Accounting Firm Growth Strategies cover art

Accounting Firm Growth Strategies

Accounting Firm Growth Strategies

By: Loren Fogelman
Listen for free

About this listen

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!Loren Fogelman Economics Leadership Management & Leadership
Episodes
  • How to Improve Your Client Journey to Receive More Referrals
    Aug 7 2025

    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.


    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

    Show More Show Less
    41 mins
  • Stop Giving Away Free Advice: How to Get Paid to Diagnose Bookkeeping Problems
    Aug 5 2025

    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.


    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

    Show More Show Less
    12 mins
  • What to Charge for a Paid Diagnostic Review
    Jul 28 2025

    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



    Show More Show Less
    15 mins
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.