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Case Study | How Rachel, A Solo Tax Firm Owner, Landed A $50,000 Client With Simple Follow Up
Many tax firm owners struggle to charge what they are worth and find themselves trapped in low-fee compliance work. On this episode, host Michelle We…
15 hours ago
AI Is Changing How Clients Find You, What Firm Owners Must Know About Marketing In 2026 With Christian Jones
How can you grow an abundant firm when traditional search engines are changing? Host Michelle Weinstein welcomes guest Christian Jones, CEO of TaxPro…
2 weeks, 3 days ago
Case Study | From 800 Clients To $1M: How One CPA Escaped Burnout And Doubled Revenue With Tatiana Podel
Are you drowning in high-volume, low-fee compliance work, wondering how you'll ever find the time to grow—let alone enjoy your family life?
In this e…
1 month ago
The End of Cheap Tax Work: Win with Value, Not Volume with Dominique Molina
Is your accounting firm caught in a race to the bottom? With major tech players flooding the market with $97 automated tax plans, it's never been eas…
1 month, 2 weeks ago
Case Study | From $10K Months To $100K Months: How Ross Built Confidence, Value, And Freedom In His Firm
Episode 183
Are you an accounting, tax, or bookkeeping firm owner trapped in a cycle of inconsistent revenue and constant stress? That was Ross Loveland's realit…
2 months ago
Stand Out in a Noisy World with Unique Client Experiences with Liz from Profit First
Are you an accounting, bookkeeping, or tax firm owner who feels stuck, undercharging, or overlooked in a noisy world? While perfecting your sales pro…
2 months, 2 weeks ago
Case Study | The Confidence Shift That Helped Beth Grow 218% In Revenue And Work Less Hours
Are you a firm owner who feels stuck trading more hours for more income? You're not alone. The breakthrough often isn't about working harder—it's abo…
3 months ago
Building Better Sales Skills For Firm Owners With Rob Jolles
Episode 180
Sales skills are often the missing link for firm owners who are highly technical but struggle to confidently enroll clients, and this conversation wi…
3 months, 2 weeks ago
The Marketing Funnel That Books CFO Advisory Calls With Charles Leikauf
If you want to rapidly scale your business, you need the right marketing funnel. Michelle Weinstein is joined by Charles Leikauf of the Profit Surge …
4 months ago
Beyond The Numbers: Transforming Your Accounting Practice Into A High-Value Advisory Powerhouse With Michelle Weinstein & Fady Hawatmeh
Many accounting firms feel stuck doing compliance work while leaving significant revenue on the table. In this conversation, Michelle Weinstein joins…
4 months, 2 weeks ago