Are you building your accounting firm by chance or by design?

Most accounting professionals struggle to grow their dream firms because they're operating with organic growth instead of strategic growth.

Without a clear roadmap, you're driving blind—taking every client that comes your way without knowing if they align with where you want to go.

0:00 Introduction: The GPS Analogy for Firm Growth
1:45 Organic Growth vs Strategic Growth: Understanding the Difference
3:20 Reverse Engineering Your Dream Firm: A Strategic Approach
4:30 Defining Your Destination: What Makes a Dream Firm
5:20 Stretching Yourself: The 70% Achievability Rule
6:15 Creating Milestones: Tracking Your Path to Success
7:10 Leveraging Resources: People, Places, and Processes

In this episode, Loren Fogelman reveals why traditional goal-setting keeps accounting firms stuck and introduces a powerful reverse-engineering approach that helps you build the firm you actually want—one that supports your life instead of draining it.

You'll learn:

✔️ How to distinguish between opportunities that grow your firm and distractions that derail it

✔️ Why starting with your end goal creates breakthrough insights

✔️ The strategic planning framework used by successful firm owners

✔️ How to leverage your strengths instead of fixing weaknesses

If you're ready to transform your firm from surviving to thriving, this episode provides the strategic foundation every accounting professional needs.

Want to double your income while working fewer hours? Get Paid What You're Worth is a free resource for accounting professionals. Download the 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

Considering an acquisition to grow your accounting firm?

Acquisition is one of the fastest ways for accountants, tax preparers, and bookkeepers to scale, but the landscape is changing. Whether this is your first purchase or your next strategic move, understanding current market conditions is essential, especially if your firm operates in a rural area.

0:00 Introduction to Accounting Firm Acquisitions and Valuation

3:42 Understanding Firm Value vs Market Willingness to Pay

8:15 Increasing Your Accounting Firm Value: Recurring Revenue and Technology

12:30 Calculating Equity and Leveraging Your Firm for Expansion

16:45 SBA 7A Lending Program for Accounting Firm Acquisitions

21:20 Recent SBA Rule Changes: Seller Ownership Retention Benefits

22:34 New SBA Rules: Seller Retention & Succession Planning

In this episode, Shannon Hay of United Midwest Savings Bank breaks down what growth-minded firm owners need to know before pursuing an acquisition and how to navigate the financial and operational steps with confidence.

You’ll learn:

✔️ How to determine what the market is willing to pay

✔️ What buyers and lenders look for in firm value

✔️ The lending essentials every firm owner should understand

If you’re exploring firm expansion through acquisition, this episode gives you the insights to make informed, profitable decisions.

Check out Shannon Hay and United Midwest Savings Bank: https://www.umwsb.com

If you want to double your income while working fewer hours, then Get Paid What You’re Worth is a free resource for accounting professionals. Download the 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 engagement letters costing you hours of admin work and leaving money on the table?

Don't treat your firm's engagement letters as an afterthought with generic templates copied online, or worse, none at all.

If your firm is moving toward value pricing or subscription billing, your engagement letters are legal documents and powerful tools to set expectations, protect your time, and create profitable client relationships.

In this episode of Accounting Firm Growth Strategies, Loren Fogelman sits down with Jamie Peebles, founder of Knuula, to explore how firms can streamline engagement letters, improve client onboarding, and accelerate the shift to value-based services.

0:00 – Introduction: Why Client-Friendly Engagement Letters Matter

5:20 – From Attorney to Full-Stack Developer: How Knuula Was Born

10:45 – The Essentials: What MUST Be in Every Engagement Letter

16:30 – Why Volume and Complexity Make Engagement Letters So Cumbersome

22:15 – Rolling Out Subscription Packages: The Administrative Nightmare (and Solution)

28:40 – Modularity and Scannability: Making Engagement Letters Client-Centered

32:50 – Case Study: How One Firm Shifted from Hourly to Subscription with Automated Engagement Letters

What you’ll learn in this episode:

✔️ Why generic boilerplate engagement letters create scope creep and unpaid work

✔️ The two factors that make engagement letters time-consuming and how to fix both

✔️ How to structure service packages with default offerings and modular add-ons

✔️ Why “scannability” matters more than legal precision for modern clients

✔️ The secret to converting hundreds of traditional tax clients to subscription packages efficiently

✔️ How automated engagement letters enable prepayment and eliminate accounts receivable

If you’re ready to stop recreating engagement letters from scratch, save hours of admin work, and create a professional client experience that supports your move to subscription billing or value pricing, this episode is your roadmap.

Connect with Jamie Peebles and Knuula at https://knuula.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.

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

Your most valuable hour isn’t the one you bill for.

What if the highest-value work in your firm isn’t the work you schedule, but the guidance you keep giving away for free?

0:00 How to Turn Yearly Income Into Monthly Revenue for Accounting Firms

2:15 The $1,000 Per Hour Value You're Already Delivering (But Not Charging For)

5:42 Why Quick Client Questions Cost You Five Figure Mistakes in Revenue

9:18 Real Case Study: How Stacy Added $60K Annual Revenue in 90 Days

12:35 Client Conversation Scripts: Moving from Free Advice to Paid Advisory

16:24 The Three Value Pillars: Insight, Interpretation, and Implementation

19:03 Action Steps: Block Your Calendar and Package Your Advisory Services

Overlooking this revenue source limits your firm's growth, margins and capacity. This episode shows you how to turn those unbilled advisory conversations into a consistent, high-profit revenue stream.

