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Artwork for The Abundant Accountant Podcast: Sales & Business Growth for Accounting, Tax, and Bookkeeping Firm Owners

The Abundant Accountant Podcast: Sales & Business Growth for Accounting, Tax, and Bookkeeping Firm Owners

Michelle Weinstein - The Pitch Queen, Sales Strategist
Accounting
Business Growth
Tax Planning
Client Management
Lead Generation
Value Pricing
Sales Strategy
Sales Process
Business Transformation
Client Acquisition
Sales Mastery
Sales Strategies
Accounting Professionals
Work-Life Balance
CFO Advisory Services
Client Relationships
Pricing
Sales
Advisory Services
Excel

You became an Accounting, Tax, or Bookkeeping Firm Owner because you are great at what you do. You know how to help your clients. You care about the work. You deliver real value. But if your fees are too low, your proposals keep getting ignored, clients expect free advice, or you are working long hours without the revenue to show for it, the problem is not your technical skill. It's your lack of a... more

PublishesTwice monthlyEpisodes207Founded8 years ago
Number of ListenersCategories
CareersBusinessEntrepreneurship

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Artwork for The Abundant Accountant Podcast: Sales & Business Growth for Accounting, Tax, and Bookkeeping Firm Owners

Latest Episodes

Bringing on more clients won't fix an overworked, disorganized firm—it will only multiply the chaos. Implementing structured workflows for tax pros is the key to stepping away from manual tasks and reclaiming your time. Host Michelle Weinstein welcom... more

Host Michelle Weinstein sits down with accounting firm owner Natascha Brown to unpack how implementing a framework for raising prices fearlessly can completely transform a practice. If you're stuck working 100-hour weeks during tax season, adjusting ... more

YouTube

Behavioral pricing strategy plays a vital role in transforming overworked accounting firm owners into highly compensated advisors. Host Michelle Weinstein welcomes guest Etinosa Agbonlahor, CEO of Decision Alpha and behavioral economist, to explore h... more

YouTube

Many tax firm owners struggle to charge what they are worth and find themselves trapped in low-fee compliance work. On this episode, host Michelle Weinstein welcomes Rachel Ratliff, owner and founder of Ratliff Accounting & Tax, to discuss strategies... more

YouTube

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Recent Guests

Natascha Brown
Solo accounting firm owner, specializes in tax strategy, CFO advisory for small to mid-size business owners
Independent accounting practice
Episode: Episode 189 | How Natascha Overcame The Fear of Raising Prices And Stopped Working 100-Hour Weeks | Case Study
Etinosa Agbonlahor
CEO of Decision Alpha, behavioral economist
Decision Alpha
Episode: Episode 188 | Behavioral Pricing For Accounting Firm Owners With Etinosa Agbonlahor
Rachel Ratliff
Owner of Ratliff Accounting & Tax
Ratliff Accounting & Tax
Episode: Episode 187 | Case Study | How Rachel, A Solo Tax Firm Owner, Landed A $50,000 Client With Simple Follow Up
Tatiana Podel
CPA and founder of Podel CPA, boutique firm focused on high-end tax compliance, strategic tax planning, and business advisory
Podel CPA
Episode: Episode 185 | Case Study | From 800 Clients To $1M: How One CPA Escaped Burnout And Doubled Revenue With Tatiana Podel
Ross Loveland
Founder of True Profit Salons
True Profit Salons
Episode: Episode 183 | Case Study | From $10K Months To $100K Months: How Ross Built Confidence, Value, And Freedom In His Firm
Beth Gierhart
CPA, CFP, certified tax planner; founder of a boutique tax and financial planning firm in South Carolina
Beth Gierhart, CPA/CFP/Tax Planner
Episode: Episode 181 | Case Study | The Confidence Shift That Helped Beth Grow 218% In Revenue And Work Less Hours
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

Host

Michelle Weinstein
Host of The Abundant Accountant Podcast

Reviews

5.0 out of 5 stars from 272 ratings
  • A real confident boost course

    Just halfway to the course, Michelle and her team has provided a great boost my to my confidence. My fear and anxiety of not knowing how to package my service and ask for a sales for is gone. Thank you!

    Apple Podcasts
    5
    Dieu @ AffordaCare CPA
    United States2 months ago
  • You’re not alone!

