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Michelle Weinstein Podcasts

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The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You’l ...
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Success Unfiltered

Michelle Weinstein - The Pitch Queen, Sales Strategist

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Michelle Weinstein, AKA The Pitch Queen, is the host of Success Unfiltered, which features an array of unique and inspiring guests. She talks to all kinds of innovators and achievers, including multi seven and eight figure entrepreneurs, Shark Tank veterans, authors, performers, and investors. Her guests share their most intimate stories, no holds barred. It’s the raw and vulnerable stuff that you don’t always hear about, like major rejections, epic failures, and unrelenting setbacks. They s ...
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Have you wondered what it takes to thrive in the accounting industry? Or how the experts established their successful careers? Learn from industry experts with Canopy. In each episode of the Practice Success Podcast, Canopy takes a deep dive with accounting professionals, exploring their career trajectory, extracting advice for firms, and discussing the latest trending topics.
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Stanford Law School WellnessCast™

Professor Joe Bankman & Sarah Weinstein

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The WellnessCast™ is a podcast about wellness and mental health in the legal profession. It is part of the Law School Wellness Project at Stanford Law School and is co-hosted by Professor Joe Bankman and Stanford law students.
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That Marketing Dude was founded by me, Luke Benjamin Thomas, a world traveler, digital nomad and motor mouth. I help digital nomads and location independent entrepreneurs, and those aspiring to become either, to build businesses that allow them to focus more on travel. I started this podcast because I was sick of listening to the same type of shows... So I created something different. I bring on guests as "co-hosts", not to interrogate them. I publish 3 shows a month talking about a specific ...
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In this episode of Canopy Practice Success, host KC Brothers sits down with Dave Spence, a CPA turned financial planner with decades of experience in both public accounting and wealth management. With six years in public accounting, 18 years at AXA Advisors, and 15 years at LPL Financial, Dave brings a unique perspective on the intersection of tax …
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AI is here to stay. It will just get better and more polished as we move towards a more futuristic society. Accounting firms might as well know how to use it to their advantage. This is exactly what Fady Hawatmeh is doing through his company Clockwork, the first AI-powered Financial Planning and Analysis (FP&A). He joins Michelle Weinstein to share…
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Summary In this conversation, Michael Ly, founder of Reconciled, shares insights on the importance of listening in sales, the unique structure of his accounting firm, and how to build trust with clients. He emphasizes the need for accountants to ask the right questions and focus on client needs rather than just selling their own skills. The discuss…
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Firm owners are expected to wear many hats and look after numerous clients at the same time. But without the right processes and boundaries, you could experience client chaos and overwhelm. Michelle Weinstein shares how The Abundant Accountant can help you resolve this hurdle with one of her clients, Melissa Schroder of Melissa’s Advisory Service, …
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In this episode, KC Brothers interviews Kane Polikoff, a seasoned expert in accounting services, discussing his extensive career journey and the evolution of Business Process Outsourcing (BPO) to Client Accounting Services (CAS). Kane shares insights on overcoming imposter syndrome, the importance of integrating technology in accounting, and the cr…
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There may be some strategies or processes that are causing more harm than good to your finances – and they could be out of plain sight. Michelle Weinstein breaks down the top five hidden money leaks that you should resolve as soon as possible. From reworking your engagement letters to letting go of toxic clients, she explains how to patch these fin…
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In this episode, KC Brothers interviews Ryan Lazanis, founder of FutureFirm, discussing the challenges accountants face in building scalable practices. Ryan shares his journey from running an online accounting firm to coaching others on achieving freedom and growth in their businesses. The conversation covers the importance of lifestyle, the role o…
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A shocking $50,000 mistake led to a major sales breakthrough for CPA Tim Wijtenburg, a turning point that redefined his approach to building a profitable accounting firm. This episode reveals how Tim, after seven years in corporate at a Fortune 150 company and over a decade in tax planning, initially relied on tech solutions and "sales menus" to gr…
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In this episode, KC Brothers interviews Adam Lean, who shares his unique journey from being an accountant to starting his own CFO advisory practice. Adam discusses the importance of cash flow for business success and how many business owners lack the financial knowledge to navigate their companies effectively. He emphasizes the need for accountants…
