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
  • Top 3 Client Red Flags Every Bookkeeper and Accountant Needs to Know
    May 20 2025

    Some clients show their red flags early. Are you catching them in time?


    You don’t need to wait until a client becomes a problem to realize they weren’t the right fit.

    The warning signs show up during the consult. There's subtle comments that hint at boundary issues, potential scope creep, or resistance to your process.


    You deserve to protect your time, maintain your boundaries, and reserve your services for quality clients.


    This episode shows you how to recognize and respond to red flags before they turn into real problems.


    What you’ll take away:

    ✔️ A simple phrase to shift pricing conversations back to value

    ✔️ A clear boundary script for when prospects push too hard

    ✔️ A confident way to reframe your authority without getting defensive


    If you want an accounting firm that runs smoothly with clients who respect your process, this episode is worth your time.


    Listen to the podcast now.

    Show More Show Less
    10 mins
  • How Accounting Firm Owners Are Using ChatGPT to Attract Quality Clients
    May 12 2025

    Why do some prospects disappear after a discovery call even when you know you’re a perfect fit?If you're relying on service descriptions like “bookkeeping” or “monthly financials,” your message is likely falling flat. This episode unpacks why generic messaging is costing you high-value clients and how to quickly fix it without sounding salesy or using complicated marketing tactics.You’ll hear a real example of one firm owner who stopped describing what he does and started highlighting the results he delivers. As a result, that one shift led to $10k in new revenue in under 30 days.In this episode, you’ll discover:✔️ How to reframe your services so prospects immediately see the value✔️ Simple ChatGPT prompts to upgrade your messaging fast✔️ What to say instead of “we reconcile accounts” or “we prepare taxes”Stop letting the wrong message block the right clients.Listen to the podcast to attract better clients with clear, confident messaging that reflects your true 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

    Show More Show Less
    13 mins
  • Efficiency Without Sacrifice: Use ChatGPT to Attract Quality Clients
    May 6 2025

    How to Use ChatGPT Marketing to Attract Premium Clients to Your Accounting Firm


    What if your next high-quality client discovered you through a few simple words ChatGPT helped you write?


    You may have already experimented with ChatGPT for admin tasks or quick research. But when you use it strategically for your marketing, it becomes a powerful tool to clarify your message, save time, and attract clients who are ready to pay higher fees.


    In this episode, you will discover how to use ChatGPT to increase your visibility without adding more to your workload or sacrificing quality.


    Here is what you will learn:

    ✔️ How to write marketing messages that speak directly to premium clients

    ✔️ Why using AI for efficiency does not mean lowering your standards

    ✔️ A common mistake firm owners make with ChatGPT and how to avoid creating generic content


    If you are an accounting firm owner who is curious about using ChatGPT for marketing but unsure where to start or how to use it effectively, this episode is for you.


    Listen now and learn how to get better marketing results with less effort.


    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

    Show More Show Less
    14 mins

What listeners say about Accounting Firm Growth Strategies

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

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.