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Shark Tank Survivor: Michelle Weinstein's Path to Success

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Manage episode 465426502 series 3629432
Content provided by Software Oasis, LLC. and Software Oasis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Software Oasis, LLC. and Software Oasis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of Consulting Spotlight, Michelle Weinstein, founder of The Abundant Accountant and renowned sales strategist, shares her transformative journey from financial analyst to successful business coach. Her expertise lies in helping accounting, tax, and bookkeeping firm owners transform their practices through value-based pricing and strategic sales processes.

After starting her career at Moss Adams in M&A, Michelle's entrepreneurial spirit led her through various ventures, including a pivotal appearance on Shark Tank with her health food company, Fitzy Foods. Though faced with rejection, this experience became a stepping stone to her current success in helping accounting professionals master high-ticket sales.

Since 2018, Michelle has dedicated herself to helping countless firm owners double their revenue while achieving better work-life balance. Her approach focuses on eliminating hourly billing, moving away from demanding clients, and implementing value-based pricing strategies that reflect true worth.

Key Discussion Points
- Transitioning from corporate finance to entrepreneurship
- Building and scaling a food company that reached Costco and major sports teams
- Overcoming Shark Tank rejection and pivoting to business coaching
- Implementing value-based pricing in accounting firms
- Creating effective sales workflows for professional services
- Converting free consultations into paid diagnostic reviews
- Leveraging AI while maintaining human connection in accounting
- Developing premium pricing strategies for accounting services

Stay Connected
Subscribe to our bi-weekly newsletter at softwareoasis.com/subscribe for exclusive insights from technology leaders and transformation experts. Join our growing community of consulting professionals and decision-makers to stay ahead of industry trends and opportunities.

-> Strategic Consulting Partnerships: Live Q&A Webinar Today!

  • Consulting Firms: End Cold Outreach Today. Learn to generate warm introductions now.
  • Strategic Consulting Partnerships: Live Q&A. Learn to build referral networks.
  • Instant Networking Today: Streamline your pipeline with qualified referrals.
  • Target 25+ Consulting Categories: Learn to generate warm referrals from strategic partnerships with top AI, cybersecurity, marketing, firms and more.
  • Register Now (Webinar Today) https://www.softwareoasis.com/gold

-> Career Stalled?

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-> Subscribe to our Fan Newsletter and Get ahead in your B2B tech career.

Weekly data, trends, analysis, interviews, and insights to your inbox every Tuesday. Unsubscribe at any time.

https://softwareoasis.com/newsletter

-> Join our Patreon

https://softwareoasis.com/patreon

What can you expect from our Patreon?

By becoming a patron, you're investing in your own success and unlocking a range of exclusive benefits, including:

  • Exclusive Content: Bonus episodes, extended interviews, behind-the-scenes content, and early access to recordings.
  • Direct Influence: Suggest topics, ask questions for guests, and participate in polls to shape the future of the podcasts.
  • Personalized Advice: Patrons get access to group Q&A sessions with me, Michael Bernzweig.
  • Community Access: Join a private channel to connect with other listeners.
  • Software Oasis Free Course Access: Get access to one free course from Software Oasis's trending tech and career courses, valued at $249 to $399.
  • Weekly Fan Newsletter: Packed with exclusive insights, updates, and curated resources.

  continue reading

21 episodes

Artwork
iconShare
 
Manage episode 465426502 series 3629432
Content provided by Software Oasis, LLC. and Software Oasis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Software Oasis, LLC. and Software Oasis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of Consulting Spotlight, Michelle Weinstein, founder of The Abundant Accountant and renowned sales strategist, shares her transformative journey from financial analyst to successful business coach. Her expertise lies in helping accounting, tax, and bookkeeping firm owners transform their practices through value-based pricing and strategic sales processes.

After starting her career at Moss Adams in M&A, Michelle's entrepreneurial spirit led her through various ventures, including a pivotal appearance on Shark Tank with her health food company, Fitzy Foods. Though faced with rejection, this experience became a stepping stone to her current success in helping accounting professionals master high-ticket sales.

Since 2018, Michelle has dedicated herself to helping countless firm owners double their revenue while achieving better work-life balance. Her approach focuses on eliminating hourly billing, moving away from demanding clients, and implementing value-based pricing strategies that reflect true worth.

Key Discussion Points
- Transitioning from corporate finance to entrepreneurship
- Building and scaling a food company that reached Costco and major sports teams
- Overcoming Shark Tank rejection and pivoting to business coaching
- Implementing value-based pricing in accounting firms
- Creating effective sales workflows for professional services
- Converting free consultations into paid diagnostic reviews
- Leveraging AI while maintaining human connection in accounting
- Developing premium pricing strategies for accounting services

Stay Connected
Subscribe to our bi-weekly newsletter at softwareoasis.com/subscribe for exclusive insights from technology leaders and transformation experts. Join our growing community of consulting professionals and decision-makers to stay ahead of industry trends and opportunities.

-> Strategic Consulting Partnerships: Live Q&A Webinar Today!

  • Consulting Firms: End Cold Outreach Today. Learn to generate warm introductions now.
  • Strategic Consulting Partnerships: Live Q&A. Learn to build referral networks.
  • Instant Networking Today: Streamline your pipeline with qualified referrals.
  • Target 25+ Consulting Categories: Learn to generate warm referrals from strategic partnerships with top AI, cybersecurity, marketing, firms and more.
  • Register Now (Webinar Today) https://www.softwareoasis.com/gold

-> Career Stalled?

  • Earning $40K-$90K+ in tech is possible. Explore 10 in-demand career paths with 1M+ job openings.
  • Fast-track tech career courses – no experience or degree required!

Start Free Course https://softwareoasis.com/start-free-course

-> Subscribe to our Fan Newsletter and Get ahead in your B2B tech career.

Weekly data, trends, analysis, interviews, and insights to your inbox every Tuesday. Unsubscribe at any time.

https://softwareoasis.com/newsletter

-> Join our Patreon

https://softwareoasis.com/patreon

What can you expect from our Patreon?

By becoming a patron, you're investing in your own success and unlocking a range of exclusive benefits, including:

  • Exclusive Content: Bonus episodes, extended interviews, behind-the-scenes content, and early access to recordings.
  • Direct Influence: Suggest topics, ask questions for guests, and participate in polls to shape the future of the podcasts.
  • Personalized Advice: Patrons get access to group Q&A sessions with me, Michael Bernzweig.
  • Community Access: Join a private channel to connect with other listeners.
  • Software Oasis Free Course Access: Get access to one free course from Software Oasis's trending tech and career courses, valued at $249 to $399.
  • Weekly Fan Newsletter: Packed with exclusive insights, updates, and curated resources.

  continue reading

21 episodes

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