Are routine tasks eating up your day and leaving little time for growth?

AI for accounting firms is changing that. With the right tools, you can save hours each week, reduce your workload, and focus on the work that truly drives profitability.

0:00 – Why ignoring AI is like ignoring email in the 90s

2:24 – How AI saves time for accounting firms

5:01 – The real threat: transactional client relationships

7:36 – 3 ways AI boosts efficiency and client value

11:03 – Stanford & MIT study: proof AI saves hours and accelerates work

13:42 – Shifting from technician to trusted advisor with AI

16:28 – Simple AI steps to implement in your firm this week

This episode shows you how to use AI in your accounting firm to automate emails, proposals, and meeting prep—so you can step into your role as a trusted advisor instead of staying stuck in the weeds. AI won’t replace firm owners, but it will replace firms that refuse to adapt.

What you’ll learn:

1️⃣ How to spot the tasks AI can automate right now

2️⃣ Ways to shift from compliance technician to strategic advisor

3️⃣ Why adopting AI today keeps your firm relevant and competitive tomorrow

Watch now to discover how AI can boost client value, strengthen relationships, and help your firm grow.

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

Are your accounting fees still tied to hours instead of outcomes?

Many firm owners undercharge out of fear of losing clients, leaving them overworked and underpaid. Hourly billing undervalues your expertise, caps your income, and rewards inefficiency.

In this episode of the Accounting Firm Growth Strategies Podcast, you’ll learn how to shift to value pricing so you can raise fees, reduce workload, and attract quality clients who see your services as an investment.

0:00 – Why some firms raise fees without losing clients

2:15 – The problem with hourly billing for accountants

4:30 – How value pricing focuses on outcomes, not hours

7:05 – Client success story: Jen Fery transitions 100% of clients

10:12 – Red flags that show you are undercharging

13:47 – Karmen Hoxie’s 90-day shift to prepaid packages

17:58 – How to package your services for value pricing

You’ll discover:

✔️ Why your best clients are willing to invest in results, not hours

✔️ How to spot the red flags that show you’re undercharging

✔️ A simple 3-step process to increase fees without losing client trust

When you start focusing on outcomes instead of hours, you’ll attract quality clients, reduce your workload, and increase your revenue without working longer days.

Watch the podcast to see how this shift can transform your firm.

If you want to double your income working half the time, get my FREE resource: Get Paid What You’re Worth → https://businesssuccesssolution.com/worth

Subscribe to the Accounting Firm Growth Strategies Podcast:

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

Free advice is costing your accounting firm more than revenue; it’s costing you authority.

If you’ve ever answered a “quick question” on a call or email, you know how much time disappears without adding income. Over time, these free insights train clients to undervalue your expertise, leaving you with flat margins, more hours, and less respect.

00:00 – Why free advice is costing accounting firms revenue
01:42 – The hidden cost of giving away expertise
03:25 – Client story: how Janet turned free advice into $25K/month results
06:10 – The difference between compliance services and paid advisory services
08:05 – The 3-step framework for packaging advisory services
10:40 – Handling client pushback on advisory fees
12:30 – Action step to turn free advice into paid services

In this episode of the Accounting Firm Growth Strategies Podcast, you’ll learn how to stop giving away strategy for free and start positioning it as paid advisory services that increase revenue and attract quality clients.

You’ll discover:

✔️ Why free advice erodes both profits and authority

✔️ How one accountant’s guidance added $25,000/month in client revenue without extra hours

✔️ A framework to package advisory services so clients pay for your expertise and respect your value

It’s time to protect your expertise and grow your firm with value pricing and advisory.

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 your 43-page e-book: https://businesssuccesssolution.com/worth

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

Think a big invoice always means big profit?

For many accounting firm owners, the highest-revenue clients turn out to be the least profitable. Long hours, endless revisions, and hidden scope creep quietly eat away at margins. They keep you overworked and underpaid.

00:00 – Why High-Paying Clients Aren’t Always Profitable
02:10 – The Hidden Costs That Drain Your Margins
04:30 – Step 1: Track Every Hour You Invest in Clients
06:50 – Step 2: Evaluate Client Behavior and Alignment
09:15 – Step 3: Calculate True Contribution Margin
11:45 – Case Study: How Jennifer Increased Profitability by 40%
14:35 – Action Plan to Boost Profits and Reclaim Your Time

In this episode of the Accounting Firm Growth Strategies Podcast, you’ll discover a simple three-step profitability assessment to identify which clients fuel your growth and which ones hold your firm back. This process helps you stop chasing revenue and start focusing on true profitability.

You’ll learn how to:

✅ Identify the hidden costs draining your bottom line

✅ Evaluate client alignment with your firm’s long-term goals

✅ Restructure your client mix to maximize profit and reduce stress

Profit isn’t about billing more; it’s about keeping more of what you earn while creating space for high-value work.

Watch now to learn how to measure client profitability, reclaim your time, and build a more sustainable, profitable accounting firm.