You’ll learn:

✔️ How to identify advisory moments worth $1,000 or more.

✔️ A simple structure to package those insights into paid advisory.

✔️ Language that protects your high-value time and elevates your positioning.

When you apply these steps, you start earning more for the guidance clients rely on.

Watch the episode so you can recognize your highest-value work and price it accordingly.

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

Subscribe to the Accounting Firm Growth Strategies Podcast:

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

What would change if your accounting team stopped waiting for your approval before taking action?

If you’re an accounting firm owner, bookkeeper, or tax professional, this episode is for you.

Your team is smart and capable, but they still come to you for every decision. Each interruption pulls you away from strategy, pricing, and client growth.

In this episode of Accounting Firm Growth Strategies with Loren Fogelman, you’ll learn how to develop your team’s critical thinking skills so they can solve problems, make sound decisions, and act confidently without relying on you for every step.

You’ll discover how to:

✔️ Identify which tasks your team can truly own

✔️ Set decision boundaries that build trust and independence

✔️ Use a simple framework to teach problem-solving and accountability

✔️ Reduce interruptions so you can focus on high-value work

Whether you lead a solo practice or a growing accounting firm, these strategies will help you reclaim your time, increase profitability, and scale sustainably.

Watch now to learn how to build a self-sufficient, confident team that supports your firm’s next level of growth.

If you want to double your income while working fewer hours, then Get Paid What You’re Worth is a free resource for accounting professionals. Download the 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

What is your accounting firm really worth?

Most accountants think valuation is just a number on a report, but there’s a deeper story behind every firm. Understanding true firm value helps U.S. and international accounting firm owners make strategic growth decisions, price services confidently, and prepare for an eventual exit.

00:00 Introduction: Accounting Firm Valuations & Exit Planning

02:15 How Ben Town Became a Business Valuation Expert

06:42 Understanding Value: The Core Formula That Drives Firm Worth

11:28 Key Strategies to Increase Your Accounting Firm's Value Before Selling

16:35 The Exit Builder Process: 4 Phases to a Successful Transition

22:50 Valuation Multiples Myths That Cost Firm Owners Money

27:18 When to Start Planning Your Exit (And Why Buy-Sell Agreements Matter)

In this episode, Loren Fogelman talks with Ben Towne, CPA, Founder of Towne Advisory, about what firm owners get wrong about valuation and how to start thinking like an investor in their own business.

You’ll discover how to:

• Identify what really drives firm value beyond revenue and profit

• Avoid the most common and costly myths about valuation multiples

• Plan your exit or succession strategy at the right time

Whether you run a small or mid-sized accounting firm in the U.S. or abroad, understanding value lets you grow with purpose, scale strategically, and position your firm for long-term success.

Learn more about Towne Advisory: www.towneadvisory.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.

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 clients relying on your advice without paying for it?

Many accounting firm owners, especially in the U.S. and Canada, find themselves stuck doing compliance work that keeps them busy but caps their income.

0:00 Stop Giving Away Free Accounting Advisory Services

3:01 The Advisory Value Ladder Framework for CPA Firms

6:15 Converting Compliance Clients Into Advisory Engagements

9:42 The Paid Diagnostic Review That Protects Your Time

13:18 Moving Clients Through Project Work to Ongoing Services

16:25 Transitioning Clients Into High-Value Strategic Advisory

18:30 Implementation Steps for Current Accounting Clients

In this episode of Accounting Firm Growth Strategies, Loren Fogelman, business coach for accounting firm owners, shares the Advisory Value Ladder. It's a step-by-step framework to turn those “quick questions” into paid advisory revenue.

You’ll learn how to move clients from bookkeeping and tax prep into high-value advisory services that increase profits and reduce workload.

Here's what to expect:

✅ Identify clients ready for advisory conversations

✅ Confidently introduce paid diagnostics

✅ Build recurring advisory revenue without more hours

Discover how to start generating revenue from advisory conversations that are already happening with your clients. Learn how to confidently price your services to reflect the true value of your insights and expertise.

Watch the podcast and learn exactly how to turn compliance work into consistent, high-value advisory revenue, attract quality clients, and reduce your workload.

If you want to double your income while working fewer hours, then Get Paid What You’re Worth is a free resource for accounting professionals. Download the 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

#AccountingFirmGrowth #ValuePricing #AdvisoryServices #SmallAccountingFirms #AccountingStrategy

Still working long hours every tax season to meet your revenue goals?

Many tax preparers believe the only way to earn more is to work more — but that approach leads straight to burnout.

Whether you’re a CPA, enrolled agent, or tax preparer, three common challenges quietly limit your profits:
1️⃣ Undercharging for your services
2️⃣ Giving tax advice away for free
3️⃣ Chasing payments after invoices go out

The result? Price-sensitive clients who expect more and pay less.

In this episode, David Boatswain, CPA and owner of Boatswain CPA, PLLC, shares how he broke free from competitive pricing and doubled his revenue — without adding a single new client.

You’ll discover how David:
✔️ Transitioned from compliance to high-value advisory
✔️ Attracted clients who gladly pay for strategy
✔️ Created more time to focus on firm growth

By following the Raise Your Rates Formula, he turned unpaid advice into profitable tax strategy packages and built a sustainable business model.

🎁 FREE EBOOK: Get Paid What You’re Worth — A 43-page guide for accounting professionals
https://businesssuccesssolution.com/worth

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

#AccountingFirmGrowth #ValueBasedPricing #TaxAdvisory #AccountingPodcast #CPAFirm