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

Michelle Weinstein - The Pitch Queen, Sales Strategist
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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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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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