Accounting Firm Growth Strategies

Your pricing is shaping your workload more than your client list.When there is a disconnect between the strategic oversight you provide and how your firm is priced, growth becomes harder than it needs to be. You guide tax strategy, reduce risk and influence financial decisions, yet pricing often reflects compliance tasks instead of business impact.This causes capacity strain, fee pressure and clients who evaluate cost instead of outcomes.In this episode, you will learn how to realign pricing with the responsibility you carry.Three takeaways:1. How to reposition your firm from compliance provider to financial leader.2. How to price based on risk reduction and strategic influence.3. How to reduce workload by attracting higher quality clients.You will gain a practical framework you can immediately apply and that strengthens revenue and improve sustainability. Watch to the podcast to identify where your pricing is capping profitability and how to correct it.If you want to double your income, working half the time, then Get Paid What You're Worth is a FREE resource for accounting professionals.Check out this 43-page e-book at https://businesssuccesssolution.com/worthSubscribe to the Accounting Firm Growth Strategies Podcast:https://podcasters.spotify.com/pod/show/loren-fogelman2

Tax season has a way of revealing what’s really holding your accounting firm together.Even when revenue is strong and clients are engaged, many accounting firm owners, tax preparers, and bookkeepers feel an unexpected sense of fragility during busy season. Decisions bottleneck at the owner level, scope quietly expands, and workload grows without a corresponding increase in stability.00:00 – Why Tax Season Feels Heavier for Accounting Firm Owners02:18 – The Illusion of Stability During Busy Season05:04 – Are You the Bottleneck in Your Accounting Firm?07:46 – Stability Shift #1: Value Pricing vs Hourly Billing10:32 – Stability Shift #2: Decision Ownership and Team Accountability13:41 – Stability Shift #3: Workload Design and Scope Control16:52 – Case Study: How One Tax Firm Increased Profit and Reduced Owner StressIn this episode of Accounting Firm Growth Strategies, Loren Fogelman, business coach and founder of Business Success Solution, explores why the pressure you feel during tax season is not a productivity problem. It is a stability problem.This episode breaks down how firm stability is often concentrated on the owner rather than built into the structure of the business. You will learn how pricing decisions, decision ownership, and workload design quietly shift risk onto the firm owner and why this becomes most visible during tax season.In this episode, you will learn:• Why busyness creates the appearance of control without real stability• How owner dependency forms through pricing and decision flow• What it takes to design firm stability instead of absorbing it personally• How value pricing supports predictable margin and workload reduction• Where to start if you want to reduce hours while increasing revenueWhether you run a tax practice, bookkeeping firm, or accounting firm with a small team, this episode will help you identify exactly where your firm depends on you to function and what to do about it.Watch now to gain clarity on how to shift stability into your firm’s structure, engage quality clients, and reduce workload without compromising client outcomes.

Tax season has a way of exposing what is really running your accounting firm. Longer hours, faster yes decisions, and postponed pricing conversations are rarely caused by busy season itself. They are the result of unspoken rules shaping how you price services, accept clients, and manage your workload.0:00 Tax Season Patterns That Keep You Stuck2:03 Why You Say Yes When You're Already At Capacity4:15 The Hidden Cost of Autopilot Decisions6:28 Unspoken Rules That Limit Your Firm's Growth8:42 How to Identify Your Automatic Responses10:55 The One Conversation That Changed Rich's Tax Season13:18 Take Control: Start With One RuleIn this episode of the **Accounting Firm Growth Strategies Podcast**, you’ll learn how automatic decision making during tax season keeps small accounting firm owners working more without increasing revenue. You’ll discover how to question one pricing or boundary rule and change the direction of your firm without adding pressure during busy season.In this episode, you’ll learn:👉 How hidden assumptions impact your accounting firm pricing and capacity👉 Why familiar client decisions cost more time and energy than expected👉 One practical shift to replace reactive choices with intentional decisionsIf you want more control over your workload and clearer pricing decisions before tax season ends, watch this episode and identify the rule holding your accounting firm back.If you want to double your income, working half the time, then Get Paid What You're Worth is a FREE resource for accounting professionals.Check out this 43 page e book at https://businesssuccesssolution.com/worthSubscribe to the Accounting Firm Growth Strategies Podcast:https://podcasters.spotify.com/pod/show/loren-fogelman2

