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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
Sales Strategy
Value Pricing
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 monthlyEpisodes209Founded8 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

Most firm owners cringe at the thought of sales because they confuse Persuasive Selling with being pushy. Host Michelle Weinstein sits down with five-time bestselling author and global keynote speaker Rob Jolles to dismantle the bad sales habits keep... more

YouTube

Michelle Weinstein welcomes Manfred Swarovski, co-founder of Veltrix, to reveal how AI for Accounting Firms turns routine financial data into high-value advisory insights. If you're tired of drowning in tedious compliance work and endless onboarding ... more

YouTube

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

YouTube

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

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Recent Guests

Rob Jolles
Professional speaker with 40+ years in the field; author and educator invited onto the show
Speaker, author, educator
Episode: Episode 192 | Persuasive Selling For Accounting Firm Owners, Stop Sounding Salesy With Rob Jolles
Jamie Gruol
Co-founder and CEO of Workflows For Tax Pros
Workflows For Tax Pros
Episode: Episode 190 | The Real Reason Your Firm Feels Broken (And Why More Clients Make It Worse) With Jamie Gruol
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
Christian Jones
CEO of TaxProMarketer
TaxProMarketer
Episode: Episode 186 | AI Is Changing How Clients Find You, What Firm Owners Must Know About Marketing In 2026 With Christian Jones
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
Dominique Molina
Founder and president of the American Institute of Certified Tax Planners; founder of Think Outside the Tax Box; CEO of Midas IQ
American Institute of Certified Tax Planners; Think Outside the Tax Box; Midas IQ
Episode: Episode 184 | The End Of Cheap Tax Work: Win With Value, Not Volume With Dominique Molina
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

Host

Michelle Weinstein
Host of the show focused on sales, pricing, and growth for accounting professionals; frequently leads discussions and guest appearances.

Reviews

5.0 out of 5 stars from 305 ratings
  • Insightful and Hopeful

    Michelle speaks our language and gets to the heart of the things we are struggling with most. She offers clear, practical information that brings hope that we can learn the skills needed to be compensated fairly for the value we bring to our clients.

    Apple Podcasts
    5
    mrsmrk
    United States4 days ago
  • Great program

    I have learned so much more than what I expected. I am looking at my systems as well as my sales process. Michelle is great!

    Apple Podcasts
    5
    GDE Free
    United States4 days ago
  • Michelle is Great!

    This is such a good podcast. Michelle always has amazing guests who share their struggle and success stories. I always learn something new while listening.

    Apple Podcasts
    5
    CPA_Mark
    United States18 days ago
  • I’m a Firm Owner That Started as a Listener & Became a Student

    I’ve really loved listening to Michelle for some time now. I’m a firm owner, heard her speak on webinars and her podcast as well. This information is extremely valuable for firm owners because even those of us who are great at what we do, don’t always have the confidence or tools needed to bring a client through our process, onboard them and charge fees that reflect the amazing things we do for them. I know personally I was under charging and burnout and stressed running my firm. I’ve personally... more

    Apple Podcasts
    5
    ChNaj
    United Statesa month ago
  • Great Podcast Helpful Insight

    I enjoy listening to The Abundant Accountant podcast. The podcast is insightful and informative for those in the industry.

    Apple Podcasts
    5
    RobertCFO
    United States2 months ago

Listeners Say

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

Guests deliver case-study oriented insights that listeners can apply to their own firms.
Content consistently blends mindset with tactical frameworks for pricing and sales.
The host provides practical, realistic guidance that leads to action.

Chart Rankings

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

Apple Podcasts
#10
United States/Business/Careers
Apple Podcasts
#88
United States/Business
Apple Podcasts
#148
Philippines/Business/Careers
Apple Podcasts
#247
China/Business/Careers

Talking Points

Recent interactions between the hosts and their guests.

Episode 191 | How Accounting Firms Can Use AI To Save Time, Increase Profits & Become Better Advisors
Q: What initial steps should a firm take to start with AI today?
Start by getting comfortable with AI, upload client data, test tasks, and use Veltrix to guide questions and prompts; then gradually adopt a free health check, two-week trial, and establish multi-client workspaces for collaboration.
Episode 191 | How Accounting Firms Can Use AI To Save Time, Increase Profits & Become Better Advisors
Q: What is the difference between Veltrix and using open platforms like Claude or ChatGPT for a health check?
Veltrix is a read-only co-pilot that does not store client data on its own servers; it reads data from sources like QuickBooks or Xero via APIs, offering niche, proactive insights specifically for accounting firms rather than a generic model.
Episode 191 | How Accounting Firms Can Use AI To Save Time, Increase Profits & Become Better Advisors
Q: So when they go there, what can a firm owner really expect? What role should firm owners play with their clients in AI?
Veltrix connects the firm's clients' financial sources, enables onboarding, provides health checks, and supports ongoing automated advisory tasks, helping firms shift from data gathering to strategic analysis.
Episode 190 | The Real Reason Your Firm Feels Broken (And Why More Clients Make It Worse) With Jamie Gruol
Q: Who are you and why should listeners pay attention today?
Jamie Gruol explains her role at Workflows For Tax Pros, emphasizing how automation and structured workflows lightens the load for small tax and accounting practices, enabling a life-first business.
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.

Audience Metrics

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

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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 owners of accounting, tax, and bookkeeping firms who want to raise fees, fix pricing, and install scalable sales processes to reduce burnout. Episodes frequently feature real-world case studies showing how practitioners moved from underpricing and long hours to premium pricing, upfront payments, and more controllable work-life balance. Guests span independent firm owners, marketing and pricing experts, and fractional CFOs, all sharing concrete frameworks for selling advisory services, niching, and aligning marketing with sales. A standout aspect is the emphasis on actionable systems—enrollment processes, pricing strategies, client experience, and niche-led growth—presented through relatable journeys and practical lessons. ... more

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. Accounting Firm Coach: Office Hours
2. The Accounting Podcast
3. Business Strategy for CPA's
4. Building the Premier Accounting Firm
5. Small Business Tax Savings Podcast

How many episodes of this podcast are there?

this podcast launched 8 years ago and published 209 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. Rob Jolles
2. Jamie Gruol
3. Natascha Brown
4. Etinosa Agbonlahor
5. Rachel Ratliff
6. Christian Jones
7. Tatiana Podel
8. Dominique Molina

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