Podcast appearances and mentions of michelle weinstein

Unlock the secret to transforming your accounting firm from a compliance-driven grind to a thriving hub of high-value advisory services! In this episode, Michelle Weinstein welcomes Jim Buffington, the leader of advisory services at Intuit Accountants, and a passionate advocate for empowering tax and accounting professionals. Jim shares invaluable insights on how to break free from the burnout cycle, ethically double or triple your fees, and create consistent cash flow by leading with strategic tax planning and advisory services. He also reveals how to attract ideal clients, ditch the ones that drain your energy, and build a firm and life full of abundance. Join us as we dive deep into practical tips, real-life success stories, and actionable steps to revolutionize your practice and achieve the financial freedom you've always dreamed of.

Are you looking for ways to generate free leads and grow your firm without spending a fortune on marketing? Then you're in the right place! Michelle Weinstein is bringing you the inside scoop with Scott Scarano, the accountant who throws accounting norms out the window, hosts a killer podcast called Accounting High, and drops some surprisingly smooth rhymes as an OK rapper! Get ready for a rollercoaster ride through Scott's entrepreneurial journey, where he spills the secrets behind his ingenious lead-generation strategies. If you're ready to attract better clients, optimize your lead generation, and maybe even have a little fun, this episode is for you. Let's dive in!

Entity planning is a powerful yet often overlooked revenue opportunity for accounting professionals. In this episode, Michelle Weinstein welcomes Paul Hamann, an expert in reasonable compensation and the founder of RCReports, to discuss how firm owners can stop leaving money on the table. Paul shares valuable insights on why many accountants provide entity planning services for free, how to create a process to monetize these services, and the key compliance considerations firms need to be aware of. If you're looking to increase revenue from existing clients while providing them with significant tax savings, this is an episode you won't want to miss!

CFO advisory services are the key to building a firm that not only generates higher revenue but also sets you up for a profitable exit. In this episode, Michelle Weinstein sits down with former accountant-turned-entrepreneur Adam Lean, the co-founder of The CFO Project, who has helped countless firm owners shift from compliance work to high-value advisory services. Michelle and Adam break down the strategies that can help accountants price their services correctly, avoid burnout, and build a scalable, sellable firm. If you've ever wondered how to stop trading time for money and start building a firm that works for you, this episode is a must-listen.

Lead generation is the lifeline of any successful firm, but many business owners struggle to attract the right clients. Michelle Weinstein welcomes Gaynor Hardy Meilke, a business strategist and marketing expert, to share proven strategies for organic lead generation. They break down the difference between sales and marketing, discuss how to position yourself where potential clients are looking, and reveal the top ways to generate leads without relying on paid ads. If you're tired of waiting for referrals and want to build a steady stream of high-value clients, this episode is packed with insights you can put into action today!

Episode 252FACULTY: Ron BakerCLASS: #TheGuideScotty's back in the Office with our Principal, Ron Baker, and he has a copy of "The Creative Act: A Way of Being" by Rick Rubin. In this book report, they cover a wide range of topics, including creativity in art and accounting, the quest for efficiency, the role of humor in art, and the importance of paying attention to your surroundings. The conversation also touches on the challenges of being an entrepreneur and artist, the subjective nature of value, and the evolution of an artist's work. This engaging and thought-provoking discussion is a must-listen for anyone interested in creativity, art, or entrepreneurship. Tune in to hear more from Scott and Ron on "The Creative Act" and its many insights.All the Shoutouts:Greg Kyte, CPA, Rick Rubin, Broken Record, Jason Ackerman, CPA, CFP®, CGMA, Times up, Jasper, Conversations with Tyler, South Park, Arthur Schopenhauer, John Wooten, James Clear, Simon Sinek, Tim Williams, Nikole Mackenzie, David C. Baker, Caddyshack, Dave Chappelle, Terrell A Turner, CPA, Kenji Kuramoto, James Ashford, Michelle Weinstein, Tim Ferriss, Leonard Cohen, Bob Dylan, John Lennon, Eminem, Paul McCartney, Beatles, Elvis Presley, Sage, Thriveal, The Crux, Momentum Accounting, Inc, Mortimer J. Adler

Unlock the secrets to profitable pricing with value pricing. Mark Wickersham, founder of Value Pricing Academy, joins Michelle Weinstein to dive into how value pricing can transform your accounting practice. Tired of undercharging and overworking? Mark reveals how to implement tiered pricing, master the art of communicating your value, and finally build a more profitable and fulfilling career. Take the first step toward transforming your pricing strategy—start applying value pricing today!

