Shows
Accounting Firm Growth StrategiesLeads at Scale: The Best Source of High-Quality Clients for Accounting FirmsHow do accounting firms consistently generate high-quality leads without relying only on referrals? Many CPA firms, tax professionals, and small accounting firm owners want predictable client acquisition but are unsure where to focus their marketing efforts.Understanding the best source of leads for your accounting firm allows you to grow strategically, attract ideal clients, increase profitability, and scale without burnout.0:00 – Leads at Scale: Best High-Quality Client Sources for Accounting & CPA Firms3:12 – Meet Tom Pollen: Marketing Expert Helping Accounting Firms Generate Clients Worldwide6:45 – Why Traditional Advertising Fails for CPA, Bookkeeping & Tax Fi...
2026-02-2436 min
Accounting Firm Growth StrategiesThe Hidden Reason Tax Season Feels Heavier Every YearTax season has a way of revealing what’s really holding your accounting firm together.Even when revenue is strong and clients are engaged, many accounting firm owners, tax preparers, and bookkeepers feel an unexpected sense of fragility during busy season. Decisions bottleneck at the owner level, scope quietly expands, and workload grows without a corresponding increase in stability.00:00 – Why Tax Season Feels Heavier for Accounting Firm Owners02:18 – The Illusion of Stability During Busy Season05:04 – Are You the Bottleneck in Your Accounting Firm?07:46 – Stability Shift #1: Value Pricing vs...
2026-02-1120 min
Accounting Firm Growth Strategies5 Marketing Mistakes Costing Your Accounting Firm Premium ClientsIf your accounting firm marketing looks consistent on paper but continues to attract price shoppers or low quality inquiries, the problem is rarely how much effort you are putting in. It is a positioning and pricing issue that marketing is simply exposing.In this episode of the Accounting Firm Growth Strategies Podcast, Loren Fogelman breaks down why accounting firm marketing fails even when firm owners are doing all the “right” things, and how misalignment between messaging, positioning, and pricing quietly pushes premium clients away.0:00 Introduction: Why Your Marketing Isn't Work...
2026-01-1412 min
Accounting Firm Growth StrategiesHow Accounting Firms Can Tap into the Benefits of AI AutomationIs AI a threat to your accounting firm or the key to increasing profit while reducing your workload?Many accounting firm owners worry that AI will replace their expertise. However, AI isn’t your competition. It’s a reliable digital assistant that streamlines low-value tasks, improves client communication, and helps you focus on high-value advisory work. Firms that adopt AI now will gain efficiency, strengthen client relationships, and increase revenue. Firms that resist will fall behind.Here’s how to use AI intentionally and profit...
2025-12-3035 min
Accounting Firm Growth StrategiesThe Pitfalls of Invoicing Clients for Your Accounting ServicesAre you still chasing payments and financing your clients’ work?If you’re tracking hours, creating invoices, and waiting weeks or months to get paid, you’re operating like a credit card company—absorbing all the risk while clients receive interest-free financing. This outdated billing model drains your time, hurts your cash flow, and lowers the perceived value of your expertise.In this episode, Loren Fogelman breaks down why billing in arrears keeps accounting firm owners overworked and underpaid, and how shifting to prepayment immediately improves profitability, protects your boundari...
2025-12-2308 min
Accounting Firm Growth StrategiesHow Accounting Professionals Grow Their Dream FirmAre 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 Growth1:45 Organic Growth vs Strategic Growth: Understanding the Difference3:20 Reverse Engineering Your Dream Firm: A Strategic Approach4:30 Defining Your Destination: Wh...
2025-12-0910 min
Accounting Firm Growth StrategiesHot Tips for Accounting Firms to Deliver an Effective Engagement LetterAre 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...
2025-11-2535 min
Accounting Firm Growth StrategiesTrain Your Team to Solve Problems Without YouWhat 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.0:00 Why Constant Interruptions Are Costing Your Firm Time and Growth2:42 Which Tasks Can Your Team Own Without Your Approval5:28 How to Set Boundaries and Decision Guidelines That Work8:15 The Three-Question Approach to Problem-Solving11:30 Giving Your Team Time to Research and Solve Independently14:20 Turning Mistakes into Growth and Learning Opportunities16:45 How to Build a...
2025-11-1218 min
Accounting Firm Growth StrategiesValuations for Accountants: How to Build, Measure, and Maximize Firm ValueWhat 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 Planning02:15 How Ben Town Became a Business Valuation Expert06:42 Understanding Value: The Core Formula That Drives Firm Worth11:28 Key Strategies to Increase Your Accounting Firm's Value Be...
