Episodi
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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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Episodi mancanti?
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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.
Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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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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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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In this episode, sharing the secrets of subconscious communication today is the Master Trainer of Neuro Linguistic Programming. Paul Ross, the Author of Subtle Words that Sell: How To Get Your Prospects To Convince Themselves To Buy And Add Top Dollars To Your Bottom Line, discusses the shifting mindset and reframing your sales perspective to become a sales hero. He explains that how you serve your clients equates to what you deserve. Paul delves into the subconscious mind and the power of language in convincing prospects to buy. Let's learn to harness the power of language and reframe our sales perspective, and we will make a difference in our firm. So, what are you waiting for? Hit that play button and join Paul Ross and Michelle Weinstein in today's insightful episode.
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Do you want to bloom into your full potential? Do you want to increase productivity? Tune in to this episode today! Leo Flowers is a Connection Guru, Comedy Maestro, and Life Coach Extraordinaire. Today, Leo guides us into a peak performance meditation to help us fully bloom into our full potential. Let’s thrive with Leo Flowers today and immerse into this relaxing episode to harness your inner strength and focus.
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It's a very common struggle for accounting and tax professionals to ask for equivalent value for the services they offer. How do we fight this tendency and begin to master accounting sales? In this podcast episode, Michelle Weinstein is back with recurrent guest Denise Mandeau as they delve into the challenges faced by firm owners when it comes to navigating the delicate art of accounting sales. Drawing from her over 35 years of sales experience, Denise shares valuable insights on overcoming discomfort, shifting mindset towards abundance, and mastering the skill of asking for fair compensation. Discover the psychology behind sales, learn strategies for presenting irresistible value, and understand the consequences of not confidently engaging clients. If you're ready to transform your approach to accounting sales and build a more prosperous practice, this episode is a must-listen. Tune in now for actionable tips and empowering perspectives!
Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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Joining us today is the co-author of the book Time’s Up!: The Subscription Business Model for Professional Firms. Ronald J. Baker, the founder of VeraSage Institute, explains how he does not need a scope of work and why you should follow that path. He touches on the power behind transformation and the downside of having billable hours, value pricing, and fixed pricing. Ron also describes the Subscription Model and his Monthly Bookkeeping Text Firm. Join us in our valuable conversation with Ron today.
Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
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In our efforts to attract more clients, we tend to lower our fees. But did you know that low fees actually do the opposite and hurt your clients? Michelle Weinstein interviews Thomas A. Gorczynski, EA, USTCP, a nationally recognized speaker and educator on federal tax law matters. In this episode, Tom sheds light on why low fees can be detrimental to not only your business but your clients too. From having to work more to compensate to devoting less time to your clients, Tom offers a multi-view perspective on the actual inefficiency and ineffectiveness of charging less to grow more. Find out how much you are actually losing with this strategy and what you can do instead to sustain growth, attract high-quality clients, and thrive!
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One of the ultimate goals of many firm owners is to one day work themselves out of their jobs, let their businesses grow, and let it sustain revenue even as they step out. What does it take to do this? In this episode, Michelle Weinstein interviews an eccentric entrepreneur who has done it. Scott Scarano, the Rapping Custodian of Accounting High, shares with us how to get out of our own way in order to thrive and prosper. Scotty says, “it took a lot of failures for me to have that humility to realize I’m not that important.” What does he mean by this? Why is taking yourself out of the equation sometimes the best thing you can do in your firm? Tune in to find out the answers to these questions, showing you a unique path towards success!
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