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Building A Million-Dollar Virtual Firm Through Delegation And Culture With Renee Daggett
Building a firm shouldn't feel like a life sentence of long hours and constant pressure. Michelle Weinstein sits down with Renee Daggett, founder of …
5 months ago
Case Study | From Overworked Prisoner To Finding Freedom | Terri Peter's 3-Year Transformation
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'…
5 months, 2 weeks ago
Stop The Revenue Bleed | The Top 2 Marketing Problems Undermining Your Firm's Growth With Christian Jones
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 m…
6 months ago
Case Study | Tony Frezza's 8-Week Shift: $40K Collected In A/R, 300 Clients Dropped, And A Life Reclaimed
Ready to stop selling yourself short and start commanding your true value? Many firm owners with incredible technical skills are stuck on the hamster…
6 months, 2 weeks ago
Disney‑Level Client Experience & Subscription Pricing With Debra Kilsheimer
Client experience must be provided in the most convenient and fulfilling way, not only for clients themselves but also for the business owner. For ou…
7 months ago
Case Study | From Hourly Billing To $425K In Retainers: How Jeremy Slack Quit His Job
Hourly billing was keeping Jeremy Slack stuck — exhausted, underpaid, and working late nights just to stay afloat. In this powerful case study, Miche…
7 months, 2 weeks ago
How Self-Belief Impacts Sales With Rob Jolles
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 Rob J…
8 months ago
Case Study | From Corporate To Confident CEO: Roxanne Ferrari's Journey With The Abundant Accountant
Before she became the CEO of a bookkeeping firm, Roxanne Ferrari struggled with sales and was terrified of anything related to marketing. But she man…
8 months, 2 weeks ago
Mastering The Soft Skills To Thrive As A Fractional CFO With Ron SaharyanReady To Become a Fractional CFO? with Ron Saharyan
Becoming a fractional CFO requires far more than technical accounting skills—it's about mastering the soft skills that drive real client transformati…
9 months ago
Case Study: Conquering Sales Anxiety And Reclaiming Health With Rachel Bernier-Green
Sales anxiety in accounting can drain confidence, health, and business growth—but it doesn't have to. In this case study, Michelle Weinstein sits dow…
9 months, 2 weeks ago