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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Jan 1, 2023 • 30min

Episode 103 – Take Control Of Your Firm: The Elements To Consider When You Inherit Or Buy A Firm Full Of Low Paying Clients With Denise Mandeau

Have you inherited or bought a firm? Are you afraid to raise your rates? Well, that dilemma is addressed in this episode to help you take control of your firm. Today, Denise Mandeau, a Business Growth Strategist, discusses the elements that you need to consider when you buy or inherit a firm full of low paying clients. Don’t be afraid of making any changes in your firm because change can be the biggest leap you need to take to grow your business. It is time to remodel your firm with Denise. Don’t miss this episode today!
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Dec 15, 2022 • 33min

Episode 102 | Selling Advisory Services As A Transformational Offer To Your Existing Clients With Dominique Molina

Are you thinking of transitioning from compliance-focused to selling advisory services but afraid of pricing for your worth? In this episode, Michelle Weinstein sits down with Dominique Molina to discuss how you can overcome that. She is the Co-Founder of the American Institute of Certified Tax Planners (AICTP) and has successfully licensed over 1,000 tax professionals as Certified Tax Planners across the country. With Dominique's insights, she shares tips on selling advisory services to your existing clients, so you finally get the freedom you set out to do in your business. She also highlights that this is not a transaction but a transformational offer for your clients. Tune in to this episode and learn how you can charge premium fees for your service!
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Dec 1, 2022 • 51min

Episode 101 | Why Sales Training For Accountants And Tax Firm Owners Fails And How To Avoid It With Rob Jolles

So you've done a bunch of sales training in the past, and they've failed. But why? In this episode, Michelle Weinstein, along with our special guest Rob Jolles, sought-after speaker and best-selling author, will look at why sales training fails for accountants and tax firm owners and how to avoid it altogether. Take part in our conversation and learn how to make smarter, more fail-proof sales training!   Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Nov 1, 2022 • 37min

Episode 99 | Building A Corporate Culture To Keep Retention High With Ron Saharyan

A great corporate culture always starts with the owner. The owner is the person that gets to decide what kind of culture they want for their business. And if you want to keep retention high, you want a good culture. Join Michelle Weinstein as she talks to the Co-Founder and Managing Partner of Profit First Professionals, Ron Saharyan. Ron has over 15 years of experience in managing organizational growth and built multiple companies in the staffing industry. Learn how he establishes culture in his business so he can keep employees happy and productive. Give your employees gifts, bonuses, time, and purpose so that they know they are doing something great. Start increasing your retention rates today!   Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Oct 15, 2022 • 35min

Episode 98 | Confidence And Competence: Two Key Elements To Success For Accounting And Tax Owners With Roger Knecht

Working too hard on your accounting and tax business? You may want to tune in to this episode. Today’s guest, Roger Knecht, host of Building the Premier Accounting Firm Podcast, discusses the strategies for having confidence in competence for accounting and tax firm owners. He shares how embracing technology allows you to work more efficiently increase your profitability. Roger also shares his insights on overcoming intimidation towards technology by being aware of the three players who are part of the challenge. Are you tired of grinding for eight hours a day? Step up now, and start moving forward by tuning in to this episode on The Abundant Accountant Podcast with Michelle Weinstein and Roger Knecht!   Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Oct 1, 2022 • 1h 7min

Episode 97 | A Conversation On Pricing: How To Charge For Your Worth With Nate Haggerty

Price is what you pay, and value is what you get. That is what pricing is all about. You have to make sure that you are giving the best value for your price. Your pricing is directly proportional to what you've invested in your education, time, and mistakes. If you believe you are an expert in your field, don't be afraid to raise your prices. It's all about getting through your beliefs that your customers will leave you if you raise prices. Get over that so you can learn how to price for what you're truly worth. Michelle Weinstein takes the hot seat opposite the CEO of TaxProMarketer and AdvisorProMarketer, Nate Hagerty, to talk all about pricing. Learn how you can raise prices without making your customers feel ripped off. Discover what a lot of people do wrong in pricing, like watching their competition. Find out more about perceived value and how that plays into your pricing strategy. Be the expert and start understanding how your pricing works today!   Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Sep 15, 2022 • 44min

Episode 96 | How To Stop Justifying And Explaining Accounting Fees With Rob Jolles

Are you confident enough with your numbers? Listen to your host Michelle Weinstein as she shares valuable insights about pricing strategies and why you should stop justifying and explaining your accounting fees with Rob Jolles. Rob is a speaker, author, consultant, and coach who stresses the importance of knowing your worth and value. In this episode, he shares actionable implementation strategies you can execute in your business regarding discounting fees and answering clients’ questions. In the financial industry, it is common to feel the need to justify and explain your fees, but you shouldn’t give clients a discount just because they ask to. Elevate your decision-making process and understand that your daily financial roller coaster ride should not be as exhausting as it ought to be. Have complete control. Tune in as he shares the incremental changes he made to his speaking engagements and how he adds value to his clients.   Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Sep 1, 2022 • 29min

Episode 95 | Relaxed Success: Getting Stress Out Of The Way With Denise Mandeau

When stress gets in your way, it can affect everything around you and cause a dramatic decline in productivity. But how can you turn this around to let yourself be stressed out in a relaxed state? In this episode, Denise Mandeau, a business growth strategist, says that because we commoditize our value, we are trading dollars for hours, which does not help increase revenue, nor does it helps in putting you in a relaxed state. Building a new discipline and doing simple tweaks in your environment, whether at the office or home working, through changing what you see, smell and hear are some of the keys that can help you achieve this state. Tune in to this episode now and learn more about how you can achieve relaxed success with Denise! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Aug 15, 2022 • 39min

Episode 94 | How To Buy Tax Practices For Pennies On The Dollar With Dominique Molina

Dominique Molina, President of the American Institute of Certified Tax Coaches, shares tips on buying tax practices for better rates and increasing revenue on this episode. Learn about the benefits of acquiring firms at lower prices and shifting from scarcity to abundance mindset in client retention. Find out how to analyze client mix and find potential acquisitions, as well as strategies for finding the best deal in buying a tax practice. Discover how to buy tax practices for a low price using brokerage sites and networking.
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Aug 1, 2022 • 27min

Episode 93| Rein It In: How To Sit In Silence & Discomfort When Meeting Prospects With Paul Ross

How often do you get nervous during meetings and sales pitches and end up talking too fast and too much? Before you know it, your prospect is already walking away, leaving you wondering what went wrong. Learn how to calm your nerves from the Master Hypnotist and Master of Neuro-Linguistic Programming, Paul Ross, as he shares tips on how you can sit in silence and discomfort and allow your prospect to tell you what they need and leverage that information to close the deal.    Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

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