How often do you raise the rates of your legacy clients?Too often your accounting firm’s long-time clients fail to pay your current rates. As a result, you continue to under-charge them. If you could get your legacy clients up to your new rates, would that interest you? And, it’s possible to do this in a gentle, considerate way while remaining professional. Whether you’re a bookkeeper, tax preparer or accountant, you can successfully raise the rates of legacy clients. This video covers: ✅ The 5 steps to successfully raise your clients’ rates✅ How to break the news to your clients✅ Insights into why clients object to a price increase
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
Ever wonder why two accounting firms can offer the same service, but charge wildly different prices?
The answer lies in how they price, not what they do.
Many bookkeeping, tax, and accounting firm owners find pricing their services a challenge because the line between fixed fees and value pricing isn’t always clear.
As a result, you end up undercharging. It's not because your services lack value, but because you don’t know how to communicate that value effectively.
In this episode, you'll discover:
✔️ The real difference between fixed fee and value pricing
✔️ How to understand what your clients actually value
✔️ Why firms that value price consistently earn more without working more
If you're ready to shift away from hourly rates or underpriced packages and start getting paid for your expertise, this episode is your starting point.
Listen now to learn how value pricing can boost your profit margin and attract better clients.
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
Do potential clients see the value of your accounting services, or are they just price-shopping? If your firm is stuck competing on cost, the problem isn’t your pricing—it’s how you communicate your value.
Accounting firm owners undercharge because they focus on what they do instead of the results they deliver.
In this episode, we’ll walk through a proven framework to package your services in a way that attracts quality clients and increases your revenue without working more hours.
Here’s what you’ll take away:
✔️ The simple framework that turns "that's too expensive" into "when can we start?"
✔️ How to structure premium packages that clients want to buy
✔️ A practical method to quantify your value that makes price objections disappear
Accounting firms that implement these strategies are consistently winning better clients while reducing scope creep. If you’re ready to stop trading time for money, this episode is for you.
Watch this episode to start building premium packages that sell.
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
Is your pricing model silently costing your firm $50,000+ in lost revenue each year? Many accounting firm owners unknowingly undervalue their services by charging hourly or offering just one pricing option—limiting client choices and profits.
In this episode, Loren Fogelman, business coach for accounting firm owners, breaks down a proven three-tier pricing model that increases revenue without adding extra work.
🔹 What You’ll Learn:
✔ The psychological triggers behind why clients choose the middle option—and how to use this to your advantage.
✔ How to structure pricing tiers that increase client value by 20-30%.
✔ A simple script to reframe “What’s your hourly rate?” into a value-driven discussion.
Accounting firms that implement these strategies often see results within one billing cycle. If you're a bookkeeper, tax preparer, or accountant looking to break free from hourly billing and build a more profitable firm, this episode is a must-listen.
Listen now and start pricing for profit!
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
Is your accounting firm undercharging for its services?
Many accounting firm owners underprice their services without realizing it.
You work hard, provide exceptional value, yet still find yourself answering endless client questions, handling unexpected requests, and struggling with inconsistent revenue.
The real problem? Your services aren’t clearly packaged. Without structured pricing, clients see you as a cost rather than an investment, scope creep drains your time, and raising rates feels impossible.
It’s time to shift from selling hours to selling outcomes. When you package your services, you create predictable revenue, attract better clients, and finally get paid for the expertise you bring to the table.
This episode covers:
✅ Why packaging your services increases profits without working more hours
✅ How structured pricing eliminates scope creep and prevents unbilled work
✅ The simple shift that positions you as a premium service provider
Discover how packaging transforms your firm and your income. Listen to this episode now.
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
Are you unknowingly giving away free work? Many accounting firm owners struggle with scope creep—extra reports, “quick” client questions, and unscheduled meetings that eat into profits.
If your revenue isn’t keeping up with your workload, scope creep may be the culprit. The good news? You can fix this by setting clear boundaries and structuring your services correctly.
In this episode, you’ll learn:
✅ How to spot scope creep before it drains your revenue.
✅ The best strategies to set client boundaries and prevent extra work.
