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

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

Latest episodes

undefined
Oct 1, 2021 • 35min

Episode 73 | How To Transition From Accounting To Sales With Diana Louiso

Transitioning between careers is never an easy feat. Today’s guest shares how The Abundant Account Sales Mastery Training helped her in her journey to shift from accounting to sales and boost her business. Diana Louiso is the President and Founder of DL Money Matters, where she works with small and midsize businesses and elderly clients in managing their finances. As a graduate of the 8-week course, she’s here to share just how our training has impacted her career and her business. Listen in to see how you can benefit from the course and get sales tips and business advice from Diana and host Michelle Weinstein. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
undefined
Sep 15, 2021 • 41min

Episode 72 | How To Identify Your Ideal Accounting Client With Debra Angilletta

When you’re looking for potential clients, you might be hesitant to start because you don’t know how to talk with them and if you’re going to be rejected or not. Identifying your ideal client is not easy. It's a lot of hard work pulling yourself up. You've got to hustle to bring in money. You have to know how to start and build strong relationships with people. How do you do that? Listen to this episode as Michelle Weinstein and Debra Angilletta discuss having that interaction and reaching out to people in the most effective way. Debra is a master profit first professional, sales mastery instructor, and the founder and CEO of MasterMySales.com. Debra emphasizes that starting is not a dreadful process, and you can still have fun getting the right quality clients. She believes that there are so many interesting things that you can bring to the table and talk about with business owners. She shares the strategies she implemented in getting her first ten paying clients. Find out what you can do to start driving revenue and utilizing tools for your success! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
undefined
Sep 1, 2021 • 43min

Episode 71 | Why Asking For Testimonials Is Important For Your Credibility With Wendi Hall

Asking for testimonials is the best thing you can do to boost your credibility. Not only can you empower your team with positive feedback, but you can also improve with negative feedback! Either way, you can't lose! Michelle Weinstein's guest in this episode is Wendi Hall, a Managing Partner of Small Office Solutions LLC. Wendi is a graduate student of Abundant Accountant's eight-week Sales Mastery Training. Join in the conversation as Wendi shares her firsthand experience of asking for testimonials for the first time. Discover how she framed her questions and how powerful her website became with the addition of her testimonial page. Asking for testimonials could be the much-needed level up you need to scale your firm. Tune in!  Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
undefined
Aug 15, 2021 • 38min

Episode 70 | Why Upfront Payments Attract Committed Clients With Paul Ross

When you let your clients delay payment, they’ll start to question their decision. But when you ask for upfront payments, your clients become more committed to you. Michelle Weinstein’s guest today is Paul Ross, Master Sales Trainer and author of Subtle Words That Sell. Paul explains that you’re not selling products or services. What you do is you’re selling decisions. You’re extending an opportunity for the person to be more successful with your offer. With upfront payments, you give your clients the opportunity to be committed! Tune in and attract committed clients! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
undefined
Aug 1, 2021 • 36min

Episode 69 | The Right Time To Hire A Salesperson To Sell For You With Debra Angilleta

We have to know our value and sell our services to ideal clients with the fees we deserve. So, it’s very important to know the right time to find and hire a salesperson for your business. Join Michelle Weinstein and Debra Angilleta as they delve into building your firm with less volume but with more high-paying clients. Debra is the CEO of Sales Mastery. In this episode, she will discuss a different perspective in your sales process for clarity and build a framework that would best benefit the organization. She emphasizes the powerful connection when it comes to our first experiences with sales. Furthermore, she shares how to get the ideal client profiles that we need to increase sales, resulting in business growth. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
undefined
Jul 15, 2021 • 42min

Episode 68 | The Best Questions To Ask When Meeting Prospective Clients With Wes Schaeffer

Meeting prospective clients and asking them important questions can often be a tough task. You have to find the right questions to ask if you want to be sure that the customer's needs fit your business. Join our host Michelle Weinstein as she discusses this topic with the Sales Whisperer himself, Wes Schaeffer. Wes talks about why you need to ask tough questions to yourself and your prospective client and why being the perfect fit ensures brand loyalty. A must-catch episode for business owners and sales specialists alike.     Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
undefined
Jul 1, 2021 • 37min

Episode 67 | How To Maintain Realistic Motivation & Informed Enthusiasm In The Face Of Chaos With Paul Ross

We all had those moments when we're on the brink of a meltdown because of the chaos around us. Whether it's in your work or your personal life, chaos is inevitable, and we must accept that. Author, speaker, master sales trainer, and hypnotizer, Paul Ross is the CEO and Head Trainer at Subtle Words That Sell where he teaches salespeople how to find success. He is also the author of Subtle Words That Sell. Join Michelle Weinstein in this lovely conversation with Paul about maintaining realistic expectations and informed enthusiasm in the face of overwhelming chaos. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
undefined
Jun 15, 2021 • 33min

Episode 66 | An Abundant Accountant Case Study About Growth And Value With Ross Loveland

Facing your fears and never letting your motivation die out are two important ingredients of personal growth. Michelle Weinstein listens to the abundance story of Ross Loveland of Grow Green Profits, a graduate of her eight-week sales mastery training. Ross looks back on his time of struggle and challenge, unable to find the best strategies to get back on track. He shares how the course allowed him to embrace his fears and went on to triple his rates in just a few months. He also delves into how he found success by truly understanding his value, overcoming his doubts over client video reviews, and his biggest takeaways from Michelle's course that he still applies today.   Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
undefined
Jun 1, 2021 • 44min

Episode 65 | An Accounting Sales Plan That Won't Sell You Short With Ron Saharyan

Many accountants find themselves unable to secure deals with potential clients since they already give away too much during prospect calls. Hiring them doesn't matter anymore. Therefore, a proper accounting sales plan must be put in place to learn how to entice people to what you can offer after they actually pay for your services. Michelle Weinstein is joined by Ron Saharyan, Co-Founder of Profit First Professionals, to talk about how accountants should position themselves when connecting with prospective clients without giving away very specific solutions. Sharing the story of one of his clients that he calls Joe, he explains how to present services in an inviting way and properly align with the client's perception of success. Ron also discusses the art of saying no and the right time to offer extra services without charging. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
undefined
May 15, 2021 • 39min

Episode 64 | Abundant Accountant Case Study: Knowing Your Value With Dave O'Brien, CPA

Getting a good grasp of the value that you can deliver to your clients and actually charge for it is the most powerful thing that you can do for yourself as an accountant. When you undervalue your work, your clients will too and you will end up chasing every bit of dollar that is not worth your time. How do you know what your worth truly is and translate that into a fair price tag? For this Abundant Accountant case study, Michelle Weinstein brings in Dave O'Brien, an independent accountant who works with construction companies and consultants to develop and enhance successful project strategies. For years, Dave has struggled because he has constantly undervalued his work. Through Michelle’s coaching, Dave understood his value and he learned to say no to clients who take advantage of him. Join in the conversation to learn more of Dave’s progress! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode