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

Greater accountability is needed in giving away free information, free tax tips per se. Not only that you have to be 100% sure that your information is correct, but you also have to ensure that it is not hurting you and your business. Mike Meilinger, an owner of a CPA firm focused exclusively on litigation support, forensic services, divorce accounting, and business valuation, recalls how giving away tax tips and other information for free hurt his business and firm in the past. Mike shares what kind of information is safe to share with your client. Love the show? Subscribe, rate, review, and share! Here's How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

Being an accountant does not only require the right amount of technical expertise, it also important to have certain qualities that would give you an edge in having better client relationships. These qualities are simple enough to understand yet can be vital in expanding your clientele and further improving yourself as an accountant. In this episode, Michelle Weinstein shares with us the 10 qualities that a good accountant should have. Love the show? Subscribe, rate, review, and share! Here's How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

Figuring out how to start something and growing it is often a struggle for many solo entrepreneurs who want to move out of their current jobs and start their own business. Talking to accountants, agents, bookkeepers, and those who are doing part-time CFO, Nellie Akalp dives deep into the process of scaling your own accounting firm. As a CEO of CorpNet.com - a trusted resource for Business Incorporation, LLC Filings, and Corporate Compliance Services in all 50 states - Nellie has the wisdom to give your business that competitive advantage. She shares the things an accountant must possess to differentiate themselves from everybody else and the three ways they can scale their accounting firm without adding overhead. Love the show? Subscribe, rate, review, and share! Here's How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

Why do clients leave their current CPA? With the birth of virtual accounting firms, several clients shift to it because they see some value, especially in the pricing comparison. Dominique Molina, the President of the American Institute of Certified Tax Coaches, reveals what's going on with all the competition and the cannibalism in the accounting industry. A firm believer that understanding the buyer's journey is crucial, she unravels the three areas to focus on so you can protect and arm yourself from the rise of online competitors. Hit the books and learn the value of creating pricing lists and the two wow factors that will outwit competitors. Love the show? Subscribe, rate, review, and share! Here's How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

Charging for your accounting services without apologizing is one vital thing you should be implementing when you are working honestly and ethically. Unfortunately, we see too many accounting professionals who are overworked and underpaid. Stop undercharging for your accounting services once and for all as Michelle Weinstein shares some smart pricing strategy examples and her five-step process to start collecting higher fees with confidence and getting paid your worth. Love the show? Subscribe, rate, review, and share! Here's How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

How do you go from giving discounts to charging 5 times your old rates? In this special bonus episode of The Abundant Accountant Podcast, we're hearing exactly how to do it--straight from the mouth of Aleksey Kaplan, a New York based accounting-preneur, who has successfully raised the price of his most basic service from $150 to $650! As an accountant, I know that you are frustrated and stressed trying to get the right clients through the door, maybe feel like you have no control over who you work with or how much you charge. Maybe you don't even believe that you can get a potential client to say yes to a high-fee package. That's why I invited Aleksey Kaplan on the show to share his story with you. When I first met Aleksey, he had a ton of challenges that were keeping him from getting his firm where he wanted it to go. In this episode, you'll hear how Aleksey was able to overcome his limiting beliefs and went from sticking to the status quo to being a full-blown accountingpreneur who knows his value, only works with his ideal client, and charges premium rates. ----------------- Want to take it to the next level and beyond like Aleksey? I'm opening up a few strategy sessions to help you get your IDEAL clients coming to YOU so you can build your dream practice, work less, and still have the time and money to enjoy your family and kids. Head to theabundantcall.com now to schedule your coaching session with The Abundant Accountant team! Love the show? Subscribe, rate, review, and share! Here's How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

Your elevator pitch is your opportunity to connect with someone. Denise Mandeau says you start building a relationship from the first 10 to 30 seconds that you meet someone and give your first impression. That's going to set the tone whether they're going to a potential client or a potential referral source for you. Denise is a business growth strategist and co-founder of P3D Consulting. She has proven success as a business owner, financial planner and award-winning sales professional for over 35 years. Denise is passionate about teaching others to learn how to sell without being salesy! She joins us in this interview to talk about how to pitch your skills – whether you're a CPA, an accountant, or a bookkeeper - without being too technical. Love the show? Subscribe, rate, review, and share! Here's How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

How can a particular sales strategy transform your firm and your CPA practices if you're not a salesperson or entrepreneur? Not all CPAs are entrepreneurs and not all "accountingrepreneurs" become successful in their field. An expert in working with many top business owners and investors with Proactive Tax, Dominique Molina fills in the basics on how you can implement sales strategies into your CPA firm. A speaker, teacher, bestselling author and mentor to a bunch of tax professionals, Dominique shares the critical ingredient that would remove the restriction in taking your account firm to the next level. Love the show? Subscribe, rate, review, and share! Here's How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

For accountants, we often find it challenging to crack open the doors of small business to let us in to help. Sometimes, it is not what we do to encourage them, it is how we do it. Do you really know what your value is as a CPA or accountant, and can you confidently explain it to a potential client? In this episode, learn the ways you can recognize how small businesses actually need your help in three common scenarios and how you can show your value to them in a way that resonates. Increase your credibility and get more small businesses as clients as we dive in deep into bringing our value for them to see. Love the show? Subscribe, rate, review, and share! Here's How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

Have you ever had a nightmare client? By that, we mean those people who suck the life and energy out of you that you wish you could get rid of. How do we avoid getting these types of clients in the first place? Ross Jeffries shares how you can tell good clients versus bad clients. He outlines the three ways to avoid working with PITA clients, or what we call as "pain in the ass" clients, as well as the three qualities to look out for to qualify your leads. Ross is the author of Subtle Words That Sell and has over 30 years of sales experience and has been featured in leading media outlets including BBC, CNN, and The Huffington Post. His speeches and trainings have motivated tens of thousands to discover their power to design their own results through the power of persuasion and language. Love the show? Subscribe, rate, review, and share! Here's How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube