s episode of The Abundant Accountant Podcast, Luke Gheen joins us to share the evolution of his business’ niche. When he first started out, Luke’s primary goal was to bring in business and revenue to the firm, but he quickly learned that working with any ol’ client was not what he had in mind when he decided to become self-employed. Luke contemplated a few different potential niches, before naturally falling upon the one that he works with now (you’ll have to listen to hear what he chose!). By choosing a specific niche, Luke has been able to create tailor made services, and charge higher-end prices for them. Which means, Luke is able to work a little less clients, and make a little more money, leading to that Abundant Accountant life we all desire. If you’re ready to start working with your dream clients in the niche of your choosing, then this episode of The Abundant Accountant Podcast is a MUST LISTEN! Enjoy, and thank you for listening and tuning into The Abundant Accountant Podcast! To share your thoughts: Email The Pitch Queen @ hello@thepitchqueen.com Ask a question over at www.ThePitchQueen.com Share The Abundant Accountant Podcast on Twitter, Facebook, Instagram, & LinkedIn To help the show out: Please leave an honest review on iTunes. Your ratings and reviews really help and I read each one. Subscribe to the show on iTunes. Special thanks goes out to Luke Gheen for taking the time to chat with Michelle. Be sure to join us next week for our next new episode! P.S. Do you feel like you give away too much information for free? Or you’re tired of inconsistent income after tax season is over? Or you feel like you’re not being paid what you're worth? If you’re like many accountants you may feel like you’re on the cashflow rollercoaster! There is a solution - a proven, time-tested way to get off that cashflow rollercoaster once and for all. You’ll be able to connect with high-level clients & business owners that you want; communicate your value, have a proven process that you can follow, collect higher fees with confidence and be paid what you’re worth so you can work less and make more money! Join our Abundant Accountant Masterclass today! Here are a few key secrets we talked about in this episode: Michelle introduces this week’s special guest, Luke Gheen, CPA. Luke introduces himself and shares a little bit about what he does and how he got started as an accountant. From the beginning Luke and his team were cognizant that they didn’t just want to bring in money from any client, but they were much more open to who they’d bring in than they are now. Luke opened an office in Denver and in Colorado Springs in order to generate the revenue he was looking to bring in. When Luke created his accounting firm he didn’t want to create something that was dependent on him personally. He wanted the niche he worked with to be able to work with anyone on his team, not just Luke. Luke believes that in order to pick the niche for you, you need to find the natural fit. You have to look for what feels good. Luke shares how he and his team stumbled into a specific industry for their niche. (you’ll have to listen to hear what niche he chose!). If you’re unsure why you chose to become self-employed, Luke encourages you to think back to when you first chose to become self-employed and then build your business around those reasons. Luke talks about how zeroing on his niche helped him focus his marketing efforts. My narrowing their focus, Luke has been able to increase his company’s income because of offering more specialized services to his specific client base. Luke shares an interesting story of when he took on a client that he shouldn’t have because he wasn’t a good fit for the firm. Luke ended up firing the client. Over the years the firm Luke built has changed, but constantly analyzing whether people were his ideal client or not helped with his consistent lead generation, and sinking a lot of money into marketing. Luke and his team are willing to work with individuals who are below their typical revenue requirements for an ideal client if there is potential for growth there. Luke talks about a service he tried to provide that didn’t end up working out because the clients wouldn’t put in the necessary work. If you’re feeling frustrated with the work that you’re doing, Luke encourages you to re-evaluate. Michelle and Luke discuss starting before things are perfect, because nothing will ever be perfect. Luke shares what he’d tell his younger self. Learn More & Connect With Me Here! Read The Abundant Accountant Blog Join us on Facebook Follow Michelle on LinkedIn P.S. Do you feel like you give away too much information for free? Or you’re tired of inconsistent income after tax season is over? Or you feel like you’re not being paid what you're worth? If you’re like many accountants you may feel like you’re on the cashflow rollercoaster! There is a solution - a proven, time-tested way to get off that cashflow rollercoaster once and for all. You’ll be able to connect with high-level clients & business owners that you want; communicate your value, have a proven process that you can follow, collect higher fees with confidence and be paid what you’re worth so you can work less and make more money! Join our Abundant Accountant Masterclass today!

