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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’l ...
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Success Unfiltered

Michelle Weinstein - The Pitch Queen, Sales Strategist

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Michelle Weinstein, AKA The Pitch Queen, is the host of Success Unfiltered, which features an array of unique and inspiring guests. She talks to all kinds of innovators and achievers, including multi seven and eight figure entrepreneurs, Shark Tank veterans, authors, performers, and investors. Her guests share their most intimate stories, no holds barred. It’s the raw and vulnerable stuff that you don’t always hear about, like major rejections, epic failures, and unrelenting setbacks. They s ...
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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 provid…
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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 a…
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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 positi…
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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 …
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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 w…
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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 cli…
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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 em…
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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 …
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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 p…
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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 …
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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 …
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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 …
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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 optimiz…
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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 webinar…
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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 …
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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 …
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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…
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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 stud…
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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 …
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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 …
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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 Accountan…
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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 …
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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…
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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 t…
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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 sale…
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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 …
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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…
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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 …
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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…
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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 …
  continue reading
 
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 becom…
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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 i…
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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 …
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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 pricin…
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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 …
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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, s…
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Have you ever, at any point, considered niching down, specifically in real estate? It might be time to revisit that thought. Natalie Kolodij joins us on this episode to share her noteworthy success as a real estate tax strategist. Her journey is a testament to the power of specialization and the impact it can have on your accounting or tax firm. Di…
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Success in accounting isn’t about doing more; it’s about serving the right clients better. Our guest, Sandra Wiley, shares the inspiring journey of “Jones & Company,” an accounting firm that earned $6 Million in revenue within a year by implementing the Revenue Replacement Strategy. Discover how Jones & Company transformed their business model and …
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An accurate, reasonable compensation is vital for every closely held business. And RCReports makes Reasonable Compensation calculation effortless. Today, Paul Hamann, the Founder of RC Reports, dives into how accountants leverage their knowledge of reasonable compensation to build a million-dollar advisory firm. He also breaks down some of the bigg…
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Break free from the fear that's holding you back, and let your accounting practice soar over the rainbow of success. Join us in this eye-opening episode as our guest, Geni Whitehouse, shares her journey from a CPA firm partner trapped in a cycle of overwork and underappreciation to a thriving advisory expert and speaker. Geni shares the mindset shi…
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Transforming your accounting firm starts with a leap of faith and a commitment to your own value. In this episode, Jonathan Bengel, founder of The Small Business Start-Up Foundation Program, shares his remarkable transformation from a struggling firm owner to a successful, empowered entrepreneur. Jonathan reveals how his leap of faith led him to ov…
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Have you noticed most people would prefer Apple’s products despite their price over other cheaper products? Why do people choose Apple over other brands? In this episode, Ronald J. Baker, the Author of Implementing Value Pricing, shares his steps for firm owners to learn how to value price. The Black Swan Five Program guides the Swans through the t…
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Free tax advice may seem benevolent, but beware of the hidden costs it imposes on your firm's growth. Today, we have a remarkable guest who is set to revolutionize the world of tax planning. Meet Dominique Molina, the visionary co-founder and president of the American Institute of Certified Tax Planners. Her mission? To ensure that tax professional…
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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…
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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 han…
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What being an abundant accountant really boils down to is being able to earn more for working less. But how do you find quality clients that will allow you to do this? Digital marketing may be the missing link. In this episode, CPA, content creator, and digital marketer Katie Thomas leads us on an exploration of digital marketing for accountants. S…
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Subscriptions are the catalysts of transformative business models, unlocking unlimited potential and propelling entrepreneurs into the future of sustainable success. In this episode, Ron Baker, Founder of the VeraSage Institute, discusses the transformative power of subscriptions. Ron provides practical strategies and innovative ideas to fully util…
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Are you planning on selling your firm? Is your firm sellable? Have you mapped out your exit strategy already? In this episode, Fred Stein, the Tax Director of BQ Tax and Accounting Ltd., provides insights on how to do just that. Fred breaks down the crucial information you need to know if you want to sell your firm and make your firm a more attract…
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Tax season is now behind us, but that doesn’t mean we move on and think about it later when it comes back. Don’t leave tax planning for the next season. Start doing it now! In this episode, we look ahead to plan for the next tax season, so we’re better equipped to facilitate the changes in our business. Joining Michelle Weinstein is a nationally re…
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