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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 Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights Richard C. Wilson, CEO of Family Office Club 鞠强教授:管理心理学 鞠强教授:管理心理学 管理心理学教授鞠强 The Private School Leader Podcast The Private School Leader Podcast Mark Minkus Bitcoiners - Live From Bitcoin Beach Bitcoiners - Live From Bitcoin Beach Mike Peterson Retirement Answers Retirement Answers Jacob Duke, CFP® Pregnancy & Postnatal Entrepreneurs Collective Podcast Pregnancy & Postnatal Entrepreneurs Collective Podcast Niamh Cassidy, IBCLC Konshuhs Agility-Project Manager Coach & Agile Coach, Trainer, Mentor & Author Konshuhs Agility-Project Manager Coach & Agile Coach, Trainer, Mentor & Author Edward Coke, Jr, MSPM,PMP, CAPM, CSM, Agile Coach Islam Channel Islam Channel Islam Channel AsianDadEnergy's Substack Podcast AsianDadEnergy's Substack Podcast AsianDadEnergy HOGENT: kwaliteit dus! HOGENT: kwaliteit dus! The Podcast Planet Jim Rohn Motivation Daily Jim Rohn Motivation Daily Jim Rohn Harvard Business Review Harvard Business Review HBR Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael The Empowered Leader Podcast The Empowered Leader Podcast Margaret Williams, MS, ACC Jack Hopkins Jack Hopkins Jack Hopkins How Money Works How Money Works How Money Works High Voltage Business Builders Podcast High Voltage Business Builders Podcast Neil Twa The GaryVee Audio Experience The GaryVee Audio Experience Gary Vaynerchuk Staging Sips Staging Sips Lori Fischer Lead with HOPE Lead with HOPE Dr. Brandi Kelly Planning your Financial Future Planning your Financial Future IG Wealth Management Inc., Mutual Fund Division The Story For Financial Crisis. The Story For Financial Crisis. Catherine Spring 120 jaar IJsfabriek Strombeek 120 jaar IJsfabriek Strombeek The Podcast Planet Optimizing Your Google Business Profile for Maximum Visibility Optimizing Your Google Business Profile for Maximum Visibility GMB Crush Token Metrics Daily Pulse Token Metrics Daily Pulse Token Metrics WW – William Waack WW – William Waack CNN Brasil The Audible Local Ledger Reads to the Blind The Audible Local Ledger Reads to the Blind Audible Local Ledger Chicago Justice Podcast Chicago Justice Podcast Tracy Siska Merita Business Podcast Merita Business Podcast Giorgio Minguzzi Starter Story Starter Story Starter Story The Invisible Hand The Invisible Hand Emma Reid Bloomberg News Now Bloomberg News Now Samejo Casual Fridays REI Casual Fridays REI Casual Fridays REI Economía Para Todos Economía Para Todos esRadio Vegas Circle Vegas Circle The Vegas Circle The Wall Street Skinny The Wall Street Skinny Kristen and Jen
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

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

Michelle Weinstein - The Pitch Queen, Sales Strategist

Case Study | From 800 Clients To $1M: How One CPA Escaped Burnout And Doubled Revenue With Tatiana Podel

July 01, 2026 5:00am 37 min

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 wher...

The End of Cheap Tax Work: Win with Value, Not Volume with Dominique Molina

June 15, 2026 5:00am 44 min

Is your accounting firm caught in a race to the bottom? With major tech players flooding the market with $97 automated tax plans, it's never been easier to feel like your professional expertise is being commoditized. Man...

Case Study | From $10K Months To $100K Months: How Ross Built Confidence, Value, And Freedom In His Firm

June 01, 2026 5:00am 42 min

Are you an accounting, tax, or bookkeeping firm owner trapped in a cycle of inconsistent revenue and constant stress? That was Ross Loveland's reality: stuck at $10,000 in recurring monthly revenue, worried about raising...

Stand Out in a Noisy World with Unique Client Experiences with Liz from Profit First

May 15, 2026 5:00am 43 min

Are you an accounting, bookkeeping, or tax firm owner who feels stuck, undercharging, or overlooked in a noisy world? While perfecting your sales process is essential, the biggest mistake most firms make is neglecting th...

Case Study | The Confidence Shift That Helped Beth Grow 218% In Revenue And Work Less Hours

May 01, 2026 5:00am 40 min

Are you a firm owner who feels stuck trading more hours for more income? You're not alone. The breakthrough often isn't about working harder—it's about a confidence shift. This isn't just a motivational pep talk; it's a ...