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In this engaging webinar turned into podcast, Jason shares insights on how accounting firms can grow and thrive in a rapidly changing landscape. He emphasizes the importance of specialization, the impact of AI, and the need for firms to adapt to market trends. The conversation covers common pitfalls, the role of private equity, and strategies for e…
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In this episode, KC Brothers interviews tax expert Tanya Baber, who shares her journey from a solo practitioner to leading a successful accounting firm. Tanya discusses her unique approach to work-life balance, empowering her team, and optimizing client experiences. She emphasizes the importance of continuous learning and adaptation in the ever-evo…
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Tired of pushy sales tactics? Discover how to master the art of selling high-value CFO advisory services without feeling sleazy as Michelle Weinstein takes the hot seat opposite Adam Lean, CEO of The CFO Project. We delve into strategies for financial professionals to communicate their value, overcome the fear of rejection, and build a thriving pra…
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In this episode, KC Brothers speaks with Shannon Vincent and Colin Dunn, founders of Renew Group, about the challenges of traditional accounting business models and how to transition to a healthier, more sustainable approach. They discuss the importance of focusing on the right clients, setting appropriate pricing, and measuring success through met…
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True accounting firm transformation isn't just about the numbers; it's about a fundamental shift in your mindset and how you operate, which is exactly what Debbie Snelling experienced. In this revealing case study, we hear from Debbie, the owner of North Georgia Tax Solutions and a former tax director for a publicly traded company, as she shares he…
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In this episode, KC Brothers interviews Reza Hooda, an accounting firm owner and author of 'The Four Pillars'. They discuss the journey of accounting professionals towards achieving freedom through their practices, the challenges of traditional billing methods, and the importance of positioning and specialization in the industry. Reza shares insigh…
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Unlock the secret to transforming your accounting firm from a compliance-driven grind to a thriving hub of high-value advisory services! In this episode, Michelle Weinstein welcomes Jim Buffington, the leader of advisory services at Intuit Accountants, and a passionate advocate for empowering tax and accounting professionals. Jim shares invaluable …
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In this episode, KC Brothers interviews Debra Kilsheimer, a CPA and host of the podcast 'Bookkeepers on Fire.' Deborah shares her unique approach to accounting, emphasizing the importance of value-based pricing over traditional billable hours. She discusses her journey in the accounting profession, the significance of understanding client needs, an…
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Researching is an essential part of running a successful tax and accounting firm, but too often, professionals do it for free without realizing its true value. Join Michelle Weinstein and the powerhouse CPA, Dominique Molina, to reveal how firm owners can shift from reactive, unpaid research to a proactive, profitable approach. Dominique shares how…
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Are you looking for ways to generate free leads and grow your firm without spending a fortune on marketing? Then you're in the right place! Michelle Weinstein is bringing you the inside scoop with Scott Scarano, the accountant who throws accounting norms out the window, hosts a killer podcast called Accounting High, and drops some surprisingly smoo…
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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 provid…
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Will Hill emphasizes the importance of integrating advisory services into the accounting practice. He also discusses the impact that good healthy goals have on a firms production. KC and Will conclude the episode with a focus on how production over hours worked can lead firms to achieve both their professional and personal objectives effectively.…
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Talia Spencer tells 60 Minutes Australia that Blake Lively's allegations don't match with any of the behavior or interactions she witnessed on the set of It Ends With Us. We're still trying to figure out why Blake committed career su**ide like this. Doesn't make sense! It wasn't worth it AT ALL! Hosted on Acast. See acast.com/privacy for more infor…
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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 a…
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Harvey Weinstein has come to Justin Baldoni's defense and what Harvey says about The NY Times' reporting seems to be true. Black Lively kept a lot of content removed from the receipts that she provided, which changed the narrative, misrepresenting what actually took place before, during and after filming Colleen Hoover's "It Ends With Us." Hosted o…
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Barack Obama shared that he's still trying to work on his marriage after the strain his presidency put on his relationship with his wife Michelle. What is going on here? Why did Barack go public with this information? WHAT DOES IT MEAN! I also talk about the Duchess of Sussex. She needs a better PR team. Hosted on Acast. See acast.com/privacy for m…