Building a successful accounting firm starts with offering the right services to the right clients. Michelle Weinstein and Adam Lean dive into the power of CFO services, discussing how accountants can break free from trading time for money and attract premium-paying clients. Together, they explore practical steps to build trust, phase out low-end work, and create irresistible CFO advisory packages that transform businesses. Tune in to discover actionable insights that help you work smarter, not harder while delivering real value to your clients.

KPI strategies can transform how accounting professionals measure success and build lasting client relationships. Michelle Weinstein welcomes Ron Baker, a leading expert in value pricing and predictive indicators, to share actionable insights that go beyond traditional metrics. Together, they explore how firms can track meaningful data, improve client satisfaction, and increase profitability. Discover how small changes like focusing on high satisfaction days and reducing customer effort can lead to huge business results. This episode is packed with practical advice to help you redefine success and lead your accounting firm to peak growth.  

Are you tired of running marketing campaigns that are all over the place? Discover how to implement a solid structure of marketing to generate consistent, high-quality leads for your accounting firm. In this episode, Michelle Weinstein welcomes back Cameron Montgomery, owner of Apex Methods, to break down a simple four-step system you can easily emulate to attract ideal clients through organic Facebook marketing. Learn how to identify your niche, craft compelling content, and strategically position yourself as the go-to expert in your chosen field. If you are ready to ditch the overwhelm and embrace a structured approach to marketing, tune in now!

Dive into this conversation I had on “The Abundant Accountant" podcast with Michelle Weinstein. As a fractional CFO and business owner, I have been thriving by using podcast appearances as a lead generation. I share my journey running my own fractional CFO practice, and how leveraging podcasts has helped me achieve a fivefold increase in annual recurring revenue.   We dive into the nuts and bolts of how to select the right podcasts, craft compelling pitches, and create captivating content that resonates with your target audience. Tune in to learn actionable steps to multiply your client base by becoming a podcast guest. Make sure to have your notepad ready as this episode is packed with insights you don't want to miss!   What You'll hear in this episode: [1:55] The Power of Podcasting for Lead Generation [3:50] Shannon's Journey: From Order Taker to Fractional CFO [9:45] Choosing the Right Podcasts [15:05] Identifying the Podcasts That You Would Like to Be on [18:00] The Importance of Pitching Enough Since You Will Only Get on 10% of the Shows You Pitch [23:40] Understanding Direct and Indirect Reach [24:05] Finding Podcast Hosts [25:35] Effective Presentation Tips [27:10] Focus on the Why, Not the How [31:10] Promoting Yourself Effectively [36:10] Creating Engaging Content   If you like this episode, check out: Captivating an Audience Through Story with Mike Ganino Discover Your Value by Serving More with John Ray Using Community and Personal Brand to Drive Growth with Kirsten Halik   Check out The Abundant Accountant Podcast: https://podcasts.apple.com/us/podcast/the-abundant-accountant-leads-sales-business-growth/id1434765546   Want to learn more so you can earn more?    Visit keepwhatyouearn.com to dive deeper into our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/    The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Building a thriving accounting firm starts with mastering the essentials of accounting growth. In this episode, Michelle Weinstein speaks with CPA and fractional CFO Jaci North about her inspiring journey from earning $400 to $25,000 in recurring revenue. Jaci shares the most pivotal moments, key decisions, and practical strategies that helped her transform her firm while regaining freedom and balance in her life. Tune in to discover how redefining your approach to sales, pricing, and client relationships can unlock the full potential of your business.

Many people often consider Microsoft Excel just as a simple tool to create tables, align columns, or generate reports. But if you can fully leverage all of its features and tools, you could achieve greater efficiency in your business processes. Michelle Weinstein welcomes Excel guru Jeff Lenning, Founder of Excel University, who guides accounting professionals in using this computer software to streamline workflows, improve accuracy, and automate repetitive tasks. He explains how making the most out of Excel's many capabilities can lead to sustainable growth, better time management, and a healthier workplace culture. Do not miss this opportunity to unlock the hidden potential of Excel and transform your firm into a well-oiled, profit-generating machine.

