Episode 176 |Case Study | From Overworked Prisoner To Finding Freedom | Terri Peter's 3-Year Transformation
Release Date: 02/15/2026
Episode 180 | Building Better Sales Skills For Firm Owners With Rob Jolles
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Sales skills are often the missing link for firm owners who are highly technical but struggle to confidently enroll clients, and this conversation with breaks down what actually changes outcomes in real sales conversations. Rob draws from decades of experience working with Fortune 500 companies to explain why asking better questions, listening more deeply, and shifting from order-taking to true problem solving are the foundations of trust and conversion. The discussion moves through practical techniques like open-ended questioning, trial closes, and understanding client motivation, while also...
info_outline
Episode 179 | The Marketing Funnel That Books CFO Advisory Calls With Charles Leikauf
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
If you want to rapidly scale your business, you need the right marketing funnel. Michelle Weinstein is joined by Charles Leikauf of the , a corporate finance professional turned fractional CFO, who explains what it takes to pull off the right marketing strategies to secure the most qualified leads and sell the right outcomes to the right potential buyers. He discusses how to hone your messaging according to your target market and get your paid advertising on the right track. If you have created a firm, but it still feels like a job that you cannot escape, now is the time to create the right...
info_outline
Episode 178 | Beyond The Numbers: Transforming Your Accounting Practice Into A High-Value Advisory Powerhouse With Michelle Weinstein & Fady Hawatmeh
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Many accounting firms feel stuck doing compliance work while leaving significant revenue on the table. In this conversation, Michelle Weinstein joins of to explore how firms can evolve beyond bookkeeping and transactional services into high-value advisory practices. They break down why accountants often undercharge, give away free advice, and struggle with sales structure—and how shifting to value-based pricing, clear service tiers, and problem-focused consulting can dramatically increase profitability without adding more hours. Michelle and Fady also discuss overcoming impostor syndrome,...
info_outline
Episode 177 | Building A Million-Dollar Virtual Firm Through Delegation And Culture With Renee Daggett
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Building a firm shouldn’t feel like a life sentence of long hours and constant pressure. Michelle Weinstein sits down with , founder of , to unpack how she transformed a burnout-driven practice into a million-dollar fully virtual firm with a long-tenured team. Renee shares the five pillars that made the shift possible—vision, clear roles, delegation with accountability, intentional culture, and performance-based incentives. Drawing from 22 years of experience, she explains how to step out of production without losing control, create career paths that retain top talent, and lead with...
info_outline
Episode 176 |Case Study | From Overworked Prisoner To Finding Freedom | Terri Peter's 3-Year Transformation
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Imagine trading the stress of an “overworked prisoner” CFO role for the freedom of a boutique tax firm—with time for family, music, and travel. That’s the transformation Terri Peters, founder of , made in just three years. Once overworked, undervalued, and stuck in scarcity, Terri took a leap from corporate security to build her own practice. In this deep dive, we revisit her turning point—choosing to invest in herself and stop making someone else’s money. Learn how she went from charging $500 per month to confidently enrolling $2,500–$3,500 concierge clients by building a...
info_outline
Episode 175 |Stop The Revenue Bleed | The Top 2 Marketing Problems Undermining Your Firm’s Growth With Christian Jones
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
The best clients to get are the ones you already have. If you are tired of losing them while constantly chasing new ones, you may be making serious marketing problems that must be urgently addressed. Michelle Weinstein sits down with , CEO of , who delves into the things that cause revenue bleeding and undermine your firm’s growth. Discover the crucial difference between marketing and advertising, how to achieve an acceptable churn rate, and how to create a great website that people can easily find online. Stop leaving thousands of dollars on the table and start commanding your business...
info_outline
Episode 174 | Case Study | Tony Frezza's 8-Week Shift: $40K Collected In A/R, 300 Clients Dropped, And A Life Reclaimed
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Ready to stop selling yourself short and start commanding your true value? Many firm owners with incredible technical skills are stuck on the hamster wheel, terrified to raise their fees or caving in on price—but change is possible, even after 30 years in the game. Listen in on this powerful case study with client , an EA and Certified Financial Planner and founder of , who shares the jaw-dropping results of shifting his mindset and implementing a system: cutting over 300 clients, collecting a massive $40,000 in AR, maintaining his total revenue, and finally establishing boundaries to...
info_outline
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...
info_outline
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...
info_outline
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...
info_outlineImagine trading the stress of an “overworked prisoner” CFO role for the freedom of a boutique tax firm—with time for family, music, and travel. That’s the transformation Terri Peters, founder of Tax Time Ledgers, made in just three years. Once overworked, undervalued, and stuck in scarcity, Terri took a leap from corporate security to build her own practice. In this deep dive, we revisit her turning point—choosing to invest in herself and stop making someone else’s money. Learn how she went from charging $500 per month to confidently enrolling $2,500–$3,500 concierge clients by building a values-aligned foundation and authentic sales process—without leading with marketing. If you’re a firm owner stuck on the same treadmill, Terri’s journey from scarcity to abundance shows that freedom comes from owning your value.