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I'm a bit of a Chappell Roan apologist. Many moms online completely agree with Chappell Roan going on the Call Her Daddy podcast saying that a woman who is 27 years old and has multiple children younger than 5 years old are "in hell." Other moms are infuriated. Truth hurts? Before we discuss Chappell, we happily report that Kanye West's Kim Kardash…
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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 positi…
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Kanye West's new interview with DJ Academiks, along with his tweets, are hateful towards Beyonce and Jay-Z's 7 year-old twins and he also claims that he didn't want kids with Kim Kardashian. How much therapy are Kanye's four children going to need throughout their lifetime because their dad is an unhinged loser?!?! Hosted on Acast. See acast.com/pr…
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Survival of the Thickest starring Michelle Buteau is one of Netflix's best new shows and I'm ready for it to start picking up awards. Season 2 of Survival of the Thickest is just as great as season 1, but I think there were more punchlines this time around, and more sex, drama, trans, gay, and dark Black girl visibility. Sit back and listen to me f…
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Joey Leveille's fall from grace was not on my bingo card. He was one of my absolute favorites on season 8 of Love is Blind, but the truth will set you free! The truth has come out and Joey seems like an a-hole f*ckboy who only dates blonde women. I don't wanna see Joey or Sara again. I'm good. Hosted on Acast. See acast.com/privacy for more informa…
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If you haven't watched Monsters on Netflix, and the Netflix documentary on the Menendez brothers, do not form an opinion and speak from ignorance on a topic you know nothing about. The Menendez brothers are still behind bars for murdering their parents who made their lives a living hell. Their story is one of the most devastating in modern history.…
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Kanye West has been posting vicious, dangerous and slanderous Tweets on Twitter, claiming that KIM KARDASHIAN is a sex trafficker and sex worker. I recorded this episode and released it on February 12th. I'll be recording a new episode about what Kim is going through, and what she's considering doing as a result, as soon as I have time. Who knew Ka…
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AD & Ollie of Love is Blind and Love is Blind UK's engagement aired during the Love is Blind season 8 reunion. We are overly excited for AD & Ollie. The engagement was absolutely beautiful and I can not wait to watch them on next season of The Perfect Match! Meagan Good and Jonathan Majors are also married. What do I think? You may be surprised. Ho…
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Love is Blind season 8 will go down in history as one of the worst seasons of Netflix's popular franchise. Apparently pretty much the entire cast was fake and it's pathetic that only one couple got married. I actually forgot to mention who got engaged on Love is Blind. I guess another episode is coming! Hosted on Acast. See acast.com/privacy for mo…
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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 …
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The Traitors is a show that gets viewers very emotionally invested. We pick who we want to win and we get devastated whenever that doesn't happen. I wanted a certain b!tch in particular to get banished and she finally was. It was SWEET REVENGE. The reunion was also so fun! This is one of my longest episodes in a while. I get into everything! Enjoy.…
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Love is Blind was originally about great love stories, now, season after season, people like Dave Bettenburg are on the show ruining things for everyone. Lauren is probably a fan favorite this season, so we didn't enjoy witnessing her suffer mistreatment from superficial Dave! I talk about why this man is the absolute worst and how he squandered hi…
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Brittany Malidore shares her journey of overcoming workplace toxicity and bullying in the accounting industry. Joined by KC Brothers, she discusses the hidden impact of toxic work environments and why identifying and eliminating harmful behaviors—whether from colleagues or clients—is key to long-term success.…
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Four couples are still engaged on season 4 of Love is Blind and we already know one couple got married, thanks to TMZ spoiling it for us! That leaves three other couples: Joey & Monica, Devin & Virginia and Sara & Ben. Who do you think will swap I Do's and why? I don't hold back. I also go in on all of the people who sh!t on the premise of this sho…
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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 w…
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In this episode of the Practice Success Podcast, executive coach and talent management consultant Kristy Busija shares insights on modern hiring strategies and how companies can adapt to today’s evolving workforce. From leveraging social media in recruitment to embracing fractional work Kristy offers advice for firms struggling with talent shortage…
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