Live Webinar
The 5 Major Money Leaks
How to Plug the Profit Drain and Maximize the Revenue Potential in Your Firm
Time: 1pm – 2pm ET
Date: Friday, July 24, 2026
If you’re like most firm owners, you KNOW that you’re really good at what you do, and you also know that you should be making a lot more money. If you feel like you can’t get ahead financially in your firm no matter what you do, and feel like you just have to keep working harder and harder without much return, you have MONEY LEAKS in your firm that need to be plugged ASAP!
In this presentation, you’ll learn the top 5 money leaks and how to close them up so that you can work LESS while still maximizing the revenue potential in your firm.
Objectives:
- Identify the five most common ways tax and accounting firm owners leak money, time, and energy, and how they are sabotaging your profit and growth.
- Learn how to clearly define your ideal client, set boundaries, and say no with confidence—so you can charge premium rates and work with aligned clients only.
- Understand how to stop giving away free advice, prevent scope creep, and protecting your time, value, and expertise.
- Discover how to get paid upfront and eliminate A/R issues so that you can create more consistent cash flow while reducing stress and burnout.
- Learn the simple yet powerful sales system that allows you to confidently enroll premium clients, communicate your value, and scale your firm with ease and clarity.
NOTE: There is no CE / CPE credit for this program.
Register for the Webinar!
Please use the form below.
Meet the Speakers
Eric Green – Attorney and Founder, Tax Rep Network
Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped thousands of accountants start and grow successful tax representation practices.
Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.
Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.
Michelle Weinstein – Founder The Abundant Accountant
Michelle Weinstein is a time-tested entrepreneur, master of selling, and founder of The Pitch Queen and The Abundant Accountant.
In her 20 years of sales experience, she’s worked with multiple CEOs at billion dollar companies, landed contracts with national retailers like Costco and The Vitamin Shoppe, and pitched her way onto ABC’s Shark Tank.
Her business journey started in finance, which is why her mission today is to help accountants, EAs, CPAs and bookkeepers discover their true value and sell high-level services to their clients with ease and confidence.
Her clients have collectively added over $20 million in additional revenue in their firms in the last two years. ALL of them did this without working more hours, without taking on a ton of new clients, without discounting their services, and without doing anything that they didn’t want to do.
