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

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

Michelle Weinstein - The Pitch Queen, Sales Strategist
Business Growth
Sales Strategy
Client Management
Business Transformation
Accounting
Sales
Accounting Professionals
Burnout
Revenue Increase
Pricing
Client Acquisition
Self-Beliefs
Client Relationships
Stress Management
Tax Planning
Sales Coaching
Work-Life Balance
Enrollment
Sales Strategies
Sales Training

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 gi... more

PublishesTwice monthlyEpisodes197Founded8 years ago
Number of ListenersCategories
EntrepreneurshipCareersBusiness

Listen to this Podcast

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

Latest Episodes

Sales skills are often the missing link for firm owners who are highly technical but struggle to confidently enroll clients, and this conversation with Rob Jolles breaks down what actually changes outcomes in real sales conversations. Rob draws from ... more

If you want to rapidly scale your business, you need the right marketing funnel. Michelle Weinstein is joined by Charles Leikauf of the Profit Surge Group, a corporate finance professional turned fractional CFO, who explains what it takes to pull off... more

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 s... more

Building a firm shouldn't feel like a life sentence of long hours and constant pressure. Michelle Weinstein sits down with Renee Daggett, founder of AdminBooks, to unpack how she transformed a burnout-driven practice into a million-dollar fully virtu... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Recent Guests

Charles Leikauf
Fractional CFO, founder of Profit Surge Group and Econ Profit Group
Profit Surge Group
Episode: Episode 179 | The Marketing Funnel That Books CFO Advisory Calls With Charles Leikauf
Renee Daggett
Award-winning accounting firm owner, speaker and author of Your Financial Flight Plan
AdminBooks
Episode: Episode 177 | Building A Million-Dollar Virtual Firm Through Delegation And Culture With Renee Daggett
Terri Peters
Founder of Tax Time Ledgers, a virtual tax strategy and advisory firm.
Tax Time Ledgers
Episode: Episode 176 |Case Study | From Overworked Prisoner To Finding Freedom | Terri Peter's 3-Year Transformation
Christian Jones
CEO of TaxProMarketer, a digital marketing agency serving the tax and accounting space
TaxProMarketer
Episode: Episode 175 |Stop The Revenue Bleed | The Top 2 Marketing Problems Undermining Your Firm's Growth With Christian Jones
Tony Frezza
EA and certified financial planner with over 30 years of experience in tax planning and financial strategy, and founder of ATI Professional Services.
ATI Professional Services
Episode: Episode 174 | Case Study | Tony Frezza's 8-Week Shift: $40K Collected In A/R, 300 Clients Dropped, And A Life Reclaimed
Debra Kilsheimer
CPA and partner in Behind the Scenes Financials, QuickBooks wizard, national speaker, and top 100 pro-advisor.
Behind the Scenes Financials
Episode: Episode 173 | Disney‑Level Client Experience & Subscription Pricing With Debra Kilsheimer
Jeremy Slack
Founder of SNB Consulting, who provides fractional CFO and financial strategy services for businesses in solar construction and automotive industries.
SNB Consulting
Episode: Episode 172 | Case Study | From Hourly Billing To $425K In Retainers: How Jeremy Slack Quit His Job
Rob Jolles
Professional speaker, five-time best-selling author, and expert in sales and persuasion
Episode: Episode 171 | How Self-Belief Impacts Sales With Rob Jolles
Roxanne Ferrari
Owner of Ferrari Bookkeeping Services, passionate about simplifying finances for small business owners.
Ferrari Bookkeeping Services
Episode: Episode 170 | Case Study | From Corporate To Confident CEO: Roxanne Ferrari's Journey With The Abundant Accountant

Host

Michelle Weinstein
Host with a focus on growth, pricing, and advisory services for accounting firms.

Reviews

4.9 out of 5 stars from 104 ratings
  • Candid Actionable Advice

    Michelle provides realistic and achievable tasks to grow your firm in her podcast. I loved the section on setting up and charging for initial client discovery calls that “avoid tire kickers” and ensure you are paid for your contributions. I loved her guidance on how to review your existing client base and make changes to focus on your ideal client! I recommend her podcast for growing firms!