Ever notice that some client conversations start with “How much?” before they ask anything else?That moment points to a deeper issue. Your marketing and positioning may be attracting the wrong clients, leading to price resistance, longer hours, and stalled growth.0:00 The Hidden Cost of Wrong-Fit Clients2:15 Why Poor-Fit Clients Drain Your Revenue4:30 How High-Maintenance Clients Impact Profitability6:45 Susan's Story: Breaking the Price-Cutting Cycle9:20 Step 1: Messaging That Attracts Quality Clients11:30 Step 2: Screening Questions During Consultations13:15 Step 3: Value Pricing Over Low-Cost PositioningIn this episode, I break down how accounting firm owners with small teams can shift client attraction, align pricing with impact, and reduce workload without adding more marketing effort.You will learn:👉 How to spot poor fit clients before they drain your time and margin👉 Messaging and consultation shifts that naturally filter for quality clients👉How value pricing changes who reaches out and how conversations startWhen the right clients find you, revenue increases while stress decreases. Listen to the podcast to understand how small changes in positioning and pricing create better clients and better results.If you want to double your income, working half the time, then Get Paid What You’re Worth is a FREE resource for accounting professionals.Check out this 43 page e book at https://businesssuccesssolution.com/worthSubscribe to the Accounting Firm Growth Strategies Podcast:https://podcasters.spotify.com/pod/show/loren-fogelman2

If your accounting firm marketing looks consistent on paper but continues to attract price shoppers or low quality inquiries, the problem is rarely how much effort you are putting in. It is a positioning and pricing issue that marketing is simply exposing.In this episode of the Accounting Firm Growth Strategies Podcast, Loren Fogelman breaks down why accounting firm marketing fails even when firm owners are doing all the “right” things, and how misalignment between messaging, positioning, and pricing quietly pushes premium clients away.0:00 Introduction: Why Your Marketing Isn't Working1:45 Mistake #1: Trying to Appeal to Everyone3:30 Mistake #2: Leading with Services Instead of Outcomes5:15 Mistake #3: Using Your Website to Explain, Not Filter7:20 Mistake #4: Confusing Activity with Effectiveness9:40 Mistake #5: Fixing Marketing Before Pricing11:30 Next Steps: Aligning Your Positioning and PricingThis conversation is designed for accounting firm owners who want to attract better fit clients, increase revenue without adding more work, and stop wasting time on marketing that drains capacity instead of supporting growth.In this episode, you will learn how to:• Spot the messaging mistakes that repel higher value accounting clients• Shift from service focused marketing to outcome driven positioning• Align your pricing and positioning so marketing attracts quality clients automaticallyYou will walk away with a clearer direction and a practical framework that helps your marketing work harder without requiring more content, more platforms, or more hours.If you have been wondering why your accounting firm marketing is not working, this episode will help you understand why clarity must come first and how fixing it makes everything else easier and more profitable.If you want to increase your income while reducing your workload, download the free guide Get Paid What You’re Worth, a 43 page resource for accounting professionals focused on pricing, positioning, and client quality: https://businesssuccesssolution.com/worthSubscribe to the Accounting Firm Growth Strategies Podcast for practical strategies on value pricing, client attraction, and firm growth: https://podcasters.spotify.com/pod/show/loren-fogelman2

