Aug 1, 2026

Many tax firm owners struggle to charge what they are worth and find themselves trapped in low-fee compliance work. On this episode, host Michelle Weinstein welcomes Rachel Ratliff, owner and founder of Ratliff Accounting & Tax, to discuss strategies for firm growth and value-based pricing. Rachel shares how she doubled...

Jul 15, 2026

How can you grow an abundant firm when traditional search engines are changing? Host Michelle Weinstein welcomes guest Christian Jones, CEO of TaxProMarketer, to discuss how accounting marketing AI is transforming how high-margin clients locate your services. Many CPA firm owners suffer from tax factory burnout because...

Jul 1, 2026

Are you drowning in high-volume, low-fee compliance work, wondering how you’ll ever find the time to grow—let alone enjoy your family life?

In this episode, we sit down with Tatiana Podel, a CPA who was once exactly where you are: managing 800 compliance clients, exhausted, and terrified that raising her prices...

Jun 15, 2026

Is your accounting firm caught in a race to the bottom? With major tech players flooding the market with $97 automated tax plans, it’s never been easier to feel like your professional expertise is being commoditized. Many firm owners are responding by lowering their prices to stay competitive, but here is the cold,...

Jun 1, 2026

Are you an accounting, tax, or bookkeeping firm owner trapped in a cycle of inconsistent revenue and constant stress? That was Ross Loveland's reality: stuck at $10,000 in recurring monthly revenue, worried about raising prices, and struggling to convey his Value. He was wearing too many hats, his firm felt like a job...