Many accounting firms feel stuck doing compliance work while leaving significant revenue on the table. In this conversation, Michelle Weinstein joins Fady Hawatmeh of Clockwork AI to explore how firms can evolve beyond bookkeeping and transactional services into high-value advisory practices. They break down why accountants often undercharge, give away free advice, and struggle with sales structure—and how shifting to value-based pricing, clear service tiers, and problem-focused consulting can dramatically increase profitability without adding more hours. Michelle and Fady also discuss overcoming impostor syndrome, packaging advisory services effectively, and using technology to scale insight-driven guidance for clients. The result is a roadmap for transforming an accounting practice into a strategic partner that drives real business growth.
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals