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

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!

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/

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/

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/

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/

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/

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/

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.

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/

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/