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Accounting Firm Growth Strategies
Loren Fogelman
125 episodes
6 days 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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Leverage AI in Your Accounting Firm to Save Time and Boost Client Value
Accounting Firm Growth Strategies
19 minutes 1 second
1 month ago
Leverage AI in Your Accounting Firm to Save Time and Boost Client Value

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 90s

2:24 – How AI saves time for accounting firms

5:01 – The real threat: transactional client relationships

7:36 – 3 ways AI boosts efficiency and client value

11:03 – Stanford & MIT study: proof AI saves hours and accelerates work

13:42 – Shifting from technician to trusted advisor with AI

16:28 – Simple AI steps to implement in your firm this week


This 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 now

2️⃣ Ways to shift from compliance technician to strategic advisor

3️⃣ Why adopting AI today keeps your firm relevant and competitive tomorrow


Watch 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/worth


Subscribe to the Accounting Firm Growth Strategies Podcast:

https://podcasters.spotify.com/pod/show/loren-fogelman2

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!