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The Abundant Accountant

Author: Michelle Weinstein - The Pitch Queen, Sales Strategist

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The Abundant Accountant Podcast is where accounting professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. We cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth! You’ll learn tips and strategies as well as hear personal interviews from successful accounting professionals. This podcast will show you exactly how to create the business (and life) of your dreams full of abundance!
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Even with the clearest goals and objectives, one can still fall off their progress and be stuck in an ineffective status just because of a poor mindset. To get out of that endless hamster wheel, you must have a strong commitment to what you want and start building trust with everyone. Michelle Weinstein is joined once again by personal advisor Paul Davis, this time focusing on the analogy of learning how to drive to bring home the lesson of regaining consistency, competency, and efficiency. He also explains the three pillars of building trust, underlining the importance of each one in connecting with others and actually making an impact. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
As an accounting professional, do you ever feel like you’re overworked, underpaid and underappreciated? Do you ever wish to have more confidence to get clients to pay you the fees that you deserve? If so, then this episode is definitely for you. Michelle Weinstein takes us several time zones across the Atlantic to meet Paul Davis, a personal advisor to business owners, CEOs and celebrities based off the green isle of Ireland. Paul is an entrepreneur, an award-winning business growth consultant, speaker, author of several international best-selling books, and creator of The Executive Code. In this exciting and insightful conversation, Paul takes an in-depth look at the three essential pillars of confidence and how you can achieve each of them to create more abundance in your business and in your life. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
Business is about profit. Everyone understands that in theory, but many business owners end up getting stuck in the hamster’s wheel of constantly trying to earn revenue just to pay for the overheads. The main culprit for this dilemma is the tendency of business owners to cave in to the pressure of making profit and end up chasing every client that they can get a hold of and getting busy to the point of losing sight of what really matters. Certified Profit First Professional, Andrew Royer teaches business owners how to escape this vicious cycle of grow, grow, grow, and spend, spend, spend and to really focus on the bottom line – profits first. He spends time with Michelle Weinstein on this episode to explain his system. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
The right kind of technological support can help an accountant dramatically increase their firm revenue and profitability. Andrew Lassise specializes in providing this kind of support to accountants through his firm, Rush Tech. Joining Michelle Weinstein on the show, he tells us the story of a certain “Joe Sticky,” the stereotypical intransigent accountant who does things “old school.” Andrew demonstrates why this mode of operation never works anymore in this fast-paced, technological world. Doing your business on sticky notes is a recipe for frustration on the part of your clients. Nobody wants to refer an accountant who doesn’t remember to send the email he said he was going to send. Listen in and learn how you can take advantage of various technologies to increase your efficiency and set you up for an abundant practice.   Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
No matter what industry you are in, the sales piece will always play a crucial role in how you succeed. For accountants, this relates to how you deal with your clients—going through follow-ups, keeping up with deadlines, and overall making sure that you are not missing anything with them. Yet, not all of us can do everything on our own. That is why we need systems that can help, and in this episode, Michelle Weinstein brings over to the show someone who has been helping accountants become more productive and effective. She sits down with David Cristello, the CEO and founder of Jetpack Workflow, where he has the software platform that helps accounting and tax professionals track all their current work without any worries. Here, David talks about the difference between being productive and being busy as well as being effective. Join him and Michelle in this conversation as they lay down ways you can work smarter, ridding yourself from having to run around with your hair on fire.   Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
Humans as we are, we are constantly striving for growth. Yet, when the next step is about trading the life we’re so used to with something that is a lot risky, we can’t help but have that hesitation. In this episode, Michelle Weinstein interviews Thomas Gorczynski to talk about making that transition in this industry. Thomas is an EA, a USTCP, and a nationally known speaker and educator on federal tax law matters. With his expertise and experience, he shares his own story of how he decided to quit working in a law firm and leave that life of billed hours and went full force by owning his own. He lets us on the mindset work that goes with that transition and how he does not let the fear block him from making that important change. Join Thomas in this episode as he takes you inside of yourself to evaluate how you can move forward towards an abundant life.  Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
One of the frustrations many accountants have, especially those who are still new to the space, is finding the right clients. It can feel like you have no control of who you are working with and can’t really charge them the way you actually want. In this bonus episode, Michelle Weinstein is joined by the managing partner of Green & Sklarz, LLC, Eric Green, to share with us how you can move past this dilemma and thrive in your practice. Eric demonstrates how he went from charging $500 for a consult fee to $1,500. Together with it, he taps into the importance of having the proper money mindset and how you can go all-in on your expertise. He also introduces his webinars and coaching programs that you can join in, adding more tools to your toolbelt. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
