Accounting Firm Growth Strategies

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

Is your accounting firm stuck, not because of the economy or competition, but because every client task depends on you? 0:00 – Are you the bottleneck in your accounting firm?2:41 – 3 hidden ways bottlenecks stall revenue and growth6:12 – Why small firm owners struggle with delegation9:03 – The one task Cindy delegated that saved 10 hours a month12:55 – The DTP method: Drop the bottleneck, Tighten boundaries, Pick battles17:48 – Stop scope creep and reclaim your time21:09 – How to free up hours each week and grow your firmIn this episode, Loren Fogelman, business coach for accounting firm owners, reveals how to break free from being the bottleneck so your firm can grow without burning you out.You’ll discover:✔️ How to identify bottlenecks in your firm and free up hours every week✔️ Simple delegation strategies to reduce your accounting workload without losing control✔️ How to set clear client boundaries that protect your time and stop scope creepBy removing the bottleneck, you’ll see measurable improvements in revenue growth, workload reduction, and team independence.Watch now to learn how to reclaim 6–10 hours per week, reduce stress, and empower your team to take more ownership. And, without losing clients or revenue.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/worth🎧 Subscribe to the Accounting Firm Growth Strategies Podcast: https://podcasters.spotify.com/pod/show/loren-fogelman2

Want more accounting clients without adding more hours to your week? One of the easiest growth tools that's already available to you is your Google Business Profile.Many accounting firms set up a profile but don’t fully optimize it. This means missed visibility in local search, fewer referrals, and lost opportunities to expand your client base.0:00 From Local Search to New Clients with Google Business Profile5:15 Complete Your Google Profile to Stand Out from Competitors10:30 Virtual Business Address Setup and Location Strategy15:45 Getting Client Reviews Without Being Pushy21:00 How to Handle Negative Reviews Like a Pro26:30 Google Business Profile Posting Strategy for Lead Generation31:15 Tracking ROI and Client Results from Google ProfilesIn this episode of the Accounting Firm Growth Strategies Podcast, I’m joined by Becky Livingston of Penheel Marketing to show you how to turn your Google Business Profile into a powerful client-attraction tool.You’ll learn how to:• Use your Google Business Profile to attract new accounting clients.• Apply local SEO strategies for accounting firms to boost search visibility.• Manage and leverage client reviews to strengthen credibility and referrals.When you optimize your profile, you start showing up where potential clients are already searching. This leads to easier and more predictable growth.Free guide for Mastering Google Business Profiles and Reviews: Local Visibility Blueprint for Accounting Firms https://penheel.com/mastering-google-business-profile-ebookCheck out Penheel Marketing at https://penheel.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

Are routine tasks eating up your day and leaving little time for growth? AI for accounting firms is changing that. With the right tools, you can save hours each week, reduce your workload, and focus on the work that truly drives profitability.0:00 – Why ignoring AI is like ignoring email in the 90s2:24 – How AI saves time for accounting firms5:01 – The real threat: transactional client relationships7:36 – 3 ways AI boosts efficiency and client value11:03 – Stanford & MIT study: proof AI saves hours and accelerates work13:42 – Shifting from technician to trusted advisor with AI16:28 – Simple AI steps to implement in your firm this weekThis episode shows you how to use AI in your accounting firm to automate emails, proposals, and meeting prep—so you can step into your role as a trusted advisor instead of staying stuck in the weeds. AI won’t replace firm owners, but it will replace firms that refuse to adapt.What you’ll learn:1️⃣ How to spot the tasks AI can automate right now2️⃣ Ways to shift from compliance technician to strategic advisor3️⃣ Why adopting AI today keeps your firm relevant and competitive tomorrowWatch now to discover how AI can boost client value, strengthen relationships, and help your firm grow.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