2025-11-0631 min
Accounting Firm Growth StrategiesHow to Turn Compliance Clients into Profitable Advisory RelationshipsAre 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 Services3:01 The Advisory Value Ladder Framework for CPA Firms6:15 Converting Compliance Clients Into Advisory Engagements9:42 The Paid Diagnostic Review That Protects Your Time13:18 Moving Clients Through Project Work to Ongoing Services16:25 Transitioning Clients Into High-Value Strategic Advisory
2025-10-2821 min
Accounting Firm Growth StrategiesThe Talent Shift in Accounting: How Your Firm Can Stay AheadAs AI and outsourcing reshape the accounting industry, large firm job offers are shrinking and that’s opening the door for local and regional firms to attract top talent.In this episode of the Accounting Firm Growth Strategies Podcast, Loren Fogelman talks with Mike Max, Executive Director of Aprio Firm Alliance, about how small and mid-size accounting firms can turn this talent shift into an advantage.0:00 Introduction: The Talent Shift in Accounting3:45 AI & Automation: Empowering Your Accounting Team10:22 Creating an Innovation Culture in Your Firm16:48 Mentorship Strategies for Developing Fu...
2025-10-0938 min
Accounting Firm Growth StrategiesThe Bottleneck That’s Keeping Your Accounting Firm StuckIs your accounting firm stuck, not because of the economy or competition, but because every client task depends on you? 0:00 – Are you the bottleneck in your accounting firm?2:41 – 3 hidden ways bottlenecks stall revenue and growth6:12 – Why small firm owners struggle with delegation9:03 – The one task Cindy delegated that saved 10 hours a month12:55 – The DTP method: Drop the bottleneck, Tighten boundaries, Pick battles17:48 – Stop scope creep and reclaim your time21:09 – How to free up hours each week and grow your firmIn this episode, Loren Fogelman...
2025-09-3025 min
Accounting Firm Growth StrategiesStop Financial Malpractice: Why Every Accounting Firm Must Charge for Paid DiagnosticsWhy skipping a paid diagnostic is financial malpractice for your accounting firmAre you still offering free financial reviews or ballpark quotes? 00:00 – Why skipping a paid diagnostic is financial malpractice for accountants02:14 – The costly risks of quoting projects without a proper review04:39 – Three big mistakes that free consultations create in accounting firms07:02 – Client story: How Mike added $500 diagnostics and boosted revenue 65%09:45 – The 3-step framework for implementing paid diagnostics13:01 – How to handle objections when prospects want free reviews15:55 – The mindset shift that attracts quality clients and el...
2025-08-1217 min
Accounting Firm Growth StrategiesBeyond the Checklist: Building Critical Thinking in Your TeamStill the go-to person for every decision in your firm?Even with detailed checklists and SOPs, your team might still rely on you to think through challenges, solve problems, and make judgment calls.00:00 – Why critical thinking matters more than checklists04:22 – Signs your team is stuck in task mode08:09 – How to train your accounting staff in critical thinking14:33 – Turn checklists into strategic tools, not limits20:01 – Build decision-making confidence through questions26:18 – Practical ways to introduce team-led advisory32:55 – Avoid scope creep while increasing advisory revenueThat’s not a training i...
2025-07-2537 min
Accounting Firm Growth StrategiesCleanup Projects: Increase Profits and Reduce StressThat “quick” cleanup project might cost more than it’s worth, unless you know what to look for before quoting.In this episode, you’ll uncover the hidden mistakes accounting firm owners make during client intake that turn cleanups into underpaid, time-consuming headaches. 0:00 – Why “simple” cleanup projects become profit drains1:22 – The real reason you’re undercharging for cleanup work2:48 – Brian’s story: how a $1,500 quote turned into 40+ hours4:40 – Red flag client statements that signal scope creep6:10 – The 4 qualifying questions to ask before quoting7:52...
2025-07-1409 min
Accounting Firm Growth StrategiesStrategically Increase Your Accounting Firm's Profits with Fewer ClientsTired of working long hours with too many clients and still falling short of your income goals?Discover how cutting your client list in half can double your accounting firm’s revenue while giving you more freedom and flexibility.00:00 – Introduction: Why working more hours won’t increase your profits01:33 – Rethinking growth: The hidden costs of the volume model03:42 – Comparing firm models: Traditional vs. scalable advisory revenue05:36 – Diane’s story: How she increased revenue without adding clients08:46 – Key metrics: Average revenue per client and delivery margin10:21 – How p...
