Episodes
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Host Michelle Weinstein speaks with Jamie Gruol about using revenue automation to unlock more income while working fewer hours. Jaime, co-founder of Workflows for Tax Pros, shares her expertise on how implementing automation can transform tax and accounting practices by streamlining client experiences and eliminating manual tasks. Tune in to learn how these strategies can reduce your workload, improve cash flow, and increase profitability without sacrificing client satisfaction. This conversation is a game-changer for tax professionals looking to work smarter, not harder!
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Michelle Weinstein dives into the power of podcasting for lead generation. Joined by guest Shannon Weinstein, a fractional CFO and podcast host, they explore how podcasting has transformed Shannon's business and boosted her recurring revenue by five times. Shannon shares her insights on why podcasting is a game-changer for professionals looking to grow their client base and highlights practical steps for getting started. If you want to learn how to use podcasting to attract premium clients, this episode is packed with actionable advice!
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Episodes manquant?
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Michelle Weinstein is joined by Ron Baker to discuss the concept of firm capacity and how it can transform your business. They dive into how adjusting your firm's capacity can lead to better client experiences, increased revenue, and more freedom. If you've ever felt overwhelmed by client demands, this episode offers practical strategies to optimize your client roster and boost your firm’s performance. Tune in to learn how to manage capacity effectively and create lasting success for your accounting firm.
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In this episode, Michelle Weinstein dives deep into the implementation gap with the renowned author, speaker, and master hypnotist, Paul Ross. They explore the frustrating disconnect between knowledge and action, and why so many of us get stuck in a cycle of learning without achieving. If you're an accounting professional tired of attending webinars and workshops that leave you with more questions than answers, this episode is for you. Paul and Michelle uncover the subconscious blocks that prevent us from taking action and share practical strategies to bridge the gap between information and transformation. Get ready to turn your knowledge into tangible results and finally break free from the cycle of unfulfilled potential.
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Burned out and overwhelmed, Tajni Diller’s tax and bookkeeping firm was on the brink. In this episode, Michelle Weinstein interviews Tajni, who turned her business around with the power of coaching and mentorship. Discover the pivotal changes that led to her reduced workload, increased revenue, and renewed passion for her work. Tune in to hear how investing in the right coaching can be the catalyst for your success.
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Are you an accounting professional struggling to grow your firm through paid advertising? You're not alone. In this episode, accounting expert Michelle and digital marketing specialist Katie Thomas dive deep into the common pitfalls that accountants face when trying to attract new clients through paid advertising. Discover the shocking truth about how much money many accountants waste on ineffective ad campaigns. Learn how to identify your ideal client niche, craft irresistible offers, and build a robust marketing system that converts leads into loyal clients. As the owner of Leaders Online, she shares invaluable insights on crafting compelling ad copy, optimizing your ad campaigns, and the importance of a strong sales process. Don't let another dollar slip through your fingers; join Katie Thomas and Michelle Weinstein to know more.
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In this enlightening episode, host Michelle Weinstein and guest Molly Murphy dive deep into the art of connecting with clients in the accounting industry. They explore why traditional sales techniques often fall flat for accountants and introduce the concept of enrollment as a more effective approach. Michelle and Molly share insights on overcoming self-limiting beliefs, understanding client pain points, and mastering the art of listening to truly serve clients. This episode offers a fresh perspective on how accounting professionals can transform their practices by shifting from selling to enrolling.
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Discover the journey from anxiety to business confidence in this compelling episode of the Abundant Accountant Podcast. Michelle Weinstein welcomes Chelsea Zainea, a CPA turned fractional CFO, to share her transformative experience. Chelsea reveals how she overcame stress and underpricing to build a successful and confident business. This case study highlights the steps Chelsea took to enhance her business confidence and create a thriving firm. Tune in to learn valuable insights and strategies to elevate your own business performance. Don't miss this inspiring conversation that could change the way you approach your business challenges.
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Join us for an insightful conversation with business growth strategist Denise Mandeau as we dive into the three biggest mistakes accounting, tax, or bookkeeping firm owners make when sending out proposals or quotes and why prospects ghost them. Discover how to shift your approach to fill your firm with ideal clients who value your time, boost your revenue, and achieve work-life balance. Say goodbye to trading time for dollars and hello to a more abundant future. Tune in now to learn more!
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In this episode of the Abundant Accountant podcast, Michelle Weinstein is joined by tax attorney and IRS representation expert Eric Green. Dive into service pricing strategies as Eric shares his insights on how to price your services effectively. Learn how to transition from hourly billing to relationship pricing, ensuring you get paid what you're worth. Eric, the founder of Tax Rep Network, discusses practical tips and real-life examples to help you boost your fees and grow your accounting practice. Don't miss this engaging episode packed with actionable advice for accounting professionals.
