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Michelle Weinstein: Sales, Pricing, and Qualifying a Client

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

Release Date: 07/18/2025

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Show Summary:

In this episode of Grow My Accounting Practice, Michelle Weinstein, founder of The Abundant Accountant, dives into the crucial topics of sales, pricing, and client qualification for accounting firm owners. Michelle shares insights on how to recognize if you’re undercharging—and the long-term consequences of doing so, including burnout, client resentment, and stalled growth. She introduces the concept of optimal capacity, helping firm owners understand how to reduce their workload without sacrificing revenue. Michelle also explains how to strategically increase revenue with less stress, preparing your firm for greater profitability and a potential future sale at a high multiple. The conversation explores the most common mistakes accountants make when raising fees, and what to do instead to boost client buy-in and value perception. Plus, Michelle clarifies the important distinction between sales and marketing, offering actionable advice on how to strengthen both. This episode is a must-listen for firm owners ready to shift from survival mode to sustainable success.

 

The Abundant Accountant Podcast: 
https://apple.co/2zMKpgz

Facebook:
thepitchqueen

Instagram:
@thepitchqueen

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@thepitchqueen

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https://www.linkedin.com/in/michelleweinstein/

 

Corporate Partner:
The Abundant Accountant - https://theabundantaccountant.com/

Profit First App Version 2.0 is here! 

More Education. More Functionality. More Profit!