2025-07-0813 min
Accounting Firm Growth Strategies5 Signs of Undercharging and What To Do About ItAccounting firm owners often wonder about their prices. If that’s on your mind, then you’re probably charging too little for their firm’s services. 0:00 - Are You Undercharging Your Accounting Services?1:15 - Low Profit Margins: The Hidden Revenue Killer2:30 - Your Paycheck Test: When You're Not Paying Yourself Enough3:45 - Everyone Says Yes: Why 100% Acceptance Rate Means Low Rates4:30 - Time Crunch Warning: Working More But Earning Less5:15 - Burnout and Resentment: The Cost of Underpricing5:45 - 3 Ways to Fix Your U...
2025-06-3008 min
Accounting Firm Growth Strategies4 Highly Effective Time Management Secrets for Accounting Firm OwnersStruggling to grow your accounting firm without working 50+ hours a week?More than half of accounting firm owners are overwhelmed by client work and long hours. 0:00 – The $120K pricing gap holding your firm back2:10 – Why hourly billing kills your profit potential4:25 – Firms using value pricing earn 43% more per client6:40 – How to transition your best clients to value pricing9:05 – Discovery questions that justify premium fees11:20 – Advisory firms grow 61% and retain more clients13:35 – Action steps to double revenue working fewer hoursThis leaves...
2025-06-2408 min
Accounting Firm Growth StrategiesConvert Your Advisory Services to Value PricingAre you undercharging for your accounting firm's most valuable work?If your advisory services still rely on time-based billing, you are under-charging for your services.In this episode, we explore how to shift from hourly rates to value-based pricing that reflects the results you deliver. 0:00 – Why most accounting firms undercharge for advisory services2:14 – How hourly pricing lowers your value and limits profit4:28 – Value pricing leads to 43% more revenue per client6:42 – How to introduce value pricing to your best clients
2025-06-1814 min
Accounting Firm Growth StrategiesRethinking Advisory Fees: Charging Based on Impact, Not HoursStill pricing advisory work by the hour? You could be leaving thousands on the table.00:00 Why your pricing problem is really a positioning problem02:03 The high cost of time-based pricing for advisory work04:45 The shift from technician to advisor starts with pricing07:18 Real client story: from undercharging to 40% revenue growth10:12 The six value drivers behind premium advisory fees16:54 Value pricing conversations that connect and convert19:58 Closing the value gap in your firmAccounting firm owners often deliver...
2025-06-1122 min
Accounting Firm Growth StrategiesThe Real Cost of Doing Payroll In-House and What to Do InsteadYou didn’t start your firm to become a payroll processor. But for many accounting firm owners, payroll has become a time-consuming, low-margin burden.0:00 – Intro: The hidden cost of in-house payroll2:15 – Why accounting firms take on payroll (and what they miss)6:47 – When payroll becomes a burden, not a benefit10:32 – Payroll pitfalls: Compliance risks and ROI blind spots14:59 – Smart alternatives: How to transition payroll with confidence18:33 – Using ADP tools to boost advisory services22:41 – Passive revenue and choosing the right payroll partnerWhen you're constantly stuck in compliance tasks like payroll, your capacity to...
2025-06-0526 min
Accounting Firm Growth StrategiesBuilding a Highly Profitable Accounting Firm: Specialist vs GeneralistAre you juggling too many client types and still not gaining traction? 0:00 - Why One Accounting Firm Earns $200/Hour While Another Makes $75/Hour3:15 - The Hidden Cost of Being a Generalist Accountant6:30 - 7 Ways Generalist Firms Lose Money and Clients10:45 - Real Results: Julie's $365K to $440K Revenue Transformation15:20 - Why Medical Practice Specialization Generated 65% Close Rates18:45 - 3 Critical Mistakes When Choosing Your Accounting Niche20:50 - 5-Step Action Plan to Transition Your Accounting Firm to Profitable SpecializationIn this episode, we unpack why trying to serve everyone leads to...
2025-06-0322 min
Accounting Firm Growth StrategiesPrice Resistance Starts Earlier Than You ThinkAre pricing objections keeping you stuck?0:00 That's more than I expected1:27 The real pricing disconnect3:15 Why task-based selling backfires5:22 Reframing your services for value7:44 Handling pricing questions with confidence9:18 How to transform from justifying to closing13:12 Stop defending, start leading with valueDiscover how to lead stronger client consultations that minimize resistance and highlight the true value of your services before you ever mention your price.You’ll discover:✔️ Why potential clients push back with “That’s more than I expected”✔️ The psy...