Building Better Sales Skills For Firm Owners With Rob Jolles

April 15, 2026 5:00am 52 min

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 ...

The Marketing Funnel That Books CFO Advisory Calls With Charles Leikauf

April 01, 2026 5:00am 44 min

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 expl...

Beyond The Numbers: Transforming Your Accounting Practice Into A High-Value Advisory Powerhouse With Michelle Weinstein & Fady Hawatmeh

March 15, 2026 5:00am 59 min

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 b...

Building A Million-Dollar Virtual Firm Through Delegation And Culture With Renee Daggett

March 01, 2026 5:00am 53 min

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 int...

Case Study | From Overworked Prisoner To Finding Freedom | Terri Peter's 3-Year Transformation

February 15, 2026 5:00am 46 min

Imagine trading the stress of an "overworked prisoner" CFO role for the freedom of a boutique tax firm—with time for family, music, and travel. That's the transformation Terri Peters, founder of Tax Time Ledgers, made in...

Stop The Revenue Bleed | The Top 2 Marketing Problems Undermining Your Firm's Growth With Christian Jones

February 01, 2026 5:00am 34 min

The best clients to get are the ones you already have. If you are tired of losing them while constantly chasing new ones, you may be making serious marketing problems that must be urgently addressed. Michelle Weinstein s...

Case Study | Tony Frezza's 8-Week Shift: $40K Collected In A/R, 300 Clients Dropped, And A Life Reclaimed

January 15, 2026 5:00am 37 min

Ready to stop selling yourself short and start commanding your true value? Many firm owners with incredible technical skills are stuck on the hamster wheel, terrified to raise their fees or caving in on price—but change ...

Disney‑Level Client Experience & Subscription Pricing With Debra Kilsheimer

January 01, 2026 5:00am 42 min

Client experience must be provided in the most convenient and fulfilling way, not only for clients themselves but also for the business owner. For our New Year episode, Michelle Weinstein sits down with QuickBooks wizard...

Case Study | From Hourly Billing To $425K In Retainers: How Jeremy Slack Quit His Job

December 15, 2025 5:00am 45 min

Hourly billing was keeping Jeremy Slack stuck — exhausted, underpaid, and working late nights just to stay afloat. In this powerful case study, Michelle Weinstein talks with Jeremy about how he restructured his firm, rep...

How Self-Belief Impacts Sales With Rob Jolles

December 01, 2025 5:00am 51 min

If you want others to believe in what you are saying or offering, you have to believe in yourself first. Bestselling author and keynote speaker Rob Jolles joins Michelle Weinstein to discuss how self-belief is the key in...

Case Study | From Corporate To Confident CEO: Roxanne Ferrari's Journey With The Abundant Accountant

November 15, 2025 5:00am 41 min

Before she became the CEO of a bookkeeping firm, Roxanne Ferrari struggled with sales and was terrified of anything related to marketing. But she managed to unlock her leadership skills and tap into her confident self th...

Mastering The Soft Skills To Thrive As A Fractional CFO With Ron SaharyanReady To Become a Fractional CFO? with Ron Saharyan

November 01, 2025 5:00am 47 min

Becoming a fractional CFO requires far more than technical accounting skills—it's about mastering the soft skills that drive real client transformation. Michelle Weinstein talks with Ron Saharyan, co-founder of Profit Fi...

Case Study: Conquering Sales Anxiety And Reclaiming Health With Rachel Bernier-Green

October 15, 2025 5:00am 41 min

Sales anxiety in accounting can drain confidence, health, and business growth—but it doesn't have to. In this case study, Michelle Weinstein sits down with Rachel Bernier-Green, founder and CEO of Economic Justice Consor...

Breaking The Cycle Of Overworking And Underearning In Accounting

October 01, 2025 5:00am 45 min

The epidemic of overworking and underearning in accounting is costing professionals both time and financial freedom, but breaking the cycle is possible. This time, our very own Michelle Weinstein takes the hot seat with ...

Leveraging AI In Accounting With Fady Hawatmeh

September 15, 2025 5:00am 34 min

AI is here to stay. It will just get better and more polished as we move towards a more futuristic society. Accounting firms might as well know how to use it to their advantage. This is exactly what Fady Hawatmeh is doin...

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