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, 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.

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.

A shocking $50,000 mistake led to a major sales breakthrough for CPA Tim Wijtenburg, a turning point that redefined his approach to building a profitable accounting firm. This episode reveals how Tim, after seven years in corporate at a Fortune 150 company and over a decade in tax planning, initially relied on tech solutions and "sales menus" to grow his practice, only to discover a critical missing piece—a robust sales process. Join Tim as he shares his pivotal journey from feeling stuck, isolated, and contemplating a return to corporate life, to doubling client engagements and drastically increasing revenue by understanding client needs and setting clear expectations. This is the real-world story of how Tim transformed a costly misstep into a pathway to abundance, freedom, and finally building the firm he always dreamed of.