Michelle Weinstein speaks with Bruce Gerstenfeld, a CPA with over 20 years of experience, about building an effective enrollment process for a legacy firm. Bruce shares his personal journey of taking over his father's accounting firm and the challenges he faced when updating old systems and pricing structures. Discover how he overcame fear, raised prices, and transformed his firm into a thriving business while still maintaining client loyalty. Tune in for insights on making bold changes that lead to business growth.  

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!

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.

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.

Show Summary: In today's episode of the Grow My Accounting Practice podcast, we are excited to welcome Michelle Weinstein, a seasoned sales expert and founder of The Abundant Accountant. Michelle dives into the core challenges that firm owners face when it comes to sales, particularly the difficulty of increasing fees for existing clients. She shares insights into why many accountants, CPAs, and bookkeepers struggle with pricing and undervalue their services, often feeling hesitant to charge what they're worth. Michelle highlights the importance of shifting the mindset around sales and emphasizes that the key to success lies in understanding and communicating your true value to clients. Throughout the episode, Michelle also explores effective strategies for overcoming these common obstacles. From developing confidence in sales conversations to mastering the art of value-based pricing, she provides practical tips that firm owners can immediately apply to increase their revenue without taking on more work or sacrificing client relationships. Tune in to learn how to break through these barriers and take your firm to the next level!   Website:www.theabundantaccountant.com/freedom   Corporate Partner: Cash Flow Mike - http://www.cashflowmike.com/

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.

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.

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.

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.

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.

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.

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.  

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.

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/

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!

In this week's episode Eric and Michelle Weinstein (from the Abundant Accountant Podcast) respond to audience questions about relationship pricing, what it is and how to implement it with existing clients.

In this week's episode Eric and Michelle Weinstein (from the Abundant Accountant Podcast) respond to audience questions about relationship pricing, what it is and how to implement it with existing clients.

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!

When running a business, it is always a plus to have a long list of customers. But every now and then, you need to deal with high-maintenance clients that cause hidden costs in your accounting and bookkeeping. In this episode, Michelle Weinstein sits down once again with business growth strategies and award-winning sales professional Denise Mandeau. They talk about the importance of doing an in-depth inventory to find clients who do not deliver profit and exhaust your joy and freedom. Denise explains why you should not be scared to raise fees and why it is not recommended to do business with relatives. She also discusses where you should draw the line when doing pro bono work and how fear to talk to maintenance clients stops you in your tracks.

Overcoming the fear of selling and increasing revenue takes time and effort. It's essential to be persistent, learn from your experiences, and adapt your approach as needed. Eric Green, the managing partner in Green & Sklarz LLC, unravels his approach to overcoming the fear of selling and doubling the revenue to grow your business. On the other hand, Michelle Weinstein emphasizes the importance of getting rid of that fear because it will continue to get in the way. It is important to note that shifting our sales belief also changes how we look at sales. Dive into this conversation and overcome the fear of selling with Eric Green and Michelle Weinstein.

