Episode 107 | When To Offload Clients And When To Keep Them With Denise Mandeau | The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals Podcast

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Bonus Episode With Eric Green - The Difference Between Sales & Marketing: Key Things You Need To Know To Get Paid What You’re Worth: Do you know how to execute strategies to grow your business? In this episode, join your host Michelle Weinstein as she sits down for a conversation with today’s guest to discuss the difference between sales and marketing. Eric Green is a... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

54 min listen

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Episode 75 | The Importance Of Branding: Quick Insights From The Pitch Queen: Your brand and how people see you is the first gateway into making sure that you can increase your revenue. In this episode, Michelle Weinstein, a.k.a. The Pitch Queen, talks about the importance of branding. Not only does branding increase your... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

18 min listen

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Episode 99 | Building A Corporate Culture To Keep Retention High With Ron Saharyan: A great corporate culture always starts with the owner. The owner is the person that gets to decide what kind of culture they want for their business. And if you want to keep retention high, you want a good culture. Join Michelle Weinstein as she... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

37 min listen

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Episode 74 | The Importance Of A Niche: How To Charge Higher Fees With Thomas Gorczynski: To charge higher fees and do more complex work, you need to understand the importance of a niche. Focus your education on that one niche you really know. Michelle Weinstein's guest today is , a nationally recognized educator in the federal income tax... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

35 min listen

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Episode 73 | How To Transition From Accounting To Sales With Diana Louiso: Transitioning between careers is never an easy feat. Today’s guest shares how helped her in her journey to shift from accounting to sales and boost her business. is the President and Founder of , where she works with small... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

35 min listen

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Episode 98 | Confidence And Competence: Two Key Elements To Success For Accounting And Tax Owners With Roger Knecht: Working too hard on your accounting and tax business? You may want to tune in to this episode. Today’s guest, , host of , discusses the strategies for having confidence in competence for accounting and tax firm owners. He shares how embracing... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

35 min listen

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Episode 83 | Devin Whyte Quit His Corporate Job And Now Earns $30k A Month In His Own CPA Firm. Here’s How He Did It!: Are you sick of your corporate job? Michelle Weinstein welcomes her masterclass student , who went from $3500 to $30k a month in his firm. Devin shares how thinking things through is a good move. But at some point, you’ll need to make a choice, stop... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

34 min listen

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Episode 91 | Case Study | How Peter Mitchell Of Tax Pro Advisor Generated $240k In Revenue In 3 Months While Cutting His Client Load By 50%: If you've been doing something for a very long time, it can feel like you're stuck on a hamster wheel. If you're a tax practitioner, you're already worrying about the next tax season. This was the life of , the Managing Principal at . He was unhappy... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

41 min listen

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Episode 71 | Why Asking For Testimonials Is Important For Your Credibility With Wendi Hall: Asking for testimonials is the best thing you can do to boost your credibility. Not only can you empower your team with positive feedback, but you can also improve with negative feedback! Either way, you can't lose! Michelle Weinstein's guest in this... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

43 min listen

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Episode 80 | Sales Vs. Marketing: How To Tell The Difference With Denise Mandeau: Do you know that if you want to increase your revenue, you need to understand the difference between sales vs. marketing? Michelle Weinstein’s guest in this episode is , the co-founder of P3D Consulting. Denise talks with Michelle about how... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

33 min listen

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Episode 97 | A Conversation On Pricing: How To Charge For Your Worth With Nate Haggerty: Price is what you pay, and value is what you get. That is what pricing is all about. You have to make sure that you are giving the best value for your price. Your pricing is directly proportional to what you've invested in your education, time, and... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

67 min listen

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Episode 85 | Go For The NO: Setting Your No-Goals And Taking The Leap Of Faith With Andrea Waltz: Start going for nos instead of yeses. Keep track of your nos and set goals for your nos. People are always afraid of failure and rejection, it's time to embrace that. Join Michelle Weinstein as she talks to about embracing the go for no mindset.... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

38 min listen

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Episode 72 | How To Identify Your Ideal Accounting Client With Debra Angilletta: When you’re looking for potential clients, you might be hesitant to start because you don’t know how to talk with them and if you’re going to be rejected or not. Identifying your ideal client is not easy. It's a lot of hard work pulling yourself... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

41 min listen

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Episode 94 | How To Buy Tax Practices For Pennies On The Dollar With Dominique Molina: Want to know how you can buy tax practices for pennies on the dollar? This is the episode for you! Today’s guest is , the co-founder and President of the . In this episode, she joins host Michelle Weinstein to share tips and tricks on buying tax... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

39 min listen

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Episode 77 | Deconstructing The Myths Of Sales Vs. Marketing With Denise Mandeau: Myths of sales versus marketing continue to persist, but make no mistake, you can’t have one without the other. Sales and marketing exist as a symbiotic pair that is necessary for business success. In this episode, we listen and debunk several myths... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

