The Abundant Accountant Podcast

The Abundant Accountant Podcast is where accounting professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. We cover topics from 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’ll learn tips and strategies as well as hear personal interviews from successful accounting professionals. This podcast for accountants will show you exactly how to create the business (and life) of your dreams full of abundance!

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The Best Ways for Accountants to Get Referral Clients | Episode 10

Feb 15, 2019

How often do you ask your current happy client for a referral? Do you sit around hoping that they’ll just send people your way? It’s time to change your thought process... Referral clients are GOLD! Receiving referrals from current, happy clients also increases the...

How to Show Your Value as a Trusted Professional as an Accountant | Episode 9

Feb 1, 2019

Do you have any long-term clients who you undercharge, and you worry that they’re going to leave you if you raise their rates? If you answered YES, then this week’s episode of The Abundant Accountant Podcast is a MUST LISTEN! Marc Schnoll joins the show to share how...

The 4 Best Marketing Tactics for Accountants in 2019 | Episode 8

Jan 15, 2019

Do you have a marketing plan for your accounting firm? Or are you winging it as you go, hoping dream clients fall into your lap? I’ve worked with a lot of accountants and I know that many of you shudder at the thought of having to go out and market yourself, so you...

5 Steps to Developing a Winning Elevator Pitch for CPAs | Episode 7

Jan 1, 2019

Do you have a pre-written and practiced “Brand Shake?” If you’re not familiar with the term Brand Shake, it is the term I like to use with my Royal Family to describe the ever-important elevator pitch. Having an award-winning elevator pitch is the key to mastering...

How to Say No to Clients Who Can’t Afford Your Accounting Services | Episode 6

Dec 15, 2018

How frequently does a less than ideal client reach out to you? How often do you end up taking that prospect on as a client? Probably more frequently than you would like. We often live in this lack mindset, thinking that if we don’t take on every client we come across...

Setting Boundaries for Accountants: Knowing Where to Draw the Line with Clients | Episode 5

Dec 1, 2018

Is your accounting firm FULL of less than ideal clients? Clients that just want you to file their tax returns, but aren’t looking for the higher value services you really want to offer? If you answered YES, this week’s guest on The Abundant Accountant Podcast, Heath...

Showing Your Worth: How to Explain Your Pricing & Value as an Accountant | Episode 4

Nov 15, 2018

Have you ever found a new prospect who is genuinely interested in your services, but when it comes time to discuss your prices you FREEZE UP? Do you fear the “what do you cost” conversation? In this episode, Ross Jeffries joins me to discuss how you can build up your...

When is it Appropriate to Ask for a Testimonial from a Client? | Episode 3

Nov 1, 2018

Do you struggle to ask for testimonials from your clients? Does it feel uncomfortable or awkward when it comes time to approach your clients to review your work? If you’re like most of my clients, then you struggle to ask for a testimonial. In this episode of The...

Should You Have a Niche as an Accountant? | Episode 2

Oct 15, 2018

Are you afraid to niche down your accounting business because you fear that you might run out of clients? In this week’s episode of The Abundant Accountant Podcast, Luke Gheen joins us to share the evolution of his business’ niche. When he first started out, Luke’s...

The Problems with Accounting Firms Giving Advice Away for Free | Episode 1

Sep 19, 2018

How often are you asked for free advice? The second you let people know that you’re an accountant, they probably start asking you question after question. It can get overwhelming, plus giving all of that free information away doesn’t help you AND it doesn’t help those...