Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach. Hosted on Acast. See acast.com/privacy for more information.
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This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients. On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap. This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkee ...
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CAS Minute is your go-to podcast for actionable insights, strategies, and expert advice to elevate your Client Accounting Services (CAS) practice. Hosted by Roman Villard, CPA, each bite-sized episode dives into key topics like CAS sales, tech stack optimization, operational efficiency, and building a culture that retains top talent. Whether you’re looking to scale your firm, implement the latest accounting technologies, or master the art of advisory services, CAS Minute delivers the tools a ...
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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Grant Thornton is the brand for two professional services entities: Grant Thornton LLP, a licensed, certified public accounting firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With revenues of $2.4 billion for the fiscal year that ended July 31, 2023, and almost 50 offices nationwide, Grant Thornton represents a community of almost 10,000 problem ...
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The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Michelle Weinstein - The Pitch Queen, Sales Strategist
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 giving away your time and expertise away for free and start being paid your value and worth. You’l ...
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Executive Recruitment and Search is our specialism we are a London based headhunting boutique covering the South East of the UK. EXEC CAPITAL is a boutique recruitment agency that specialises in connecting start-ups and businesses with senior management professionals. We take a tailored approach to our recruiting with a 1-on-1 experience where we help clients identify their management needs before starting the recruitment process. We’ll help identify and hire the perfect candidate to scale y ...
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Michelle Weinstein, AKA The Pitch Queen, is the host of Success Unfiltered, which features an array of unique and inspiring guests. She talks to all kinds of innovators and achievers, including multi seven and eight figure entrepreneurs, Shark Tank veterans, authors, performers, and investors. Her guests share their most intimate stories, no holds barred. It’s the raw and vulnerable stuff that you don’t always hear about, like major rejections, epic failures, and unrelenting setbacks. They s ...
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A construction and building trades podcast. Discussing the opportunities and challenges that are involved in working in the construction industry that goes beyond doing the physical work.
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The Secret to Selling CFO Advisory Services with Confidence |Featuring Adam Lean
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Episode 162 | How To Sell High-Value CFO Advisory Services Without Being Pushy, Featuring Adam Lean
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23:31Tired of pushy sales tactics? Discover how to master the art of selling high-value CFO advisory services without feeling sleazy as Michelle Weinstein takes the hot seat opposite Adam Lean, CEO of The CFO Project. We delve into strategies for financial professionals to communicate their value, overcome the fear of rejection, and build a thriving pra…
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Case Study | The $50K Mistake That Sparked a Sales Breakthrough: Tim Wijtenburg’s Journey to a Profitable Firm
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Episode 163 | Case Study | How A $50K Mistake Led To A Sales Breakthrough With CPA Tim Wijtenburg
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48:39A shocking $50,000 mistake led to a major sales breakthrough for CPA Tim Wijtenburg, a turning point that redefined his approach to building a profitable accounting firm. This episode reveals how Tim, after seven years in corporate at a Fortune 150 company and over a decade in tax planning, initially relied on tech solutions and "sales menus" to gr…
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Ep 15 - Executive Edge: Understanding Elite Employee Benefits
31:37
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31:37Ever wondered how top-tier professionals leverage their compensation to build lasting wealth? In this engaging episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric share decades of expertise to demystify elite employee benefits. They explore powerful tools such as deferred compensation, ESOPs, stock options, and HSAs, offering clear and prac…
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Expense Policies That Actually Improve Profitability
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25:31In this episode, Karen and Soonah break down the hidden power of strong expense policies – not just as a compliance tool, but as a profit strategy. From rogue credit card spending to fuzzy approval flows, they share how tightening the reins on expenses can directly improve your margins. Hosted on Acast. See acast.com/privacy for more information.…
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Why “Phase 0” is the secret to ERP success & the industries that truly benefit from SAP
32:56
