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

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!

We all want to scale our business, but the question is how? Successful entrepreneurs have their secret sauce to success. In this episode, Sharrin Fuller, the founder of Glass Wallet Ventures, shares her secret sauce, the scalable to saleable system she develops to help grow and set our firm to success. From having $70 revenue a year, her firm scaled to $2.5M! Her secret? The three keys to success are communication, consistency, and follow-through. You don't want to miss this opportunity, so let's dive right into this roadmap to success!

Asking more questions may seem obvious or even unnecessary, but it actually has the power to unlock your full potential as an accountant. In this episode, Geni Whitehouse, CPA and founder of The Impactful Advisor, discusses how asking more questions provides more value to both clients and accountants. She shares how being curious, caring, and concerned about our clients' lives and businesses can lead to significant changes in our practices. Geni also explains that asking important questions has the power to remove the psychological burden of accountants when dealing with their clients. Through this conversation, you can learn how to fire clients who don't align with your values, increase your value as accountants, and raise your prices. With Geni's guidance, you'll discover that by asking more questions, you can unlock your true capacity and create the thriving accounting business environment you deserve. Join us for this powerful episode on the transformative power of asking more questions, and learn how to unlock your full potential as an accountant. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

Upselling is a great growth technique for medium-sized companies wanting to maximize their resources for expansion. But when exactly is the best time of the year to upsell, and what are the ways you can do it? Our guest, Chris McCormack, says it is NOW. Chris is a CPA, MBA, and CTC (Certified Tax Coach) who enjoys helping investors and business owners operate their businesses the way they need to. Whether you are a firm owner who can barely get his head above water or an employee wanting to quit a corporate job to start your own firm, you don't want to miss this episode as we delve into how you can upsell, grow your bank account, and create the business of your dreams.

What is it like to run your tax firm remotely? Is it even possible? In this episode, Michelle Weinstein welcomes back Marc Schnoll, the Travelling CPA, who shares his insights on what it's like to achieve relaxed success. Marc's firm grew in several ways: his people grew, the revenue doubled, and their systems are better when engaging with clients. Remotely selling their services welcomes the possibility of embracing relaxed success. Marc realizes that the more people he brings into his firm can be challenging, but it's the only way to grow. Tune in to hear more of Marc Schnoll in this episode now! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

Some clients can be pains in the neck, so how do you know if it's time to offload some clients? In this episode, financial planner and business owner Denise Mandeau joins Michelle Weinstein as they share criteria for offloading clients in their accounting firms. Tune in to find out which kinds of clients you can let go by vetting their character, communication style, and compliance with what you require of them. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/