2025-05-2911 min
Accounting Firm Growth StrategiesTop 3 Client Red Flags Every Bookkeeper and Accountant Needs to KnowSome clients show their red flags early. Are you catching them in time?0:00 Intro1:22 Low value client qualities2:20 Price red flag3:56 Boundary red flag5:11 Pushing back red flag6:52 Better clients7:39 Process to spot red flags8:23 Action steps to prevent low value clientsYou 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.
2025-05-2109 min
Accounting Firm Growth StrategiesHow Accounting Firm Owners Are Using ChatGPT to Attract Quality ClientsWhy do some prospects disappear after a discovery call even when you know you’re a perfect fit?00:00 Why your advisory pricing isn’t landing with clients01:27 Are you blending in with every other firm?03:12 Shift your messaging from services to solutions05:06 Bookkeeping, tax, and advisory messaging that stands out07:14 Use ChatGPT to clarify your value and attract better clients09:23 Bill’s story: $10K in new revenue from reframed messaging11:06 3 steps to reframe your message with ChatGPTIf you...
2025-05-1312 min
Accounting Firm Growth StrategiesEfficiency Without Sacrifice: Use ChatGPT to Attract Quality ClientsHow to Use ChatGPT Marketing to Attract Premium Clients to Your Accounting FirmWhat if your next high-quality client discovered you through a few simple words ChatGPT helped you write?00:00 Why most accounting firm owners struggle to stay visible01:44 How ChatGPT is helping 63% of firms save time on content03:12 Why visibility matters more than perfect timing05:00 Use ChatGPT to speak directly to your best clients07:21 Time-saving marketing prompts that attract quality clients09:52 Avoid sounding like every other firm using...
2025-05-0614 min
Accounting Firm Growth StrategiesHow Accounting Firm Owners Apply Disney’s Price Strategy for Greater ProfitIt’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...
2025-04-2909 min
Accounting Firm Growth StrategiesEliminated Tax Season Burnout: Maintained a 4-Day Work WeekTax 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 se...
2025-04-2224 min
Accounting Firm Growth StrategiesHow Accounting Firm Owners Raise Rates with Legacy ClientsHow 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...
2025-04-1606 min
Accounting Firm Growth StrategiesFixed Fee vs Value Pricing: The Best Price Strategy for Your Accounting FirmEver 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 t...
2025-04-0709 min
Accounting Firm Growth StrategiesCommunicate Your Value, Not Just Your Services: Create Premium Packages That SellDo 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’l...
2025-04-0112 min
Accounting Firm Growth StrategiesThe $50,000 Pricing Mistake Accounting Firms Fail to RealizeIs your pricing model silently costing your firm $50,000+ in lost revenue each year? Many accounting firm owners unknowingly undervalue their services by charging hourly or offering just one pricing option—limiting client choices and profits.In this episode, Loren Fogelman, business coach for accounting firm owners, breaks down a proven three-tier pricing model that increases revenue without adding extra work.🔹 What You’ll Learn:✔ The psychological triggers behind why clients choose the middle option—and how to use this to your advantage.✔ How to structure pricing tiers that increase client value by 20-30%.✔ A simple...
2025-03-2511 min
Accounting Firm Growth StrategiesSwitching to Service Packages Improves Your Accounting Firm's ProfitabilityIs your accounting firm undercharging for its services?Many accounting firm owners underprice their services without realizing it. You work hard, provide exceptional value, yet still find yourself answering endless client questions, handling unexpected requests, and struggling with inconsistent revenue.The real problem? Your services aren’t clearly packaged. Without structured pricing, clients see you as a cost rather than an investment, scope creep drains your time, and raising rates feels impossible.It’s time to shift from selling hour...
2025-03-1718 min
Accounting Firm Growth StrategiesScope Creep is Silently Draining Your Accounting Firm’s ProfitsAre you unknowingly giving away free work? Many accounting firm owners struggle with scope creep—extra reports, “quick” client questions, and unscheduled meetings that eat into profits.If your revenue isn’t keeping up with your workload, scope creep may be the culprit. The good news? You can fix this by setting clear boundaries and structuring your services correctly.In this episode, you’ll learn:✅ How to spot scope creep before it drains your revenue.✅ The best strategies to set client boundaries and prevent extra work.✅...
2025-03-1012 min
Accounting Firm Growth StrategiesScope Creep Isn't the Problem - Your Boundaries AreAs an accounting firm owner, you're working longer hours, constantly handling "just one more thing" for clients... but your revenue isn't reflecting all that extra effort. What if the real issue isn't scope creep - but your boundaries?When expectations aren't clear, small extras pile up. And suddenly, you're doing more than you agreed to without additional pay. Without firm boundaries, your workload expands, your stress rises, and your profit margins shrink. Here's what’s covered in this episode:✅ How your accounting firm is unintentionally giving away extr...
