Episode 165 | Quieting The Client Chaos With Melissa Schroder
Release Date: 09/01/2025
Episode 173 | Disney‑Level Client Experience & Subscription Pricing With Debra Kilsheimer
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Client experience must be provided in the most convenient and fulfilling way, not only for clients themselves but also for the business owner. For our New Year episode, Michelle Weinstein sits down with QuickBooks wizard , who shares how they created a Disney-like customer service. She explains how she treats accountants and bookkeepers with utmost respect and closeness as she helps turn their goals into reality. Debra also talks about achieving millions in revenue even with just a “two-and-a-half” team and how she set prices for her subscriptions while considering the real-life...
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Episode 172 | Case Study | From Hourly Billing To $425K In Retainers: How Jeremy Slack Quit His Job
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Hourly billing was keeping stuck — exhausted, underpaid, and working late nights just to stay afloat. In this powerful case study, Michelle Weinstein talks with Jeremy about how he restructured his firm, replaced his salary, and added $425K in annual retainers by shifting to a value-based model. From sleepless nights and a demanding boss to landing multi–six-figure clients and quitting his job, Jeremy shares what changed when he stopped selling time and started selling results. His story is proof that confidence, clarity, and the right system can transform both your business and your...
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Episode 171 | How Self-Belief Impacts Sales With Rob Jolles
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
If you want others to believe in what you are saying or offering, you have to believe in yourself first. Bestselling author and keynote speaker joins Michelle Weinstein to discuss how self-belief is the key ingredient in building trust, leveling up your sales, and achieving business growth. Rob explains how to put yourself in character to unlock your desired success, control (or even silence) your self-critic, and address imposter syndrome. He also talks about the importance of refining your communication skills, embracing hope despite the fear of disappointment, and asking strategic...
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Episode 170 | Case Study | From Corporate To Confident CEO: Roxanne Ferrari's Journey With The Abundant Accountant
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Before she became the CEO of a bookkeeping firm, struggled with sales and was terrified of anything related to marketing. But she managed to unlock her leadership skills and tap into her confident self through the Abundant Accountant’s eight-week sales mastery course. She joins Michelle Weinstein to share how she went out of her comfort zone and trusted the process, which ultimately led to the foundation of and numerous financial wins. Roxanne also underlines how to achieve business success without sacrificing your personal life and the importance of being confident – and comfortable –...
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Episode 169 | Mastering The Soft Skills To Thrive As A Fractional CFO With Ron Saharyan
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Becoming a fractional CFO requires far more than technical accounting skills—it’s about mastering the soft skills that drive real client transformation. Michelle Weinstein talks with , co-founder of , about how accountants and bookkeepers can step into this high-value role with confidence. From strategic thinking and storytelling to emotional intelligence and coaching, Ron reveals the skills that separate true advisors from number crunchers. Together, they explore how to position yourself as a trusted CFO, ask the right questions, and deliver the client experience that commands premium...
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Episode 168 | Case Study: Conquering Sales Anxiety And Reclaiming Health With Rachel Bernier-Green
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Sales anxiety in accounting can drain confidence, health, and business growth—but it doesn’t have to. In this case study, Michelle Weinstein sits down with , founder and CEO of (EJC), to share how she transformed her sales process, conquered fear, and built a thriving consulting firm serving six to eight-figure businesses. Rachel opens up about relying on referrals as a crutch, letting go of toxic clients, and the mindset shifts that helped her turn sales from something she dreaded into a way of serving. With clarity, systems, and confidence, Rachel not only reclaimed 30–40 hours a...
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Episode 167 | Breaking The Cycle Of Overworking And Underearning In Accounting
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
The epidemic of overworking and underearning in accounting is costing professionals both time and financial freedom, but breaking the cycle is possible. This time, our very own Michelle Weinstein takes the hot seat with Molly Murphy, the company’s chief enrollment officer, to share how accountants can shift from transactional work to building profitable, freedom-driven firms. Drawing on Michelle’s journey from Moss Adams to entrepreneurship and sales mastery, they reveal proven strategies to package services, raise prices, and attract high-value clients without fear of selling. Through...
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Episode 166 | Leveraging AI In Accounting With Fady Hawatmeh
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
AI is here to stay. It will just get better and more polished as we move towards a more futuristic society. Accounting firms might as well know how to use it to their advantage. This is exactly what is doing through his company , the first AI-powered Financial Planning and Analysis (FP&A). He joins Michelle Weinstein to share how they are revolutionizing CFO advisory and solving software inaccuracy through automation, minimizing hours of manual work to just a few minutes. Fady also talks about the importance of confidence and hard skills in offering CFO services, how to focus more on...
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Episode 165 | Quieting The Client Chaos With Melissa Schroder
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Firm owners are expected to wear many hats and look after numerous clients at the same time. But without the right processes and boundaries, you could experience client chaos and overwhelm. Michelle Weinstein shares how The Abundant Accountant can help you resolve this hurdle with one of her clients, of Melissa’s Advisory Service, LLC. Melissa reflects on how the eight-week sales mastery course helped her take control of her finances, determine which clients to let go, and add up to $27,000 to her revenue. Tune in as she shares how embracing such a huge change allowed her to bring her...
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Episode 164 | Solving The Top 5 Hidden Money Leaks In Your Firm
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
There may be some strategies or processes that are causing more harm than good to your finances – and they could be out of plain sight. Michelle Weinstein breaks down the top five hidden money leaks that you should resolve as soon as possible. From reworking your engagement letters to letting go of toxic clients, she explains how to patch these financial holes without sacrificing the integrity of your profession. Whether you are a start-up firm looking to plan ahead or an established one aiming to keep the cash flowing without issues, this is a must-listen episode.
info_outlineFirm owners are expected to wear many hats and look after numerous clients at the same time. But without the right processes and boundaries, you could experience client chaos and overwhelm. Michelle Weinstein shares how The Abundant Accountant can help you resolve this hurdle with one of her clients, Melissa Schroder of Melissa’s Advisory Service, LLC. Melissa reflects on how the eight-week sales mastery course helped her take control of her finances, determine which clients to let go, and add up to $27,000 to her revenue. Tune in as she shares how embracing such a huge change allowed her to bring her career to greater heights and get out of the hamster wheel.