Podcast Episodes
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How To Increase Revenue from Existing Clients Using Entity Planning with Paul Hamann
Episode 157
Entity planning is a powerful yet often overlooked revenue opportunity for accounting professionals. In this episode, Michelle Weinstein welcomes Pau…
1 year, 3 months ago
Maximize Your Practice Value And Retire Early Using CFO Advisory Services With Adam Lean
Episode 156
CFO advisory services are the key to building a firm that not only generates higher revenue but also sets you up for a profitable exit. In this episo…
1 year, 3 months ago
Top Organic Lead Generation Strategies To Grow Your Firm With Gaynor Meilke
Episode 155
Lead generation is the lifeline of any successful firm, but many business owners struggle to attract the right clients. Michelle Weinstein welcomes G…
1 year, 4 months ago
What Every Accountant Needs To Know About Value Pricing With Mark Wickersham
Episode 154
Unlock the secrets to profitable pricing with value pricing. Mark Wickersham, founder of Value Pricing Academy, joins Michelle Weinstein to dive into…
1 year, 4 months ago
How CFO Services Can Transform Your Firm With Adam Lean
Episode 153
Building a successful accounting firm starts with offering the right services to the right clients. Michelle Weinstein and Adam Lean dive into the po…
1 year, 5 months ago
How KPI Strategies Drive Success With Ron Baker
Episode 152
KPI strategies can transform how accounting professionals measure success and build lasting client relationships. Michelle Weinstein welcomes Ron Bak…
1 year, 5 months ago
The Simple Structure of Marketing with Cameron Montgomery
Episode 151
Are you tired of running marketing campaigns that are all over the place? Discover how to implement a solid structure of marketing to generate consis…
1 year, 6 months ago
Case Study | Accounting Growth: From $400 To $25K With Jaci North
Building a thriving accounting firm starts with mastering the essentials of accounting growth. In this episode, Michelle Weinstein speaks with CPA an…
1 year, 6 months ago
How Excel Can Transform Your Capacity Issues In Your Firm with Jeff Lenning
Episode 150
Many people often consider Microsoft Excel just as a simple tool to create tables, align columns, or generate reports. But if you can fully leverage …
1 year, 6 months ago
Building An Effective Enrollment Process With Bruce Gerstenfeld
Episode 149
Michelle Weinstein speaks with Bruce Gerstenfeld, a CPA with over 20 years of experience, about building an effective enrollment process for a legacy…
1 year, 7 months ago