2025-03-0314 min
Accounting Firm Growth StrategiesThe 3 Types of Scope Creep No One Talks About (And How to Stop Them)You already know that scope creep happens when clients ask for more than they paid for. But the biggest source of scope creep isn’t your clients.Many accounting firm owners unintentionally give away valuable work, customize packages too much, or allow small requests to pile up. The result? More hours, lower profits, and clients who expect extras for free.In this episode, you’ll discover:✔ Self-Initiated Scope Creep: How over-delivering quietly steal your time and profits.✔ Client-Initiated Scope Creep: The simple scripts to redirect extra re...
2025-02-2517 min
Accounting Firm Growth StrategiesRaising Rates by 5% Isn’t Enough: How to Boost Your Profit Margins for Real GrowthAre your annual rate increases actually helping your firm grow?Many accounting firm owners rely on small, incremental rate hikes of 5-10% each year, believing it will boost profits. However, inflation and rising operational costs often make these minor increases insufficient. If you’ve been increasing your rates but still struggle to improve your bottom line, it’s a sign your pricing strategy might be holding you back.In this episode, we’ll explore why small rate increases aren’t enough and how they could be...
2025-02-1811 min
Accounting Firm Growth StrategiesIs Your Top-Paying Client Actually Your Biggest Headache?Are you losing money without realizing it?That “big” client who makes up a large portion of your revenue might actually be costing you more than you think. From unbilled hours to constant scope creep, difficult clients can silently drain your resources, leaving you with less time and profit.If you’re not regularly assessing whether your clients are profitable, you’re putting your firm at risk.There are hidden costs to keeping low-value clients. They could be holding you back from building the firm you...
2025-02-1111 min
Accounting Firm Growth StrategiesCompany Culture: Are You the Leader Your Firm Needs?Your firm’s culture exists whether you shape it or not. The question is—does it support your vision or hold your firm back?Many accounting firm owners focus on pricing, efficiency, and client work, but culture plays a critical role in retention, team performance, and long-term profitability.Firms with a strong culture run more smoothly, attract quality talent, and require less oversight. But when culture isn’t a priority, you struggle with disengaged employees, high turnover, and resistance to change.In this episode, we’ll...
2025-02-0637 min
Accounting Firm Growth StrategiesHow Apple’s Pricing Strategy Can Transform Your FirmWould you pay $999 for a phone if there wasn’t a higher-priced option? Apple’s pricing strategy isn’t just about technology—it’s about psychology. And the same approach can shift how clients perceive your firm’s value.
How long have you felt stuck in the cycle of undercharging and overworking? Long hours, price-sensitive clients, and constant justifications for your fees are draining. Without a clear pricing structure that highlights your expertise, you end up with clients who see you as a cost instead of an investment.
But, you don’t need to discount to stay compet...
2025-02-0511 min
Accounting Firm Growth StrategiesHow This Accountant Cut His Client List by 67% But Increased Revenue by 54%You just missed another family dinner because you're stuck at the office finalizing month-end reports for clients who consistently question your fees.
Many accounting firm owners find themselves sacrificing precious personal time. Instead they're working nights and weekends, while their revenue stays stuck. The constant stress of undercharging and overworking isn't just affecting your business - it's taking a toll on your health and relationships.
Brian McElroy, CPA, went from 40 clients to 13 while increasing revenue by 54% in just one year. He shares how he transformed his firm from overwhelmed to optimized.
This episode...
2025-01-2830 min
Accounting Firm Growth StrategiesAre You Undervaluing Your Expertise Without Realizing It?Have you ever hesitated to raise your rates because you’re afraid of losing clients? Or stayed up late responding to emails, only to feel undervalued and overwhelmed?
If so, you’re not alone—and the problem might not be your clients or your services. It could be your money stories.
In this episode, we’ll explore how the beliefs you’ve inherited about money, your assumptions about client budgets, and your lack of boundaries might be secretly sabotaging your firm’s growth.
You’ll learn how to:
✔️ Identify and rewrite limiting money bel...
2025-01-2110 min
Accounting Firm Growth StrategiesHow 'Fair' Pricing Drains Your Accounting Firm's ProfitsAre fixed fees secretly draining your firm’s profitability? Many accounting firm owners believe fixed fees are value pricing—but that’s a costly misconception.
If you’re tracking hours, explaining prices based on time, or feeling guilty for charging the same amount when work takes less time, you’re stuck in the time trap. Even worse, you’re penalizing your expertise and efficiency instead of rewarding it.
