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

As a CPA, you're responsible for helping make smart decisions, whether it be for your clients or your firm. And that means you need to help them understand the importance of technology in their business operations. In this episode, Blake Oliver, CPA talks about how technology is crucial for creating conversions, avoiding potential pitfalls, and increasing revenue! Blake is an accountant, podcaster, and entrepreneur who specializes in financial technology. He shares how you can better understand where your firm is now and where you want to be, and how to utilize technology to get there. Don't miss out, especially in this technology age. Tune in now! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

So many professionals are afraid to increase their fees for fear that it might drive people away. What happens is they end up charging less for what they are actually worth. How do you overcome this predicament? Well, today's guest made it happen. In fact, she was not only able to double her fees but triple them without even losing a single client! Join Danielle Douglas, the Founder of Infinite Accounting Services Inc., as she sits down with Michelle Weinstein to discuss how she managed to do it. Danielle invested $7,500, and none of it worked. But she was able to overcome that. Learn how she turns things around by tuning into this episode! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

Michelle Weinstein welcomes the Lead Technical Guide for the Profit First Professionals organization in the Abundant Accountant Podcast to show you how to build your firm. Grab your pen and paper because our guest brings noteworthy ideas you might need to start your firm. Billie Anne, a Profit First Professional, shares insights on using income targeting to build the firm you love. Income targeting has a huge impact on growing the revenue to build the firm. Most people think that money is not everything, which is not entirely true because it is a tool to have a freeing lifestyle. Don't miss this episode with Billie Anne today!

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!

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/