Season 4 Episode 78 Accounting High is supported by our Booster Club Thank you G-ACCON Check em out, 14 day free trial go to accon.services  FACULTY:  Michelle Weinstein “The Pitch Queen”  CLASS: #VarsityTips TITLE: How to Make Varsity Part 5: Coach's Game Theory In this final part of How to Make Varsity, Scott welcomes back substitute PE Coach, Michelle Weinstein, aka the Pitch Queen aka Coach Queen, for part 5 where they discuss the importance of management of skill inventory as game theory in sales. They discuss the value of not giving away knowledge for free and distinguishing between providing tips to individuals versus a larger audience. Emphasizing the importance of offering transformation instead of merely sharing information. Scott freestyles a rap on transformation. Michelle discusses homework assignments for clients prior to consultations. Strategies for setting appropriate consultation prices are shared. Michelle's Breakthrough Sessions are explained,  The importance of working with clients who demonstrate due diligence Michelle explains why you should send invitations rather than proposals Scott talks about GoProposal as a valuable tool for creating invitations Michelle directs the audience to Abundant Bookkeeping for clients seeking transformation The episode concludes with a summary of the Varsity Tips series. Shout Outs: QuickBooks, Phil Jackson, John Wooten, James Ashford, GoProposal --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 4 Episode 74 CLASS: #VarsityTips FACULTY: Michelle Weinstein “The Pitch Queen” TITLE: How to Make Varsity Part 4: Assessing Your Game  In this episode, Scott welcomes back substitute PE Coach, Michelle Weinstein, aka the Pitch Queen aka Coach Queen, for part 4 of their discussion. They delve into the topic of collecting information for sales and how it can be used strategically to understand clients' needs and provide value. Here's a summary of the episode: Michelle introduces the concept of collecting information as a crucial aspect of sales. Scott shares some of his unique and unconventional ideas for gathering information. They discuss the importance of asking strategic questions They engage in a roleplay to demonstrate good questions They discuss the value of asking deeper questions to uncover the clients' underlying motivations and needs The focus shifts from selling to solving problems for clients, showcasing the value of the services and expertise They emphasize the importance of practice and continuous improvement in mastering the art of information collection for sales. The episode concludes with a teaser hinting at the upcoming fifth varsity tip episode Shout Outs: UnCat, Quickbooks --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 4 Episode 71 CLASS: #VarsityTips FACULTY: Michelle Weinstein “The Pitch Queen” TITLE: How to Make Varsity Part 3: Setting Up Communication to Win In this episode, Scott and Michelle Weinstein continue their discussion on how to make and stay on the Accounting High Varsity team. They discuss the importance of building rapport with clients and creating strong relationships through a number of example cases. Scott and Michelle review the previous tips Michelle explains why you need to set up communication to win Michelle defines “rapport” Michelle explains that clients buy the relationship and don't want to feel like a commodity Michelle goes over keywords to remember for building rapport Scott and Michelle give an example of how to build common ground with a client Scott and Michelle discuss learning styles Michelle tries to figure out Scott's learning style Michelle gives example questions to learn learning styles Michelle stresses the importance of keeping it personal to build rapport and to be unique Scott and Michelle discuss problems in the industry surrounding rapport They wrap up and give a teaser for part 4 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 4 Episode 68 CLASS: #VarsityTips FACULTY: Michelle Weinstein “The Pitch Queen” TITLE: How to Make Varsity Part 2: The Picky Paradox is Provoking Passion when Playing the Potential Prospect Game In this episode, Scott welcomes back Niks' substitute PE Coach, Michelle Weinstein, aka the Pitch Queen aka Coach Queen. They discuss various topics related to finding out which clients qualify to be on the varsity team. Throughout the episode, Michelle emphasizes the importance of working with clients who are a good fit for your business goals and expertise and how niching down can help you find those clients. They discuss the criteria for vetting clients and share their own experiences. Michelle and Scott introduce the idea of varsity clients Michelle gives examples of taking on bad clients Michelle goes over the criteria for varsity Scott and Michelle talk about their vetting processes Michelle explains why you should niche down Scott and Michelle discuss “edge cases” and the unlock of niching They also discuss the importance of communication and setting expectations with clients Michelle explains how her tips eliminate bad clients and turn others into premium clients Michelle and Scott summarize and tease the topic of the next Varsity Tips episode --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 4 Episode 64 Faculty: Michelle Weinstein “The Pitch Queen”  Class: #VarsityTips In this episode, Scott interviews Michelle Weinstein, aka The Pitch Queen, aka The Abundant Accountant, aka Niks' substitute teacher, on the truth about sales and beliefs about sales. Michelle shares her story of how she became The Pitch Queen and how to get on the varsity team at your firm by describing the mindset shifts you will need to run the mile. Michelle shares her Three P's She tells how she got into the accounting niche She addresses common objections to raising fees Michelle and Scott discuss the mindset shift needed to price right Michelle tells of her time working at Fitsy Foods and the birth of The Pitch Queen She explains her Abundant Millionaire Mastermind Program Scott realizes the similarities between Michelle and Niks Michelle encourages listeners to check their sales beliefs and break limiting beliefs Michelle and Scott talk about how selling is being a guide Michelle gives steps to being the head coach at your firm. She explains “Be, Do, Have” Scott explains how to correctly fake it till you make it The two talk about how “sales is not about you” Shoutouts: Abundant Millionaire Mastermind Program, Justin from Justin's peanut butter, John Lee Dumas, Shark Tank, Amy Vetter, James Ashford --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Ever put selling and fun in the same sentence?    If you're like a lot of tax professionals and accountants, you shudder every time you have to think about sales. Sales feels like a slimy part of business… and it's difficult to express your value and convince others of it too.   But…Selling doesn't have to be hard.    And it shouldn't be about gimmicks. Selling is about offering solutions to solve people's problems. More importantly, it's a key part of turning the leads coming through your doors into actual paying clients.    “But what if I'm not good at it?”     Michelle Weinstein shares with host Christian Jones her easy (and surprising) selling formula, and the 3 P's of selling that will help tax and accounting business owners convert leads and boost their bottom line.   Michelle Weinstein (founder of The Abundant Accountant) has helped numerous accountants grow their firms to seven figures and beyond by making selling FUN.    She has successfully trained accountants, CPAs, EAs, bookkeepers, and other financial professionals how to charge higher fees and double their firm revenue, and…   She can help you too: https://theabundantcall.com.  