✅ A step-by-step approach to confidently charge for everything you do.
If you’re tired of working long hours without seeing an increase in profits, this episode is for you.
Want to double your income while working fewer hours? Download "Get Paid What You’re Worth," my FREE 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
As an accounting firm owner, you're working longer hours, constantly handling "just one more thing" for clients... but your revenue isn't reflecting all that extra effort. What if the real issue isn't scope creep - but your boundaries?
When expectations aren't clear, small extras pile up. And suddenly, you're doing more than you agreed to without additional pay. Without firm boundaries, your workload expands, your stress rises, and your profit margins shrink.
Here's what’s covered in this episode:
✅ How your accounting firm is unintentionally giving away extra work
✅ The method that prevents unpaid work from becoming the norm
✅ Why over-delivering damages client relationships (and how to fix it)
Drawing from my experience with helping accounting firm owners overcome scope creep, I'll share the exact framework that works. That’s because every week you delay implementing these boundaries costs your firm thousands in unbilled services.
Listen now to learn how to protect your time, reinforce your boundaries, and ensure you're paid for everything you do - starting with your very next client interaction.
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
You already know that scope creep happens when clients ask for more than they paid for. But the biggest source of scope creep isn’t your clients.
Many accounting firm owners unintentionally give away valuable work, customize packages too much, or allow small requests to pile up. The result? More hours, lower profits, and clients who expect extras for free.
In this episode, you’ll discover:
✔ Self-Initiated Scope Creep: How over-delivering quietly steal your time and profits.
✔ Client-Initiated Scope Creep: The simple scripts to redirect extra requests without losing client trust.
✔ Package Customization Scope Creep: How adjusting every service for every client interferes with your firm’s growth.
Scope creep isn’t just a pricing issue - it’s a boundary issue. Learn how to identify where it’s happening and put a stop to it.
Listen now to take back control of your time, workload, and profitability.
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
Are your annual rate increases actually helping your firm grow?
Many accounting firm owners rely on small, incremental rate hikes of 5-10% each year, believing it will boost profits. However, inflation and rising operational costs often make these minor increases insufficient.
If you’ve been increasing your rates but still struggle to improve your bottom line, it’s a sign your pricing strategy might be holding you back.
In this episode, we’ll explore why small rate increases aren’t enough and how they could be costing you more than you realize.
Perfect for accounting firm owners who want to break free from the cycle of incremental price hikes and start pricing for value.
This episode covers:
✅ The impact of inflation on your profit margins.
✅ Why small rate increases don’t keep up with rising costs.
✅ How to shift from hourly billing to value-based pricing.
If you’re ready to rethink your pricing strategy and see real results, listen to this episode and take the first step toward healthier profit margins and greater financial freedom.
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
Are you losing money without realizing it?
That “big” client who makes up a large portion of your revenue might actually be costing you more than you think. From unbilled hours to constant scope creep, difficult clients can silently drain your resources, leaving you with less time and profit.
If you’re not regularly assessing whether your clients are profitable, you’re putting your firm at risk.
There are hidden costs to keeping low-value clients. They could be holding you back from building the firm you truly want.
Here’s what you’ll learn:
✔️ How to identify clients who are draining your time and profits
✔️ The real impact of keeping these clients around—on your team, your stress, and your growth
✔️ A simple strategy to replace difficult clients with higher-value, easier-to-manage ones
The bottom line? If you’re working too many hours for too little in return, it’s time to make a change.
Check out this episode because you deserve clients who respect your expertise, pay your worth, and help you grow.
FREE Resource: Want to double your income while working half the time? Download my 43-page e-book, Get Paid What You’re Worth, at businesssuccesssolution.com/worth.
Subscribe to the Accounting Firm Growth Strategies Podcast: https://podcasters.spotify.com/pod/show/loren-fogelman2
Your firm’s culture exists whether you shape it or not. The question is—does it support your vision or hold your firm back?
Many accounting firm owners focus on pricing, efficiency, and client work, but culture plays a critical role in retention, team performance, and long-term profitability.