Are your accounting fees still tied to hours instead of outcomes? Many firm owners undercharge out of fear of losing clients, leaving them overworked and underpaid. Hourly billing undervalues your expertise, caps your income, and rewards inefficiency.In this episode of the Accounting Firm Growth Strategies Podcast, you’ll learn how to shift to value pricing so you can raise fees, reduce workload, and attract quality clients who see your services as an investment.0:00 – Why some firms raise fees without losing clients2:15 – The problem with hourly billing for accountants4:30 – How value pricing focuses on outcomes, not hours7:05 – Client success story: Jen Fery transitions 100% of clients10:12 – Red flags that show you are undercharging13:47 – Karmen Hoxie’s 90-day shift to prepaid packages17:58 – How to package your services for value pricingYou’ll discover:✔️ Why your best clients are willing to invest in results, not hours✔️ How to spot the red flags that show you’re undercharging✔️ A simple 3-step process to increase fees without losing client trustWhen you start focusing on outcomes instead of hours, you’ll attract quality clients, reduce your workload, and increase your revenue without working longer days. Watch the podcast to see how this shift can transform your firm.If you want to double your income working half the time, get my FREE resource: Get Paid What You’re Worth → https://businesssuccesssolution.com/worthSubscribe to the Accounting Firm Growth Strategies Podcast:https://podcasters.spotify.com/pod/show/loren-fogelman2

Free advice is costing your accounting firm more than revenue; it’s costing you authority.If you’ve ever answered a “quick question” on a call or email, you know how much time disappears without adding income. Over time, these free insights train clients to undervalue your expertise, leaving you with flat margins, more hours, and less respect.00:00 – Why free advice is costing accounting firms revenue01:42 – The hidden cost of giving away expertise03:25 – Client story: how Janet turned free advice into $25K/month results06:10 – The difference between compliance services and paid advisory services08:05 – The 3-step framework for packaging advisory services10:40 – Handling client pushback on advisory fees12:30 – Action step to turn free advice into paid servicesIn this episode of the Accounting Firm Growth Strategies Podcast, you’ll learn how to stop giving away strategy for free and start positioning it as paid advisory services that increase revenue and attract quality clients.You’ll discover:✔️ Why free advice erodes both profits and authority✔️ How one accountant’s guidance added $25,000/month in client revenue without extra hours✔️ A framework to package advisory services so clients pay for your expertise and respect your valueIt’s time to protect your expertise and grow your firm with value pricing and advisory.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 your 43-page e-book: https://businesssuccesssolution.com/worthSubscribe on Spotify: https://podcasters.spotify.com/pod/show/loren-fogelman2

Think a big invoice always means big profit?For many accounting firm owners, the highest-revenue clients turn out to be the least profitable. Long hours, endless revisions, and hidden scope creep quietly eat away at margins. They keep you overworked and underpaid.00:00 – Why High-Paying Clients Aren’t Always Profitable02:10 – The Hidden Costs That Drain Your Margins04:30 – Step 1: Track Every Hour You Invest in Clients06:50 – Step 2: Evaluate Client Behavior and Alignment09:15 – Step 3: Calculate True Contribution Margin11:45 – Case Study: How Jennifer Increased Profitability by 40%14:35 – Action Plan to Boost Profits and Reclaim Your TimeIn this episode of the Accounting Firm Growth Strategies Podcast, you’ll discover a simple three-step profitability assessment to identify which clients fuel your growth and which ones hold your firm back. This process helps you stop chasing revenue and start focusing on true profitability.You’ll learn how to:✅ Identify the hidden costs draining your bottom line✅ Evaluate client alignment with your firm’s long-term goals✅ Restructure your client mix to maximize profit and reduce stressProfit isn’t about billing more; it’s about keeping more of what you earn while creating space for high-value work.Watch now to learn how to measure client profitability, reclaim your time, and build a more sustainable, profitable accounting firm.If you want to double your income working half the time, download my free resource Get Paid What You’re Worth at https://businesssuccesssolution.com/worthSubscribe to the Accounting Firm Growth Strategies Podcast: https://podcasters.spotify.com/pod/show/loren-fogelman2

