Episodit
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Some potential clients will pushback on your prices and ask for a discount.
Discounting your accounting firm’s services offers a quick, immediate solution.
However, lowering your fees has a costly downside.
When the focus turns to price, then it sidetracks the conversation away from the important things. It weakens your expertise.
The reality is that it may be more pain than it’s worth.
You may wonder how to deal with requests to discount your accounting services.
Whether you’re a bookkeeper, tax preparer or accountant, it’s possible to enroll clients without reducing your prices.
This video covers:
✅ The long-term impact when you discount your firm’s fees
✅ The underlying message behind the discount
✅ 5 alternatives to discounting your accounting firm’s price
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
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Accounting firm owners manage a wide array of aspects to remain operational.
• Tracking time
• Invoicing and payment
• Managing tax season
• Addressing scope creep
• Communication and setting expectations
• Accurately pricing services
Some accounting firms sideline these operational tasks because it cuts into billable hours.
Anything that takes away from time spent on direct client services will impact a firm’s revenue.
That’s especially true when firms continue to use a price strategy that tracks time and costs.
But, what if you increased efficiency and no longer charged for time?
Value pricing and the subscription model increases revenue and improves efficiency.
Richard Greco, firm owner of Boutique Accounting Services, decided to make changes within his firm by focusing on value and client-centered processes.
Richard shares the specific strategies which increased his fees by 50% - without tracking time.
✔️ The power of no longer tracking time or invoicing clients for services rendered
✔️ Raising fees with current clients
✔️ Fine-tuning processes to remove tax season stress within his firm
Richard shares the process to increase fees by 50% and stop tracking time.
By following the Raise Your Rates Formula, he increased his firm’s revenues and streamlined operations. As a result, he’s now spending more time on tax planning and advisory services.
Find out more about Richard and Boutique Accounting Services at https://www.boutiqueaccountingservices.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.
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
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Traditional tax firms continue to track time, invoice for its services and then wait for payment.
And, many firm owners continue to undercharge for their services.
That’s because charging for time or forms emphasizes the technical aspects.
This price strategy overlooks a tax preparers knowledge and expertise.
But what if your fees reflected the value of your services?
Shannon Hall, firm owner of Shannon Hall Tax, decided to charge fees that reflect the value of her services.
She shares the results of raising her fees.
✔️ Clients easily said yes
✔️ Eliminated the tax season overwhelm and burnout
✔️ Lightened her workload
Shannon shares the process to value price her services and eliminate tax season burnout.
By following the Raise Your Rates Formula, she increased her revenues and reduced her workload. As a result, tax season is now manageable.
Find out more about Shannon Hall Tax at https://shannonhalltax.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.
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
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Raising the rates of your accounting firm’s services doesn’t happen overnight.
There’s often a delay between your first thoughts and finally increasing the fees of your clients.
Clients may be happy with your low fees.
However, it keeps your firm from reaching it’s full potential.
Whether you’re a bookkeeper, tax preparer or accountant, you’ll want to follow the 6 steps for a successful price increase for your firm.
In this video, you’ll discover:
✅ The 3 major reasons why you MUST raise your prices this year
✅ The 6-step process I use with my clients to properly roll out a price increase
✅ 3 huge takeaways you can implement right now to set your firm up for massive growth.
If you feel like you’re leaving profits on the table, working with undervalued clients, or simply know you need to increase your rates, this video is a must-watch.
Follow this 6-step framework for the exact strategy you need for a seamless price increase that retains clients, grows existing relationships, and positions your firm for the future.
The time is NOW to capture what your expertise and knowledge is really worth.
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
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Fair pricing is something accounting firm owners aim for.
But, what determines a fair price?
Pricing your accounting services is subjective. So, you may end up charging “what the market will bear.”
This approach seems logical. But, it has flaws.
One client may consider your pricing to be fair while another doesn’t.
Each client has a different willingness to pay.
The one-size-fits all approach causes many firm owners to under-charge for accounting services.
Whether you’re a bookkeeper, tax preparer or accountant, you’ll want to know the ins and outs of fair pricing your firm’s accounting services.