Season 4 Episode 42 | Recorded Februrary 21, 2023 Scotty's back in the Office with our Principal, Ron Baker, and he has a copy of "The Creative Act: A Way of Being" by Rick Rubin. In this book report, they cover a wide range of topics, including creativity in art and accounting, the quest for efficiency, the role of humor in art, and the importance of paying attention to your surroundings. The conversation also touches on the challenges of being an entrepreneur and artist, the subjective nature of value, and the evolution of an artist's work. This engaging and thought-provoking discussion is a must-listen for anyone interested in creativity, art, or entrepreneurship. Tune in to hear more from Scott and Ron on "The Creative Act" and its many insights. Entering the principal's office… Rick Rubin Comparing Ron to Rick Ron's first thoughts - Anyone can be creative Spirituality and Art Output in art and accounting and the efficiency quest Jasper Report AI usage Humor and Art are confrontational The quest for efficiency Childlike wonder and awe Repackaging old ideas with new insight Patience versus Efficiency Unique art alienates and divides Purpose being debatable Race and color tweets and being offendable Alienating yourself and following your intuition Paying attention to your surroundings Seeing the signs around you R.A.A.P. Book MAAP Being a conduit for inspiration Everyone does things their own way Entrepreneur and Artist Sharing versus Scarcity A few quotes How the book was written and what makes it special The new rap name and new rap Writing the rap Profitability and Cash Flow Habits to get things done Value is subjective You'll never make it Evolution of an artist Our own filters and unique voices We like different takes Artist vs Entrepreneurs The suffering artist Superintendents, boards, field trips ABC tournament and the Anti-Conference Book Reports on going Summary of the book How to read a book Writing How to RAAP On the Crux: A challenge about value Wrapping up All the Shoutouts: Greg Kyte, CPA, Rick Rubin, Broken Record, Jason Ackerman, CPA, CFP®, CGMA, Times up, Jasper, Conversations with Tyler, South Park, Arthur Schopenhauer, John Wooten, James Clear, Simon Sinek, Tim Williams, Nikole Mackenzie, David C. Baker, Caddyshack, Dave Chappelle, Terrell A Turner, CPA, Kenji Kuramoto, James Ashford, Michelle Weinstein, Tim Ferriss, Leonard Cohen, Bob Dylan, John Lennon, Eminem, Paul McCartney, Beatles, Elvis Presley, Sage, Thriveal, The Crux, Momentum Accounting, Inc, Mortimer J. Adler --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

What is it like to run your tax firm remotely? Is it even possible? In this episode, Michelle Weinstein welcomes back Marc Schnoll, the Travelling CPA, who shares his insights on what it's like to achieve relaxed success. Marc's firm grew in several ways: his people grew, the revenue doubled, and their systems are better when engaging with clients. Remotely selling their services welcomes the possibility of embracing relaxed success. Marc realizes that the more people he brings into his firm can be challenging, but it's the only way to grow. Tune in to hear more of Marc Schnoll in this episode now! Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

Michelle joins Eric again to discuss the issue of selling and why its not what you think it is. They cover how the passion or what you do is what sells, and to focus on what you can do for someone, not the technical.     Want to connect with Michelle? Go to: https://theabundantaccountant.com/about/

Michelle joins Eric again to discuss the issue of selling and why its not what you think it is. They cover how the passion or what you do is what sells, and to focus on what you can do for someone, not the technical.