Are you undercharging for your accounting services? In this exclusive interview, accounting firm owner Diane Daily shares the strategy she used to successfully raise prices with ZERO client loss.0:00 - CPA Struggling With Cash Flow & Working For Free4:30 - The $75K Revenue Increase Lightbulb Moment15:25 - Fee Increase Implementation Strategy That Works18:40 - $75,000 Revenue Increase in 30 Days Results23:30 - 100% Client Retention During Fee Increases (Zero Lost Clients)30:20 - Value-Based Pricing vs Hourly Billing for CPAs43:20 - Setting Professional Boundaries as a Firm OwnerMost accountants fear client rejection when increasing rates, leaving them overworked and underpaid. Diane was stuck in this exact situation until she developed a systematic approach that transformed her business in 30 days.Here’s what’s covered:✔️ Discover: The exact process that eliminated pushback✔️ Mindset secrets: How Diane overcame her pricing fears and doubled her confidence✔️ Time-saving system: Why better pricing actually improved client relationshipsStop undervaluing your expertise! This interview reveals exactly how to raise your rates while keeping every client.FREE DOWNLOAD: "Value-Based Pricing Calculator for Accountants" 👉 https://businesssuccesssolution.com/worthSUBSCRIBE for weekly accounting firm growth strategies: https://podcasters.spotify.com/pod/show/loren-fogelman2

Pre-qualify, don’t convince: 5 consultation mistakes accounting firm owners makeEver walk out of a consultation knowing the client wasn’t the right fit, but you said yes anyway? 0:00 - Introduction: why consultations drain your energy & cost you revenue 2:15 - Mistake #1: The pricing trap and timing money conversations wrong 4:45 - Mistake #2: Listening without pre-qualifying your accounting clients 7:30 - Mistake #3: Overloading clients with too many service options 10:00 - Mistake #4: Failing to establish your authority as an accounting expert 12:15 - Mistake #5: Handling objections without confidence in your pricing 14:00 - How to transform your consultation process for better clientsMany bookkeepers, accountants, and tax preparers turn consultations into free advice sessions without realizing the cost. As a result, you take on clients who drain your energy, underpay, and fail to value your expertise.In this episode of the Accounting Firm Growth Strategies Podcast, I break down the 5 most common consultation mistakes and show you how to pre-qualify quality clients instead of convincing the wrong ones. You’ll learn practical strategies to position your services for premium fees, protect your time, and attract clients who respect your expertise.What you’ll learn in this episode:✔️ How to shift consultations from “selling” to identifying fit✔️ Why underpricing often starts in the consultation and how to stop it✔️ The mindset shift that leads to clients paying premium fees upfrontMaster these strategies, and consultations stop being stressful sales calls and become a gateway to better clients, more revenue, and greater confidence in your value.👉 Watch now to discover how one simple change in your consultation approach can immediately improve the quality of clients you attract.If you want to double your income while working half the time, Get Paid What You’re Worth is a FREE resource for accounting professionals.📖 Download your copy: https://businesssuccesssolution.com/worth🎧 Subscribe to the Accounting Firm Growth Strategies Podcast:https://podcasters.spotify.com/pod/show/loren-fogelman2

Why skipping a paid diagnostic is financial malpractice for your accounting firmAre you still offering free financial reviews or ballpark quotes? 00:00 – Why skipping a paid diagnostic is financial malpractice for accountants02:14 – The costly risks of quoting projects without a proper review04:39 – Three big mistakes that free consultations create in accounting firms07:02 – Client story: How Mike added $500 diagnostics and boosted revenue 65%09:45 – The 3-step framework for implementing paid diagnostics13:01 – How to handle objections when prospects want free reviews15:55 – The mindset shift that attracts quality clients and eliminates scope creepThis common mistake could be costing your accounting firm revenue, time, and quality clients. Without a paid diagnostic, you’re guessing on project scope which leads to costly errors and burnout.In this episode, Loren Fogelman reveals why charging for diagnostics is essential to protect your firm’s profitability and reputation. Learn a proven framework to make diagnostics your first client conversation, how to confidently overcome objections, and why this shift attracts better clients and boosts revenue.What you’ll get:✔️ Understanding financial malpractice in accounting firms✔️ Step-by-step paid diagnostic implementation✔️ Objection handling strategies to protect your valueIf you want to double your income while working less, download the FREE Get Paid What You're Worth e-book at https://businesssuccesssolution.com/worthSubscribe to the Accounting Firm Growth Strategies Podcast for more tips:https://podcasters.spotify.com/pod/show/loren-fogelman2