Firms with a strong culture run more smoothly, attract quality talent, and require less oversight. But when culture isn’t a priority, you struggle with disengaged employees, high turnover, and resistance to change.
In this episode, we’ll explore:
✔️ Why firm culture impacts profitability—and what happens when you neglect it.
✔️ How to set clear expectations so flexibility strengthens your team.
✔️ Hiring strategies to identify candidates who align with your firm’s values.
Creating a thriving firm culture doesn’t happen overnight. However, small, intentional shifts will deliver results in just a few months.
If you’re ready to build a firm that runs more smoothly with a committed, engaged team, don’t miss this episode.
Listen now to actionable tips that Pam Greene with Padgett Klamath Falls shares.
Check out Padgett Klamath Falls at https://www.klamath-falls.padgettadvisors.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
Would you pay $999 for a phone if there wasn’t a higher-priced option? Apple’s pricing strategy isn’t just about technology—it’s about psychology. And the same approach can shift how clients perceive your firm’s value.
How long have you felt stuck in the cycle of undercharging and overworking? Long hours, price-sensitive clients, and constant justifications for your fees are draining. Without a clear pricing structure that highlights your expertise, you end up with clients who see you as a cost instead of an investment.
But, you don’t need to discount to stay competitive. Replace low competitive rates with a pricing strategy.
In this episode, we’ll cover:
✔ How a premium pricing tier makes your standard services more appealing
✔ Why focusing on outcomes—rather than tasks—helps attract quality clients
✔ A simple shift that lets you work fewer hours while increasing revenue
If you’re ready to stop trading time for money and start pricing strategically, tune in now.
Want to double your income while working fewer hours? Download the FREE e-book, Get Paid What You’re Worth, at businesssuccesssolution.com/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
You just missed another family dinner because you're stuck at the office finalizing month-end reports for clients who consistently question your fees.
Many accounting firm owners find themselves sacrificing precious personal time. Instead they're working nights and weekends, while their revenue stays stuck. The constant stress of undercharging and overworking isn't just affecting your business - it's taking a toll on your health and relationships.
Brian McElroy, CPA, went from 40 clients to 13 while increasing revenue by 54% in just one year. He shares how he transformed his firm from overwhelmed to optimized.
This episode reveals:
✅ How to transition from accepting any client to selecting quality clients who value your expertise
✅ Why raising rates doesn't mean losing clients (and how to have those conversations confidently)
✅ The proven process to reduce your workload while significantly increasing monthly recurring revenue
It's now time to build a more profitable firm without missing another important family moment.
Watch this episode to learn how to stop trading time for money and start creating sustainable growth in 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
Have you ever hesitated to raise your rates because you’re afraid of losing clients? Or stayed up late responding to emails, only to feel undervalued and overwhelmed?
If so, you’re not alone—and the problem might not be your clients or your services. It could be your money stories.
In this episode, we’ll explore how the beliefs you’ve inherited about money, your assumptions about client budgets, and your lack of boundaries might be secretly sabotaging your firm’s growth.
You’ll learn how to:
✔️ Identify and rewrite limiting money beliefs holding you back.
✔️ Shift your focus from transactions to the value you provide.
✔️ Set boundaries that command respect—and better fees.
Hear how this bookkeeping firm owner raised her minimum fee from $150 to $650 per month, reduced her client load, and now works just 3.5 days a week—all while serving clients who value her expertise.
Listen to discover how to rewrite your pricing mindset, attract high-value clients, and finally build the firm you deserve.
Want to double your income while working fewer hours? Download the FREE e-book, Get Paid What You’re Worth, at businesssuccesssolution.com/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
Are fixed fees secretly draining your firm’s profitability? Many accounting firm owners believe fixed fees are value pricing—but that’s a costly misconception.
If you’re tracking hours, explaining prices based on time, or feeling guilty for charging the same amount when work takes less time, you’re stuck in the time trap. Even worse, you’re penalizing your expertise and efficiency instead of rewarding it.
In this episode, I’ll guide you through the key differences between fixed fees and true value pricing. You’ll discover how to align your pricing with the results and outcomes your clients value most—not the hours you invest.