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32:56We’re joined by Judith O’Callaghan from Global ERP Advisory to unpack the real story behind successful business transformations. From cross-stitching quirks to cutting through ERP chaos, Judith shares how “Phase 0” sets the foundation for everything that follows. Whether you're a CFO, advisor, or transformation lead, this episode is a must-listen. …
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Ep 14 - Unlocking Business Growth with Brent Taylor’s Fractional CFO Expertise
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23:22Discover how to supercharge your business with expert financial strategies on this episode of Metcalf Money Moment! Hosts Jeb, Ethan, and Eric welcome Brent Taylor from KC CFO Services, who shares game-changing insights on fractional CFO services. Learn how to delegate effectively, plan for business growth, and navigate business exits with confiden…
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Why Vulnerable Leadership Is the Future of Accounting
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22:05Welcome to The CFO Project Podcast, where host Adam Lean explores the evolving world of CFO services and accounting leadership. Each episode features insights from professionals who are redefining what it means to grow an accounting practice, offer real advisory value, and build a firm that lasts. Whether you're a firm owner, CFO, or aspiring leade…
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Got a question? Text me! 🎯 Making Your First Hire in Your Firm: Avoid These Common Mistakes | CAS Minute 🧠 Ready to grow your firm—but not sure how to hire your first team member? In this episode, Roman shares the biggest hiring mistakes firm owners make, how to avoid them, and how to leverage your first hire for true scale—not just relief. Whether…
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Episode 161 | Case Study | From Resentful To Life-Changing: How Debbie Snelling Let Go Of Anger And Added $50K In Revenue
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44:09True accounting firm transformation isn't just about the numbers; it's about a fundamental shift in your mindset and how you operate, which is exactly what Debbie Snelling experienced. In this revealing case study, we hear from Debbie, the owner of North Georgia Tax Solutions and a former tax director for a publicly traded company, as she shares he…
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Ep 13 - The Business of Planning: Financial Strategies for Business Owners
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30:01Are you a small business owner wondering how to plan for retirement or what your business is really worth? Have you thought about your exit strategy—or what happens if something unexpected takes you out of the game? Whether you're just starting to think about retirement planning or already navigating the complexities of being a business owner, this…
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This week on Margin Maximizers, Soonah and Karen dive into why collaboration isn’t just helpful - it’s essential when you're trying to turn numbers into real business impact. If you’re a CFO, accountant, or advisor focused on more than just the P&L, this one’s for you. Here’s what you’ll hear: 1️⃣ Why Collaboration Beats Isolation How siloed teams …
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84 CAS Growth: Your Focus is Limiting Your Growth
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14:56
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14:56Got a question? Text me! Trying to grow your CAS firm without burning out? This episode is a wake-up call for leaders buried in chaos, distractions, and reactive work. Roman shares firsthand lessons from taking time off for family—while still scaling Full Send—by building rhythm, protecting time, and choosing ruthless focus over busywork. ⏱️ Chapte…
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Episode 160 | Beyond The Numbers: Scaling Advisory Services In Your Tax Practice With Jim Buffington
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35:42Unlock the secret to transforming your accounting firm from a compliance-driven grind to a thriving hub of high-value advisory services! In this episode, Michelle Weinstein welcomes Jim Buffington, the leader of advisory services at Intuit Accountants, and a passionate advocate for empowering tax and accounting professionals. Jim shares invaluable …
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Welcome back to Scaling Smarter—the podcast where we unpack what it really takes to lead, grow, and future-proof your business. I’m your host, Adrian Lawrence, and today we’re talking about something every ambitious company should have in place but often overlooks: Non-Executive Directors—also known as NEDs. More specifically, we’re going to look a…
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Ep 12 - Casey McCarthy on Building a Bulletproof Retirement Plan for Small Businesses
24:09
24:09
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24:09Are you making the most of your retirement planning strategy—or leaving money and tax benefits on the table? In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric discuss with Casey McCarthy, Executive Vice President at EIP Corp., how third-party administrators (TPAs) help design and manage 401(k) plans tailored to business goals, suc…
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Karen and Soonah unpack what really happens when business owners resist structure, dodge accountability, and stay loyal to the wrong people. From chaos disguised as “freedom” to teams hiding behind broken systems, this episode reveals how leadership blind spots drain culture - and margin. Hard truths, sharp insights, and a clear path to taking back…
