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