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

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.

0:00 - Why accounting firm owners are working too much for too little

1:15 - The mistake that caused Victoria to lose clients after consults

2:36 - Turning free consultations into paid diagnostics

4:03 - What to say during a paid diagnostic pitch

5:55 - How a diagnostic builds trust and filters the right clients

8:00 - What to charge based on complexity

10:30 - Why paid diagnostics increase client commitment and reduce scope creep

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

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

Still the go-to person for every decision in your firm?

Even with detailed checklists and SOPs, your team might still rely on you to think through challenges, solve problems, and make judgment calls.

00:00 – Why critical thinking matters more than checklists04:22 – Signs your team is stuck in task mode08:09 – How to train your accounting staff in critical thinking14:33 – Turn checklists into strategic tools, not limits20:01 – Build decision-making confidence through questions26:18 – Practical ways to introduce team-led advisory32:55 – Avoid scope creep while increasing advisory revenue

That’s not a training issue; it’s a thinking issue.

In this episode, Loren Fogelman is joined by Charity Hall from Rightworks to explore how to build a self-sufficient accounting team that supports firm growth without constant oversight.

Discover how to improve critical thinking and reduce decision bottlenecks that slow you down.

In this episode, you’ll learn:

✔️ How to spot the difference between task execution and strategic thinking

✔️ Practical ways to train your team for advisory-level decisions

✔️ How to lead without micromanaging

If you want a team that contributes real value, improves client relationships, and gives you more time back, this conversation is for you.

Listen now to start building a more capable, strategic team.

Check out Rightworks at https://www.rightworks.com/

📘Free guide: Get Paid What You’re Worth — https://businesssuccesssolution.com/worth

📌 Subscribe for weekly strategies to grow your accounting firm:

https://podcasters.spotify.com/pod/show/loren-fogelman2

That “quick” cleanup quote might be costing you more than it’s worth.

When a prospect says, “It should be simple,” it’s tempting to give a fast quote and get started. But too often, those projects unravel leading to hidden chaos, unclear records, and hours of unpaid work.

0:00 Why quoting cleanup projects too fast costs you

2:05 A real example of how cleanup scope creeps

4:20 The financial impact of underestimating cleanup work

6:43 Repositioning cleanup as the foundation, not the fix

8:57 How to introduce a paid diagnostic review

11:32 Pre-qualifying questions to ask before quoting

14:05 The long-term ROI of a structured cleanup process

If you’re quoting based on what the client thinks is needed, instead of what’s really required, you’re setting your firm up for scope creep and financial losses.

This episode breaks down how to slow down your quoting process without losing the client and why the paid diagnostic is a key part of that.

You’ll take away:

✔️ A smarter way to assess cleanup projects before pricing

✔️ How to introduce a paid diagnostic that builds trust and sets expectations

✔️ The long-term ROI of qualifying thoroughly before quoting

Cleanup work should boost profitability, not drain it.

Watch this episode to strengthen your process and start turning cleanups into high-value opportunities.

📘 Free Guide for Accountants: Want to double your income while working fewer hours? Download “Get Paid What You’re Worth,” my free 43-page guide for accountants and bookkeepers: 👉 https://businesssuccesssolution.com/worth

🔔 Subscribe for weekly accounting firm growth strategies: https://podcasters.spotify.com/pod/show/loren-fogelman2

#cleanupprojects #scopecreep #diagnosticreview #pricingstrategy #accountingprofitability

Accounting firm owners believe that increasing fees will create more space in their schedule, but doesn’t always work out that way.

00:00 – Why Raising Your Rates Isn’t Enough to Reduce Workload
05:12 – How Offshoring Solves Capacity Issues for Accounting Firms
12:45 – From Technician to Entrepreneur: Redesigning Your Role
19:56 – The Power of Packaging: Move Beyond A La Carte Services
27:10 – Delegation Without Losing Control: Overcoming the Bottleneck
33:30 – Tax Season Solutions: How to Use Offshore Teams Strategically
38:42 – How to Vet and Select the Right Offshoring Partner

Instead of more freedom, they still find themselves overwhelmed, constantly pulled into low-level tasks, and wondering why the stress hasn’t gone away.