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In this special case study episode of The CFO Project Podcast, host Adam Lean sits down with Rob Tokay to explore how implementing CFO advisory services transformed his business. Rob shares his journey from traditional accounting work to building a more profitable and impactful practice using the CFO model. You'll hear firsthand how Rob shifted his…
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Welcome back to Exec Capital — the place where leaders come to think smarter, grow faster, and lead better. I’m your host, Adrian Lawrence, and today, we’re looking at one of the most under-leveraged assets in any company’s growth toolkit: your board. More specifically — your non-executive directors, and how bringing the right person into the room …
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The Finance Seat That Drives Growth – Finding the Right Financial Controller
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1:09Welcome back to Growth Mode – The Business Builder’s Podcast, where we help you scale smarter, not harder. I’m your host, Adrian Lawrence, and today we’re diving into a role that often doesn’t get the spotlight it deserves: the Financial Controller. If you’re running a growing company—maybe you’ve just raised funding, maybe you’re scaling fast—you …
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Episode 159 | Stop Working For Free: How To Get Paid For Researching With Dominique Molina
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44:26Researching is an essential part of running a successful tax and accounting firm, but too often, professionals do it for free without realizing its true value. Join Michelle Weinstein and the powerhouse CPA, Dominique Molina, to reveal how firm owners can shift from reactive, unpaid research to a proactive, profitable approach. Dominique shares how…
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Scaling Smart: Finding the Right Operations Director with Exec Capital
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0:40Welcome to “Growth Engine”, the podcast where we dig deep into the systems, talent, and leadership moves that fuel real business growth. I’m your host, [Your Name], and today, we’re exploring one of the most misunderstood — but absolutely mission-critical — executive roles: the Operations Director. And to help you find that person? That’s where Exe…
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Finding the Right HR Director: The Exec Capital Advantage
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1:25Welcome back to "Growth Leaders", the podcast where we unpack the strategies, people, and ideas driving the future of business. I’m your host, [Your Name], and today, we’re talking about one of the most pivotal roles in any growing company: the HR Director. Now, I know what some of you are thinking — “HR? Isn’t that mostly payroll and policies?” Th…
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Ep 11 - Riding the Waves: Understanding Market Volatility and Recovery
19:25
19:25
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19:25Are you letting fear drive your investment decisions? Or are you prepared to navigate market volatility with confidence and clarity? In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric discuss the emotional rollercoaster of the stock market, from historical bear markets to innovative diversification investment strategies. You'll hea…
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Are You the Block? Are you the reason your business is not moving forward?
29:01
29:01
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29:01In this raw and revealing first episode, Karen and Soonah dive into the uncomfortable truth many SME owners face: sometimes you are the bottleneck. From resisting change to clinging to control, we explore how fear, pride, and exhaustion can stall growth. You’ll hear the tell-tale signs of self-sabotage, real-world pushbacks, and a practical checkli…
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Episode 158 | How To Get Free Leads: Proven Strategies That Work! With Scott Scarano
42:03
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42:03Are you looking for ways to generate free leads and grow your firm without spending a fortune on marketing? Then you're in the right place! Michelle Weinstein is bringing you the inside scoop with Scott Scarano, the accountant who throws accounting norms out the window, hosts a killer podcast called Accounting High, and drops some surprisingly smoo…
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Ep 10 - Navigating Rising Insurance Rates with Allen Smith of Blue Valley Insurance
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29:45
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29:45Are you feeling the pinch from rising insurance premiums, especially regarding home and automobile rates? In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with Allen Smith of Blue Valley Insurance to explain why insurance rates are climbing and what you can do about it. From the impact of frequent roof damage claims to t…
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The 8 Crucial Numbers - Doing Less for More
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31:39
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31:39Karen and Soonah break down the 8 key financial numbers every business owner must track to maximise profits and performance. Learn how focusing on the right data - like Gross Profit Margin, Customer Lifetime Value, and Break-Even Point - can transform your business without the overwhelm. Plus, discover two bonus cash flow metrics you can’t afford t…