Some clients can be pains in the neck, so how do you know if it's time to offload some clients? In this episode, financial planner and business owner Denise Mandeau joins Michelle Weinstein as they share criteria for offloading clients in their accounting firms. Tune in to find out which kinds of clients you can let go by vetting their character, communication style, and compliance with what you require of them. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

Season 4 Episode 20 | Recorded February 7, 2023 VarsityTips is brought to you by LiveFlow https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH And another special thank you to our Booster Partner AppStream powered by The GrowthLab In this episode, Scott and Niks explore the concept of profitability in their respective firms, drawing on their own experiences and anecdotes. They delve into various topics, such as outsourcing, hourly billing, and employee percentages, and discuss ways to improve your profitability, such as upselling, fixed pricing, and consulting. Along the way, they share fun stories, including encounters with a shady shirt vendor. They also share practical tips for increasing profitability, including investing in marketing, automation, and niching, as well as the importance of building relationships with other companies and providing excellent customer service. This podcast is a must-listen for anyone looking to improve their firm's bottom line. What to expect from this episode Your firm is your firm Simple Tasks! interrupts Start of the review Scott has learned nothing Working at home and outsourcing Stats on what people are doing in the office Revisiting hourly billing Scott's outsourcing update When you aren't being profitable The Ps Niks Profits Jedi Mindset Shift to abundance Goals Makeup of client profitability The cost of profitability Percentages for employees Sharing the owner's salary Raising prices and clients What's the key to profitability? Working hard or hardly working? Ways to increase profitability Pricing Rushing into new clients Making cuts and Price increases Jasper's answer to profitability Upselling Caring about the customer and fixed pricing Making big changes for the clients by consulting Scott's epiphany to help accountants Getting and giving referrals Investing in marketing? Automation Offer competitive pricing Niching Take on contracting work Bracket Challenge Expand relationships with other companies for leads Animals and Mascots All the Shoutouts: Ashley Carroll, Reza Hooda FCA CTA, The Abundant Accountant, Michelle Weinstein, David C. Baker, Karbon, Jasper, Ron Baker --- Send in a voice message: https://anchor.fm/accountinghigh/message

So many professionals are afraid to increase their fees for fear that it might drive people away. What happens is they end up charging less for what they are actually worth. How do you overcome this predicament? Well, today's guest made it happen. In fact, she was not only able to double her fees but triple them without even losing a single client! Join Danielle Douglas, the Founder of Infinite Accounting Services Inc., as she sits down with Michelle Weinstein to discuss how she managed to do it. Danielle invested $7,500, and none of it worked. But she was able to overcome that. Learn how she turns things around by tuning into this episode!   Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

Michelle Weinstein welcomes the Lead Technical Guide for the Profit First Professionals organization in the Abundant Accountant Podcast to show you how to build your firm. Grab your pen and paper because our guest brings noteworthy ideas you might need to start your firm. Billie Anne, a Profit First Professional, shares insights on using income targeting to build the firm you love. Income targeting has a huge impact on growing the revenue to build the firm. Most people think that money is not everything, which is not entirely true because it is a tool to have a freeing lifestyle. Don't miss this episode with Billie Anne today!

Are you thinking of transitioning from compliance-focused to selling advisory services but afraid of pricing for your worth? In this episode, Michelle Weinstein sits down with Dominique Molina to discuss how you can overcome that. She is the Co-Founder of the American Institute of Certified Tax Planners (AICTP) and has successfully licensed over 1,000 tax professionals as Certified Tax Planners across the country. With Dominique's insights, she shares tips on selling advisory services to your existing clients, so you finally get the freedom you set out to do in your business. She also highlights that this is not a transaction but a transformational offer for your clients. Tune in to this episode and learn how you can charge premium fees for your service!

In this week's podcast, Michelle Weinstein from the The Abundant Accountant joins Eric again to discuss pricing your tax services, why this is critical to your financial and personal happiness, and how it maximizes the value of your practice. Eric and Michelle then provide advice on what to do with your practice and clients if you are not charging appropriately, and how to send those clients you don't want packing. Connect with Michelle at https://theabundantaccountant.com/ Want more 5-star reviews? Check out Nice Job at https://nicejob.grsm.io/taxrep Get Tax Help Software here at https://TaxHelpSoftware.com

In this week's podcast, Michelle Weinstein from the The Abundant Accountant joins Eric again to discuss pricing your tax services, why this is critical to your financial and personal happiness, and how it maximizes the value of your practice. Eric and Michelle then provide advice on what to do with your practice and clients if you are not charging appropriately, and how to send those clients you don't want packing.