How can you focus on the technical work and outsource the rest? In this episode, Nathan Hirsch, Cofounder at Outsource School, joins Michelle Weinstein as they talk about scaling your business virtually and how to use VAs effectively. Working with VAs for years to scale his own businesses, Nathan shares his journey and the success he found by outsourcing the day-to-day. Nathan and Michelle discuss the importance of freeing up your time to do the meticulous work of growing your business as an accountingpreneur while keeping the standards you have set in your daily operations. Tune in and exponentially scale your business virtually through the power of outsourcing. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
Is your firm not growing? Do you feel stuck? Maybe you’re doing things that hinder you from going forward. It’s time to reassess the way you do things as Michelle Weinstein invites on the show Jackie Meyer, the founder of The Concierge CPA. Together, they break down the five things accountants should stop doing now—from the people-pleaser attitude and fearing change to putting yourself down.  Along with that, Jackie then shares the things you should do instead to get paid for your value, thrive in difficult times, and grow and succeed. Join them in this great episode for more.   Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
What is it that you really want in your life and career? Do you feel like you’re constantly running on the hamster’s wheel of something that you don’t really want to do? Tax Rep Network founder Eric Green has been in this situation and out – a story that he shares with Michelle Weinstein in this bonus episode. Eric is a managing partner at Green & Sklarz LLC, a boutique tax law firm, and host of the bi-weekly Tax Rep Network Podcast. Eric provides coaching services to other lawyers and accountants who are or want to get in the tax representation practice. He is now in a space of what he considers abundance, but he didn’t start that way. Listen to this episode and learn that in many aspects of your life and practice, you get out what you put in. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
It’s undeniable that there is a stigma a lot of people have against salespeople. It’s not necessarily that they dislike salespeople; it’s that most of their sales experience didn’t go well. In this episode, Mike Fisher, the Chief Sales Officer at Sales Bullpen, joins Michelle Weinstein to talk about sales and address some of the problems that exist in sales training programs. Overcome this stigma and start filling your client’s needs. Tune in and learn how you can make that mental shift and increase your firm’s revenue and profitability. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
In no business can we do everything ourselves alone. One of the secrets to success is delegation, not only that but also finding good team members and, most especially, good leaders to entrust your business. Without the need to look for them further, Michelle Weinstein and guest, Jason Blumer, talk about helping your team transform by leading with a heart-centered model. Jason is the founder of Thriveal, which helps entrepreneurial CPA firm owners connect, learn, and grow. Here, Jason extends that help to us as he shares his idea of abundance, people leadership, and a good hiring process. He also shares how they build their team up, be in alignment with them, and then help them transform—moving them from one pole to the other. Listen in on this conversation as Michelle and Jason go further into the topic while tapping into implementing a leadership team and more. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
Are you having a hard time showing your value to potential customers? Are you struggling to make them understand your prices without them questioning you? If so, then this episode is for you! Michelle Weinstein brings over her partner in crime, business strategist Denise Mandeau, to the show to discuss some strategies you can implement to show your potential customers the value you can provide—one that is definitely worthy of you and your services. They share some real-life stories from their clients and show how they helped turn their life around, giving us a view of the dos and don'ts when meeting with your prospects and offering your products or services. Learn more about how to get paid your value with Denise and Michelle in this conversation. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
There is extreme value in knowing not only about your specialty but also in other areas as well. This is how you keep yourself competitive, forward-moving, and abundant. For CPAs, a great area to look into is the new era of currency—that is to say, cryptocurrencies. In this episode, Michelle Weinstein interviews Seth Wilks, a licensed CPA in Arizona and the CFO and co-founder of ProfitStance, the leading cryptocurrency tax and accounting platform for professional tax advisors and crypto investors. Seth is here to share with us why cryptocurrency is a great way to increase firm revenue and how they are helping clients learn how to speak the language of crypto and position themselves as crypto tax experts. What is more, he also provides some of the great tools that can help CPAs venturing into this niche, preparing them to take on this new sexy thing. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
Business is about relationships, and effective business communication should reflect that fact. Success in business starts with your ability to effectively communicate with associates, employees, and especially your clients. How do you set up communication to win? Here are some of the implied relationship words that you can use to make the most out of your conversations with your clients. Sitting down with Michelle Weinstein for this is Denise Mandeau, the Cofounder and Workplace Dynamics Specialist at P3D Consulting LLC. A business growth strategist, business owner, financial planner, and award-winning sales professional with over 35 years of experience, Denise takes us back to the basics of effective business communication. Listen and get a fresh look at the overlooked principles that will make you win in any business conversation. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