This video covers:
✅ Factors that impact the price of your accounting services
✅ The #1 reason fair pricing backfires
✅ The truth about “what the market will bear”
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
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Many business owners don’t fully grasp how the numbers work in their business.
So, they run their business without any awareness about their financials.
As a result, this impacts their cash flow, profit margins and business development.
So, how does your accounting firm address this?
Telling your clients the story about the numbers solves this.
Whether you're an accountant, tax preparer or bookkeeper, discover the power of financial storytelling.
Here’s what to expect during this action-packed training:
✔ Get your clients excited about their financials
✔ How to explain the numbers in a story that’s easy to understand
✔ The framework that turns financial data into a story
Discover how to use stories when reviewing the financials with your clients.
Listen now to actionable tips that Debra Kilsheimer with Behind the Scenes Financial, Inc shares.
Check out Behind the Scenes Financial, Inc at https://www.bts-services.com/services
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
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Are your best accountants buried in repetitive tasks while client deadlines loom?
Many accounting firms turn to offshoring, yet the majority struggle to make it work. The result? Wasted time, lost money, and frustrated clients.
You're spending countless hours on training, dealing with miscommunications, and high turnover rates. Meanwhile, your local staff feels threatened and client deadlines keep slipping.
Whether you're a solo practitioner or multi-partner firm, it's possible to build a stable offshore team that delivers consistent results.
Here’s what to expect during this action-packed training:
✔ The critical mistake causing most firms to lose their best offshore talent
✔ How top firms cut costs while maintaining quality (without sacrificing client relationships)
✔ A proven strategy for integrating offshore staff that leading firms use to rapidly scale
Forward-thinking accounting firms are using these strategies to scale without burning out their onshore team.
Watch this episode to avoid the costly offshoring mistakes and build a reliable global team.
Listen now to actionable tips that Anshul Agrawal shares.
Check out June15 Consulting at https://www.june15consulting.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.
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
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Your client accepts your quote for accounting services without hesitation. Good news, right?
Wrong. That immediate "yes" might be quietly draining your firm's profitability.
You're working longer hours with a full client roster, yet your take-home pay keeps shrinking. Tax seasons blur together while your profit margins steadily decline. Meanwhile, other firms charge double your rates for similar services.
Whether you're a solo practitioner or managing a small team, discover how to recognize - and correct - the pricing signals that keep your firm undervalued.
This episode reveals:
✅ Why instant client acceptance often signals underpricing (and what successful firms do differently)
✅ How to restructure your services to increase the value of your clients (without working additional hours)
✅ The exact steps one accounting firm used to reduce client count by 18% while adding $5,000 monthly revenue
Perfect for accounting firm owners ready to move beyond hourly rates and attract clients who value expertise over price.
Watch to transform your firm's pricing strategy and attract quality clients who respect your value.
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
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Tax firms that undervalue their expertise end up trapped in a cycle of chaos and burnout.
You deliver exceptional service to your clients. But you're giving away valuable extras and working endless hours without proper compensation.
Victoria, a tax firm owner, was stuck in survival mode until she discovered how to package and price her services based on value.
She shares her transformation from feeling discouraged and overwhelmed to confidently commanding premium fees.
✔️ Creating a new revenue stream with diagnostic fees
✔️ Implementing premium pricing for high-pressure periods
✔️ Overcoming mindset blocks about professional worth
✔️ Setting boundaries that reduce stress while increasing profit
If you're a tax firm owner who's ready to stop trading time for money and start building a sustainable, profitable practice, then this episode is for you.
Listen now to learn the exact steps Victoria took to transition from chaos to calm while increasing her rates - without losing a single client.
If you want to create a more profitable practice while working fewer hours, then Get Paid What You're Worth is a FREE resource for accounting professionals. Download 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
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Are you losing high-value tax planning and advisory clients because of the dreaded "What's your hourly rate?" question?
Many accounting firm owners instantly cave when prospects ask about rates, ending up with basic bookkeeping and tax prep clients who drain your energy. While your competitors land $5,000+ monthly retainers, you're stuck billing hourly for compliance work.
You know you deliver exceptional value through proactive planning and strategic insights, but somehow end up defending your rates against cut-rate preparers. This pattern keeps you working 60+ hour weeks during tax season while earning less than you deserve.