Blaming tax season stress on volume feels logical. More clients should mean more chaos. But for many accounting firm owners, volume is not the root problem. It is a symptom.What actually drives busy season exhaustion is how many times each tax return gets touched. When preparation begins before all documents are received and verified, work becomes stop start. Returns are opened, paused, reopened, and reviewed again due to missing information, follow ups, and constant interruptions. Each touch quietly drains capacity, extends turnaround times, and increases burnout.0:00 Why Tax Season Feels Overwhelming Every Year2:15 The Hidden Cost of Stop-Start Work on Tax Returns4:45 How One Firm Owner Worked 70-80 Hour Weeks6:30 The Binary Readiness Gate System That Changes Everything9:20 Real Results: How to Save 15 Hours Per Week During Tax Season12:05 Client Communication Scripts for Your Tax Firm14:40 Implementing the Tax Return Readiness System in Your FirmThis episode breaks down why unclear readiness rules create unnecessary pressure inside accounting firms and why readiness is a leadership decision, not an admin task. When readiness is binary and enforced through clear gatekeeping, firms regain control of workflow, protect preparer focus, and reduce busy season stress.In this episode, you will learn:➡️ How to determine when a tax return is truly ready so work flows consistently and workload is reduced➡️ The leadership decision that protects focus, accuracy, and team capacity during tax season➡️ How readiness systems support value pricing and attract higher quality clientsThis practical approach helps accounting firm owners reduce rework, maintain control during busy season, and create space for quality clients without working longer hours. You will also hear how one firm increased revenue while cutting peak season hours by tightening readiness rules.Download the free Tax Return Readiness Guide to implement this system in your firm. It includes a readiness checklist, client communication scripts, and internal boundary scripts you can use immediately.https://www.businesssuccesssolution.com/readiness/If you want to increase revenue without adding more hours, download Get Paid What You’re Worth, a free 43 page guide for accounting professionals focused on value pricing and workload reduction.https://businesssuccesssolution.com/worthSubscribe to the Accounting Firm Growth Strategies Podcast for practical strategies on accounting firm management, busy season stress reduction, value pricing, and working with better clients.https://podcasters.spotify.com/pod/show/loren-fogelman2

Is AI a threat to your accounting firm or the key to increasing profit while reducing your workload?Many accounting firm owners worry that AI will replace their expertise. However, AI isn’t your competition. It’s a reliable digital assistant that streamlines low-value tasks, improves client communication, and helps you focus on high-value advisory work. Firms that adopt AI now will gain efficiency, strengthen client relationships, and increase revenue. Firms that resist will fall behind.Here’s how to use AI intentionally and profitably in your firm.0:00 Introduction: AI for firms of the future4:15 Breaking through the fear: why AI won’t kill your accounting business9:30 Practical quick wins: using ChatGPT to automate micro-tasks16:45 AI chatbots for client communication23:20 Building your AI tech stack28:50 The ROI of AI: how much time firms actually get back32:10 Five steps to successfully implement AIIn this conversation with Mark Flynn of Computer Care, Loren Fogelman shares a practical roadmap for accounting firm owners ready to use AI strategically without losing the personal connection that clients value. You’ll learn how to streamline internal operations, improve client responsiveness, and create space for deeper advisory work.You’ll discover:✔️ Why procrastinating on AI adoption costs your firm profit✔️ How to use ChatGPT to automate email writing, summaries, data review, and tax prep support✔️ The advantage of AI chatbots that answer client questions around the clock✔️ How to document and digitize your firm’s knowledge base✔️ Why clients appreciate simple, self-service options✔️ How to balance automation with meaningful client interactionIf you’re ready to reduce stress, improve margins, and build a more scalable firm, this episode gives you a clear, actionable starting point.Connect with Mark Flynn: mark.flynn@computerc.co.uk🎁 FREE EBOOK: Get Paid What You’re WorthDownload the 43-page guide for accounting professionals: https://businesssuccesssolution.com/worth🎧 Subscribe to the Accounting Firm Growth Strategies Podcast:https://podcasters.spotify.com/pod/show/loren-fogelman2

