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Accounting Firm Growth Strategies
Loren Fogelman
125 episodes
1 day ago
Are you an accounting firm owner ready to ditch the billable hour grind? Do you yearn to create a firm that fuels your passion and brings you true fulfillment? Then dive into Accounting Firm Growth Strategies with Loren Fogelman. Every episode is packed with proven firm growth tactics you can implement today. Expect frank discussions about the realities of firm ownership with plenty of insights from influential guests. Stop settling for "good enough." New episodes of the "Accounting Firm Growth Strategies" podcast drop every week, so subscribe now to unlock the firm of your dreams!
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Entrepreneurship
Business
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All content for Accounting Firm Growth Strategies is the property of Loren Fogelman and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Are you an accounting firm owner ready to ditch the billable hour grind? Do you yearn to create a firm that fuels your passion and brings you true fulfillment? Then dive into Accounting Firm Growth Strategies with Loren Fogelman. Every episode is packed with proven firm growth tactics you can implement today. Expect frank discussions about the realities of firm ownership with plenty of insights from influential guests. Stop settling for "good enough." New episodes of the "Accounting Firm Growth Strategies" podcast drop every week, so subscribe now to unlock the firm of your dreams!
Show more...
Entrepreneurship
Business
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CPA Created Tax Packages to Double His Firm's Revenue
Accounting Firm Growth Strategies
19 minutes 29 seconds
1 week ago
CPA Created Tax Packages to Double His Firm's Revenue

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 services
2️⃣ Giving tax advice away for free
3️⃣ Chasing payments after invoices go out
The 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 growth
By 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 professionals
https://businesssuccesssolution.com/worth
🎧SUBSCRIBE for weekly accounting firm growth strategies: https://podcasters.spotify.com/pod/show/loren-fogelman2
#AccountingFirmGrowth #ValueBasedPricing #TaxAdvisory #AccountingPodcast #CPAFirm

Accounting Firm Growth Strategies
Are you an accounting firm owner ready to ditch the billable hour grind? Do you yearn to create a firm that fuels your passion and brings you true fulfillment? Then dive into Accounting Firm Growth Strategies with Loren Fogelman. Every episode is packed with proven firm growth tactics you can implement today. Expect frank discussions about the realities of firm ownership with plenty of insights from influential guests. Stop settling for "good enough." New episodes of the "Accounting Firm Growth Strategies" podcast drop every week, so subscribe now to unlock the firm of your dreams!