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Stop Giving Away Free Advice: How to Get Paid to Diagnose Bookkeeping Problems

Stop Giving Away Free Advice: How to Get Paid to Diagnose Bookkeeping Problems

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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

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