Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Content provided by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist 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.
Similar to The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
Welcome to an exciting new season of the podcast Your Career: Choice or Chance? - as we dive into the ever-evolving world of GenAI in the Workplace and explore the latest trends, experiences, and career journeys shaping the future of work as AI is increasingly ingrained in it. Each episode provides fresh insights, addressing the transformative influence of GenAI in shaping the workforce of tomorrow, making it a must-listen for anyone interested in staying ahead in the ever-evolving world of ...
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
…
continue reading
T
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
10k
279
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
Awarded Best of Apple Podcasts, The $100 MBA Show delivers practical business lessons for the real world. These no fluff episodes are packed with only the pure business building training you want. Omar Zenhom shares lessons, strategies and insights from 20+ years of entrepreneurship. He’s bootstrapped two multi-million dollar businesses (and several smaller businesses, too). Join him for short, actionable lessons on how to do everything from validating your idea, to audience-building and mar ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
))
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
«
»
Episode 156 | Maximize Your Practice Value And Retire Early Using CFO Advisory Services With Adam Lean
Manage episode 477168089 series 2772834
Content provided by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist 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.
CFO 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 advisory services. Michelle and Adam break down the strategies that can help accountants price their services correctly, avoid burnout, and build a scalable, sellable firm. If you’ve ever wondered how to stop trading time for money and start building a firm that works for you, this episode is a must-listen.
103 episodes
Share
Manage episode 477168089 series 2772834
Content provided by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michelle Weinstein, Michelle Weinstein - The Pitch Queen, and Sales Strategist 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.
CFO 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 advisory services. Michelle and Adam break down the strategies that can help accountants price their services correctly, avoid burnout, and build a scalable, sellable firm. If you’ve ever wondered how to stop trading time for money and start building a firm that works for you, this episode is a must-listen.
103 episodes
All episodes
×
T
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
1 Episode 157 | Boost Revenue From Existing Clients Using Strategic Entity Planning With Paul Hamann 36:28
36:28 
Play Later 
Play Later 
Lists 
Like 
Liked36:28
Play Later Play Later Lists Like LikedEntity 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 provide entity planning services for free, how to create a process to monetize these services, and the key compliance considerations firms need to be aware of. If you're looking to increase revenue from existing clients while providing them with significant tax savings, this is an episode you won’t want to miss!…
T
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
1 Episode 156 | Maximize Your Practice Value And Retire Early Using CFO Advisory Services With Adam Lean 51:39
51:39 Play Later Play Later Lists Like Liked51:39
Play Later Play Later Lists Like LikedCFO 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 advisory services. Michelle and Adam break down the strategies that can help accountants price their services correctly, avoid burnout, and build a scalable, sellable firm. If you’ve ever wondered how to stop trading time for money and start building a firm that works for you, this episode is a must-listen.…
T
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
1 Episode 155 | Top Organic Lead Generation Strategies To Grow Your Firm With Gaynor Meilke 42:18
42:18 Play Later Play Later Lists Like Liked42:18
Play Later Play Later Lists Like LikedLead 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 position yourself where potential clients are looking, and reveal the top ways to generate leads without relying on paid ads. If you’re tired of waiting for referrals and want to build a steady stream of high-value clients, this episode is packed with insights you can put into action today!…
T
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
1 Episode 154 | What Every Accountant Needs To Know About Value Pricing With Mark Wickersham 55:05
55:05 Play Later Play Later Lists Like Liked55:05
Play Later Play Later Lists Like LikedUnlock 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 build a more profitable and fulfilling career. Take the first step toward transforming your pricing strategy—start applying value pricing today!…
T
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
1 Episode 153 | How CFO Services Can Transform Your Firm With Adam Lean 26:43
26:43 Play Later Play Later Lists Like Liked26:43
Play Later Play Later Lists Like LikedBuilding 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 work, and create irresistible CFO advisory packages that transform businesses. Tune in to discover actionable insights that help you work smarter, not harder while delivering real value to your clients.…
T
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
1 Episode 152 | How KPI Strategies Drive Success With Ron Baker 49:04
49:04 Play Later Play Later Lists Like Liked49:04
Play Later Play Later Lists Like LikedKPI strategies can transform how accounting professionals measure success and build lasting client relationships. Michelle Weinstein welcomes Ron Baker, a leading expert in value pricing and predictive indicators, to share actionable insights that go beyond traditional metrics. Together, they explore how firms can track meaningful data, improve client satisfaction, and increase profitability. Discover how small changes like focusing on high satisfaction days and reducing customer effort can lead to huge business results. This episode is packed with practical advice to help you redefine success and lead your accounting firm to peak growth.…
T
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
1 Episode 151 | Structure Of Marketing With Cameron Montgomery 43:45
43:45 Play Later Play Later Lists Like Liked43:45
Play Later Play Later Lists Like LikedAre you tired of running marketing campaigns that are all over the place? Discover how to implement a solid structure of marketing to generate consistent, high-quality leads for your accounting firm. In this episode, Michelle Weinstein welcomes back Cameron Montgomery, owner of Apex Methods , to break down a simple four-step system you can easily emulate to attract ideal clients through organic Facebook marketing. Learn how to identify your niche, craft compelling content, and strategically position yourself as the go-to expert in your chosen field. If you are ready to ditch the overwhelm and embrace a structured approach to marketing, tune in now!…
T
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
