An Abundance Mindset with Michelle Weinstein
With the economy and the profession in flux, Alicia welcomes Michelle Weinstein, founder of The Abundant Accountant, to explain how scarcity thinking leads accounting firm owners to discount, give away free advice, and take on the wrong clients. Michelle breaks down the difference between marketing and sales, why every prospect should be qualified and diagnosed before a meeting, how to price on the value of the problem rather than your hours, and how to build confidence to re-enroll existing clients at higher fees. She also ties it all back to exit strategy, showing how the same habits that raise profitability also raise the multiple a buyer will pay for your accounting firm.
LINKS
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Zamp - http://uqb.promo/zamp
Veltrix - http://uqb.promo/veltrix
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Zamp - http://uqb.promo/zamp
Veltrix - http://uqb.promo/veltrix
- (00:00) - Scarcity vs Abundance
- (01:33) - Meet Michelle Weinstein
- (02:52) - Words Shape Reality
- (07:01) - Stop Undervaluing Work
- (11:35) - Marketing vs Sales
- (14:01) - Qualification and Diagnostics
- (19:21) - Value Based Pricing
- (24:48) - Raise Fees Confidently
- (31:06) - Build for Acquisition
- (35:27) - Wrap Up and Next Steps
- (36:53) - Whats Going On
- (38:11) - Events and Closing
LINKS
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Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.