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.

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

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

It’s possible to earn more without working additional hours. Whether you’re a bookkeeper, tax preparer or accountant, this applies to your firm. Disney offers a perfect example of how to increase a firm’s bottom line. Now you may not have a pricing department like Disney. However, their strategy works like a charm for accounting, bookkeeping and tax businesses. The secret lies in the various ways to increase the value of your clients. This video covers: ✅ How to raise the value of a client✅ Where firm owners leave money on the table✅ What appeals to quality clients so price is no longer a factor Watch the podcast on how to apply Disney’s price strategy for greater profit.

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

Tax preparers easily work 7 days each week and clock in 70+ hours. Tax season and burnout go hand-in-hand for tax preparers. The marathon of long hours without any breaks is not sustainable.As a result, personal care and family time suffer. But what if you no longer sacrificed during tax season?Eliza Conner, firm owner of Conner Tax Service, decided to take charge of tax season. She shares the results from the changes that she’s made to her firm. ✔️ No late hours✔️ Maintained a 4 day work week – even during tax season✔️ Revenues increased by 50%Eliza shares the process to eliminate tax season burnout and increase her revenue. By following the Raise Your Rates Formula, she increased her revenues and reduced her workload. As a result, tax season is now manageable. Find out more about Conner Tax Service at https://connertax.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. 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

How often do you raise the rates of your legacy clients?Too often your accounting firm’s long-time clients fail to pay your current rates. As a result, you continue to under-charge them. If you could get your legacy clients up to your new rates, would that interest you? And, it’s possible to do this in a gentle, considerate way while remaining professional. Whether you’re a bookkeeper, tax preparer or accountant, you can successfully raise the rates of legacy clients. This video covers: ✅ The 5 steps to successfully raise your clients’ rates✅ How to break the news to your clients✅ Insights into why clients object to a price increase

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

Ever wonder why two accounting firms can offer the same service, but charge wildly different prices?

The answer lies in how they price, not what they do.

Many bookkeeping, tax, and accounting firm owners find pricing their services a challenge because the line between fixed fees and value pricing isn’t always clear.

As a result, you end up undercharging. It's not because your services lack value, but because you don’t know how to communicate that value effectively.

In this episode, you'll discover:

✔️ The real difference between fixed fee and value pricing

✔️ How to understand what your clients actually value

✔️ Why firms that value price consistently earn more without working more

If you're ready to shift away from hourly rates or underpriced packages and start getting paid for your expertise, this episode is your starting point.

Listen now to learn how value pricing can boost your profit margin and attract better clients.

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

Do potential clients see the value of your accounting services, or are they just price-shopping? If your firm is stuck competing on cost, the problem isn’t your pricing—it’s how you communicate your value.

Accounting firm owners undercharge because they focus on what they do instead of the results they deliver.

In this episode, we’ll walk through a proven framework to package your services in a way that attracts quality clients and increases your revenue without working more hours.

Here’s what you’ll take away:

✔️ The simple framework that turns "that's too expensive" into "when can we start?"

✔️ How to structure premium packages that clients want to buy

✔️ A practical method to quantify your value that makes price objections disappear

Accounting firms that implement these strategies are consistently winning better clients while reducing scope creep. If you’re ready to stop trading time for money, this episode is for you.

Watch this episode to start building premium packages that sell.

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