Here’s what you’ll learn:
✔️ Why fixed fees aren’t the same as value pricing—and how to make the shift.
✔️ How to structure packages that highlight your expertise and deliver clear client results.
✔️ Practical steps to implement value pricing, even with your current clients.
If you’re ready to transition from fixed fees to value pricing, this episode is for you.
Watch now to stop undercharging, reduce your workload, and start earning what you’re 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
Think your hourly rate is “reasonable”? Think again. Charging $150 an hour may seem competitive, but it’s likely costing your accounting firm far more than you realize. From missed strategy sessions to delayed growth opportunities, sticking to hourly billing is a hidden tax on your time, profits, and personal life.
In this episode, Loren Fogelman, business coach for accounting firm owners, breaks down the true cost of undercharging and why it’s holding you back from building the firm you deserve.
You’ll discover:
✔️ How to identify and prioritize high-value activities that drive real growth.
✔️ The common pricing trap that keeps firm owners overworked and underpaid.
✔️ Practical steps to transition from hourly billing to value-based pricing for sustainable success.
Discover how to double your firm's revenue and reduce your workload by making one strategic shift.
If you’re ready to stop trading hours for dollars and start running your firm like a CEO, this episode is for you.
Listen now and take the first step toward increasing revenue, engaging quality clients, and reclaiming your time.
Discover how your accounting firm can earn $500 per hour.
It’s something street performers have figured out – and this applies to accounting firms.
No gimmicks or sales tricks, whatsoever.
In fact, it’s a system.
This approach is client-centered and delivers value.
Whether you’re a bookkeeper, tax preparer or accountant, discover consult process where it’s possible to earn $500 per hour.
This video covers:
✅ How to grab the attention of quality clients
✅ The steps to effectively gain trust
✅ A simple 5 step system that’s highly profitable
Watch the training video about how your accounting firm’s consult process can potentially earn $500 per hour.
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
Have you been thinking about becoming an enrolled agent?
If you enjoy taxes and finance, then this may be for you.
Becoming an enrolled agent offers unique advantages.
It is a strategic move that advances your accounting firm and benefits your clients.
So, you may wonder if becoming an enrolled agent is right for you.
A variety of options exist and it’s a matter of deciding which path to choose.
Whether you're an accountant, tax preparer or bookkeeper, you’ll want insights about enrolled agents and how that can advance your firm.
Here’s what to expect during this action-packed training:
✔ Interested in being an enrolled agent
✔ How clients benefit from working with an enrolled agent
✔ The path to becoming an enrolled agent
Discover the ins and out of becoming an enrolled agent and the opportunities it offers.
Listen now to actionable tips that Shannon Hall, with Shannon Hall Tax, shares.
Check out 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
Do you attract the RIGHT clients to your accounting firm?
You’ve filled your firm with low value clients. However, you would like to engage quality clients.
Well, what appeals to low value clients differs from what grabs the attention of quality clients.
It’s a matter of knowing exactly how to attract the RIGHT client to your accounting firm.
This leads to the 5 reasons clients need your accounting services.
Whether you’re a bookkeeper, tax preparer or accountant, which of these 5 common reasons apply to your firm?
This video covers:
✅ The 5 reasons that grab a quality clients’ attention
✅ How to stand out and highlight your expertise
✅ 3 specific actions that raise your firm’s 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
The accounting profession is rapidly changing.
Change brings unknowns.
It raises questions about the profession’s future and where it’s heading.
The profession’s evolution has an upside as well as a downside.
As a result, this impacts your accounting firm – especially regarding time and pricing.
Whether you're an accountant, tax preparer or bookkeeper, you’ll want insights about how current industry trends affect your accounting firm.
Here’s what to expect during this action-packed training:
✔ Interested in where the accounting profession is heading
✔ What’s working and what’s not
✔ The impact of AI on the accounting profession
Discover how benefit from the current changes within the accounting profession.
Listen now to actionable tips that Seth Fineberg with Accountants Forward shares.
Check out Accountants Forward at https://sethfineberg.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
