Are your clients relying on your advice without paying for it?
Many accounting firm owners, especially in the U.S. and Canada, find themselves stuck doing compliance work that keeps them busy but caps their income.
0:00 Stop Giving Away Free Accounting Advisory Services
3:01 The Advisory Value Ladder Framework for CPA Firms
6:15 Converting Compliance Clients Into Advisory Engagements
9:42 The Paid Diagnostic Review That Protects Your Time
13:18 Moving Clients Through Project Work to Ongoing Services
16:25 Transitioning Clients Into High-Value Strategic Advisory
18:30 Implementation Steps for Current Accounting Clients
In this episode of Accounting Firm Growth Strategies, Loren Fogelman, business coach for accounting firm owners, shares the Advisory Value Ladder. It's a step-by-step framework to turn those “quick questions” into paid advisory revenue.
You’ll learn how to move clients from bookkeeping and tax prep into high-value advisory services that increase profits and reduce workload.
Here's what to expect:
✅ Identify clients ready for advisory conversations
✅ Confidently introduce paid diagnostics
✅ Build recurring advisory revenue without more hours
Discover how to start generating revenue from advisory conversations that are already happening with your clients. Learn how to confidently price your services to reflect the true value of your insights and expertise.
Watch the podcast and learn exactly how to turn compliance work into consistent, high-value advisory revenue, attract quality clients, and reduce your workload.
If you want to double your income while working fewer hours, then Get Paid What You’re Worth is a free resource for accounting professionals. Download the 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
#AccountingFirmGrowth #ValuePricing #AdvisoryServices #SmallAccountingFirms #AccountingStrategy
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
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 owners
3:15 - Stop trading time for dollars in your accounting practice
5:42 - The ChatGPT profit formula: efficiency, capacity, value, and higher pricing
10:28 - How to raise accounting rates using AI-backed confidence
14:35 - Three practical steps to automate your accounting workload with ChatGPT
18:20 - Overcoming the fear of losing clients when you raise your rates
21:45 - Start value pricing your accounting services today
In 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 confidence
Watch 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 Advisory
You’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.
In 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/worth
Subscribe 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?
In 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 creep
By 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 Profile
5:15 Complete Your Google Profile to Stand Out from Competitors
10:30 Virtual Business Address Setup and Location Strategy
15:45 Getting Client Reviews Without Being Pushy
21:00 How to Handle Negative Reviews Like a Pro
26:30 Google Business Profile Posting Strategy for Lead Generation
31:15 Tracking ROI and Client Results from Google Profiles
In 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-ebook
Check 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:
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
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 clients
2:15 – The problem with hourly billing for accountants
4:30 – How value pricing focuses on outcomes, not hours
7:05 – Client success story: Jen Fery transitions 100% of clients
10:12 – Red flags that show you are undercharging
13:47 – Karmen Hoxie’s 90-day shift to prepaid packages
17:58 – How to package your services for value pricing
You’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 trust
When 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/worth
Subscribe 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 revenue
01:42 – The hidden cost of giving away expertise
03:25 – Client story: how Janet turned free advice into $25K/month results
06:10 – The difference between compliance services and paid advisory services
08:05 – The 3-step framework for packaging advisory services
10:40 – Handling client pushback on advisory fees
12:30 – Action step to turn free advice into paid services
In 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 value
It’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/worth
Subscribe 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 Profitable
02:10 – The Hidden Costs That Drain Your Margins
04:30 – Step 1: Track Every Hour You Invest in Clients
06:50 – Step 2: Evaluate Client Behavior and Alignment
09:15 – Step 3: Calculate True Contribution Margin
11:45 – Case Study: How Jennifer Increased Profitability by 40%
14:35 – Action Plan to Boost Profits and Reclaim Your Time
In 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 stress
Profit 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/worth
Subscribe 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 Owner
Most 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 relationships
Stop 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/worth
SUBSCRIBE 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 make
Ever 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 clients
Many 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 upfront
Master 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 firm
Are you still offering free financial reviews or ballpark quotes?
00:00 – Why skipping a paid diagnostic is financial malpractice for accountants
02:14 – The costly risks of quoting projects without a proper review
04:39 – Three big mistakes that free consultations create in accounting firms
07:02 – Client story: How Mike added $500 diagnostics and boosted revenue 65%
09:45 – The 3-step framework for implementing paid diagnostics
13:01 – How to handle objections when prospects want free reviews
15:55 – The mindset shift that attracts quality clients and eliminates scope creep
This 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 value
If you want to double your income while working less, download the FREE Get Paid What You're Worth e-book at https://businesssuccesssolution.com/worth
Subscribe 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 referrals
4:35 – The marketing mistakes that keep accounting firms stuck
9:41 – How to identify and attract more A-list clients
16:22 – The client ranking trap (and how to move forward without guilt)
22:58 – The #1 step to improve your client journey today
29:40 – Adding advisory services without increasing your workload
36:05 – How to attract ideal clients with a focused marketing plan
In 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 hours
These 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 little
1:15 - The mistake that caused Victoria to lose clients after consults
2:36 - Turning free consultations into paid diagnostics
4:03 - What to say during a paid diagnostic pitch
5:55 - How a diagnostic builds trust and filters the right clients
8:00 - What to charge based on complexity
10:30 - Why paid diagnostics increase client commitment and reduce scope creep
Free 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 boundaries
If 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 backfires
01:42 – The paid diagnostic review: what it is and why it matters
03:55 – Case study: how Stacy lost time and profit on a cleanup
06:17 – What to charge for a paid diagnostic review
08:22 – How complexity influences your diagnostic pricing
10:14 – What to include in a diagnostic (and what to leave out)
12:38 – How David increased revenue by charging for diagnostics
Discover 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 clients
Stop 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 revenue
That’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 micromanaging
If 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.
If 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 quoting
Cleanup 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 Workload
05:12 – How Offshoring Solves Capacity Issues for Accounting Firms
12:45 – From Technician to Entrepreneur: Redesigning Your Role
19:56 – The Power of Packaging: Move Beyond A La Carte Services
27:10 – Delegation Without Losing Control: Overcoming the Bottleneck
33:30 – Tax Season Solutions: How to Use Offshore Teams Strategically
38:42 – How to Vet and Select the Right Offshoring Partner
Instead 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 profitability
This 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