If you’re doing great work but not seeing a steady stream of referrals, your client journey could be the missing link. Accounting firm owners often focus on compliance tasks, but overlook the strategic steps that turn satisfied clients into loyal advocates.0:00 – Why improving your client journey leads to better referrals4:35 – The marketing mistakes that keep accounting firms stuck9:41 – How to identify and attract more A-list clients16:22 – The client ranking trap (and how to move forward without guilt)22:58 – The #1 step to improve your client journey today29:40 – Adding advisory services without increasing your workload36:05 – How to attract ideal clients with a focused marketing planIn this episode, I’m joined by Kenny Harper of Growth Amplifiers to unpack what a powerful client journey looks like and how to make it work for your firm’s growth.You’ll discover:✔️ Improve your client experience to increase referrals✔️ Apply client journey strategies to grow your firm✔️ Build client loyalty without working more hoursThese insights will help you stop leaving revenue on the table and start creating systems that drive long-term success. Kenny shares real examples and quick wins you can implement now.Learn more about Growth Amplifiers: https://growthamplifiers.com📘 Download the Get Paid What You’re Worth e-book (FREE): https://businesssuccesssolution.com/worth🎧 Subscribe to the podcast: https://podcasters.spotify.com/pod/show/loren-fogelman2

What if the free consults you’ve been offering are the very thing holding your firm back from premium clients and real profits?In this episode, you'll hear how one firm owner replaced free consultations with a $500 paid diagnostic and generated $1,000 in two weeks from work she used to give away.0:00 - Why accounting firm owners are working too much for too little1:15 - The mistake that caused Victoria to lose clients after consults2:36 - Turning free consultations into paid diagnostics4:03 - What to say during a paid diagnostic pitch5:55 - How a diagnostic builds trust and filters the right clients8:00 - What to charge based on complexity10:30 - Why paid diagnostics increase client commitment and reduce scope creepFree advice might feel helpful, but it often leads to burnout, ghosting, or bargain-hunters who never convert. Instead, you’ll learn how to position your diagnostic as the first, paid step toward deeper client engagements.In this episode, you’ll discover:✔️ The exact script to present a paid diagnostic without sounding pushy✔️ How to confidently explain the value of upfront fees✔️ Why serious clients respect, and expect, professional boundariesIf you're tired of being overbooked and undervalued, it’s time to change how new clients get started with your firm.Watch the full episode now to start getting paid for the work you currently give away for free.📘Free guide: Get Paid What You’re Worth at https://businesssuccesssolution.com/worth 🎧Subscribe for weekly firm growth strategies at https://podcasters.spotify.com/pod/show/loren-fogelman2

Are you charging enough for your diagnostic reviews or giving away your time?When cleanup projects start with a guess, not a process, your time and profits take the hit. In this episode, you’ll learn how to confidently price a paid diagnostic so you're no longer overdelivering for free.00:00 – Why quoting cleanups without a diagnostic backfires01:42 – The paid diagnostic review: what it is and why it matters03:55 – Case study: how Stacy lost time and profit on a cleanup06:17 – What to charge for a paid diagnostic review08:22 – How complexity influences your diagnostic pricing10:14 – What to include in a diagnostic (and what to leave out)12:38 – How David increased revenue by charging for diagnosticsDiscover how a properly scoped diagnostic protects your boundaries, helps you qualify better clients, and sets the stage for profitable engagements.In this episode, you’ll learn:✔️ What to charge for a diagnostic based on client complexity✔️ How to explain the value so clients say yes✔️ Why charging a diagnostic fee leads to quality clientsStop giving away your expertise. Start getting paid for it.Watch now to price a paid diagnostic review and protect your profits.📘Free guide: Get Paid What You’re Worth — https://businesssuccesssolution.com/worth 🎧Subscribe for weekly firm growth strategies — https://podcasters.spotify.com/pod/show/loren-fogelman2