In this episode, I’ll guide you through the key differences between fixed fees and true value pricing. You’ll discover how to align your pricing with the results and...
2025-01-1413 min
Accounting Firm Growth StrategiesThe Most Expensive Number in Your Accounting Firm (It’s Not What You Think)Think your hourly rate is “reasonable”? Think again. Charging $150 an hour may seem competitive, but it’s likely costing your accounting firm far more than you realize. From missed strategy sessions to delayed growth opportunities, sticking to hourly billing is a hidden tax on your time, profits, and personal life.
In this episode, Loren Fogelman, business coach for accounting firm owners, breaks down the true cost of undercharging and why it’s holding you back from building the firm you deserve.
You’ll discover:
✔️ How to identify and prioritize high-value activities that drive real growth.
2025-01-0709 min
Accounting Firm Growth StrategiesHow to Uncover Your Accounting Firm's $500 Per Hour ValueDiscover how your accounting firm can earn $500 per hour.
It’s something street performers have figured out – and this applies to accounting firms.
No gimmicks or sales tricks, whatsoever.
In fact, it’s a system.
This approach is client-centered and delivers value.
Whether you’re a bookkeeper, tax preparer or accountant, discover consult process where it’s possible to earn $500 per hour.
This video covers:
✅ How to grab the attention of quality clients
✅ The steps to effectively gain trust
✅ A simple 5 step system that...
2025-01-0312 min
Accounting Firm Growth StrategiesEverything You Ever Wanted to Know About Enrolled Agents, But Were Afraid to AskHave you been thinking about becoming an enrolled agent?
If you enjoy taxes and finance, then this may be for you.
Becoming an enrolled agent offers unique advantages.
It is a strategic move that advances your accounting firm and benefits your clients.
So, you may wonder if becoming an enrolled agent is right for you.
A variety of options exist and it’s a matter of deciding which path to choose.
Whether you're an accountant, tax preparer or bookkeeper, you’ll want insights about enrolled agents and how...
2024-12-3029 min
Accounting Firm Growth Strategies3 Ways to Attract Quality Clients to Your Accounting FirmDo you attract the RIGHT clients to your accounting firm?You’ve filled your firm with low value clients. However, you would like to engage quality clients. 0:00 How to Attract Quality Clients vs Price-Shopping Clients1:15 Technician vs Expert Positioning Strategy2:45 Top 5 Client Problems That Drive New Business4:20 Marketing with the Right Words for Higher Value Clients5:35 Creating Resources That Attract Quality Prospects6:50 Transforming Your Client Consultations8:00 Premium Pricing Webinar InvitationWell, what appeals to low va...
2024-12-2709 min
Accounting Firm Growth StrategiesWhat is it Going to Take for the Accounting Profession to Move ForwardThe accounting profession is rapidly changing.
Change brings unknowns.
It raises questions about the profession’s future and where it’s heading.
The profession’s evolution has an upside as well as a downside.
As a result, this impacts your accounting firm – especially regarding time and pricing.
Whether you're an accountant, tax preparer or bookkeeper, you’ll want insights about how current industry trends affect your accounting firm.
Here’s what to expect during this action-packed training:
✔ Interested in where the accounting profession is heading
✔ What’s...
2024-12-2334 min
Accounting Firm Growth StrategiesHow to Generate More Leads with Your Accounting Firm's WebsiteHow effectively does your accounting firm’s website attract the RIGHT client to your firm?
Your firm’s website makes a statement about your business. So, what’s the impression it’s giving?
There are some common mistakes that most firm’s websites make.
These mistakes will impact your firm’s business.
An eye-catching design isn’t enough.
Whether you're an accountant, tax preparer or bookkeeper, you’ll want insights on how to turn your accounting firm’s website into a lead generation resource.
Here’s what to expect during thi...
2024-12-2032 min
Accounting Firm Growth Strategies6 Mistakes to Avoid When Sharing Your New Rates with ClientsYou've invested years building expertise - but are you charging rates that truly reflect your worth?
Raising your fees is a process. It’s not something that occurs overnight.
As an accounting firm owner, you want to avoid the 6 disastrous mistakes that devalue your services and backfires when raising your fees.
Find out what to avoid when speaking with current clients about your new rates.
You'll learn how to prepare for these conversations so you no longer undercharge for your services.
Stop trading time for dollars. Start commanding the ra...
2024-12-1707 min
Accounting Firm Growth StrategiesAre You Tired of Discounting Your Accounting ServicesSome potential clients will pushback on your prices and ask for a discount.
Discounting your accounting firm’s services offers a quick, immediate solution.
