The CFO Project

Sell Without Selling


Listen Later

Join host Adam Lean and special guest Michelle Weinstein, the "Pitch Queen" and founder of The Abundant Accountant, as they tackle one of the biggest challenges facing financial professionals: selling services without feeling like a salesperson. In this enlightening episode of The CFO Project Podcast, they dive deep into why accountants and bookkeepers often struggle with sales, debunking common misconceptions and fears about selling high-value services.

Discover practical insights on transforming your mindset from "doing the work" to confidently selling your expertise at premium rates. Michelle shares invaluable perspectives on overcoming the fear of rejection, understanding your true value, and approaching sales as a way to genuinely help clients. Whether you're an accountant, CPA, or bookkeeper looking to grow your practice, this episode provides actionable strategies to elevate your sales game while staying authentic to your professional identity.

Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter

And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service

Learn More About The CFO Project:
https://thecfoproject.com/

Learn More About The Abundant Accountant
https://theabundantaccountant.com/

...more
View all episodesView all episodes
Download on the App Store

The CFO ProjectBy Adam Lean

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

10 ratings


More shows like The CFO Project

View all
CFO THOUGHT LEADER by The Future of Finance is Listening

CFO THOUGHT LEADER

120 Listeners

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

73 Listeners

The Successful Bookkeeper Podcast by Michael Palmer

The Successful Bookkeeper Podcast

87 Listeners

Accounting Today Podcast by Accounting Today

Accounting Today Podcast

73 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,389 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

339 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

46 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

26 Listeners

AICPA Town Hall by AICPA & CIMA

AICPA Town Hall

16 Listeners

The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

The Ambitious Bookkeeper Podcast

60 Listeners

The CFO Report by Michael King

The CFO Report

31 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

49 Listeners

Unofficial QuickBooks Accountants Podcast by Alicia Katz Pollock, MAT

Unofficial QuickBooks Accountants Podcast

42 Listeners

She Counts by Questian Telka, EA & Nancy McClelland, CPA

She Counts

10 Listeners