54 episodes

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!

The Abundant Accountant Michelle Weinstein - The Pitch Queen, Sales Strategist

    • Careers
    • 4.8, 27 Ratings

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!

    045 | Why Cryptocurrency Is A Great Way To Increase Firm Revenue With Seth Wilks

    045 | Why Cryptocurrency Is A Great Way To Increase Firm Revenue With Seth Wilks

    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.

    • 30 min
    044 | Setting Up Communication To Win With Implied Relationship Words With Denise Mandeau

    044 | Setting Up Communication To Win With Implied Relationship Words With Denise Mandeau

    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.

    • 31 min
    The Key Performance Indicators You Should Be Tracking To Grow Your Firm with Mike Meilinger

    The Key Performance Indicators You Should Be Tracking To Grow Your Firm with Mike Meilinger

    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

    • 38 min
    043 | How To Grow An Accounting Firm Of Abundance With Michael Palmer

    043 | How To Grow An Accounting Firm Of Abundance With Michael Palmer

    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.
     

    • 34 min
    Abundant Accountant Case Study | Wendi Hall, CPA

    Abundant Accountant Case Study | Wendi Hall, CPA

    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.

    • 31 min
    042 | Asking The Right Questions To Get A Potential Accounting Client’s YES With Denise Mandeau

    042 | Asking The Right Questions To Get A Potential Accounting Client’s YES With Denise Mandeau

    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.

    • 37 min

Customer Reviews

4.8 out of 5
27 Ratings

27 Ratings

LarryW888 ,

Rock Solid content

Michelle Weinstein delivers Rock Solid actionable cone t that you can use....so many accountants can take their practices up several notches by paying close attention and implementing what Michelle what ?Michelle tells us to do...

Keep up the good work Michelle!!

Larry Weinstein, CPA
(and no..Michelle is really NOT my cousin!!)

tashagorman ,

Fantastic!

Michelle has nailed it in providing valuable content to help accounting professionals grow and thrive in today’s ever changing accounting profession.
Well done!

MiaSportFanatic ,

Genius!

Michelle is a genius. This podcast is full of value bombs and it’s great! Need more episodes.

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