Transform your response to pricing questions into opportunities that attract premium clients. Even if you've struggled with pricing conversations before, you can confidently communicate your value.
This episode covers:
✅ How to redirect rate questions into value-focused conversations that land premium clients
✅ The exact words that turn price-shopping business owners into long-term advisory clients
✅ A proven framework for discussing advisory fees that positions you as a strategic partner
One firm owner implemented this approach and doubled her average client value within 90 days.
Watch this episode to stop competing on price and grow your firm's profit margins.
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
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Many accounting firm owners are working harder than ever, yet struggling to grow their revenue and free up time.
This leads to burnout, stagnant profits, and a firm that feels more like a demanding job than a thriving business.
In this episode, we dive into actionable strategies to overcome these hurdles and unlock your firm’s potential.
Whether you're an accountant, tax preparer or bookkeeper, discover how advisory services will transform your traditional accounting firm.
Here’s what to expect during this action-packed training:
✔ What clients really want from their accountant beyond just the basics.
✔ How to attract new clients and upsell existing ones with business advisory services.
✔ Proven strategies to stop trading time for money and truly own your business.
Top-performing firms have cracked the code on scaling through advisory services – and they're doing it without working nights and weekends.
Tune in to take your accounting firm to the next level with advisory services.
Listen now to actionable tips that Adam Lean shares.
Check out The CFO Project at https://thecfoproject.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.
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
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Are you running your accounting firm like a CEO or just an employee?
Many firm owners get trapped in the day-to-day operations, leading to stagnation and burnout.
You find yourself missing out on family time, experiencing constant stress, and frustration that revenues are lower than you’d like. It’s a sign that your current approach might be secretly sabotaging your growth.
Transform how you run your firm by shifting from the technician to the CEO role. Even if you’re a solo-firm owner, you can turn things around by thinking and acting like a CEO.
Perfect for bookkeepers, tax preparers, and accountants who want strategically grow a highly profitable firm.
This video covers:
✅ Decisions that align with your long-term vision.
✅ How to increase your capacity and focus on high-value activities.
✅ The power of systems and processes – even if you’re a solo business owner.
Discover why some accounting firms scale effortlessly while others stay stuck.
Watch this podcast episode to reduce your workload and significantly grow your firm.
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
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Many accounting firm owners struggle with scaling their practice and seamlessly integrating acquired clients. The lack of a clear strategy can lead to client dissatisfaction and stagnation.
Without addressing these challenges, firms can face significant disruptions, lose client trust, and miss out on potential revenue growth.
In this episode, we explore how acquisitions can fast-track your firm's growth while maintaining quality and culture.
Whether you're an accountant, tax preparer or bookkeeper, discover how growth through acquisition elevates your accounting firm.
Here’s what to expect during this action-packed training:
✔ Merging different company cultures without disruption.
✔ Strategies for transitioning clients to new rates and processes, ensuring satisfaction and loyalty.
✔ The crucial role of communication and technology in facilitating smooth integrations.
Stop working harder for incremental gains.
Tune in to make your next big leap through strategic acquisitions.
Listen now to actionable tips that Cory Gayman shares.
Check out JCG Tax and Advisory at https://jcgcpafirm.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.
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
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Overlooking the essential numbers causes business owners to struggle while competitors surge ahead.
But what if your accounting firm could empower your clients with Shark Tank-level financial acumen!
In this episode, we dive into the crucial numbers that make-or-break pitches on the hit show.
Whether you're an accountant, tax preparer or bookkeeper, discover how to apply these insights to transform your clients' businesses.
Here’s what to expect during this action-packed training:
✔ How to translate Shark Tank's financial scrutiny into actionable advice for your clients.
✔ Strategies for communicating complex financial concepts using the Sharks' direct style.
✔ Our journey in adapting Shark Tank principles for client consultations
Whether you're advising startups or established businesses, this episode will equip you with the tools to help your clients financially thrive.
Tune in to guide your clients through their financial waters with the precision of a Shark.
Listen now to actionable tips that Stephen Smith shares.
Check out Controllership Solutions, LLC at https://quickencoach.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.
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
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Behind Every Successful Accounting Firm: A Strategic Blueprint
Most successful accounting professionals excel at serving clients—but building a sustainable business?