If you want to double your income working half the time, download my free resource Get Paid What You’re Worth at https://businesssuccesssolution.com/worth

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

Are you undercharging for your accounting services? In this exclusive interview, accounting firm owner Diane Daily shares the strategy she used to successfully raise prices with ZERO client loss.

0:00 - CPA Struggling With Cash Flow & Working For Free4:30 - The $75K Revenue Increase Lightbulb Moment15:25 - Fee Increase Implementation Strategy That Works18:40 - $75,000 Revenue Increase in 30 Days Results23:30 - 100% Client Retention During Fee Increases (Zero Lost Clients)30:20 - Value-Based Pricing vs Hourly Billing for CPAs43:20 - Setting Professional Boundaries as a Firm Owner

Most accountants fear client rejection when increasing rates, leaving them overworked and underpaid. Diane was stuck in this exact situation until she developed a systematic approach that transformed her business in 30 days.

Here’s what’s covered:

✔️ Discover: The exact process that eliminated pushback

✔️ Mindset secrets: How Diane overcame her pricing fears and doubled her confidence

✔️ Time-saving system: Why better pricing actually improved client relationships

Stop undervaluing your expertise! This interview reveals exactly how to raise your rates while keeping every client.

FREE DOWNLOAD: "Value-Based Pricing Calculator for Accountants" 👉 https://businesssuccesssolution.com/worth

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

Pre-qualify, don’t convince: 5 consultation mistakes accounting firm owners make

Ever walk out of a consultation knowing the client wasn’t the right fit, but you said yes anyway?

0:00 - Introduction: why consultations drain your energy & cost you revenue

2:15 - Mistake #1: The pricing trap and timing money conversations wrong

4:45 - Mistake #2: Listening without pre-qualifying your accounting clients

7:30 - Mistake #3: Overloading clients with too many service options

10:00 - Mistake #4: Failing to establish your authority as an accounting expert

12:15 - Mistake #5: Handling objections without confidence in your pricing

14:00 - How to transform your consultation process for better clients

Many bookkeepers, accountants, and tax preparers turn consultations into free advice sessions without realizing the cost.

As a result, you take on clients who drain your energy, underpay, and fail to value your expertise.

In this episode of the Accounting Firm Growth Strategies Podcast, I break down the 5 most common consultation mistakes and show you how to pre-qualify quality clients instead of convincing the wrong ones.

You’ll learn practical strategies to position your services for premium fees, protect your time, and attract clients who respect your expertise.

What you’ll learn in this episode:

• ✔️ How to shift consultations from “selling” to identifying fit

• ✔️ Why underpricing often starts in the consultation and how to stop it

• ✔️ The mindset shift that leads to clients paying premium fees upfront

  
  

• Master these strategies, and consultations stop being stressful sales calls and become a gateway to better clients, more revenue, and greater confidence in your value.

  
  

  👉 Watch now to discover how one simple change in your consultation approach can immediately improve the quality of clients you attract.

  
  

  If you want to double your income while working half the time, Get Paid What You’re Worth is a FREE resource for accounting professionals.
  📖 Download your copy: https://businesssuccesssolution.com/worth

  
  

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

  
  

  
  

Why skipping a paid diagnostic is financial malpractice for your accounting firm

Are you still offering free financial reviews or ballpark quotes?

00:00 – Why skipping a paid diagnostic is financial malpractice for accountants
02:14 – The costly risks of quoting projects without a proper review
04:39 – Three big mistakes that free consultations create in accounting firms
07:02 – Client story: How Mike added $500 diagnostics and boosted revenue 65%
09:45 – The 3-step framework for implementing paid diagnostics
13:01 – How to handle objections when prospects want free reviews
15:55 – The mindset shift that attracts quality clients and eliminates scope creep

This common mistake could be costing your accounting firm revenue, time, and quality clients. Without a paid diagnostic, you’re guessing on project scope which leads to costly errors and burnout.

In this episode, Loren Fogelman reveals why charging for diagnostics is essential to protect your firm’s profitability and reputation.

Learn a proven framework to make diagnostics your first client conversation, how to confidently overcome objections, and why this shift attracts better clients and boosts revenue.

What you’ll get:

✔️ Understanding financial malpractice in accounting firms

✔️ Step-by-step paid diagnostic implementation

✔️ Objection handling strategies to protect your value

If you want to double your income while working less, download the FREE Get Paid What You're Worth e-book at https://businesssuccesssolution.com/worth

Subscribe to the Accounting Firm Growth Strategies Podcast for more tips:

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

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.

0:00 – Why improving your client journey leads to better referrals
4:35 – The marketing mistakes that keep accounting firms stuck
9:41 – How to identify and attract more A-list clients
16:22 – The client ranking trap (and how to move forward without guilt)
22:58 – The #1 step to improve your client journey today
29:40 – Adding advisory services without increasing your workload
36:05 – How to attract ideal clients with a focused marketing plan

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