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

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

Latest episodes

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Feb 15, 2024 • 25min

Episode 130 | Reframing Your Sales Perspective: How To Become A Sales Hero With Paul Ross

Master Trainer of Neuro Linguistic Programming, Paul Ross, shares insights on reframing sales perspective, subconscious communication, and harnessing the power of language to convince prospects to buy. He discusses doubling fees ethically, establishing rapport, and the healing aspect of selling. Tune in to learn valuable strategies to increase revenue and make a difference in your firm.
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Feb 3, 2024 • 21min

Bonus Episode | Peak Performance Meditation: A Guided Meditation To Reach Your Full Potential With Leo Flowers

Do you want to bloom into your full potential? Do you want to increase productivity? Tune in to this episode today! Leo Flowers is a Connection Guru, Comedy Maestro, and Life Coach Extraordinaire. Today, Leo guides us into a peak performance meditation to help us fully bloom into our full potential. Let’s thrive with Leo Flowers today and immerse into this relaxing episode to harness your inner strength and focus.
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Jan 15, 2024 • 28min

Episode 129 | Mastering Accounting Sales: Understanding Why Firm Owners Feel Uncomfortable Asking for Money With Denise Mandeau

It's a very common struggle for accounting and tax professionals to ask for equivalent value for the services they offer. How do we fight this tendency and begin to master accounting sales? In this podcast episode, Michelle Weinstein is back with recurrent guest Denise Mandeau as they delve into the challenges faced by firm owners when it comes to navigating the delicate art of accounting sales. Drawing from her over 35 years of sales experience, Denise shares valuable insights on overcoming discomfort, shifting mindset towards abundance, and mastering the skill of asking for fair compensation. Discover the psychology behind sales, learn strategies for presenting irresistible value, and understand the consequences of not confidently engaging clients. If you're ready to transform your approach to accounting sales and build a more prosperous practice, this episode is a must-listen. Tune in now for actionable tips and empowering perspectives!   Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Jan 1, 2024 • 29min

Episode 128 | Subscription Business Model For Accounting Firms: Why Do You Not Need A Scope Of Work With Ron Baker

Joining us today is the co-author of the book Time’s Up!: The Subscription Business Model for Professional Firms. Ronald J. Baker, the founder of VeraSage Institute, explains how he does not need a scope of work and why you should follow that path. He touches on the power behind transformation and the downside of having billable hours, value pricing, and fixed pricing. Ron also describes the Subscription Model and his Monthly Bookkeeping Text Firm. Join us in our valuable conversation with Ron today.   Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Dec 15, 2023 • 50min

Episode 127 | How Low Fees Actually Hurt You And Your Clients With Thomas A. Gorczynski, EA, USTCP

In our efforts to attract more clients, we tend to lower our fees. But did you know that low fees actually do the opposite and hurt your clients? Michelle Weinstein interviews Thomas A. Gorczynski, EA, USTCP, a nationally recognized speaker and educator on federal tax law matters. In this episode, Tom sheds light on why low fees can be detrimental to not only your business but your clients too. From having to work more to compensate to devoting less time to your clients, Tom offers a multi-view perspective on the actual inefficiency and ineffectiveness of charging less to grow more. Find out how much you are actually losing with this strategy and what you can do instead to sustain growth, attract high-quality clients, and thrive!
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Dec 1, 2023 • 42min

Episode 126 | Why Getting Out Of Your Own Way Is The Way To Thrive With Scott Scarano

One of the ultimate goals of many firm owners is to one day work themselves out of their jobs, let their businesses grow, and let it sustain revenue even as they step out. What does it take to do this? In this episode, Michelle Weinstein interviews an eccentric entrepreneur who has done it. Scott Scarano, the Rapping Custodian of Accounting High, shares with us how to get out of our own way in order to thrive and prosper. Scotty says, “it took a lot of failures for me to have that humility to realize I’m not that important.” What does he mean by this? Why is taking yourself out of the equation sometimes the best thing you can do in your firm? Tune in to find out the answers to these questions, showing you a unique path towards success!
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Nov 15, 2023 • 29min

Episode 125 | How To Quadruple Fees, Offload Clients, And Add $970k In Revenue As Real Estate Tax Strategist With Natalie Kolodij

Have you ever, at any point, considered niching down, specifically in real estate? It might be time to revisit that thought. Natalie Kolodij joins us on this episode to share her noteworthy success as a real estate tax strategist. Her journey is a testament to the power of specialization and the impact it can have on your accounting or tax firm. Discover how Natalie went from an average client fee of $700 to $7,000, reduced her client load, and increased her annual revenue to the point where she’s approaching seven figures. This episode is filled with insights on pricing, client management, and building a strong presence in real estate communities, both online and offline. If you’re looking to work less, earn more, and create a waiting list of eager clients, don’t miss this episode!
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Nov 1, 2023 • 41min

Episode 124 | Revenue Replacement Strategy: Future-Proofing Your Accounting Firm With Sandra Wiley

Discover how 'Jones & Company' transformed their accounting firm's revenue by implementing a targeted client selection strategy. Learn about the importance of focusing on high-value clients, creating a solid client intake process, and working smarter, not harder. Gain insights on strategic growth, providing comprehensive business services, and emphasizing strategy alignment for success.
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Oct 15, 2023 • 27min

Episode 123 | How Accountants Build A Million-Dollar Advisory Firm By Leveraging Reasonable Compensation Knowledge With Paul Hamann

An accurate, reasonable compensation is vital for every closely held business. And RCReports makes Reasonable Compensation calculation effortless. Today, Paul Hamann, the Founder of RC Reports, dives into how accountants leverage their knowledge of reasonable compensation to build a million-dollar advisory firm. He also breaks down some of the biggest mistakes and misconceptions that firm owners make in this space and shares where he sees value in doing compensation planning. With Paul’s expertise and his software, accountants and firm owners are equipped to show their value and prepare their clients for success, eventually seeping into their own success as well. Tune in to this episode and learn more from Paul!
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Oct 1, 2023 • 34min

Episode 122 | Ditching Fear To Build An Abundant Accounting Practice With Geni Whitehouse

Break free from the fear that's holding you back, and let your accounting practice soar over the rainbow of success. Join us in this eye-opening episode as our guest, Geni Whitehouse, shares her journey from a CPA firm partner trapped in a cycle of overwork and underappreciation to a thriving advisory expert and speaker. Geni shares the mindset shift that accountants might just need to create the accounting practice they’ve always dreamed of. She shares how difficult it was for her to get out of her hell loop, but then, with a wake-up call and a brave decision to start investing in herself, she redefined her value and transformed her life. Geni discusses how accountants don’t have to settle, sharing strategies on setting minimum pricing, getting deposits, and attracting clients who appreciate your expertise. Don't wait for a crisis to force change—take control of your accounting practice, value your worth, and get over the rainbow of fear. Tune in now!

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