Are you still chasing payments and financing your clients’ work?If you’re tracking hours, creating invoices, and waiting weeks or months to get paid, you’re operating like a credit card company—absorbing all the risk while clients receive interest-free financing. This outdated billing model drains your time, hurts your cash flow, and lowers the perceived value of your expertise.In this episode, Loren Fogelman breaks down why billing in arrears keeps accounting firm owners overworked and underpaid, and how shifting to prepayment immediately improves profitability, protects your boundaries, and strengthens client relationships.0:00 Introduction: The problem with chasing your own money1:15 Why invoicing after the fact means you're financing client work2:45 The hidden costs of justifying and discounting fees4:20 The time drain: tracking hours and following up on invoices5:35 The $10K invoice that sat for a year6:25 Why your highest value is before you do the work7:15 The solution: prepayment models that eliminate ARWhat you’ll learn:✔️ Why billing in arrears puts you at risk of unpaid work✔️ How invoicing forces you into fee justification and negotiation✔️ The psychology behind why clients value work more before it’s completed✔️ How to eliminate accounts receivable in your firm✔️ Why prepayment attracts higher-value, more committed clientsIf you’re ready to stop chasing payments and start getting paid what you’re worth—before you begin the work—this episode shows the pathway to predictable revenue and stronger client partnerships.🎁 FREE EBOOK: Get Paid What You’re WorthDownload the 43-page guide for accounting professionals: https://businesssuccesssolution.com/worth🎧 Subscribe to the Accounting Firm Growth Strategies Podcast:https://podcasters.spotify.com/pod/show/loren-fogelman2

Are you working too hard for too little money in your accounting firm?In this episode, bookkeeping expert Christian Eldringhoff, founder of Build Financial Solutions, shares how she broke free from the cycle of billing in arrears, chasing payments, and giving away consulting for free. And, this was a pattern that kept her stuck under $100K for more than 15 years.0:00 Introduction: A Frustrated One-Person Bookkeeping Shop5:30 The Breaking Point: How COVID-Era PPP Work Led to Lost Revenue12:45 The Five-Hour Monthly Time Drain: Tracking, Invoicing, and Chasing Payments18:20 The Deep Dive Diagnostic: Creating a $10K Revenue Stream from Free Work25:15 Converting Existing Clients to New Rates with Minimal Pushback33:40 Outsourcing 20 Hours of Work: Freeing Time for Tennis and High-Value Consulting39:50 The Results: From Under $100K to Nearly $160K in Six MonthsDespite her deep expertise in cost accounting and project accounting for construction and government contractors, Christian felt overworked, underpaid, and overwhelmed. Everything changed when she redesigned her pricing model, established firm boundaries, and stepped into the role of advisor rather than technician.In this conversation, you’ll discover how Christian:✔️ Turned free work into a paid diagnostic that added $10K in revenue✔️ Converted existing clients to higher rates with minimal resistance✔️ Eliminated payment delays by billing in advance✔️ Outsourced 20 hours of work per month and reclaimed time for her life✔️ Grew from under $100K to nearly $160K in six monthsIf you’re ready to stop trading time for money and want a firm that supports your life instead of consuming it, Christian’s journey shows what becomes possible with the right pricing model and mindset.Connect with Christian Eldringhoff with Build Financial Solutions at celdringhoff@gmail.com🎁 FREE EBOOK: Get Paid What You’re WorthDownload the 43-page guide for accounting professionals: https://businesssuccesssolution.com/worth🎧 Subscribe to the Accounting Firm Growth Strategies Podcast:https://podcasters.spotify.com/pod/show/loren-fogelman2

Are you building your accounting firm by chance or by design?Most accounting professionals struggle to grow their dream firms because they're operating with organic growth instead of strategic growth. Without a clear roadmap, you're driving blind—taking every client that comes your way without knowing if they align with where you want to go.0:00 Introduction: The GPS Analogy for Firm Growth1:45 Organic Growth vs Strategic Growth: Understanding the Difference3:20 Reverse Engineering Your Dream Firm: A Strategic Approach4:30 Defining Your Destination: What Makes a Dream Firm5:20 Stretching Yourself: The 70% Achievability Rule6:15 Creating Milestones: Tracking Your Path to Success7:10 Leveraging Resources: People, Places, and ProcessesIn this episode, Loren Fogelman reveals why traditional goal-setting keeps accounting firms stuck and introduces a powerful reverse-engineering approach that helps you build the firm you actually want—one that supports your life instead of draining it.You'll learn:✔️ How to distinguish between opportunities that grow your firm and distractions that derail it✔️ Why starting with your end goal creates breakthrough insights✔️ The strategic planning framework used by successful firm owners✔️ How to leverage your strengths instead of fixing weaknessesIf you're ready to transform your firm from surviving to thriving, this episode provides the strategic foundation every accounting professional needs.Want to double your income while working fewer hours? Get Paid What You're Worth is a free resource for accounting professionals. Download the 43-page e-book at: https://businesssuccesssolution.com/worthSubscribe to the Accounting Firm Growth Strategies Podcast: https://podcasters.spotify.com/pod/show/loren-fogelman2

