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

Imagine working long hours, feeling overwhelmed, and barely making ends meet in your own accounting firm. That was the reality for Tommy Taylor before a dramatic turnaround. In this episode, Tommy shares his inspiring journey of transforming his business from a place of despair to one of joy and profitability with the help of The Abundant Accountant. He reveals how he overcame the fear of raising prices, built a sales process focused on ideal clients, and ultimately gained back his freedom and time—collecting $45k in A/R and added $100k in revenue to his firm. Through Tommy's candid interview, you'll discover actionable advice for any accounting or tax firm owner who wants to stop trading time for dollars and build a thriving business. This episode is your roadmap to overcoming challenges, achieving financial success, and enjoying the work-life balance you deserve.

Selling tax plans involves more than offering routine tax services; it’s about strategically positioning proactive planning that can deliver substantial benefits to clients. In this episode, expert CPA Dominique Molina, founder of the American Institute of Certified Tax Planners, joins Michelle Weinstein to reveal how to overcome past failures and implement a winning strategy to sell tax plans to your clients. Dominique draws from her extensive experience to guide us through the pitfalls and successes of shifting from compliance-based services to strategic tax planning. This episode offers insights and encouragement for tax professionals looking to enhance their practices by embracing proactive tax planning strategies.

Staying at the leading edge is essential for sustained success and growth, requiring constant innovation, strategic foresight, and a commitment to staying ahead of the curve. Join host Michelle Weinstein as she welcomes Ron Baker, the founder of VeraSage Institute and radio talk show host. Ron guides firm owners to stay at the leading edge of their industry with the concept of strategy and plan, subscriptions, and success stories. Don’t settle for mediocrity! Tune in and learn how to propel your firm to the leading edge.  

The best learnings are found not just in reading books but also in doing the work and learning at the job itself. This is the realization of seasoned financial expert Amit Chandel when he got into the transformational sales coaching of Abundant Accountant. Joining Michelle Weinstein, he shares how the program guided him from swimming aimlessly in the vast ocean of career building to finding the lighthouse that transformed him into an entrepreneur. Amit talks about the success his firm is currently enjoying, the program’s lasting impact on his confidence, and why he has learned to value real-life experience more than going through endless lists of self-help books.

Trade those overly demanding clients for those who see your value and worth and do it through a system that is simple and effortless. In this episode, we dive into the world of strategic marketing and sales with our guest, Cameron Montgomery, the owner of Apex Methods. Join us as we unravel the distinction between lead generation marketing and sales conversion, shedding light on the crucial steps to land high-ticket clients and boost revenue. Learn how to streamline your sales process, set strategic pricing, and confidently close deals, ensuring you build a clientele that values your expertise and services. Don't miss out on this insightful discussion packed with actionable tips to transform your accounting firm's growth trajectory and elevate your client experience to new heights.

Many firm owners get so laser-focused on the learning part, but when will you start earning from it? How will we see the ROI immediately instead of thinking about the next designation? In this episode, Denise Mandeau, Business Growth Strategist and Business Owner, shares some shifts to step into financial abundance and break free from the learning trap. She suggests that overcoming the fear of change requires us to address that fear, analyze it, and reframe our mindset. Using her expertise as a business owner, Denise explains the importance of taking action on our knowledge to earn from what we’ve learned. Begin your day by focusing on the earning part instead of the learning part. Join Denise as she takes you from learning to earning today!

Like a flickering flame left unchecked, burnout will become rogue and rage out of control until it consumes you entirely. It is the flames that will lead you into the abyss of exhaustion. In this episode, Randy Crabtree, the co-founder and partner of Tri-Merit Specialty Tax Professionals, equips us with insights to learn how to end burnout. Burnout comes from trying to outwork our work, and Randy explains some steps to change and reverse that chronic stress our brain experiences. He also shares how working less can help avoid burnout and increase profitability. You don’t have to face that battle with burnout alone. Join Randy and extinguish the raging flames of burnout in today’s conversation.   Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

Are you dealing with burnout, stress, and anxiety? In this fast-paced world, having a moment just to ourselves can feel like a gift. Today’s episode is one you will appreciate. Leo Flowers guides us through a 20-minute Serenity Meditation, where we allow ourselves to let go of the stress and worries that fill our days. So find a comfortable, quiet place. Relax. And embark on a much-needed serene journey.

Escape the accountant's trap, escape the mundane, elevate your firm, and transform your client relationships! Today, Adam Lean, co-founder of The CFO Project, will reveal the secrets of escaping the accountant's trap. If you ever feel overwhelmed by tax season and want a more satisfying job, this episode is for you. Adam shares his journey as a CPA for 25 years. He openly shares his experiences of overcoming imposter syndrome, escaping tax season stress, and earning more money in six months than ever before. More than that, Adam also exposes the untapped market for CFO services and explains why business owners need this type of support. Ready to break free from the accountant's trap? Then tune in now!

Are you dealing with burnout, stress, and anxiety? In this fast-paced world, having a moment just to ourselves can feel like a gift. Today’s episode is one you will appreciate. Leo Flowers guides us through a 20-minute Serenity Meditation, where we allow ourselves to let go of the stress and worries that fill our days. So find a comfortable, quiet place. Relax. And embark on a much-needed serene journey.