Oct 5, 2018 • 8min
000 | The Abundant Accountant Podcast
000 | The Abundant Accountant Podcast The Abundant Accountant Podcast is where accounting professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. We cover topics from 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 accounting professionals. This podcast will show you exactly how to create the business (and life) of your dreams full of abundance! If you’re like many accountants you may feel like you’re on the cashflow rollercoaster! There is a solution - a proven, time-tested way to get off that cashflow rollercoaster once and for all. You’ll be able to connect with high-level clients & business owners that you want; communicate your value, have a proven process that you can follow, collect higher fees with confidence and be paid what you’re worth so you can work less and make more money! Join our Abundant Accountants Masterclass today! Learn More & Connect With Me Here! Read The Abundant Accountant Blog Heath’s Website Join us on Facebook Follow Michelle on LinkedIn Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

Aug 30, 2018 • 39min
001 | The Problems With Accounting Firms Giving Advice Away For Free With Denise Mandeau
How often are you asked for free advice? The second you let people know that you’re an accountant, they probably start asking you question after question. It can get overwhelming, plus giving all of that free information away doesn’t help you AND it doesn’t help those friends of your either. Not to mention, that when you give advice away for free, the prospect rarely (if ever) takes action on the advice you gave? It’s a pretty common occurrence, one that many of my accountant clients have experienced. In fact, when someone pays for your services they are much more likely to take the advice, put it into action and then benefit from that action. The key here… Stop giving away everything for free! ;) There is a better way to serve your prospects, prove your worth and land the new client without sharing everything you know. In this episode, Denise and I share all of our reasons for not giving away information for free, plus we share how you can still serve your clients without giving **too** much away! Enjoy, and thank you for listening and tuning into The Abundant Accountant Podcast! Special thanks goes out to Denise Mandeau for taking the time to chat with Michelle. Be sure to join us next week for our next new episode! Here are a few key secrets we talked about in this episode: Michelle introduces The Abundant Accountant Podcast, what the show’s purpose is and how she hopes to help accountants. Michelle shares a quick synopsis of who she is and her experience. Denise introduces herself and shares her experience and who she is. The topic this week is surrounding giving away too much free information and free advice to non-paying clients. It’s important to know how much free information you want to give away before talking with prospects. Denise discusses why entrepreneurs give away free advice. Michelle describes her client Kate, who was giving away too much free information and how she helped her change her process and mindset. “Very few people implement any free advice you give them.” ~ The Pitch Queen Another client, Lauren, is discussed and how Denise and Michelle taught her the best way to answer any question about free advice, is to ask another question! Listen for the full description. Denise shares a couple tips on where to draw a line before giving away TOO much free information. Michelle and Denise discuss “Awareness Content” what it is and how it can help your business. Another way to help your clients without giving too much information away is to provide them with “Insider Value.” Curious what that is? Listen to this episode to find out! There is nothing quick about building a long-term business relationship. You want to become your client’s trusted advisor. Denise shares a great example of how you wouldn’t expect a doctor to give away information for free, why do people expect their accountants or CPAs to give information away? The ladies discuss how doing a time study can help you recognize how much time you’ve spent giving away free information, like answering peoples “quick questions, to responding to emails all day long, that could have been spent in other ways to build your business. Michelle shares the story of her client Marc, and how he realized too much of his and his team’s time was being eaten up by just one of his needy clients. “Do you prefer to get paid for the work that you do, or do you prefer to run a non-profit?” ~ The Pitch Queen If you think giving away free advice is the only way to show your value and worth, then you’re moving into the scarcity mindset. Learn how to shift out of this, in this episode. The number one way to turn people into paying clients is to tune into Michelle and Denise’s webinar. It’s time to attract your ideal clients and push yourself to stand out from the crowd. Michelle thanks everyone for being with them for the first episode. Learn More & Connect With Me Here! Read The Abundant Accountant Blog Join us on Facebook Follow Michelle on LinkedIn To share your thoughts: Email The Pitch Queen @ hello@thepitchqueen.com Ask a question over at www.ThePitchQueen.com Share The Abundant Accountant Podcast on Twitter, Facebook, Instagram, & LinkedIn To help the show out: Please leave an honest review on iTunes. Your ratings and reviews really help and I read each one. Subscribe to the show on iTunes. P.S. Do you feel like you give away too much information for free? Or you’re tired of inconsistent income after tax season is over? Or you feel like you’re not being paid what you're worth? If you’re like many accountants you may feel like you’re on the cashflow rollercoaster! There is a solution - a proven, time-tested way to get off that cashflow rollercoaster once and for all. You’ll be able to connect with high-level clients & business owners that you want; communicate your value, have a proven process that you can follow, collect higher fees with confidence and be paid what you’re worth so you can work less and make more money! Join our Abundant Accountant Masterclass today! Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube