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

By Michelle Weinstein - The Pitch Queen, Sales Strategist

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Subscribers: 11
Reviews: 0
Episodes: 199

Description

The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, 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 firm owners. This podcast will show you exactly how to create the firm (and life) of your dreams full of abundance!

Episode Date
Episode 182 | Stand Out In A Noisy World With Unique Client Experiences With Liz From Profit First
May 15, 2026
Episode 181 | Case Study | The Confidence Shift That Helped Beth Grow 218% In Revenue And Work Less Hours
May 01, 2026
Episode 180 | Building Better Sales Skills For Firm Owners With Rob Jolles
Apr 15, 2026
Episode 179 | The Marketing Funnel That Books CFO Advisory Calls With Charles Leikauf
Apr 01, 2026
Episode 178 | Beyond The Numbers: Transforming Your Accounting Practice Into A High-Value Advisory Powerhouse With Michelle Weinstein & Fady Hawatmeh
Mar 15, 2026
Episode 177 | Building A Million-Dollar Virtual Firm Through Delegation And Culture With Renee Daggett
Mar 01, 2026
Episode 176 |Case Study | From Overworked Prisoner To Finding Freedom | Terri Peter's 3-Year Transformation
Feb 15, 2026
Episode 175 |Stop The Revenue Bleed | The Top 2 Marketing Problems Undermining Your Firm's Growth With Christian Jones
Feb 01, 2026
Episode 174 | Case Study | Tony Frezza's 8-Week Shift: $40K Collected In A/R, 300 Clients Dropped, And A Life Reclaimed
Jan 15, 2026
Episode 173 | Disney‑Level Client Experience & Subscription Pricing With Debra Kilsheimer
Jan 01, 2026
Episode 172 | Case Study | From Hourly Billing To $425K In Retainers: How Jeremy Slack Quit His Job
Dec 15, 2025
Episode 171 | How Self-Belief Impacts Sales With Rob Jolles
Dec 01, 2025
Episode 170 | Case Study | From Corporate To Confident CEO: Roxanne Ferrari's Journey With The Abundant Accountant
Nov 15, 2025
Episode 169 | Mastering The Soft Skills To Thrive As A Fractional CFO With Ron Saharyan
Nov 01, 2025
Episode 168 | Case Study: Conquering Sales Anxiety And Reclaiming Health With Rachel Bernier-Green
Oct 15, 2025
Episode 167 | Breaking The Cycle Of Overworking And Underearning In Accounting
Oct 01, 2025
Episode 166 | Leveraging AI In Accounting With Fady Hawatmeh
Sep 15, 2025
Episode 165 | Quieting The Client Chaos With Melissa Schroder
Sep 01, 2025
Episode 164 | Solving The Top 5 Hidden Money Leaks In Your Firm
Aug 15, 2025
Episode 163 | Case Study | How A $50K Mistake Led To A Sales Breakthrough With CPA Tim Wijtenburg
Aug 01, 2025
Episode 162 | How To Sell High-Value CFO Advisory Services Without Being Pushy, Featuring Adam Lean
Jul 15, 2025
Episode 161 | Case Study | From Resentful To Life-Changing: How Debbie Snelling Let Go Of Anger And Added $50K In Revenue
Jul 01, 2025
Episode 160 | Beyond The Numbers: Scaling Advisory Services In Your Tax Practice With Jim Buffington
Jun 15, 2025
Episode 159 | Stop Working For Free: How To Get Paid For Researching With Dominique Molina
Jun 01, 2025
Episode 158 | How To Get Free Leads: Proven Strategies That Work! With Scott Scarano
May 15, 2025
Episode 157 | Boost Revenue From Existing Clients Using Strategic Entity Planning With Paul Hamann
May 01, 2025
Episode 156 | Maximize Your Practice Value And Retire Early Using CFO Advisory Services With Adam Lean
Apr 15, 2025
Episode 155 | Top Organic Lead Generation Strategies To Grow Your Firm With Gaynor Meilke
Apr 01, 2025
Episode 154 | What Every Accountant Needs To Know About Value Pricing With Mark Wickersham
Mar 15, 2025
Episode 153 | How CFO Services Can Transform Your Firm With Adam Lean
Mar 01, 2025
Episode 152 | How KPI Strategies Drive Success With Ron Baker
Feb 15, 2025
Episode 151 | Structure Of Marketing With Cameron Montgomery
Feb 01, 2025
Case Study | Accounting Growth: From $400 To $25K With Jaci North
Jan 21, 2025
Episode 150 | How Excel Can Transform Your Capacity Issues In Your Firm with Jeff Lenning
Jan 15, 2025
Episode 149 | Building An Effective Enrollment Process With Bruce Gerstenfeld
Jan 01, 2025
Episode 148 | Automation: Work Less, Earn More With Jamie Gruol
Dec 15, 2024
Episode 147 | Maximizing Lead Generation Through Podcasting With Shannon Weinstein
Dec 01, 2024
Episode 146 | Creating Adaptive Capacity for VIP's in Your Firm with Ron Baker
Nov 15, 2024
Episode 145 |Case Study | From Feeling Frustrated & Trapped to Feeling Free with Lynn Karam
Nov 01, 2024
Episode 144 | Bridging The Action Gap: From Information To Implementation With Paul Ross
Oct 15, 2024
Episode 143 | Case Study | Break Free From Limitations: The Power Of Coaching With Tajni Diller
Oct 01, 2024
Episode 142 | The 3 Major Secrets To Making Paid Ads Profitable For your Firm With Katie Thomas CPA
Sep 15, 2024
Bonus Episode: The Art of Enrollment vs Sales with Molly Murphy
Sep 10, 2024
Episode 141 | Boosting Business Confidence With Chelsea Zainea | Case Study
Sep 01, 2024
Episode 139 | Crush Client Ghosting: The Ultimate Sales Guide For Accounting Professionals With Denise Mandeau
Aug 01, 2024
Episode 138 | Mastering Service Pricing: Insights From Eric Green
Jul 15, 2024
Episode 137 | A Case Study On Business Transformation: From Despair To Profitability With Tommy Taylor
Jul 01, 2024
Episode 140 | How To Master Tax Plan Sales After Previous Challenges With Dominique Molina
Jun 27, 2024
Episode 136 | Leading Edge Strategies: Propel Your Firm To Success With Ron Baker
Jun 15, 2024
Episode 135 | The Impact Of Transformational Sales Coaching With Amit Chandel
Jun 01, 2024
Episode 134 | The Simple System To Land High-Ticket Clients With Cameron Montgomery
May 15, 2024
Episode 133 | Break Free From The Learning Trap And Step Into Financial Abundance With Denise Mandeau
May 01, 2024
Episode 132 | Extinguishing Exhaustion: Learn How To End Burnout With Randy Crabtree
Apr 15, 2024
Bonus Episode | Grief And Loss Meditation: Explore Your Emotions And Traverse Into The Healing Space With Leo Flowers
Apr 01, 2024
Episode 131 | How To Escape The Accountant's Trap With Adam Lean
Mar 15, 2024
Bonus Episode | Serenity Meditation: Cultivate Serenity Within With Leo Flowers
Mar 01, 2024
Episode 130 | Reframing Your Sales Perspective: How To Become A Sales Hero With Paul Ross
Feb 15, 2024
Bonus Episode | Peak Performance Meditation: A Guided Meditation To Reach Your Full Potential With Leo Flowers
Feb 03, 2024
Episode 129 | Mastering Accounting Sales: Understanding Why Firm Owners Feel Uncomfortable Asking for Money With Denise Mandeau
Jan 15, 2024
Episode 128 | Subscription Business Model For Accounting Firms: Why Do You Not Need A Scope Of Work With Ron Baker
Jan 01, 2024
Episode 127 | How Low Fees Actually Hurt You And Your Clients With Thomas A. Gorczynski, EA, USTCP
Dec 15, 2023
Episode 126 | Why Getting Out Of Your Own Way Is The Way To Thrive With Scott Scarano
Dec 01, 2023
Episode 125 | How To Quadruple Fees, Offload Clients, And Add $970k In Revenue As Real Estate Tax Strategist With Natalie Kolodij
Nov 15, 2023
Episode 124 | Revenue Replacement Strategy: Future-Proofing Your Accounting Firm With Sandra Wiley
Nov 01, 2023
Episode 123 | How Accountants Build A Million-Dollar Advisory Firm By Leveraging Reasonable Compensation Knowledge With Paul Hamann
Oct 15, 2023
Episode 122 | Ditching Fear To Build An Abundant Accounting Practice With Geni Whitehouse
Oct 01, 2023
Episode 121 | The Power Of Embracing Your Value: A CPA's Guide To Building A Thriving Business With Jonathan Bengel
Sep 15, 2023
Episode 120 | Black Swan Program: Learn How To Implement Value Pricing With Ron Baker
Sep 01, 2023
Episode 119 | The Hidden Costs: The Pitfalls And Risks Of Giving Free Tax Advice With Dominique Molina
Aug 15, 2023
Ep 118 | Getting Rid Of High Maintenance Clients With Denise Mandeau
Aug 01, 2023
Episode 117 | Overcoming The Fear Of Selling: How To Gain Confidence In Selling With Eric Green
Jul 15, 2023
Episode 116 | How An Accountant Added $70k In Monthly Recurring Revenue To His Firm With Katie Thomas
Jul 01, 2023
Episode 115 | The Transformative Power Of Subscriptions For Business Success With Ron Baker
Jun 15, 2023
Episode 114 | Mapping Out An Exit Strategy To Sell Your Firm With Fred Stein
Jun 01, 2023
Episode 113 | Start Planning For The Next Tax Season NOW With Thomas A. Gorczynski, EA, USTCP
May 15, 2023
Episode 112 | How To Gain RESPECT And Own Your Voice With Susan Tinel
May 01, 2023
Episode 111 | Scalable To Saleable System: The Roadmap To Scale, Sell, And Succeed In Your Firm With Sharrin Fuller
Apr 15, 2023
Episode 109 | A Quest For Value: The Importance Of Asking More Questions With Geni Whitehouse
Apr 01, 2023
Episode 110 | Case Study: The Best Time For Upselling Is NOW With Chris McCormack
Mar 19, 2023
Ep 108 | Embracing Relaxed Success With Marc Schnoll, The Travelling CPA
Mar 15, 2023
Episode 107 | When To Offload Clients And When To Keep Them With Denise Mandeau
Mar 01, 2023
Episode 106 | Why Technology Can Help Increase Your Conversions And Revenue With Blake Oliver
Feb 15, 2023
Ep 105 | Case Study | Triple Your Fees Without Losing A Client With Danielle Douglas
Feb 01, 2023
Episode 104 – Profit First: How To Use Income Targeting To Build The Firm You Love With Billie Anne
Jan 15, 2023
Episode 103 – Take Control Of Your Firm: The Elements To Consider When You Inherit Or Buy A Firm Full Of Low Paying Clients With Denise Mandeau
Jan 01, 2023
Episode 102 | Selling Advisory Services As A Transformational Offer To Your Existing Clients With Dominique Molina
Dec 15, 2022
Episode 101 | Why Sales Training For Accountants And Tax Firm Owners Fails And How To Avoid It With Rob Jolles
Dec 01, 2022
Episode 100 | Case Study: How Marc Schnoll Grew His Firm To $1M And Gained Time Freedom
Nov 15, 2022
Episode 99 | Building A Corporate Culture To Keep Retention High With Ron Saharyan
Nov 01, 2022
Episode 98 | Confidence And Competence: Two Key Elements To Success For Accounting And Tax Owners With Roger Knecht
Oct 15, 2022
Episode 97 | A Conversation On Pricing: How To Charge For Your Worth With Nate Haggerty
Oct 01, 2022
Episode 96 | How To Stop Justifying And Explaining Accounting Fees With Rob Jolles
Sep 15, 2022
Episode 95 | Relaxed Success: Getting Stress Out Of The Way With Denise Mandeau
Sep 01, 2022
Episode 94 | How To Buy Tax Practices For Pennies On The Dollar With Dominique Molina
Aug 15, 2022
Episode 93| Rein It In: How To Sit In Silence & Discomfort When Meeting Prospects With Paul Ross
Aug 01, 2022
Episode 92 | Breaking Down The 6 Stages Of The Client Decision Cycle With Rob Jolles
Jul 15, 2022
Episode 91 | Case Study | How Peter Mitchell Of Tax Pro Advisor Generated $240k In Revenue In 3 Months While Cutting His Client Load By 50%
Jul 01, 2022
Episode 90 | Setting Yourself Apart From The Competition: How To Sell Your Value With Shannon Weinstein
Jun 15, 2022
Episode 89 | How To Solve Your Staffing Issues And Increase Growth And Revenue With Nate Hagerty
Jun 01, 2022
Episode 88 | High-Value Service + High-Value Customer Experience Is The Key To Getting High-Value Clients For Your Accounting Firm – With Dominique Molina, AICTP President
May 15, 2022
Episode 87 | Case Study | How Kevin Got Rid Of Clients, Raised Fees Over 150% & Boosted His Revenue Exponentially With Kevin Rego
May 01, 2022
Episode 86 | How to Improve Who You Hire: Hiring Strategies and Leadership Skills To Manage An Effective Team with Jackie Meyer
Apr 15, 2022
Episode 85 | Go For The NO: Setting Your No-Goals And Taking The Leap Of Faith With Andrea Waltz
Apr 01, 2022
Episode 84 | It's Tax Season! 3 Reasons Why Now Is The Time To Overhaul Your Firm With Denise Mandeau
Mar 15, 2022
Episode 83 | Devin Whyte Quit His Corporate Job And Now Earns $30k A Month In His Own CPA Firm. Here's How He Did It!
Mar 01, 2022
Episode 82 | 5 Pillars Of Marketing To Build On For Your Accounting Firm With Nate Hagerty
Feb 15, 2022
Episode 81 | Standing Out And Overcoming Objections With Serena Shoup
Feb 01, 2022
Episode 80 | Sales Vs. Marketing: How To Tell The Difference With Denise Mandeau
Jan 15, 2022
Episode 79 | Building Your Ideal Clientele Through Value-Based Pricing With Shannon Weinstein
Jan 01, 2022
Episode 78 | Why Upfront Payment Trumps Pay-As-You-Go With Michael Kin
Dec 15, 2021
Episode 77 | Deconstructing The Myths Of Sales Vs. Marketing With Denise Mandeau
Dec 01, 2021
Bonus Episode With Eric Green - The Difference Between Sales & Marketing: Key Things You Need To Know To Get Paid What You're Worth
Nov 29, 2021
Episode 76 | Top 5 Sales Beliefs That Are Holding You Back: Overcoming The Barriers To Becoming A 6 -7 Figure Firm With Denise Mandeau
Nov 15, 2021
Episode 75 | The Importance Of Branding: Quick Insights From The Pitch Queen
Nov 01, 2021
Episode 74 | The Importance Of A Niche: How To Charge Higher Fees With Thomas Gorczynski
Oct 15, 2021
Episode 73 | How To Transition From Accounting To Sales With Diana Louiso
Oct 01, 2021
Episode 72 | How To Identify Your Ideal Accounting Client With Debra Angilletta
Sep 15, 2021
Episode 71 | Why Asking For Testimonials Is Important For Your Credibility With Wendi Hall
Sep 01, 2021
Episode 70 | Why Upfront Payments Attract Committed Clients With Paul Ross
Aug 15, 2021
Episode 69 | The Right Time To Hire A Salesperson To Sell For You With Debra Angilleta
Aug 01, 2021
Episode 68 | The Best Questions To Ask When Meeting Prospective Clients With Wes Schaeffer
Jul 15, 2021
Episode 67 | How To Maintain Realistic Motivation & Informed Enthusiasm In The Face Of Chaos With Paul Ross
Jul 01, 2021
Episode 66 | An Abundant Accountant Case Study About Growth And Value With Ross Loveland
Jun 15, 2021
Episode 65 | An Accounting Sales Plan That Won't Sell You Short With Ron Saharyan
Jun 01, 2021
Episode 64 | Abundant Accountant Case Study: Knowing Your Value With Dave O'Brien, CPA
May 15, 2021
Episode 63| How to Get Out Of Your Own Way: Defeat Your Limiting Beliefs With Paul Ross
May 01, 2021
Episode 62 | Becoming Irreplaceable In Accounting With Twyla Verhelst
Apr 15, 2021
Episode 61 | The Right Process Of Starting Your Own Accounting Firm With Nellie Akalp
Apr 01, 2021
Episode 60 | Integrating Empathy And Personal Boundaries In Your Negotiation Tactics With Chris Voss
Mar 15, 2021
Episode 59 | From Leaving The Corporate To Starting A Firm With Rocky Lalvani
Mar 01, 2021
Episode 58 | Afraid Of Leaving Your JOB? Know How To Ease Your Fears With Serena Shoup
Feb 15, 2021
Episode 57 | How To Overcome Your Fears And Be Your Own Boss With Tatiana Tsoir
Jan 31, 2021
Episode 56 | How To Get Out Of The Hamster Wheel And Connect With People: With Paul Davis | Part 2
Jan 15, 2021
Episode 55 | How To Build Confidence And Get Better Fees: The Three Essential Pillars With Paul Davis | Part I
Jan 01, 2021
054 | STOP Chasing Clients And Focus On Profits First With Andrew Royer
Dec 15, 2020
053 | Why You Should Invest In Technological Support With Andrew Lassise Of Rush Tech
Dec 01, 2020
052| How Accountants Can Be Effective, Efficient, And Productive With David Cristello
Nov 15, 2020
051 | Transition: Setting Fear To The Side, Being Proactive & Mindset With Thomas Gorczynski
Nov 01, 2020
Finding Your Ideal Client And Charging Them What You Want With Eric Green
Oct 28, 2020
050 | Scaling Organically & Hiring VA's with Nathan Hirsch
Oct 15, 2020
049 | 5 Things Accountants Should Stop Doing Now With Jackie Meyer
Oct 01, 2020
Engineering Your Dream Practice Backwards - "You Get Out What You Put In"
Sep 20, 2020
048 | The Problems With Accountant Sales Training Programs: Overcoming The Sales Stigma With Mike Fisher
Sep 15, 2020
047 | Jason Blumer – Leading A Team Being Heart-Centered
Sep 01, 2020
046 | How To Show Your Value To Potential Customers With Denise Mandeau
Aug 15, 2020
045 | Why Cryptocurrency Is A Great Way To Increase Firm Revenue With Seth Wilks
Aug 01, 2020
044 | Setting Up Communication To Win With Implied Relationship Words With Denise Mandeau
Jul 15, 2020
The Key Performance Indicators You Should Be Tracking To Grow Your Firm With Mike Meilinger
Jul 08, 2020
043 | How To Grow An Accounting Firm Of Abundance With Michael Palmer
Jul 01, 2020
Abundant Accountant Case Study | Wendi Hall, CPA
Jun 18, 2020
042 | Asking The Right Questions To Get A Potential Accounting Client's YES With Denise Mandeau
Jun 15, 2020
041 | Using Cloud Technology To Onboard New Clients With Blake Oliver
Jun 01, 2020
Maximizing Actions to Take in a Recession with Dominique Molina
May 26, 2020
3 Mindset Shifts To Make To Navigate Uncertain Times With Denise Mandeau
May 19, 2020
040 | How To Prove Your Value Against The Cost Of Your Accounting Services With Denise Mandeau
May 15, 2020
How to Recession-Proof your Firm during COVID-19 and Beyond with Ron Saharyan
May 06, 2020
039 | How To Use Value-Based Pricing to Sell High-Value Services With Denise Mandeau
May 01, 2020
038 | Tips For Marketing Your Firm When You're Busy With Seth Greene
Apr 15, 2020
How to Adapt Your Firm During the COVID-19 Crisis, Part 2
Apr 09, 2020
How to Adapt Your Firm During the COVID-19 Crisis