Considering an acquisition to grow your accounting firm?Acquisition is one of the fastest ways for accountants, tax preparers, and bookkeepers to scale, but the landscape is changing. Whether this is your first purchase or your next strategic move, understanding current market conditions is essential, especially if your firm operates in a rural area.0:00 Introduction to Accounting Firm Acquisitions and Valuation3:42 Understanding Firm Value vs Market Willingness to Pay8:15 Increasing Your Accounting Firm Value: Recurring Revenue and Technology12:30 Calculating Equity and Leveraging Your Firm for Expansion16:45 SBA 7A Lending Program for Accounting Firm Acquisitions21:20 Recent SBA Rule Changes: Seller Ownership Retention Benefits22:34 New SBA Rules: Seller Retention & Succession PlanningIn this episode, Shannon Hay of United Midwest Savings Bank breaks down what growth-minded firm owners need to know before pursuing an acquisition and how to navigate the financial and operational steps with confidence.You’ll learn:✔️ How to determine what the market is willing to pay✔️ What buyers and lenders look for in firm value✔️ The lending essentials every firm owner should understandIf you’re exploring firm expansion through acquisition, this episode gives you the insights to make informed, profitable decisions.Check out Shannon Hay and United Midwest Savings Bank: https://www.umwsb.comIf you want to double your income while working fewer hours, then Get Paid What You’re Worth is a free resource for accounting professionals. Download the 43-page e-book at: https://businesssuccesssolution.com/worth Subscribe to the Accounting Firm Growth Strategies Podcast: https://podcasters.spotify.com/pod/show/loren-fogelman2

Are your engagement letters costing you hours of admin work and leaving money on the table?Don't treat your firm's engagement letters as an afterthought with generic templates copied online, or worse, none at all. If your firm is moving toward value pricing or subscription billing, your engagement letters are legal documents and powerful tools to set expectations, protect your time, and create profitable client relationships.In this episode of Accounting Firm Growth Strategies, Loren Fogelman sits down with Jamie Peebles, founder of Knuula, to explore how firms can streamline engagement letters, improve client onboarding, and accelerate the shift to value-based services.0:00 – Introduction: Why Client-Friendly Engagement Letters Matter5:20 – From Attorney to Full-Stack Developer: How Knuula Was Born10:45 – The Essentials: What MUST Be in Every Engagement Letter16:30 – Why Volume and Complexity Make Engagement Letters So Cumbersome22:15 – Rolling Out Subscription Packages: The Administrative Nightmare (and Solution)28:40 – Modularity and Scannability: Making Engagement Letters Client-Centered32:50 – Case Study: How One Firm Shifted from Hourly to Subscription with Automated Engagement LettersWhat you’ll learn in this episode:✔️ Why generic boilerplate engagement letters create scope creep and unpaid work✔️ The two factors that make engagement letters time-consuming and how to fix both✔️ How to structure service packages with default offerings and modular add-ons✔️ Why “scannability” matters more than legal precision for modern clients✔️ The secret to converting hundreds of traditional tax clients to subscription packages efficiently✔️ How automated engagement letters enable prepayment and eliminate accounts receivableIf you’re ready to stop recreating engagement letters from scratch, save hours of admin work, and create a professional client experience that supports your move to subscription billing or value pricing, this episode is your roadmap.Connect with Jamie Peebles and Knuula at https://knuula.com If you want to double your income, working half the time, then Get Paid What You're Worth is a FREE resource for accounting professionals.Download this 43-page e-book at https://businesssuccesssolution.com/worthSubscribe to the Accounting Firm Growth Strategies Podcast:https://podcasters.spotify.com/pod/show/loren-fogelman2