However, lowering your fees has a costly downside.
When the focus turns to price, then it sidetracks the conversation away from the important things. It weakens your expertise.
The reality is that it may be more pain than it’s worth.
You may wonder how to deal with requests to discount your accounting services.
Whether you’re a bookkeeper, tax preparer or accountant, it’s p...
2024-12-1309 min
Accounting Firm Growth StrategiesAccounting Firm Increased Fees by 50% and Stopped Tracking TimeAccounting firm owners manage a wide array of aspects to remain operational.
• Tracking time
• Invoicing and payment
• Managing tax season
• Addressing scope creep
• Communication and setting expectations
• Accurately pricing services
Some accounting firms sideline these operational tasks because it cuts into billable hours.
Anything that takes away from time spent on direct client services will impact a firm’s revenue.
That’s especially true when firms continue to use a price strategy that tracks time and costs.
But, what if you increased...
2024-12-1048 min
Accounting Firm Growth StrategiesHow Tax Firm Owner Switched to Value Pricing Her ServicesTraditional tax firms continue to track time, invoice for its services and then wait for payment.
And, many firm owners continue to undercharge for their services.
That’s because charging for time or forms emphasizes the technical aspects.
This price strategy overlooks a tax preparers knowledge and expertise.
But what if your fees reflected the value of your services?
Shannon Hall, firm owner of Shannon Hall Tax, decided to charge fees that reflect the value of her services.
She shares the results of raising her fees.
...
2024-12-0629 min
Accounting Firm Growth Strategies6 Steps to a Successful Price Increase for Your Accounting FirmRaising the rates of your accounting firm’s services doesn’t happen overnight.
There’s often a delay between your first thoughts and finally increasing the fees of your clients.
Clients may be happy with your low fees.
However, it keeps your firm from reaching it’s full potential.
Whether you’re a bookkeeper, tax preparer or accountant, you’ll want to follow the 6 steps for a successful price increase for your firm.
In this video, you’ll discover:
✅ The 3 major reasons why you MUST raise your prices this year...
2024-12-0311 min
Accounting Firm Growth StrategiesFair Pricing Your Accounting Services – Who’s in Charge of That DecisionFair pricing is something accounting firm owners aim for.
But, what determines a fair price?
Pricing your accounting services is subjective. So, you may end up charging “what the market will bear.”
This approach seems logical. But, it has flaws.
One client may consider your pricing to be fair while another doesn’t.
Each client has a different willingness to pay.
The one-size-fits all approach causes many firm owners to under-charge for accounting services.
Whether you’re a bookkeeper, tax preparer or accountant, you’ll want to kn...
2024-11-2908 min
Accounting Firm Growth StrategiesFinancial Storytelling: Share the Story Behind the NumbersMany business owners don’t fully grasp how the numbers work in their business.
So, they run their business without any awareness about their financials.
As a result, this impacts their cash flow, profit margins and business development.
So, how does your accounting firm address this?
Telling your clients the story about the numbers solves this.
Whether you're an accountant, tax preparer or bookkeeper, discover the power of financial storytelling.
Here’s what to expect during this action-packed training:
✔ Get your clients excited about their financ...
2024-11-2640 min
Accounting Firm Growth Strategies5 Offshoring Mistakes Every CPA Firm Should AvoidAre your best accountants buried in repetitive tasks while client deadlines loom? Many accounting firms turn to offshoring, yet the majority struggle to make it work. The result? Wasted time, lost money, and frustrated clients.You're spending countless hours on training, dealing with miscommunications, and high turnover rates. Meanwhile, your local staff feels threatened and client deadlines keep slipping.Whether you're a solo practitioner or multi-partner firm, it's possible to build a stable offshore team that delivers consistent results.Here’s what to expect during this action-packed training:✔ The crit...
2024-11-1936 min
Accounting Firm Growth StrategiesWarning Signs Your Accounting Services are Seriously UnderpricedYour client accepts your quote for accounting services without hesitation. Good news, right?Wrong. That immediate "yes" might be quietly draining your firm's profitability.You're working longer hours with a full client roster, yet your take-home pay keeps shrinking. Tax seasons blur together while your profit margins steadily decline. Meanwhile, other firms charge double your rates for similar services.Whether you're a solo practitioner or managing a small team, discover how to recognize - and correct - the pricing signals that keep your firm undervalued.This episode reveals:✅ Why in...
