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

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/

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/

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/

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/

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/

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/

Marketing is an oft-neglected part of many businesses, most especially the accounting sector. Enter Nate Hagerty, who heads TaxProMarketer and AdvisorProMarketer. Nate specializes in marketing for accountants and tax specialists. In this episode, Michelle Weinstein sits down for a discussion on how to effectively market your accounting firm with Nate. Nate looks at the five pillars of marketing and talks about how you can effectively leverage each pillar to increase your profitability. Tune in and learn more about marketing your accounting business. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

How do you go about overcoming objections? How are you different from other firms? When people understand their numbers and systemize their processes, they can grow their firms and have create a massive impact. Mom of three, and Of Course Bookkeeping CEO, Serena Shoup, is a CPA on a mission to mentor bookkeepers and accountants so they can leave the stress of working an 8-hour job behind. Serena sits with Michelle Weinstein to talk about the importance of knowing your numbers and overcoming objections to help set your firm apart from everyone else’s. Stay tuned as Serena spills the secret resources and tools you’ll need to run your own successful practice and live life on your terms. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

Do you know that if you want to increase your revenue, you need to understand the difference between sales vs. marketing? Michelle Weinstein’s guest in this episode is Denise Mandeau, the co-founder of P3D Consulting. Denise talks with Michelle about how marketing is everything you do to bring potential prospects through your door. In contrast, sales is when your prospect becomes a paying client. Why is it important to know the difference? Because if you proceed to sales without passing through marketing, your potential prospects will feel violated. Tune in, go through the proper process, and increase your revenue! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

Learning to value your services and changing to a value-based pricing model can be a difficult process for many. It is absolutely essential, however, if you want to improve profitability. In this episode, we talk about value as Michelle Weinstein interviews Shannon Weinstein, owner of Fitnancial Solutions. We hear about how to build the perfect client list and why you need to price on your value. Tune in and learn more about growing your practice with Michelle and Shannon. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/