Apr 06, 2020
037 | How To Say No To Clients With No Budget With Denise Mandeau
Apr 01, 2020
036 | 10 Ways To Get Paid In Advance For Accountants
Mar 15, 2020
035 | How To Differentiate Yourself From Other Accountants With Ron Saharyan
Mar 01, 2020
034 | The Accountant's Guide For Managing Time Around Tax Season With Jackie Meyer
Feb 15, 2020
033 | How To Stop Giving Tax Tips Away For Free with Mike Meilinger
Feb 01, 2020
032 | 10 Qualities You Must Have As An Accountant
Jan 15, 2020
031 | 3 Ways On How To Scale Your Accounting Firm Without Adding Overhead with Nellie Akalp
Jan 01, 2020
030 | Why Do Clients Leave You? Stop Losing A Sale & Only Competing On Price Alone with Dominique Molina
Dec 15, 2019
029 | How To Stop Undercharging For Your Accounting Services
Dec 01, 2019
Abundant Accountant Case Study | Aleksey Kaplan
Nov 21, 2019
028 | How To Pitch Your CPA Skills Without Being Overly Technical with Denise Mandeau
Nov 15, 2019
027 | I'm Just A CPA (Not A Salesperson Or Marketer): How Can A Sales Strategy Transform Your CPA Firm? with Dominique Molina
Nov 01, 2019
026 | What's Your Value: Explaining Why Small Businesses Need An Accountant
Oct 15, 2019
025 | 3 Qualities To Look Out For To Qualify Leads with Ross Jeffries
Oct 01, 2019
024 | Where the Sales Conversation Goes Wrong With Accountants
Sep 15, 2019
023 | Why Having A Sales Strategist For Your Accounting Firm Is Worth It
Sep 01, 2019
022 | The Dangers Of Selling When The Client Is Already Sold
Aug 15, 2019
021 | The 4 Best Ways To Attract High Net Worth Clients For Your Accounting Firm With Dominiqe Molina
Aug 01, 2019
020 | How To Charge Clients In Advance Before Providing Services
Jul 15, 2019
019 | How to Handle a Sales Follow Up With New Leads Without Being Annoying
Jul 01, 2019
018 | The Best Pricing Strategies For Accountants And CPAs With Dominique Molina
Jun 15, 2019
017 | When and How to Say No Politely in Your Business
Jun 01, 2019
016 | How To Drum Up Ideal Clients For Accountants With Hugh Duffy
May 15, 2019
015 | The 5 Ways to Establish Trust Without Giving Away Free Advice
May 01, 2019
014 | Should My Accounting Firm Use Social Media? With Aleksey Kaplan
Apr 15, 2019
013 | 6 Creative Ways Accountants Can Encourage Referrals
Apr 01, 2019
012 | Why Accountants Should Have A Sales System With Peter Freuler
Mar 15, 2019
011 | How To Identify Clients That Are Ready To Hire You NOW With Ross Jeffries
Mar 01, 2019
010 | The Best Ways for Accountants to Get Referral Clients
Feb 15, 2019
009 | How To Show Your Value As A Trusted Professional As An Accountant With Marc Schnoll
Feb 01, 2019
008 | The 4 Best Marketing Tactics For Accountants With Ross Jeffries
Jan 15, 2019
007 | 5 Steps To Developing A Winning Elevator Pitch For Accountants
Jan 01, 2019
006 | How to Say No to Clients Who Can't Afford Your Accounting Services With Denise Mandeau
Dec 15, 2018
005 | Setting Boundaries For Accountants: Knowing Where To Draw The Line With Clients With Heath Walters
Dec 01, 2018
004 | Showing Your Worth: How To Explain Your Pricing & Value As An Accountant With Ross Jeffries
Nov 15, 2018
003 | How To Ask For A Testimonial At An Appropriate Time
Nov 01, 2018
002 | Should You Have A Niche As An Accountant? With Luke Gheen
Oct 15, 2018
000 | The Abundant Accountant Podcast
Oct 05, 2018
001 | The Problems With Accounting Firms Giving Advice Away For Free With Denise Mandeau
Aug 30, 2018