Still the go-to person for every decision in your firm?Even with detailed checklists and SOPs, your team might still rely on you to think through challenges, solve problems, and make judgment calls.00:00 – Why critical thinking matters more than checklists04:22 – Signs your team is stuck in task mode08:09 – How to train your accounting staff in critical thinking14:33 – Turn checklists into strategic tools, not limits20:01 – Build decision-making confidence through questions26:18 – Practical ways to introduce team-led advisory32:55 – Avoid scope creep while increasing advisory revenueThat’s not a training issue; it’s a thinking issue.In this episode, Loren Fogelman is joined by Charity Hall from Rightworks to explore how to build a self-sufficient accounting team that supports firm growth without constant oversight. Discover how to improve critical thinking and reduce decision bottlenecks that slow you down.In this episode, you’ll learn:✔️ How to spot the difference between task execution and strategic thinking✔️ Practical ways to train your team for advisory-level decisions✔️ How to lead without micromanagingIf you want a team that contributes real value, improves client relationships, and gives you more time back, this conversation is for you.Listen now to start building a more capable, strategic team.Check out Rightworks at https://www.rightworks.com/📘Free guide: Get Paid What You’re Worth — https://businesssuccesssolution.com/worth📌 Subscribe for weekly strategies to grow your accounting firm:https://podcasters.spotify.com/pod/show/loren-fogelman2

That “quick” cleanup quote might be costing you more than it’s worth.When a prospect says, “It should be simple,” it’s tempting to give a fast quote and get started. But too often, those projects unravel leading to hidden chaos, unclear records, and hours of unpaid work.0:00 Why quoting cleanup projects too fast costs you2:05 A real example of how cleanup scope creeps4:20 The financial impact of underestimating cleanup work6:43 Repositioning cleanup as the foundation, not the fix8:57 How to introduce a paid diagnostic review11:32 Pre-qualifying questions to ask before quoting14:05 The long-term ROI of a structured cleanup processIf you’re quoting based on what the client thinks is needed, instead of what’s really required, you’re setting your firm up for scope creep and financial losses.This episode breaks down how to slow down your quoting process without losing the client and why the paid diagnostic is a key part of that.You’ll take away:✔️ A smarter way to assess cleanup projects before pricing✔️ How to introduce a paid diagnostic that builds trust and sets expectations✔️ The long-term ROI of qualifying thoroughly before quotingCleanup work should boost profitability, not drain it. Watch this episode to strengthen your process and start turning cleanups into high-value opportunities.📘 Free Guide for Accountants: Want to double your income while working fewer hours? Download “Get Paid What You’re Worth,” my free 43-page guide for accountants and bookkeepers: 👉 https://businesssuccesssolution.com/worth 🔔 Subscribe for weekly accounting firm growth strategies: https://podcasters.spotify.com/pod/show/loren-fogelman2#cleanupprojects #scopecreep #diagnosticreview #pricingstrategy #accountingprofitability