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Episode 157 | Boost Revenue From Existing Clients Using Strategic Entity Planning With Paul Hamann
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36:28
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36:28Entity planning is a powerful yet often overlooked revenue opportunity for accounting professionals. In this episode, Michelle Weinstein welcomes Paul Hamann, an expert in reasonable compensation and the founder of RCReports, to discuss how firm owners can stop leaving money on the table. Paul shares valuable insights on why many accountants provid…
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Ep 9 - The Power of a Legacy Letter: How Meaningful Words Shape Generations with Blake Brewer
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27:08Have you ever thought about the lasting impact of your words on your loved ones? On this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with Blake Brewer to explore the power of the Legacy Letter—a heartfelt parent-child letter filled with meaningful words that stand the test of time. Blake shares his deeply personal story of …
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How To Build A Standout Presence in The Finance Industry
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32:40In this powerhouse episode, Soonah and Karen dive into what truly sets Margin Maximizers apart. They unpack how to build a standout presence in the finance industry through strategic clarity, scalable systems, and real-world leadership. Karen shares her gift for creating structure, driving accountability, and bridging vision with execution, while S…
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Ep 8 - Long-Term Wealth Building: How to Stay Resilient in Uncertain Times
21:32
21:32
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21:32Are you feeling uncertain about your investments in today’s turbulent market? You’re not alone. In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric break down the psychology of investing and how to navigate the ups and downs of the stock market with confidence. From understanding the emotional rollercoaster of fear and greed, to exp…
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Episode 156 | Maximize Your Practice Value And Retire Early Using CFO Advisory Services With Adam Lean
51:39
51:39
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51:39CFO advisory services are the key to building a firm that not only generates higher revenue but also sets you up for a profitable exit. In this episode, Michelle Weinstein sits down with former accountant-turned-entrepreneur Adam Lean, the co-founder of The CFO Project, who has helped countless firm owners shift from compliance work to high-value a…
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Starting a CFO Advisory Practice vs. an Accounting or Bookkeeping Practice
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28:31On this episode of The CFO Project Podcast, Adam Lean and Jeff Prager dive into the key differences between launching a CFO advisory firm and starting a traditional accounting or bookkeeping business. While many professionals default to offering tax or bookkeeping services, they often overlook the more scalable and fulfilling opportunity of CFO adv…
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Got a question? Text me! 🔍 Why 10x Growth Is Easier Than 2x for Your CAS Firm | CAS Minute 🔔 Subscribe for tactical CAS firm growth tips! 📢 Most firm owners think 10x growth sounds crazy—but what if it’s actually easier than 2x? Inspired by Dan Sullivan’s book “10x is Easier than 2x,” this episode shows you how to simplify, focus, and transform you…
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Ep 7 - Mastering Early Retirement: Social Security, Health Insurance, and More
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27:10How much money do you need to retire comfortably, and when is the best time to take Social Security? In this episode of the Metcalf Money Moment, hosts Jeb, Ethan, and Eric dive into the key components of retirement planning. They discuss the early retirement dichotomy, how much money you need to retire comfortably, and the complexities of managing…
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Episode 155 | Top Organic Lead Generation Strategies To Grow Your Firm With Gaynor Meilke
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42:18
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42:18Lead generation is the lifeline of any successful firm, but many business owners struggle to attract the right clients. Michelle Weinstein welcomes Gaynor Hardy Meilke, a business strategist and marketing expert, to share proven strategies for organic lead generation. They break down the difference between sales and marketing, discuss how to positi…
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The 3 Specific Reasons our CFO Advisory Firm Was a Huge Success
28:22
28:22
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28:22In this episode of the CFO Report, host Adam Lean sits down with Jeff Prager to reveal the three key reasons their CFO advisory firm achieved massive success. With years of experience guiding businesses toward financial clarity and profitability, Adam and Jeff break down the specific strategies that helped them stand out in a competitive market. Wh…
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8 Signs You're Earning Less Than You're Worth
