Entity planning is a powerful yet often overlooked revenue opportunity for accounting professionals. In this episode, Michelle Weinstein welcomes Paul Hamann, an expert in reasonable compensation and the founder of RCReports, to discuss how firm owners can stop leaving money on the table. Paul shares valuable insights on why many accountants provide entity planning services for free, how to create a process to monetize these services, and the key compliance considerations firms need to be aware of. If you're looking to increase revenue from existing clients while providing them with significant tax savings, this is an episode you won’t want to miss!

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 episode, Michelle Weinstein sits down with former accountant-turned-entrepreneur Adam Lean, the co-founder of The CFO Project, who has helped countless firm owners shift from compliance work to high-value advisory services. Michelle and Adam break down the strategies that can help accountants price their services correctly, avoid burnout, and build a scalable, sellable firm. If you’ve ever wondered how to stop trading time for money and start building a firm that works for you, this episode is a must-listen.

Lead generation is the lifeline of any successful firm, but many business owners struggle to attract the right clients. Michelle Weinstein welcomes Gaynor Hardy Meilke, a business strategist and marketing expert, to share proven strategies for organic lead generation. They break down the difference between sales and marketing, discuss how to position yourself where potential clients are looking, and reveal the top ways to generate leads without relying on paid ads. If you’re tired of waiting for referrals and want to build a steady stream of high-value clients, this episode is packed with insights you can put into action today!

Unlock the secrets to profitable pricing with value pricing. Mark Wickersham, founder of Value Pricing Academy, joins Michelle Weinstein to dive into how value pricing can transform your accounting practice. Tired of undercharging and overworking? Mark reveals how to implement tiered pricing, master the art of communicating your value, and finally build a more profitable and fulfilling career. Take the first step toward transforming your pricing strategy—start applying value pricing today!

Building a successful accounting firm starts with offering the right services to the right clients. Michelle Weinstein and Adam Lean dive into the power of CFO services, discussing how accountants can break free from trading time for money and attract premium-paying clients. Together, they explore practical steps to build trust, phase out low-end work, and create irresistible CFO advisory packages that transform businesses. Tune in to discover actionable insights that help you work smarter, not harder while delivering real value to your clients.

KPI strategies can transform how accounting professionals measure success and build lasting client relationships. Michelle Weinstein welcomes Ron Baker, a leading expert in value pricing and predictive indicators, to share actionable insights that go beyond traditional metrics. Together, they explore how firms can track meaningful data, improve client satisfaction, and increase profitability. Discover how small changes like focusing on high satisfaction days and reducing customer effort can lead to huge business results. This episode is packed with practical advice to help you redefine success and lead your accounting firm to peak growth.

Are you tired of running marketing campaigns that are all over the place? Discover how to implement a solid structure of marketing to generate consistent, high-quality leads for your accounting firm. In this episode, Michelle Weinstein welcomes back Cameron Montgomery, owner of Apex Methods, to break down a simple four-step system you can easily emulate to attract ideal clients through organic Facebook marketing. Learn how to identify your niche, craft compelling content, and strategically position yourself as the go-to expert in your chosen field. If you are ready to ditch the overwhelm and embrace a structured approach to marketing, tune in now!

Building a thriving accounting firm starts with mastering the essentials of accounting growth. In this episode, Michelle Weinstein speaks with CPA and fractional CFO Jaci North about her inspiring journey from earning $400 to $25,000 in recurring revenue. Jaci shares the most pivotal moments, key decisions, and practical strategies that helped her transform her firm while regaining freedom and balance in her life. Tune in to discover how redefining your approach to sales, pricing, and client relationships can unlock the full potential of your business.