That's a different challenge entirely.
When your firm grows organically, responding to client needs, you might find yourself with a firm that's running you, instead of the other way around.
Strategic planning puts you in the driver's seat, transforming from reactive growth into strategic success.
Perfect for bookkeepers, tax preparers, and accountants who want sustainable growth without sacrificing their well-being.
This video covers:
✅ The 5 critical elements that set prosperous firms apart
✅ How to become well-known, even if you're an introvert
✅ Proven growth frameworks you can implement immediately
A strategic plan is essential to take control of your firm's growth.
Watch this podcast episode to discover firm growth strategies you can apply today - without burning out.
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
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Are you tired of the slow, unpredictable growth of your accounting firm?
Growth is influenced by two main factors: organic growth and strategic growth.
Which does your firm primarily depend on?
Successful firm owners seek clarity and strategy to guide their growth.
Whether you’re a bookkeeper, tax preparer or accountant, understanding your firm's growth potential can transform everything you do.
This video covers:
✅ How to gain crystal-clear vision for your dream accounting practice
✅ 5 actionable steps to propel your firm towards its full potential
✅ 3 often-overlooked resources that can transform your business
Successful accounting firms shift from merely reacting to market forces to strategically driving growth.
Watch this episode to take the first step towards growing your dream firm.
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
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The cycle of routine compliance work and endless deadlines is never-ending.
All the goals of implementing higher quality services or differentiating your accounting firm get pushed aside.
Stagnant growth, commoditized services, and a team that's burning out is the result.
Whether you're an accountant, tax preparer or bookkeeper, it’s possible to break free from the daily grind and drive meaningful growth.
Here's what to expect:
✔️ How to carve out time for innovation without sacrificing billable hours
✔️ The simple shift in mindset that can unlock your team's creative potential
✔️ Practical steps to implement this approach in your firm, starting this week
Forward-thinking accounting firms are using this to break free from the compliance trap and position themselves as indispensable strategic partners to their clients.
Watch this episode to improve productivity, inspire your team and unlock your firm’s full potential.
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
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In today's rapidly evolving financial landscape, protecting your clients from fraud isn't just a service—it's a competitive advantage.
Fraud prevention has never been more critical.
Specific hidden vulnerabilities exist that fraudsters look to exploit.
Whether you're an accountant, tax preparer or bookkeeper, discover the strategies firm owners need to safeguard their clients' financials.
Here’s what to expect during this action-packed episode:
✔ Uncover the overlooked weaknesses that put your clients at risk
✔ Advanced strategies to protect your clients' financials against fraud
✔ True crimes - intriguing case studies and real-world examples
Learn how to protect your clients and potentially save your clients millions.
This episode is your roadmap to transforming fraud prevention from a challenge into a catalyst for your accounting firm's success.
Listen now to actionable tips that Greg Kyte shares.
Check out Oh My Fraud Podcast at https://ohmyfraud.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.
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
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Are you an accounting firm owner drowning in a sea of client demands, deadlines, and admin tasks?
The overwhelming challenge of managing it all affects your firm's growth and your personal well-being.
Efficiency suffers, client satisfaction declines, and business development becomes limited.
Whether you're an accountant, tax preparer or bookkeeper, it’s time to break free from the busyness trap.
Here's what to expect:
✔️ The hidden roadblocks to your accounting firm’s growth
✔️ Identifying distractions that interfere with your productivity
✔️ Discover how to prioritize tasks that truly move the needle
Reclaim the precious hours in your day and position your firm for sustainable growth.
Watch this episode on time management to transform your productivity, scale your firm, and achieve the work-life balance you deserve.
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
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Are you proud of your open-door policy?
Your open-door policy could be the very thing sabotaging your firm's productivity and accuracy.
It might be time to close it – at least part of the time.
Whether you're an accountant, tax preparer or bookkeeper, constant availability has hidden costs for accounting firm owners.
Here's what to expect:
✔️ The true price of your open-door policy
✔️ Discover how to create a culture that minimizes interruptions
✔️ Train your team for greater independence
It’s possible to say ‘no’ without guilt and adjust your approach to availability.
Watch this episode to empower your team to become problem solvers and increase productivity.
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
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