Speaker:
- Michelle Weinstein: Founder of The Abundant Accountant
If you're an accounting, tax, or bookkeeping firm owner who knows you're great at what you do but still finds yourself stuck financially— working harder without seeing the return—you likely have money leaks draining your profits.
In this training, you'll uncover the 5 most common money leaks that keep firm owners overworked and underpaid. You’ll learn exactly how to close these gaps, take back control of your time, and unlock the revenue your firm is truly capable of—without sacrificing your sanity or giving away your expertise for free.
Learning Objectives:
- Pinpoint the top 5 hidden areas where firm owners leak time, energy, and profit—and how these impact long-term growth and burnout.
- Define and communicate boundaries by identifying your ideal client, learning how to say “no” without guilt, and setting yourself up to work only with aligned clients who pay what you’re worth.
- Protect your expertise by preventing scope creep, end the cycle of giving away free advice and maintain control of every client engagement.
- Fix your cash flow by learning how to get paid upfront, eliminate A/R, and create predictable revenue while reducing stress.
- Master a simple sales framework that helps you confidently convert premium clients, clearly communicate your value, and easily grow your firm.
*Join live for 1 CPE credit