32 min listen

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Episode 89 | How To Solve Your Staffing Issues And Increase Growth And Revenue With Nate Hagerty: For an organization to grow and be successful, issues need to be addressed, and strategies must be implemented. We have a special guest, , the CEO of and , the nation’s leading marketing agencies group serving accounting and tax practices.... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

42 min listen

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Episode 102 | Selling Advisory Services As A Transformational Offer To Your Existing Clients With Dominique Molina: Are you thinking of transitioning from compliance-focused to selling advisory services but afraid of pricing for your worth? In this episode, Michelle Weinstein sits down with to discuss how you can overcome that. She is the Co-Founder of... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

33 min listen

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Ep 105 | Case Study | Triple Your Fees Without Losing A Client With Danielle Douglas: So many professionals are afraid to increase their fees for fear that it might drive people away. What happens is they end up charging less for what they are actually worth. How do you overcome this predicament? Well, today’s guest made it happen.... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

34 min listen

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Episode 90 | Setting Yourself Apart From The Competition: How To Sell Your Value With Shannon Weinstein: Do you often find yourself having to negotiate fees and offering free work instead of getting paid for what you’re actually worth? In this episode of The Abundant Accountant, CPA Shannon Weinstein of returns to give us more tips on how you can... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

33 min listen

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Episode 86 | How to Improve Who You Hire: Hiring Strategies and Leadership Skills To Manage An Effective Team with Jackie Meyer: Leadership does not start with managing a team. It starts the moment you hire someone. So how do you improve your hiring strategy and retain an effective team? , founder of and , is here to answer that. She joins host Michelle... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

35 min listen

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Episode 76 | Top 5 Sales Beliefs That Are Holding You Back: Overcoming The Barriers To Becoming A 6 -7 Figure Firm With Denise Mandeau: Some of the things we believe in are holding us back from growing and succeeding. In this episode Michelle Weinstein discusses the top five sales beliefs that are holding you back from getting to a six or seven figure firm with business growth... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

33 min listen

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Episode 79 | Building Your Ideal Clientele Through Value-Based Pricing With Shannon Weinstein: Learning to value your services and changing to a value-based pricing model can be a difficult process for many. It is absolutely essential, however, if you want to improve profitability. In this episode, we talk about value as Michelle Weinstein... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

35 min listen

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Episode 81 | Standing Out And Overcoming Objections With Serena Shoup: How do you go about overcoming objections? How are you different from other firms? When people understand their numbers and systemize their processes, they can grow their firms and have create a massive impact. Mom of three, and CEO, , is a CPA... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

39 min listen

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Episode 87 | Case Study | How Kevin Got Rid Of Clients, Raised Fees Over 150% & Boosted His Revenue Exponentially With Kevin Rego: A retired police officer/firefighter after a 30-year career in public service, is now an accountant who specializes in taxation law. However, Kevin soon realized that he was not being paid for the value of his service. Due to this realization,... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

37 min listen

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Episode 84 | It’s Tax Season! 3 Reasons Why Now Is The Time To Overhaul Your Firm With Denise Mandeau: Tax season is almost upon us, and with it comes a time crunch. Isn't it time you looked at overhauling the way you do business? Michelle Weinstein and sales strategist look at why tax season is the best time to increase your fees. Denise... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

24 min listen

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Episode 96 | How To Stop Justifying And Explaining Accounting Fees With Rob Jolles: Are you confident enough with your numbers? Listen to your host Michelle Weinstein as she shares valuable insights about pricing strategies and why you should stop justifying and explaining your accounting fees with . Rob is a speaker, author,... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

44 min listen

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Episode 82 | 5 Pillars Of Marketing To Build On For Your Accounting Firm With Nate Hagerty: Marketing is an oft-neglected part of many businesses, most especially the accounting sector. Enter , who heads and . Nate specializes in marketing for accountants and tax specialists. In this episode, Michelle Weinstein sits down for a... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

41 min listen

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Episode 101 | Why Sales Training For Accountants And Tax Firm Owners Fails And How To Avoid It With Rob Jolles: So you've done a bunch of sales training in the past, and they've failed. But why? In this episode, Michelle Weinstein, along with our special guest, sought-after speaker and best-selling author, will look at why sales training fails for accountants... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

51 min listen

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Episode 110 | Case Study: The Best Time For Upselling Is NOW With Chris McCormack: Upselling is a great growth technique for medium-sized companies wanting to maximize their resources for expansion. But when exactly is the best time of the year to upsell, and what are the ways you can do it? Our guest, , says it is NOW. Chris is a... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

25 min listen

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Episode 129 | Mastering Accounting Sales: Understanding Why Firm Owners Feel Uncomfortable Asking for Money With Denise Mandeau: It's a very common struggle for accounting and tax professionals to ask for equivalent value for the services they offer. How do we fight this tendency and begin to master accounting sales? In this podcast episode, Michelle Weinstein is back with... by The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

28 min listen

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Episode 107 | When To Offload Clients And When To Keep Them With Denise Mandeau

Episode 107 | When To Offload Clients And When To Keep Them With Denise Mandeau

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