Your most valuable hour isn’t the one you bill for.What if the highest-value work in your firm isn’t the work you schedule, but the guidance you keep giving away for free? 0:00 How to Turn Yearly Income Into Monthly Revenue for Accounting Firms2:15 The $1,000 Per Hour Value You're Already Delivering (But Not Charging For)5:42 Why Quick Client Questions Cost You Five Figure Mistakes in Revenue9:18 Real Case Study: How Stacy Added $60K Annual Revenue in 90 Days12:35 Client Conversation Scripts: Moving from Free Advice to Paid Advisory16:24 The Three Value Pillars: Insight, Interpretation, and Implementation19:03 Action Steps: Block Your Calendar and Package Your Advisory ServicesOverlooking this revenue source limits your firm's growth, margins and capacity. This episode shows you how to turn those unbilled advisory conversations into a consistent, high-profit revenue stream.You’ll learn:✔️ How to identify advisory moments worth $1,000 or more.✔️ A simple structure to package those insights into paid advisory.✔️ Language that protects your high-value time and elevates your positioning.When you apply these steps, you start earning more for the guidance clients rely on. Watch the episode so you can recognize your highest-value work and price it accordingly.If you want to double your income, working half the time, then Get Paid What You're Worth is a FREE resource for accounting professionals. Get the 43-page e-book: https://businesssuccesssolution.com/worthSubscribe to the Accounting Firm Growth Strategies Podcast:https://podcasters.spotify.com/pod/show/loren-fogelman2

What would change if your accounting team stopped waiting for your approval before taking action?If you’re an accounting firm owner, bookkeeper, or tax professional, this episode is for you.0:00 Why Constant Interruptions Are Costing Your Firm Time and Growth2:42 Which Tasks Can Your Team Own Without Your Approval5:28 How to Set Boundaries and Decision Guidelines That Work8:15 The Three-Question Approach to Problem-Solving11:30 Giving Your Team Time to Research and Solve Independently14:20 Turning Mistakes into Growth and Learning Opportunities16:45 How to Build a Confident, Proactive Team CultureYour team is smart and capable, but they still come to you for every decision. Each interruption pulls you away from strategy, pricing, and client growth.In this episode of Accounting Firm Growth Strategies with Loren Fogelman, you’ll learn how to develop your team’s critical thinking skills so they can solve problems, make sound decisions, and act confidently without relying on you for every step.You’ll discover how to:✔️ Identify which tasks your team can truly own✔️ Set decision boundaries that build trust and independence✔️ Use a simple framework to teach problem-solving and accountability✔️ Reduce interruptions so you can focus on high-value workWhether you lead a solo practice or a growing accounting firm, these strategies will help you reclaim your time, increase profitability, and scale sustainably.Watch now to learn how to build a self-sufficient, confident team that supports your firm’s next level of growth.If you want to double your income while working fewer hours, then Get Paid What You’re Worth is a free resource for accounting professionals. Download the 43-page e-book at: https://businesssuccesssolution.com/worth Subscribe to the Accounting Firm Growth Strategies Podcast: https://podcasters.spotify.com/pod/show/loren-fogelman2

What is your accounting firm really worth?Most accountants think valuation is just a number on a report, but there’s a deeper story behind every firm. Understanding true firm value helps U.S. and international accounting firm owners make strategic growth decisions, price services confidently, and prepare for an eventual exit.00:00 Introduction: Accounting Firm Valuations & Exit Planning02:15 How Ben Town Became a Business Valuation Expert06:42 Understanding Value: The Core Formula That Drives Firm Worth11:28 Key Strategies to Increase Your Accounting Firm's Value Before Selling16:35 The Exit Builder Process: 4 Phases to a Successful Transition22:50 Valuation Multiples Myths That Cost Firm Owners Money27:18 When to Start Planning Your Exit (And Why Buy-Sell Agreements Matter)In this episode, Loren Fogelman talks with Ben Towne, CPA, Founder of Towne Advisory, about what firm owners get wrong about valuation and how to start thinking like an investor in their own business.You’ll discover how to:• Identify what really drives firm value beyond revenue and profit• Avoid the most common and costly myths about valuation multiples• Plan your exit or succession strategy at the right timeWhether you run a small or mid-sized accounting firm in the U.S. or abroad, understanding value lets you grow with purpose, scale strategically, and position your firm for long-term success.Learn more about Towne Advisory: www.towneadvisory.comIf you want to double your income, working half the time, then Get Paid What You're Worth is a FREE resource for accounting professionals.Download this 43-page e-book at https://businesssuccesssolution.com/worthSubscribe to the Accounting Firm Growth Strategies Podcast:https://podcasters.spotify.com/pod/show/loren-fogelman2

