Are you building your accounting firm by chance or by design?

Most accounting professionals struggle to grow their dream firms because they're operating with organic growth instead of strategic growth.

Without a clear roadmap, you're driving blind—taking every client that comes your way without knowing if they align with where you want to go.

0:00 Introduction: The GPS Analogy for Firm Growth
1:45 Organic Growth vs Strategic Growth: Understanding the Difference
3:20 Reverse Engineering Your Dream Firm: A Strategic Approach
4:30 Defining Your Destination: What Makes a Dream Firm
5:20 Stretching Yourself: The 70% Achievability Rule
6:15 Creating Milestones: Tracking Your Path to Success
7:10 Leveraging Resources: People, Places, and Processes

In this episode, Loren Fogelman reveals why traditional goal-setting keeps accounting firms stuck and introduces a powerful reverse-engineering approach that helps you build the firm you actually want—one that supports your life instead of draining it.

You'll learn:

✔️ How to distinguish between opportunities that grow your firm and distractions that derail it

✔️ Why starting with your end goal creates breakthrough insights

✔️ The strategic planning framework used by successful firm owners

✔️ How to leverage your strengths instead of fixing weaknesses

If you're ready to transform your firm from surviving to thriving, this episode provides the strategic foundation every accounting professional needs.

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 at: https://businesssuccesssolution.com/worth

Subscribe to the Accounting Firm Growth Strategies Podcast: https://podcasters.spotify.com/pod/show/loren-fogelman2

Considering an acquisition to grow your accounting firm?

Acquisition is one of the fastest ways for accountants, tax preparers, and bookkeepers to scale, but the landscape is changing. Whether this is your first purchase or your next strategic move, understanding current market conditions is essential, especially if your firm operates in a rural area.

0:00 Introduction to Accounting Firm Acquisitions and Valuation

3:42 Understanding Firm Value vs Market Willingness to Pay

8:15 Increasing Your Accounting Firm Value: Recurring Revenue and Technology

12:30 Calculating Equity and Leveraging Your Firm for Expansion

16:45 SBA 7A Lending Program for Accounting Firm Acquisitions

21:20 Recent SBA Rule Changes: Seller Ownership Retention Benefits

22:34 New SBA Rules: Seller Retention & Succession Planning

In this episode, Shannon Hay of United Midwest Savings Bank breaks down what growth-minded firm owners need to know before pursuing an acquisition and how to navigate the financial and operational steps with confidence.

You’ll learn:

✔️ How to determine what the market is willing to pay

✔️ What buyers and lenders look for in firm value

✔️ The lending essentials every firm owner should understand

If you’re exploring firm expansion through acquisition, this episode gives you the insights to make informed, profitable decisions.

Check out Shannon Hay and United Midwest Savings Bank: https://www.umwsb.com

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

Are your engagement letters costing you hours of admin work and leaving money on the table?

Don't treat your firm's engagement letters as an afterthought with generic templates copied online, or worse, none at all.

If your firm is moving toward value pricing or subscription billing, your engagement letters are legal documents and powerful tools to set expectations, protect your time, and create profitable client relationships.

In this episode of Accounting Firm Growth Strategies, Loren Fogelman sits down with Jamie Peebles, founder of Knuula, to explore how firms can streamline engagement letters, improve client onboarding, and accelerate the shift to value-based services.

0:00 – Introduction: Why Client-Friendly Engagement Letters Matter

5:20 – From Attorney to Full-Stack Developer: How Knuula Was Born

10:45 – The Essentials: What MUST Be in Every Engagement Letter

16:30 – Why Volume and Complexity Make Engagement Letters So Cumbersome

22:15 – Rolling Out Subscription Packages: The Administrative Nightmare (and Solution)

28:40 – Modularity and Scannability: Making Engagement Letters Client-Centered

32:50 – Case Study: How One Firm Shifted from Hourly to Subscription with Automated Engagement Letters

What you’ll learn in this episode:

✔️ Why generic boilerplate engagement letters create scope creep and unpaid work

✔️ The two factors that make engagement letters time-consuming and how to fix both

✔️ How to structure service packages with default offerings and modular add-ons

✔️ Why “scannability” matters more than legal precision for modern clients

✔️ The secret to converting hundreds of traditional tax clients to subscription packages efficiently

✔️ How automated engagement letters enable prepayment and eliminate accounts receivable

If you’re ready to stop recreating engagement letters from scratch, save hours of admin work, and create a professional client experience that supports your move to subscription billing or value pricing, this episode is your roadmap.

Connect with Jamie Peebles and Knuula at https://knuula.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.

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