In this powerful episode, I’m joined by Maanoj Shah of Finsmart Accounting to explore why raising your rates is just the beginning and what else must change if you want to grow your firm without burning out.

Here’s what you’ll learn:

✔️ Why raising fees doesn’t automatically reduce workload

✔️ How offshoring and delegation can solve hidden capacity issues

✔️ A smarter approach to reclaim your time and increase profitability

This episode is for accounting firm owners who want to build a sustainable business model, reduce overwhelm, and get their time back without sacrificing service quality or growth potential.

Discover how to structure your firm so it runs efficiently, supports your goals, and gives you the breathing room to lead with confidence.

Watch the episode to strategically scale profitably and work less without losing control of your firm.

📘 Free Resource for Accountants:

Want to double your income while working fewer hours? Download Get Paid What You're Worth, a 43-page guide for accounting professionals.

👉 https://businesssuccesssolution.com/worth

🔔 Subscribe to the Accounting Firm Growth Strategies Podcast:

https://podcasters.spotify.com/pod/show/loren-fogelman2

That “quick” cleanup project might cost more than it’s worth, unless you know what to look for before quoting.

In this episode, you’ll uncover the hidden mistakes accounting firm owners make during client intake that turn cleanups into underpaid, time-consuming headaches.

0:00 – Why “simple” cleanup projects become profit drains

1:22 – The real reason you’re undercharging for cleanup work

2:48 – Brian’s story: how a $1,500 quote turned into 40+ hours

4:40 – Red flag client statements that signal scope creep

6:10 – The 4 qualifying questions to ask before quoting

7:52 – How Brian turned things around with a paid diagnostic

8:45 – Why a clear process protects your value and time

If pricing cleanup projects feels unpredictable, the real issue might be your process and not your price.

You’ll learn how to:

✔️ Spot red flags before saying yes to a cleanup

✔️ Ask 4 must-use intake questions to uncover the real scope

✔️ Shift from reactive quoting to confident, value-based pricing

✔️ Respond effectively when a client says, “It should be simple”

This episode is for firm owners ready to turn cleanup work into a profitable, low-stress service.

Watch the podcast now and stop saying yes to projects that drain your profits.

📘 Free Guide for Accountants: Want to double your income while working fewer hours? Download “Get Paid What You’re Worth,” my free 43-page guide for accountants and bookkeepers: 👉 https://businesssuccesssolution.com/worth

🔔 Subscribe for weekly accounting firm growth strategies: https://podcasters.spotify.com/pod/show/loren-fogelman2

Tired of working long hours with too many clients and still falling short of your income goals?

Discover how cutting your client list in half can double your accounting firm’s revenue while giving you more freedom and flexibility.

00:00 – Introduction: Why working more hours won’t increase your profits
01:33 – Rethinking growth: The hidden costs of the volume model
03:42 – Comparing firm models: Traditional vs. scalable advisory revenue
05:36 – Diane’s story: How she increased revenue without adding clients
08:46 – Key metrics: Average revenue per client and delivery margin
10:21 – How positioning and pricing drive client quality and loyalty
11:58 – Your next step: How to scale without adding hours or clients

In this episode, Loren Fogelman, business coach for accountants, shares how to scale your accounting firm without adding more clients, more staff, or more stress.

Learn how shifting from a volume-based model to scalable advisory services can unlock higher profits, stronger client relationships, and a business that finally works for you.

You’ll learn:

✅ Why scaling your accounting firm doesn’t require more clients

✅ The two essential metrics that reveal hidden revenue leaks

✅ How clear positioning boosts client buy-in and raises your pricing power

If you're ready to work less, earn more, and grow your firm on your terms, this episode is for you.

Watch now for proven strategies to grow your accounting firm through value pricing and advisory services.

📘 Free Guide for Accountants:

Want to double your income while working fewer hours? Download “Get Paid What You’re Worth,” my free 43-page guide for accountants and bookkeepers:

👉 https://businesssuccesssolution.com/worth

🔔 Subscribe for weekly accounting firm growth strategies:

https://podcasters.spotify.com/pod/show/loren-fogelman2