Are your clients relying on your advice without paying for it? Many accounting firm owners, especially in the U.S. and Canada, find themselves stuck doing compliance work that keeps them busy but caps their income.0:00 Stop Giving Away Free Accounting Advisory Services3:01 The Advisory Value Ladder Framework for CPA Firms6:15 Converting Compliance Clients Into Advisory Engagements9:42 The Paid Diagnostic Review That Protects Your Time13:18 Moving Clients Through Project Work to Ongoing Services16:25 Transitioning Clients Into High-Value Strategic Advisory18:30 Implementation Steps for Current Accounting ClientsIn this episode of Accounting Firm Growth Strategies, Loren Fogelman, business coach for accounting firm owners, shares the Advisory Value Ladder. It's a step-by-step framework to turn those “quick questions” into paid advisory revenue. You’ll learn how to move clients from bookkeeping and tax prep into high-value advisory services that increase profits and reduce workload.Here's what to expect:✅ Identify clients ready for advisory conversations✅ Confidently introduce paid diagnostics✅ Build recurring advisory revenue without more hoursDiscover how to start generating revenue from advisory conversations that are already happening with your clients. Learn how to confidently price your services to reflect the true value of your insights and expertise.Watch the podcast and learn exactly how to turn compliance work into consistent, high-value advisory revenue, attract quality clients, and reduce your workload.If you want to double your income while working fewer hours, then Get Paid What You’re Worth is a free resource for accounting professionals. Download the 43-page e-book at: https://businesssuccesssolution.com/worthSubscribe to the Accounting Firm Growth Strategies Podcast: https://podcasters.spotify.com/pod/show/loren-fogelman2#AccountingFirmGrowth #ValuePricing #AdvisoryServices #SmallAccountingFirms #AccountingStrategy

Still working long hours every tax season to meet your revenue goals?Many tax preparers believe the only way to earn more is to work more — but that approach leads straight to burnout.Whether you’re a CPA, enrolled agent, or tax preparer, three common challenges quietly limit your profits:1️⃣ Undercharging for your services2️⃣ Giving tax advice away for free3️⃣ Chasing payments after invoices go outThe result? Price-sensitive clients who expect more and pay less.In this episode, David Boatswain, CPA and owner of Boatswain CPA, PLLC, shares how he broke free from competitive pricing and doubled his revenue — without adding a single new client.You’ll discover how David:✔️ Transitioned from compliance to high-value advisory✔️ Attracted clients who gladly pay for strategy✔️ Created more time to focus on firm growthBy following the Raise Your Rates Formula, he turned unpaid advice into profitable tax strategy packages and built a sustainable business model.🎁 FREE EBOOK: Get Paid What You’re Worth — A 43-page guide for accounting professionalshttps://businesssuccesssolution.com/worth🎧SUBSCRIBE for weekly accounting firm growth strategies: https://podcasters.spotify.com/pod/show/loren-fogelman2#AccountingFirmGrowth #ValueBasedPricing #TaxAdvisory #AccountingPodcast #CPAFirm