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Imagine working long hours, feeling overwhelmed, and barely making ends meet in your own accounting firm. That was the reality for Tommy Taylor before a dramatic turnaround. In this episode, Tommy shares his inspiring journey of transforming his business from a place of despair to one of joy and profitability with the help of The Abundant Accountant. He reveals how he overcame the fear of raising prices, built a sales process focused on ideal clients, and ultimately gained back his freedom and time—collecting $45k in A/R and added $100k in revenue to his firm. Through Tommy's candid interview, you'll discover actionable advice for any accounting or tax firm owner who wants to stop trading time for dollars and build a thriving business. This episode is your roadmap to overcoming challenges, achieving financial success, and enjoying the work-life balance you deserve.
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Selling tax plans involves more than offering routine tax services; it’s about strategically positioning proactive planning that can deliver substantial benefits to clients. In this episode, expert CPA Dominique Molina, founder of the American Institute of Certified Tax Planners, joins Michelle Weinstein to reveal how to overcome past failures and implement a winning strategy to sell tax plans to your clients. Dominique draws from her extensive experience to guide us through the pitfalls and successes of shifting from compliance-based services to strategic tax planning. This episode offers insights and encouragement for tax professionals looking to enhance their practices by embracing proactive tax planning strategies.
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Staying at the leading edge is essential for sustained success and growth, requiring constant innovation, strategic foresight, and a commitment to staying ahead of the curve. Join host Michelle Weinstein as she welcomes Ron Baker, the founder of VeraSage Institute and radio talk show host. Ron guides firm owners to stay at the leading edge of their industry with the concept of strategy and plan, subscriptions, and success stories. Don’t settle for mediocrity! Tune in and learn how to propel your firm to the leading edge.
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The best learnings are found not just in reading books but also in doing the work and learning at the job itself. This is the realization of seasoned financial expert Amit Chandel when he got into the transformational sales coaching of Abundant Accountant. Joining Michelle Weinstein, he shares how the program guided him from swimming aimlessly in the vast ocean of career building to finding the lighthouse that transformed him into an entrepreneur. Amit talks about the success his firm is currently enjoying, the program’s lasting impact on his confidence, and why he has learned to value real-life experience more than going through endless lists of self-help books.
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Trade those overly demanding clients for those who see your value and worth and do it through a system that is simple and effortless. In this episode, we dive into the world of strategic marketing and sales with our guest, Cameron Montgomery, the owner of Apex Methods. Join us as we unravel the distinction between lead generation marketing and sales conversion, shedding light on the crucial steps to land high-ticket clients and boost revenue. Learn how to streamline your sales process, set strategic pricing, and confidently close deals, ensuring you build a clientele that values your expertise and services. Don't miss out on this insightful discussion packed with actionable tips to transform your accounting firm's growth trajectory and elevate your client experience to new heights.
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Many firm owners get so laser-focused on the learning part, but when will you start earning from it? How will we see the ROI immediately instead of thinking about the next designation? In this episode, Denise Mandeau, Business Growth Strategist and Business Owner, shares some shifts to step into financial abundance and break free from the learning trap. She suggests that overcoming the fear of change requires us to address that fear, analyze it, and reframe our mindset. Using her expertise as a business owner, Denise explains the importance of taking action on our knowledge to earn from what we’ve learned. Begin your day by focusing on the earning part instead of the learning part. Join Denise as she takes you from learning to earning today!
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Like a flickering flame left unchecked, burnout will become rogue and rage out of control until it consumes you entirely. It is the flames that will lead you into the abyss of exhaustion. In this episode, Randy Crabtree, the co-founder and partner of Tri-Merit Specialty Tax Professionals, equips us with insights to learn how to end burnout. Burnout comes from trying to outwork our work, and Randy explains some steps to change and reverse that chronic stress our brain experiences. He also shares how working less can help avoid burnout and increase profitability. You don’t have to face that battle with burnout alone. Join Randy and extinguish the raging flames of burnout in today’s conversation.
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Are you dealing with burnout, stress, and anxiety? In this fast-paced world, having a moment just to ourselves can feel like a gift. Today’s episode is one you will appreciate. Leo Flowers guides us through a 20-minute Serenity Meditation, where we allow ourselves to let go of the stress and worries that fill our days. So find a comfortable, quiet place. Relax. And embark on a much-needed serene journey.
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Escape the accountant's trap, escape the mundane, elevate your firm, and transform your client relationships! Today, Adam Lean, co-founder of The CFO Project, will reveal the secrets of escaping the accountant's trap. If you ever feel overwhelmed by tax season and want a more satisfying job, this episode is for you. Adam shares his journey as a CPA for 25 years. He openly shares his experiences of overcoming imposter syndrome, escaping tax season stress, and earning more money in six months than ever before. More than that, Adam also exposes the untapped market for CFO services and explains why business owners need this type of support. Ready to break free from the accountant's trap? Then tune in now!
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