    Listening to this podcast has shown me that I am not alone in not understanding the value and worth we bring to this industry. After hearing stories from other accountants, I feel empowered to make some changes in my own firm to help clients better understand the value of that peace of mind our services offer them!

    Audible
    5
    Roger bennett
    United States2 months ago
  • Sales Strategy with Accountability

    The Abundant Accountant program teaches the sales strategizes that enable financial professionals to charge what they are worth! Once you know your value, the rest falls into place! The weekly accountability calls keep you on track - and learning from other professionals experiencing the same growing pains is a great environment!

    Apple Podcasts
    5
    Clough Solutions
    United States2 months ago
  • Inspiring

    I have only just started listening to The Abundant Accountant but already I am feeling reenergized about my business. I love the stories from students of Michelle’s Sales Mastery Program and how they were able to completely turn their business around by diving deep into their self worth and confidence on the value they bring their clients.

    Apple Podcasts
    5
    Tsunami Plays
    United States2 months ago
  • Worth it!

    This class will teach you a lot and it’s great to hear other people are earning more income than they have never asked for before. Thanks so much

    Apple Podcasts
    5
    Eggs and joe
    United States2 months ago

Listeners Say

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

Shows high-value, actionable tips listeners can implement quickly.
Hosts bring clear, motivational coaching that helps firms grow.
Guests consistently provide real-world case studies and frameworks.
Content mixes mindset with practical pricing and sales strategies.

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 189 | How Natascha Overcame The Fear of Raising Prices And Stopped Working 100-Hour Weeks | Case Study
Q: How did your relationship with pricing and client selection change after the program?
I developed a qualification process to target ideal clients, stopped taking on every lead, and started charging upfront with boundaries on scope, which led to higher revenue and a healthier work-life balance.
Episode 189 | How Natascha Overcame The Fear of Raising Prices And Stopped Working 100-Hour Weeks | Case Study
Q: What was the turning point that made you decide to join the eight-week sales mastery course?
The realization that the current pricing and boundless willingness to help every client was unsustainable, coupled with the need to reclaim time with family, pushed me to invest in a proven framework that could increase fees, set boundaries, and improve profitability.
Episode 187 | Case Study | How Rachel, A Solo Tax Firm Owner, Landed A $50,000 Client With Simple Follow Up
Q: What was unique about the eight-week Sales Mastery course compared to previous trainings?
This program focuses on accountant-specific language, in-depth skills, and a structured, accountability-driven process rather than gimmicky guarantees; it delivers concrete outcomes and templates that can be reused yearly.
Episode 187 | Case Study | How Rachel, A Solo Tax Firm Owner, Landed A $50,000 Client With Simple Follow Up
Q: What does sales mean to you now as a firm owner?
Sales is about relationship-building from the first email through to follow-up, with a clear enrollment process and the ability to say no to low-value work while maintaining boundaries.
Episode 187 | Case Study | How Rachel, A Solo Tax Firm Owner, Landed A $50,000 Client With Simple Follow Up
Q: What was your firm like before you found The Abundant Accountant and what were you struggling with most?
She describes a pricing and client-targeting struggle, coupled with low confidence in presenting value, which made outreach feel salesy. She lacked a clear target client and consistent pricing.

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Frequently Asked Questions About This Podcast

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

This show targets accounting, tax, and bookkeeping professionals seeking practical growth strategies, with a strong emphasis on sales, pricing, client experience, and scalable systems. Episodes feature case studies and interviews with firm owners, marketers, and sales experts who share actionable frameworks for niching, raising fees, implementing value-based pricing, and building repeatable processes that boost revenue and work-life balance. A standout theme is transforming traditional accounting work into high-value advisory through disciplined sales and client-centric delivery, often illustrated with real-world milestones and measurable outcomes. Notable guests bring hands-on expertise in marketing to accounting firms, client onboarding, ... more

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These podcasts share a similar audience with this podcast:

1. Jason On Firms Podcast
2. The Accounting Podcast
3. Small Business Tax Savings Podcast
4. The Mel Robbins Podcast
5. Business Strategy for CPA's

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this podcast launched 8 years ago and published 207 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. Natascha Brown
2. Etinosa Agbonlahor
3. Rachel Ratliff
4. Tatiana Podel
5. Ross Loveland
6. Beth Gierhart
7. Charles Leikauf
8. Renee Daggett

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