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