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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
Accounting
Business Growth
Tax Planning
Client Management
Lead Generation
Value Pricing
Sales Strategy
Sales Process
Business Transformation
Client Acquisition
Sales Strategies
Accounting Professionals
Work-Life Balance
CFO Advisory Services
Client Relationships
Sales Mastery
Sales
Advisory Services
Excel
Revenue Increase

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 monthlyEpisodes205Founded8 years ago
Number of ListenersCategories
CareersBusinessEntrepreneurship

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

Latest Episodes

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

How can you grow an abundant firm when traditional search engines are changing? Host Michelle Weinstein welcomes guest Christian Jones, CEO of TaxProMarketer, to discuss how accounting marketing AI is transforming how high-margin clients locate your ... more

YouTube

Are you drowning in high-volume, low-fee compliance work, wondering how you'll ever find the time to grow—let alone enjoy your family life?

In this episode, we sit down with Tatiana Podel, a CPA who was once exactly where you are: managing 800 comp... more

Key Facts

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Recent Guests

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
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

Host

Michelle Weinstein
Host of The Abundant Accountant Podcast

Reviews

5.0 out of 5 stars from 260 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 States23 days 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 States23 days 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 States23 days 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 States23 days 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 States23 days 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.

Apple Podcasts
#25
United States/Business/Careers
Apple Podcasts
#119
Canada/Business/Careers
Apple Podcasts
#162
Italy/Business/Careers
Apple Podcasts
#204
Ireland/Business/Careers
Apple Podcasts
#216
Denmark/Business/Careers

Talking Points

Recent interactions between the hosts and their guests.

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.
Episode 185 | Case Study | From 800 Clients To $1M: How One CPA Escaped Burnout And Doubled Revenue With Tatiana Podel
Q: What was going on in your firm before you decided to join the program?
I was stuck with 800+ compliance clients, undercharging, and constantly interrupted, fearing I'd lose clients if I raised prices. I needed a framework to vet clients, set boundaries, and shift to advisory services.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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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 Game with Alex Hormozi
5. The Ramsey Show

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this podcast launched 8 years ago and published 205 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. Rachel Ratliff
2. Tatiana Podel
3. Ross Loveland
4. Beth Gierhart
5. Charles Leikauf
6. Renee Daggett
7. Terri Peters
8. Christian Jones

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