Accounting firm owners believe that increasing fees will create more space in their schedule, but doesn’t always work out that way.00:00 – Why Raising Your Rates Isn’t Enough to Reduce Workload05:12 – How Offshoring Solves Capacity Issues for Accounting Firms12:45 – From Technician to Entrepreneur: Redesigning Your Role19:56 – The Power of Packaging: Move Beyond A La Carte Services27:10 – Delegation Without Losing Control: Overcoming the Bottleneck33:30 – Tax Season Solutions: How to Use Offshore Teams Strategically38:42 – How to Vet and Select the Right Offshoring PartnerInstead of more freedom, they still find themselves overwhelmed, constantly pulled into low-level tasks, and wondering why the stress hasn’t gone away.In this powerful episode, I’m joined by Maanoj Shah of Finsmart Accounting to explore why raising your rates is just the beginning and what else must change if you want to grow your firm without burning out.Here’s what you’ll learn:✔️ Why raising fees doesn’t automatically reduce workload✔️ How offshoring and delegation can solve hidden capacity issues✔️ A smarter approach to reclaim your time and increase profitabilityThis episode is for accounting firm owners who want to build a sustainable business model, reduce overwhelm, and get their time back without sacrificing service quality or growth potential.Discover how to structure your firm so it runs efficiently, supports your goals, and gives you the breathing room to lead with confidence.Watch the episode to strategically scale profitably and work less without losing control of your firm.📘 Free Resource for Accountants:Want to double your income while working fewer hours? Download 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

That “quick” cleanup project might cost more than it’s worth, unless you know what to look for before quoting.In this episode, you’ll uncover the hidden mistakes accounting firm owners make during client intake that turn cleanups into underpaid, time-consuming headaches. 0:00 – Why “simple” cleanup projects become profit drains1:22 – The real reason you’re undercharging for cleanup work2:48 – Brian’s story: how a $1,500 quote turned into 40+ hours4:40 – Red flag client statements that signal scope creep6:10 – The 4 qualifying questions to ask before quoting7:52 – How Brian turned things around with a paid diagnostic8:45 – Why a clear process protects your value and timeIf pricing cleanup projects feels unpredictable, the real issue might be your process and not your price.You’ll learn how to:✔️ Spot red flags before saying yes to a cleanup✔️ Ask 4 must-use intake questions to uncover the real scope✔️ Shift from reactive quoting to confident, value-based pricing✔️ Respond effectively when a client says, “It should be simple”This episode is for firm owners ready to turn cleanup work into a profitable, low-stress service.Watch the podcast now and stop saying yes to projects that drain your profits.📘 Free Guide for Accountants: Want to double your income while working fewer hours? Download “Get Paid What You’re Worth,” my free 43-page guide for accountants and bookkeepers: 👉 https://businesssuccesssolution.com/worth 🔔 Subscribe for weekly accounting firm growth strategies: https://podcasters.spotify.com/pod/show/loren-fogelman2

Tired of working long hours with too many clients and still falling short of your income goals?Discover how cutting your client list in half can double your accounting firm’s revenue while giving you more freedom and flexibility.00:00 – Introduction: Why working more hours won’t increase your profits01:33 – Rethinking growth: The hidden costs of the volume model03:42 – Comparing firm models: Traditional vs. scalable advisory revenue05:36 – Diane’s story: How she increased revenue without adding clients08:46 – Key metrics: Average revenue per client and delivery margin10:21 – How positioning and pricing drive client quality and loyalty11:58 – Your next step: How to scale without adding hours or clientsIn this episode, Loren Fogelman, business coach for accountants, shares how to scale your accounting firm without adding more clients, more staff, or more stress. Learn how shifting from a volume-based model to scalable advisory services can unlock higher profits, stronger client relationships, and a business that finally works for you.You’ll learn:✅ Why scaling your accounting firm doesn’t require more clients✅ The two essential metrics that reveal hidden revenue leaks✅ How clear positioning boosts client buy-in and raises your pricing powerIf you're ready to work less, earn more, and grow your firm on your terms, this episode is for you.Watch now for proven strategies to grow your accounting firm through value pricing and advisory services.📘 Free Guide for Accountants:Want to double your income while working fewer hours? Download “Get Paid What You’re Worth,” my free 43-page guide for accountants and bookkeepers:👉 https://businesssuccesssolution.com/worth🔔 Subscribe for weekly accounting firm growth strategies:https://podcasters.spotify.com/pod/show/loren-fogelman2