1 Case Study | Accounting Growth: From $400 To $25K With Jaci North 34:08
34:08 Play Later Play Later Lists Like Liked34:08
Play Later Play Later Lists Like LikedBuilding a thriving accounting firm starts with mastering the essentials of accounting growth. In this episode, Michelle Weinstein speaks with CPA and fractional CFO Jaci North about her inspiring journey from earning $400 to $25,000 in recurring revenue. Jaci shares the most pivotal moments, key decisions, and practical strategies that helped her transform her firm while regaining freedom and balance in her life. Tune in to discover how redefining your approach to sales, pricing, and client relationships can unlock the full potential of your business.…
T
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
1 Episode 150 | How Excel Can Transform Your Capacity Issues In Your Firm with Jeff Lenning 44:10
44:10 Play Later Play Later Lists Like Liked44:10
Play Later Play Later Lists Like LikedMany people often consider Microsoft Excel just as a simple tool to create tables, align columns, or generate reports. But if you can fully leverage all of its features and tools, you could achieve greater efficiency in your business processes. Michelle Weinstein welcomes Excel guru Jeff Lenning, Founder of Excel University , who guides accounting professionals in using this computer software to streamline workflows, improve accuracy, and automate repetitive tasks. He explains how making the most out of Excel’s many capabilities can lead to sustainable growth, better time management, and a healthier workplace culture. Do not miss this opportunity to unlock the hidden potential of Excel and transform your firm into a well-oiled, profit-generating machine.…
T
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
1 Episode 149 | Building An Effective Enrollment Process With Bruce Gerstenfeld 28:35
28:35 Play Later Play Later Lists Like Liked28:35
Play Later Play Later Lists Like LikedMichelle Weinstein speaks with Bruce Gerstenfeld, a CPA with over 20 years of experience, about building an effective enrollment process for a legacy firm. Bruce shares his personal journey of taking over his father's accounting firm and the challenges he faced when updating old systems and pricing structures. Discover how he overcame fear, raised prices, and transformed his firm into a thriving business while still maintaining client loyalty. Tune in for insights on making bold changes that lead to business growth.…
T
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
1 Episode 148 | Automation: Work Less, Earn More With Jamie Gruol 52:39
52:39 Play Later Play Later Lists Like Liked52:39
Play Later Play Later Lists Like LikedHost Michelle Weinstein speaks with Jamie Gruol about using revenue automation to unlock more income while working fewer hours. Jaime, co-founder of Workflows for Tax Pros, shares her expertise on how implementing automation can transform tax and accounting practices by streamlining client experiences and eliminating manual tasks. Tune in to learn how these strategies can reduce your workload, improve cash flow, and increase profitability without sacrificing client satisfaction. This conversation is a game-changer for tax professionals looking to work smarter, not harder!…
T
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
1 Episode 147 | Maximizing Lead Generation Through Podcasting With Shannon Weinstein 47:21
47:21 Play Later Play Later Lists Like Liked47:21
Play Later Play Later Lists Like LikedMichelle Weinstein dives into the power of podcasting for lead generation. Joined by guest Shannon Weinstein, a fractional CFO and podcast host, they explore how podcasting has transformed Shannon's business and boosted her recurring revenue by five times. Shannon shares her insights on why podcasting is a game-changer for professionals looking to grow their client base and highlights practical steps for getting started. If you want to learn how to use podcasting to attract premium clients, this episode is packed with actionable advice!…
T
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
1 Episode 146 | Creating Adaptive Capacity for VIP's in Your Firm with Ron Baker 43:19
43:19 Play Later Play Later Lists Like Liked43:19
Play Later Play Later Lists Like LikedMichelle Weinstein is joined by Ron Baker to discuss the concept of firm capacity and how it can transform your business. They dive into how adjusting your firm's capacity can lead to better client experiences, increased revenue, and more freedom. If you've ever felt overwhelmed by client demands, this episode offers practical strategies to optimize your client roster and boost your firm’s performance. Tune in to learn how to manage capacity effectively and create lasting success for your accounting firm.…
T
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
1 Episode 145 |Case Study | From Feeling Frustrated & Trapped to Feeling Free with Lynn Karam 25:08
25:08 Play Later Play Later Lists Like Liked25:08
Play Later Play Later Lists Like LikedT
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
1 Episode 144 | Bridging The Action Gap: From Information To Implementation With Paul Ross 43:25
43:25 Play Later Play Later Lists Like Liked43:25
Play Later Play Later Lists Like LikedIn this episode, Michelle Weinstein dives deep into the implementation gap with the renowned author, speaker, and master hypnotist, Paul Ross. They explore the frustrating disconnect between knowledge and action, and why so many of us get stuck in a cycle of learning without achieving. If you're an accounting professional tired of attending webinars and workshops that leave you with more questions than answers, this episode is for you. Paul and Michelle uncover the subconscious blocks that prevent us from taking action and share practical strategies to bridge the gap between information and transformation. Get ready to turn your knowledge into tangible results and finally break free from the cycle of unfulfilled potential.…
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.
Daily Deals
Daily Deals
Daily Deals
Similar to The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
Welcome to an exciting new season of the podcast Your Career: Choice or Chance? - as we dive into the ever-evolving world of GenAI in the Workplace and explore the latest trends, experiences, and career journeys shaping the future of work as AI is increasingly ingrained in it. Each episode provides fresh insights, addressing the transformative influence of GenAI in shaping the workforce of tomorrow, making it a must-listen for anyone interested in staying ahead in the ever-evolving world of ...
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
…
continue reading
T
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
10k279
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
Awarded Best of Apple Podcasts, The $100 MBA Show delivers practical business lessons for the real world. These no fluff episodes are packed with only the pure business building training you want. Omar Zenhom shares lessons, strategies and insights from 20+ years of entrepreneurship. He’s bootstrapped two multi-million dollar businesses (and several smaller businesses, too). Join him for short, actionable lessons on how to do everything from validating your idea, to audience-building and mar ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
