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

Transforming your accounting firm starts with a leap of faith and a commitment to your own value. In this episode, Jonathan Bengel, founder of The Small Business Start-Up Foundation Program, shares his remarkable transformation from a struggling firm owner to a successful, empowered entrepreneur. Jonathan reveals how his leap of faith led him to overcome his fears and invest in his growth through the Eight Weeks Sales Mastery training. He candidly shares the nervousness he felt before taking the plunge and how his analytical mindset clashed with the concept of valuing his services. Throughout the episode, Jonathan runs through the mindset shifts necessary to elevate an accounting firm and recognize your value as an accountant. Tune in to be inspired, motivated, and empowered to embark on your own journey of transformation and embrace the abundance that awaits.

Have you noticed most people would prefer Apple’s products despite their price over other cheaper products? Why do people choose Apple over other brands? In this episode, Ronald J. Baker, the Author of Implementing Value Pricing, shares his steps for firm owners to learn how to value price. The Black Swan Five Program guides the Swans through the theory of Value Pricing. Ronald emphasizes the importance of giving value to clients and how it will greatly impact growing your firm. The deeper you dive into this conversation, the more insights you will learn from Ron Baker. Waste no time and tune in!

Free tax advice may seem benevolent, but beware of the hidden costs it imposes on your firm's growth. Today, we have a remarkable guest who is set to revolutionize the world of tax planning. Meet Dominique Molina, the visionary co-founder and president of the American Institute of Certified Tax Planners. Her mission? To ensure that tax professionals never miss government tax breaks that could save their clients millions of dollars. In this episode, Dominique uncovers the hidden dangers and consequences of giving away free tax advice. She shares her firsthand experience of the potential liabilities that lurk in offering free advice without proper analysis. Dominique also touches on the critical IRS circular 230 rules, revealing the legal responsibilities of tax advisors in providing accurate and well-informed advice. She stresses the importance of protecting not only yourself but also your clients from the risks of misinformation or misinterpretation. Join us as we uncover the dangers and rewards of giving tax advice for free.

When running a business, it is always a plus to have a long list of customers. But every now and then, you need to deal with high-maintenance clients that cause hidden costs in your accounting and bookkeeping. In this episode, Michelle Weinstein sits down once again with business growth strategies and award-winning sales professional Denise Mandeau. They talk about the importance of doing an in-depth inventory to find clients who do not deliver profit and exhaust your joy and freedom. Denise explains why you should not be scared to raise fees and why it is not recommended to do business with relatives. She also discusses where you should draw the line when doing pro bono work and how fear to talk to maintenance clients stops you in your tracks.

Overcoming the fear of selling and increasing revenue takes time and effort. It's essential to be persistent, learn from your experiences, and adapt your approach as needed. Eric Green, the managing partner in Green & Sklarz LLC, unravels his approach to overcoming the fear of selling and doubling the revenue to grow your business. On the other hand, Michelle Weinstein emphasizes the importance of getting rid of that fear because it will continue to get in the way. It is important to note that shifting our sales belief also changes how we look at sales. Dive into this conversation and overcome the fear of selling with Eric Green and Michelle Weinstein.

CPA and digital marketer Katie Thomas shares how an accountant added $70k in monthly recurring revenue through digital marketing. Topics include finding quality clients, using content and social media, and maximizing marketing strategies for accounting firms.

Ron Baker, Founder of the VeraSage Institute, discusses the transformative power of subscriptions for business success. He explores the benefits of transitioning to a subscription model in accounting firms and the significance of recurring revenue. The podcast also explores the potential benefits of introducing subscription packages for Apple products and emphasizes the importance of a mindset shift when transitioning to a subscription model.

Are you planning on selling your firm? Is your firm sellable? Have you mapped out your exit strategy already? In this episode, Fred Stein, the Tax Director of BQ Tax and Accounting Ltd., provides insights on how to do just that. Fred breaks down the crucial information you need to know if you want to sell your firm and make your firm a more attractive acquisition. From creating processes and procedures to avoid handholding your clients to removing the owners from the processes to make the firm more valuable, Fred gives fresh insights that will strengthen your exit strategy. Tune in to not miss out!

Tax season is now behind us, but that doesn’t mean we move on and think about it later when it comes back. Don’t leave tax planning for the next season. Start doing it now! In this episode, we look ahead to plan for the next tax season, so we’re better equipped to facilitate the changes in our business. Joining Michelle Weinstein is a nationally recognized speaker and educator on federal tax law matters, Thomas A. Gorczynski, EA, USTCP. Among the titles under his belt, Tom is the editor-in-chief of EA Journal, co-author of the PassKey Learning Systems EA Review Series, and co-owner of Compass Tax Educators. He brings his expertise and insights to today’s show to prepare us for the next tax season with a list of the top ten areas to assess in your firm. What are the common mistakes people make? What is the future of the accounting profession? What client metrics should you consider? Tom answers these and more. So tune in to learn and hopefully skip past the tears and anxiety of the tax season when it arrives.

If you want to be an abundant accountant, you need to gain the respect of your clients. If they try to make you do things you’re not supposed to be doing or impose on how you spend your time with them, then it may be time to let them go. But in order to gain that kind of confidence, you have to let go of the fear of losing clients. Susan Tinel is here with to remind you that you are good enough! Go ahead and set your boundaries. Let them filter the clients you want from the clients who will only disrespect you. Own your voice and you will see that the people you want to work with will get drawn to you. Tune in and get inspired by this powerful message!