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

    19 HR. AGO

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

    4 DAYS AGO

    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
  3. Everything You Ever Wanted to Know About Enrolled Agents, But Were Afraid to Ask

    12/30/2024

    Everything You Ever Wanted to Know About Enrolled Agents, But Were Afraid to Ask

    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

    30 min
  4. 3 Ways to Attract Quality Clients to Your Accounting Firm

    12/27/2024

    3 Ways to Attract Quality Clients to Your Accounting Firm

    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

    9 min
  5. What is it Going to Take for the Accounting Profession to Move Forward

    12/23/2024

    What is it Going to Take for the Accounting Profession to Move Forward

    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

    34 min
  6. How to Generate More Leads with Your Accounting Firm's Website

    12/20/2024

    How to Generate More Leads with Your Accounting Firm's Website

    How effectively does your accounting firm’s website attract the RIGHT client to your firm? Your firm’s website makes a statement about your business. So, what’s the impression it’s giving? There are some common mistakes that most firm’s websites make. These mistakes will impact your firm’s business. An eye-catching design isn’t enough. Whether you're an accountant, tax preparer or bookkeeper, you’ll want insights on how to turn your accounting firm’s website into a lead generation resource. Here’s what to expect during this action-packed training: ✔ How your website works against your firm ✔ How your website impacts the fees your charge ✔ The top marketing tactics for firm owners today Discover how your website can stand out and increase lead generation. Listen now to actionable tips that Matt Banker, with Benchmark Growth Marketing, shares. Check out Benchmark Growth Marketing at https://marketingforaccountingfirms.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

    33 min
  7. 6 Mistakes to Avoid When Sharing Your New Rates with Clients

    12/17/2024

    6 Mistakes to Avoid When Sharing Your New Rates with Clients

    You've invested years building expertise - but are you charging rates that truly reflect your worth? Raising your fees is a process. It’s not something that occurs overnight. As an accounting firm owner, you want to avoid the 6 disastrous mistakes that devalue your services and backfires when raising your fees. Find out what to avoid when speaking with current clients about your new rates. You'll learn how to prepare for these conversations so you no longer undercharge for your services. Stop trading time for dollars. Start commanding the rates you merit. With the right mindset and messaging, expanding your income doesn't mean compromising connections. Whether you’re a bookkeeper, tax preparer or accountant, you’ll want to know the mistakes to avoid when raising the fees for your firm’s accounting services. This video covers: ✅ Discover the 6 critical pricing mistakes that unknowingly devalue your expertise and cost you thousands ✅ The #1 factor that prevents you from caving in and lowering your fees ✅ How to remain calm and focused when sharing your new rates Watch the video to stop leaving money on the table. You deserve to start commanding the rates you deserve while keeping clients happy. 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

    7 min
  8. Are You Tired of Discounting Your Accounting Services

    12/13/2024

    Are You Tired of Discounting Your Accounting Services

    Some potential clients will pushback on your prices and ask for a discount. Discounting your accounting firm’s services offers a quick, immediate solution. However, lowering your fees has a costly downside. When the focus turns to price, then it sidetracks the conversation away from the important things. It weakens your expertise. The reality is that it may be more pain than it’s worth. You may wonder how to deal with requests to discount your accounting services. Whether you’re a bookkeeper, tax preparer or accountant, it’s possible to enroll clients without reducing your prices. This video covers: ✅ The long-term impact when you discount your firm’s fees ✅ The underlying message behind the discount ✅ 5 alternatives to discounting your accounting firm’s price 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

    9 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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