    Apple Podcasts
    5
    Pace Diva
    United States8 months ago
  • A Must Listen for all Accounting Pros

    The Abundant Accountant is exactly what I didn’t know I needed. Michelle the goes beyond the usual accounting talk and dives into mindset, sales confidence and pricing strategies that most bookkeepers and accountants struggle with. I highly recommend this podcast if you want to grow if confidence.

    Apple Podcasts
    5
    Julia LM.
    United States9 months ago
  • Relevant and relatable to all tax and accounting firm owners

    Michelle is really easy, relevant and relatable to listen to . She helped me be bold about pricing and more importantly she brings interesting guests to the podcast. This is a funny story. The first time I ever saw Michelle in person, I was so excited! I looked at her like she was a celebrity and she looked at me me crazy, but that’s because she’s amazing!

    Apple Podcasts
    5
    Olga Odhiambo
    United States9 months ago
  • AMAZING!!!

    Michelle is amazing at what she does! When I first met Michele, I applied the principles that she taught on her podcast Abundant Accountant. She helped me with my confidence and closing and knowing that I have what my clients need! My whole formula has shifted!

    Apple Podcasts
    5
    Overstepping Accoutant
    United States9 months ago
  • Excellent information

    Michelle does a great job of providing information to help accounting firm owners succeed and live the life of their dreams!

    Apple Podcasts
    5
    MOCPA2025
    United States9 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Great guests who share practical, revenue-focused insights
Actionable growth strategies with clear steps
Consistently helpful for pricing and sales discipline

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Episode 175 |Stop The Revenue Bleed | The Top 2 Marketing Problems Undermining Your Firm's Growth With Christian Jones
Q: Can you explain the difference between marketing and advertising and how your agency approaches them?
He clarifies that advertising is paid and pay-to-play, such as Google PPC or social ads, while marketing includes organic efforts like an optimized website, email follow-ups, content, and reviews; the agency handles both and emphasizes building an integrated system.
Episode 175 |Stop The Revenue Bleed | The Top 2 Marketing Problems Undermining Your Firm's Growth With Christian Jones
Q: What is it that you do, Christian? And what's your company?
Christian explains that he is the CEO of TaxProMarketer, a full-service digital marketing agency serving CPAs, bookkeepers, and tax professionals, focused on helping clients grow and not just generating volume.
Episode 173 | Disney‑Level Client Experience & Subscription Pricing With Debra Kilsheimer
Q: What would you say is the thing that you implemented right out of the gate about the client experience to create this Disney-like scenario?
The big thing is I'm always happy when a client calls. I pick up the phone with a smile on my face.
Episode 171 | How Self-Belief Impacts Sales With Rob Jolles
Q: What steps can a firm owner take to get others to believe in them?
Focus on asking questions and listening, rather than trying to showcase knowledge excessively.
Episode 171 | How Self-Belief Impacts Sales With Rob Jolles
Q: How does a firm owner start to get past the fear of why don't people believe me?
It begins with self-belief; if we don't believe in ourselves, we cannot expect others to believe in us.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

The show centers on helping accounting, tax, and bookkeeping firms grow through practical sales, pricing, and marketing strategies. Episodes frequently cover moving from compliance work to high-value advisory, building scalable sales processes, and creating client experiences that justify premium pricing. Guests range from fractional CFOs and marketing specialists to AI-powered tools and practice leaders, with a consistent emphasis on mindset, pricing discipline, and sustainable growth for firm owners. Notable strengths include clear, actionable frameworks, real-world case studies, and a focus on transforming firms into value-driven advisory businesses while maintaining work-life balance. This mix makes it a strong fit for owners seeking ta... more

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this podcast launched 8 years ago and published 197 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Charles Leikauf
2. Renee Daggett
3. Terri Peters
4. Christian Jones
5. Tony Frezza
6. Debra Kilsheimer
7. Jeremy Slack
8. Rob Jolles

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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