Accounting Firm Growth Strategies

Loren Fogelman
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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!

  1. Is Your Top-Paying Client Actually Your Biggest Headache?

    2 HR. AGO

    Is Your Top-Paying Client Actually Your Biggest Headache?

    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

    12 min
  2. Company Culture: Are You the Leader Your Firm Needs?

    4 DAYS AGO

    Company Culture: Are You the Leader Your Firm Needs?

    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

    38 min
  3. How Apple’s Pricing Strategy Can Transform Your Firm

    6 DAYS AGO

    How Apple’s Pricing Strategy Can Transform Your Firm

    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

    12 min
  4. How This Accountant Cut His Client List by 67% But Increased Revenue by 54%

    JAN 28

    How This Accountant Cut His Client List by 67% But Increased Revenue by 54%

    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

    31 min
  5. Are You Undervaluing Your Expertise Without Realizing It?

    JAN 21

    Are You Undervaluing Your Expertise Without Realizing It?

    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

    10 min
  6. How 'Fair' Pricing Drains Your Accounting Firm's Profits

    JAN 13

    How 'Fair' Pricing Drains Your Accounting Firm's Profits

    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

    14 min
  7. The Most Expensive Number in Your Accounting Firm (It’s Not What You Think)

    JAN 6

    The Most Expensive Number in Your Accounting Firm (It’s Not What You Think)

    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.

    10 min
  8. How to Uncover Your Accounting Firm's $500 Per Hour Value

    JAN 3

    How to Uncover Your Accounting Firm's $500 Per Hour Value

    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

    12 min
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About

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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