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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Jul 15, 2022 • 44min

Episode 92 | Breaking Down The 6 Stages Of The Client Decision Cycle With Rob Jolles

What if you could boil down the client decision cycle into simple steps? The results can be revolutionary for your business! Sought-after professional speaker and five-time bestselling author, Rob Jolles talks about this in this conversation with Michelle Weinstein. Rob takes us through the process of how you can figure out where your client is in the decision cycle. He identifies six different stages of the decision cycle and shares some examples of all of those stages. Tune in and get insights on how identifying your strength helps you eliminate the shopping-around part where clients are comparing you to other firms. Learn how this process helps you feel confident to charge premium fees and get paid for what you’re really worth! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Jul 1, 2022 • 41min

Episode 91 | Case Study | How Peter Mitchell Of Tax Pro Advisor Generated $240k In Revenue In 3 Months While Cutting His Client Load By 50%

If you've been doing something for a very long time, it can feel like you're stuck on a hamster wheel. If you're a tax practitioner, you're already worrying about the next tax season. This was the life of Peter Mitchell, the Managing Principal at Tax Pro Advisor, LLC. He was unhappy until he found Michelle's 8-Week Sales Mastery Program. Ever since then, Peter has found a new purpose in life. He is no longer thinking that he is worth less. His work-life balance is perfect. Join Michelle Weinstein as she gets Peter to share how he generated $240k in revenue in 3 months without any stress! Discover what Peter learned during his 8-Week Sales Mastery Training. Find out how he discovered his value again. Know that if Peter can do it, so can you! Listen to his story today! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Jun 15, 2022 • 33min

Episode 90 | Setting Yourself Apart From The Competition: How To Sell Your Value With Shannon Weinstein

Do you often find yourself having to negotiate fees and offering free work instead of getting paid for what you’re actually worth? In this episode of The Abundant Accountant, CPA Shannon Weinstein of Financial Solutions returns to give us more tips on how you can deliver that unique service, establish your value, and get ahead and set yourself apart from the competition. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Jun 1, 2022 • 42min

Episode 89 | How To Solve Your Staffing Issues And Increase Growth And Revenue With Nate Hagerty

For an organization to grow and be successful, issues need to be addressed, and strategies must be implemented. We have a special guest, Nate Hagerty, the CEO of TaxProMarketer and AdvisorProMarketer, the nation’s leading marketing agencies group serving accounting and tax practices. Before starting the agency, Nate was doing some coaching and consulting but got tired of it. Now, he is dedicated to leading his team in the tax and accounting space, developing their expertise without compromising their vision, values, and culture, given all the changes happening in our world today. This episode discusses how he manages the staffing issues in his business and strategies to help increase revenue. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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May 15, 2022 • 38min

Episode 88 | High-Value Service + High-Value Customer Experience Is The Key To Getting High-Value Clients For Your Accounting Firm – With Dominique Molina, AICTP President

Getting high-value clients is the dream of everyone who owns an accounting business. But how exactly do you do it without losing your crowd? Today’s guest gives us a solution: create a service that people want to be invited into, instead of one that they feel entitled to. The genius behind this concept is Dominique Molina, CPA, MST, CTS, the co-founder and President of the American Institute of Certified Tax Planners (AICTP). In this conversation with Michelle, Dominique explains how high-value service, when coupled with high-value customer experience, creates the best results. Listen in and learn how to attract clients that pay premium fees and take your firm to the next level! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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May 1, 2022 • 37min

Episode 87 | Case Study | How Kevin Got Rid Of Clients, Raised Fees Over 150% & Boosted His Revenue Exponentially With Kevin Rego

A retired police officer/firefighter after a 30-year career in public service, Kevin Rego is now an accountant who specializes in taxation law. However, Kevin soon realized that he was not being paid for the value of his service. Due to this realization, he enrolled as a student in our Abundant Accountant program and went through the eight-week sales mastery training. With this, Kevin was able to earn more revenue by applying his learnings to his business and life. Tune into this episode as he shares valuable insights on how he boosted his revenue. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Apr 15, 2022 • 35min

Episode 86 | How to Improve Who You Hire: Hiring Strategies and Leadership Skills To Manage An Effective Team with Jackie Meyer

Leadership does not start with managing a team. It starts the moment you hire someone. So how do you improve your hiring strategy and retain an effective team? Jackie Meyer, founder of TaxPlanIQ and Meyer Tax Consulting, is here to answer that. She joins host Michelle Weinstein to share valuable insights on leadership that will help you manage your employees with trust and love. It took going past the breaking point for Jackie to take the leap and finally hire her first employee, then her team. Listen in as she shares the lessons she’s learned and the mistakes she’s made along the way. Plus, Jackie explains Meraki Leadership and emphasizes the critical role core values have for any organization. Tune in to learn all about it. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Apr 1, 2022 • 38min

Episode 85 | Go For The NO: Setting Your No-Goals And Taking The Leap Of Faith With Andrea Waltz

Start going for nos instead of yeses. Keep track of your nos and set goals for your nos. People are always afraid of failure and rejection, it's time to embrace that. Join Michelle Weinstein as she talks to Andrea Waltz about embracing the go for no mindset. Andrea is a speaker, virtual trainer, and co-author of the bestselling book, Go for No: Yes is the Destination, No is How You Get There. Learn all about the no-awareness and how you can document your nos. Start setting no-goals instead of yes-goals. Take your leap of faith today and stop worrying about your failures. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Mar 15, 2022 • 24min

Episode 84 | It’s Tax Season! 3 Reasons Why Now Is The Time To Overhaul Your Firm With Denise Mandeau

Tax season is almost upon us, and with it comes a time crunch. Isn't it time you looked at overhauling the way you do business?  Michelle Weinstein and sales strategist Denise Mandeau look at why tax season is the best time to increase your fees. Denise and Michelle examine 3 top reasons why an overhaul is the best thing for your business. The also lay out a solid plan that for dealing with clients. So sit back and learn the best way to increase your value and your revenue. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Mar 1, 2022 • 34min

Episode 83 | Devin Whyte Quit His Corporate Job And Now Earns $30k A Month In His Own CPA Firm. Here’s How He Did It!

Are you sick of your corporate job? Michelle Weinstein welcomes her masterclass student Devin Whyte, who went from $3500 to $30k a month in his firm. Devin shares how thinking things through is a good move. But at some point, you’ll need to make a choice, stop procrastinating, and step out of your fear. Making choices when you’re afraid is not the best way to go. To overcome your fear, you’ll need firsthand knowledge that your business idea works. The best way to do this is to find your coach and community who will help you succeed. If you want to know more about how Devin skyrocketed his firm revenues, tune in! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

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