Are you an accounting firm owner, bookkeeper, or CPA in the US looking to scale your practice without adding more hours? Every hour you save using AI tools like ChatGPT can directly increase your profit margins. But only if you don’t refill that time with low-value work. That's because accounting firms that automate tasks end up remaining busy instead of more profitable.0:00 - The upper limit challenge for accounting firm owners3:15 - Stop trading time for dollars in your accounting practice5:42 - The ChatGPT profit formula: efficiency, capacity, value, and higher pricing10:28 - How to raise accounting rates using AI-backed confidence14:35 - Three practical steps to automate your accounting workload with ChatGPT18:20 - Overcoming the fear of losing clients when you raise your rates21:45 - Start value pricing your accounting services todayIn this episode of the Accounting Firm Growth Strategies Podcast, I break down The ChatGPT Profit Formula, a proven framework that turns efficiency into capacity, capacity into higher-value services, and higher-value services into confident pricing.Learn how to use AI to:✅ Automate repetitive tasks and focus on higher-level advisory work✅ Reframe your services from “what you do” to “what clients gain”✅ Practice pricing conversations with ChatGPT role-play to boost confidenceWatch now to stop trading hours for dollars and start attracting quality clients who pay for transformation, not time.📘 Free 43-page resource: Get Paid What You’re Worth → https://businesssuccesssolution.com/worth🎧 Subscribe and listen to the Accounting Firm Growth Strategies Podcast on Spotify: https://podcasters.spotify.com/pod/show/loren-fogelman2

As AI and outsourcing reshape the accounting industry, large firm job offers are shrinking and that’s opening the door for local and regional firms to attract top talent.In this episode of the Accounting Firm Growth Strategies Podcast, Loren Fogelman talks with Mike Max, Executive Director of Aprio Firm Alliance, about how small and mid-size accounting firms can turn this talent shift into an advantage.0:00 Introduction: The Talent Shift in Accounting3:45 AI & Automation: Empowering Your Accounting Team10:22 Creating an Innovation Culture in Your Firm16:48 Mentorship Strategies for Developing Future Leaders24:15 Attracting & Retaining Top Accounting Talent30:42 Work-Life Balance: The Competitive Advantage35:10 The Future of Accounting Firms: AI & Client AdvisoryYou’ll learn how to:✔️ Use AI and automation to strengthen your team and free capacity for advisory work.✔️ Build a mentoring culture that develops leadership early.✔️ Position your firm for long-term growth by investing in people, not just technology.🎧 Watch now for actionable strategies from Mike Max with Aprio Firm Alliance.Check out Aprio Firm Alliance at https://aprio.com📘 Free Resource: Get Paid What You’re Worth, a 43-page guide for accounting professionals: https://businesssuccesssolution.com/worth🎧 Subscribe to the Accounting Firm Growth Strategies Podcast:https://podcasters.spotify.com/pod/show/loren-fogelman2#accountingpodcast #AIinAccounting #CPAFirmGrowth #AccountingCareers #AprioFirmAlliance

Are you worried AI will take your clients? The real risk may be your pricing model. As automation speeds up, firms that still bill by the hour risk losing revenue and undercharging for their expertise. Shifting to value pricing protects profits, attracts quality clients, and frees your time.0:00 AI Won't Replace Your Expertise But Will Change Your Pricing Model2:20 Why Time-Based Billing Punishes Efficiency and Automation4:45 How to Shift From Hours to Value-Based Pricing7:15 Real Case Study: Saving 10 Hours Per Week With Automation10:30 Responding to Client Objections About Lower Prices13:00 Essential Automation Tools to Start Implementing Today15:10 Your Next Steps to Scale Your Accounting Firm With AIIn this episode, I walk you through how AI can reduce your workload while letting you charge what your services are truly worth. You’ll learn how to turn busywork into high-value advisory services and price based on outcomes, not hours.What you’ll learn:👉 How to identify services you can automate and price by the results delivered.👉 Ways to reinvest saved time into revenue-generating advisory and client strategy.👉 How to communicate your value confidently to retain and attract quality clients.When your pricing reflects the outcomes you deliver, you can grow revenue, work with better clients, and reclaim hours in your week.Watch this episode to discover how to turn AI from a threat into a growth strategy for your accounting firm.If you want to double your income while working fewer hours, Get Paid What You're Worth is a FREE resource for accounting professionals. Download the 43-page e-book here: https://businesssuccesssolution.com/worthSubscribe to the Accounting Firm Growth Strategies Podcast to get new strategies delivered weekly: https://podcasters.spotify.com/pod/show/loren-fogelman2