Mike Meilinger is the owner of a CPA firm focused exclusively on litigation support, forensic services, divorce accounting, and business valuation. In this special bonus episode, Mike shares the importance of tracking Key Performance Indicators in your accounting firm and how he’s grown his firm to almost $2 million in revenue with just 75 clients.   Here’s a few things we talked about:   Mike shares about his firm serving high income business owners and young entrepreneurs and makes over a million yearly with just 75 clients What a key performance indicator really is and why they’re so important to growing your firm How KPI’s helped Mike from having overworked and underpaid employees to getting a low-turnover team that works reasonable hours The most important thing CPAs should track if they ever want to leverage and grow their firm Why it’s never too late to shift your vision and change the results you’re getting in your firm The rule of thumb your should be following when it comes to pricing your services The difference between “engagement seep” and “engagement creep” and how you can avoid both The most important KPIs you should be tracking that most people forget about (especially during a recession or hard times)   If you’re ready to focus in on what’s really important to grow your firm and your revenues, this episode is a must-listen! Special thanks to Mike for taking the time to chat. Connect with Mike: Mike Meilinger Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
Do you want to know the secrets to growing your accounting firm? Then you are in luck because, in this episode, Michelle Weinstein invites the popular host of The Successful Bookkeeper podcast and CEO of Pure Bookkeeping North America, Michael Palmer, to share with us the three ways to grow a firm of abundance—not only in revenues but also in having clients that pay you the fees you deserve. He taps into what mindset we need to have, how to overcome the burnout of increasing sales and profitability, and how to set up SOPs and systems to your business. Dive deep into this great conversation to learn more about growing a firm of abundance and achieving the quality of life you have always wanted. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
Do you want to stop feeling overworked, underpaid, and unappreciated in your firm but feel like it’s not possible? My guest on this bonus episode is going to prove that it’s 100% possible to turn it all around so you can make more money while working less, and only taking on those clients that are a dream fit for you! Wendi Hall is a graduate of The Abundant Account Sales Mastery Training. She has been preparing tax returns for individuals and businesses for more than 25 years with a focus on addressing the accounting and information technology needs of the small business.  She provides clients not only with year-end tax preparation, but planning, tracking, and other strategies to minimize their expenses and tax liability for both their businesses and personal lives. Wendi has been an Endorsed Local Provider for financial guru and best selling author, Dave Ramsey, since 2008.  She is the author of several published articles covering topics such as tax planning, business development, and technology, and has been a regular speaker for the National Speakers Association, Futura Language Professionals National Franchise Conferences, UWM Small Business Development Corp, Lorman Seminars, the Accounting & Financial Women’s Alliance, local chambers of commerce and many others. Wendi is a member of the AICPA, WICPA, Accounting & Financial Women’s Alliance, and National Association of Tax Professionals. You can learn more about her firm at sosllc.com. Here are a few things we talked about: Wendi shares the most important things she’s done over the last few years to keep herself accountable to herself and grow her firm Why you must make time to work ON your business instead of IN your business How taking an intensive sales course during the busy tax season turned out to be the best thing Wendi did for the growth of her firm Why being coachable is one of the best things you can do for yourself and your business Exactly how Wendi developed the confidence to stop working for free and stop feeling taken advantage of by her clients The one simple shift Wendi made when communicating with her clients that took her sales conversations to the next level How Wendi received more word of mouth referrals this year than ever before, and why your current clients are your greatest resource What losing “good” clients taught Wendi about how to show clients that they’re making the right choice in working with you Wendi shares the most impactful piece of advice she’s learned about creating a firm and life of abundance full of your dream clients If you’re frustrated with where you currently are in your firm and aren’t sure what steps to take to make a change, this episode is a must listen! -- If you want to build your firm and feel confident about selling high-value services to your ideal clients like Wendi, you can book a free call with one of us if you’ve been in business at least two years. Head to theabundantcall.com now to schedule your coaching session with The Abundant Accountant team so you can build your dream practice, work less, and get your time and life back! -- This episode is brought to you by Xero. With Xero, small businesses and accountants can work together at anytime from anywhere with real-time financials, bank connections, unlimited users and online invoicing. It’s beautiful accounting software that’s easy to use. Visit Xero.com. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
So much is on the line when talking with potential clients because you either leave a bad impression or get them on board with you. That is why many find it nerve-wracking, especially when the conversations start to get boring or dull. How then will you close if they look like they want to get away from you? In this episode, Michelle Weinstein and her partner in crime, business growth strategist Denise Mandeau, help you overcome these awkward situations and get your potential accounting clients to say YES. How, do you ask? By only asking the right questions! Not only will you get their sweet YES, but you will also get it from the client that is right for you and who is willing to pay you what you're looking for. Follow Michelle and Denise to connect with your leads and build a rock-solid relationship that will last long-term.   Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
Onboarding a new client may only take an hour or two, but it can easily take half of your day if you have to travel miles just to get to the client. That means hours of unpaid travel time that could have been saved with cloud accounting technology. Joining Michelle Weinstein to talk about this is cloud accounting specialist and podcast host, Blake Oliver. Having had to endure the long drives himself, Blake realized that you could actually save a lot of commute time if you can incentivize the client to go cloud-based. He gives us some essential tips on onboarding clients and coaxing them to embrace the virtual model and remote work setup. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
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