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26:20Are you working long hours but still feel like you're not earning what you're worth? In this episode of the CFO Project Podcast, hosts Adam Lean and Jeff Prager reveal the eight key signs that accountants and bookkeepers are undervaluing their services. From being trapped in a pricing war to offering services that clients see as a necessary evil, w…
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82 CAS Growth: Measuring Fractional CFO Service Value
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8:11Got a question? Text me! 💰 How to Measure & Justify Your Value as a CAS or CFO Advisor | CAS Minute Link to YouTube Video 📢 Ever wonder how some firms charge premium prices for CFO and CAS services? Many firms struggle to justify their pricing because they don’t have clear ways to measure their impact. In this episode, we break down: ✔️ How to trac…
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Ep 6 - Making Sense of Health Insurance When Retiring: Expert Insights with Matt Sturgeon and Phil Walters
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19:44
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19:44Navigating the complexities of health insurance when retiring can be overwhelming, but having the correct information makes all the difference. In this episode of Metcalf Money Moment, host Jeb, Ethan, and Eric sit down with Matt Sturgeon, CEO of LNI Insurance Solutions, and Phil Walters, Director of Medicare at LNI Insurance Solutions, to break it…
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Episode 154 | What Every Accountant Needs To Know About Value Pricing With Mark Wickersham
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55:05Unlock the secrets to profitable pricing with value pricing. Mark Wickersham, founder of Value Pricing Academy, joins Michelle Weinstein to dive into how value pricing can transform your accounting practice. Tired of undercharging and overworking? Mark reveals how to implement tiered pricing, master the art of communicating your value, and finally …
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81 CAS Growth: How To Find Top Talent In CAS
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9:18Got a question? Text me! 🚀 Rethinking Hiring in CAS: How to Build a Talent Pipeline | CAS Minute 🔔 Subscribe for more CAS growth strategies! 📢 The traditional hiring model for accounting firms is broken. Posting a job, filtering resumes, and hoping for the best doesn’t work when top talent is already employed. In this episode, we break down: ✔️ Why…
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Ep 5 - Maximizing Your Wealth: What to Do When You Inherit Money
27:49
27:49
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27:49Navigating the complexities of inheritance can be overwhelming, especially regarding tax implications and estate settlement. In this episode of Metcalf Money Moment, Jeb Graham, Ethan Hutcheson, and Eric Wymore break down key strategies for maximizing inheritance planning, ensuring tax efficiency, and streamlining the estate settlement process. Fro…
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Top 6 Ways to Overcome Imposter Syndrome as a CFO Advisor
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30:08Overcoming imposter syndrome is key to becoming a confident and successful CFO advisor. In this episode of the CFO Project Podcast, we break down six practical ways to overcome self-doubt, understand your value, and take action. Whether you're an accountant, bookkeeper, or aspiring CFO, this discussion will help you shift your mindset and build con…
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80 CAS Ops: How To Shift From Compliance Into Advisory Services
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10:23Got a question? Text me! 🚀 How to Shift from Compliance to Advisory Services | CAS Minute 📢 Want to shift from compliance-based services to high-value advisory work? Many firms struggle with this transition, but it’s possible to build a seven-figure advisory practice by making the right moves. In this episode, we break down: ✔️ Why compliance servi…
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Episode 153 | How CFO Services Can Transform Your Firm With Adam Lean
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26:43
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26:43Building a successful accounting firm starts with offering the right services to the right clients. Michelle Weinstein and Adam Lean dive into the power of CFO services, discussing how accountants can break free from trading time for money and attract premium-paying clients. Together, they explore practical steps to build trust, phase out low-end w…
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79 CAS Mktg: Personal Brand vs Business Brand
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11:07Got a question? Text me! 🚀 Personal vs. Business Brand: Where Should You Focus? 🔔 Subscribe for more CAS growth strategies! 📢 Should you focus on building a personal brand or a business brand? Many CAS firm owners struggle with balancing both. In this episode, we break down: ✔️ The role of personal branding in growing your firm ✔️ Why your business…
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Ep 4 - Erik Rome on Estate Planning: Navigating Probate and Choosing the Right Trustee
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26:07Welcome to Metcalf Money Moment, where hosts Jeb Graham, Ethan Hutcheson, and Eric Wymore welcome Erik Rome from Sage Law to discuss the ins and outs of estate planning. In this episode, Erik dives into key aspects of managing an estate, from avoiding probate and understanding the role of wills to the complexities of trusts, durable power of attorn…
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