2024-11-1908 min
Accounting Firm Growth StrategiesHow This CPA Started Charging for Something She Used to Give AwayTax firms that undervalue their expertise end up trapped in a cycle of chaos and burnout. You deliver exceptional service to your clients. But you're giving away valuable extras and working endless hours without proper compensation.Victoria, a tax firm owner, was stuck in survival mode until she discovered how to package and price her services based on value. She shares her transformation from feeling discouraged and overwhelmed to confidently commanding premium fees.✔️ Creating a new revenue stream with diagnostic fees✔️ Implementing premium pricing for high-pressure periods✔️ Overcoming m...
2024-11-1330 min
Accounting Firm Growth StrategiesYour Response to the Hourly Rate QuestionAre you losing high-value tax planning and advisory clients because of the dreaded "What's your hourly rate?" question?
Many accounting firm owners instantly cave when prospects ask about rates, ending up with basic bookkeeping and tax prep clients who drain your energy. While your competitors land $5,000+ monthly retainers, you're stuck billing hourly for compliance work.
You know you deliver exceptional value through proactive planning and strategic insights, but somehow end up defending your rates against cut-rate preparers. This pattern keeps you working 60+ hour weeks during tax season while earning less than you deserve.
...
2024-11-1208 min
Accounting Firm Growth StrategiesStrategically Differentiate Your Firm with CFO Advisory ServicesMany accounting firm owners are working harder than ever, yet struggling to grow their revenue and free up time. This leads to burnout, stagnant profits, and a firm that feels more like a demanding job than a thriving business.In this episode, we dive into actionable strategies to overcome these hurdles and unlock your firm’s potential. Whether you're an accountant, tax preparer or bookkeeper, discover how advisory services will transform your traditional accounting firm.Here’s what to expect during this action-packed training:✔ What clients really want from their...
2024-11-0539 min
Accounting Firm Growth StrategiesThe Secret to Every Highly Successful Accounting FirmAre you running your accounting firm like a CEO or just an employee?
Many firm owners get trapped in the day-to-day operations, leading to stagnation and burnout.
You find yourself missing out on family time, experiencing constant stress, and frustration that revenues are lower than you’d like. It’s a sign that your current approach might be secretly sabotaging your growth.
Transform how you run your firm by shifting from the technician to the CEO role. Even if you’re a solo-firm owner, you can turn things around by thinking and acting like a...
2024-11-0509 min
Accounting Firm Growth StrategiesStrategies for Seamless Growth Through AcquisitionMany accounting firm owners struggle with scaling their practice and seamlessly integrating acquired clients. The lack of a clear strategy can lead to client dissatisfaction and stagnation.
Without addressing these challenges, firms can face significant disruptions, lose client trust, and miss out on potential revenue growth.
In this episode, we explore how acquisitions can fast-track your firm's growth while maintaining quality and culture.
Whether you're an accountant, tax preparer or bookkeeper, discover how growth through acquisition elevates your accounting firm.
Here’s what to expect during this action-packed training:
✔ Merg...
2024-10-3136 min
Accounting Firm Growth StrategiesBeyond the Balance Sheet: Shark Tank Lessons for Savvy AccountantsOverlooking the essential numbers causes business owners to struggle while competitors surge ahead.
But what if your accounting firm could empower your clients with Shark Tank-level financial acumen!
In this episode, we dive into the crucial numbers that make-or-break pitches on the hit show.
Whether you're an accountant, tax preparer or bookkeeper, discover how to apply these insights to transform your clients' businesses.
Here’s what to expect during this action-packed training:
✔ How to translate Shark Tank's financial scrutiny into actionable advice for your clients.
✔ Strategies for commun...
2024-10-3022 min
Accounting Firm Growth StrategiesBehind Every Successful Accounting Firm: A Strategic BlueprintBehind Every Successful Accounting Firm: A Strategic Blueprint
Most successful accounting professionals excel at serving clients—but building a sustainable business?
That's a different challenge entirely.
When your firm grows organically, responding to client needs, you might find yourself with a firm that's running you, instead of the other way around.
Strategic planning puts you in the driver's seat, transforming from reactive growth into strategic success.
Perfect for bookkeepers, tax preparers, and accountants who want sustainable growth without sacrificing their well-being.
This video covers: ...
2024-10-2809 min
Accounting Firm Growth StrategiesTap into the Secret Growth Strategy Behind Successful Accounting FirmsAre you tired of the slow, unpredictable growth of your accounting firm?Growth is influenced by two main factors: organic growth and strategic growth.Which does your firm primarily depend on? 00:00 – Organic growth vs strategic growth in accounting firms01:05 – Why reverse engineering creates clarity and focus02:10 – Step 1: Define your destination for firm growth03:00 – Step 2: Stretch goals that challenge your comfort zone04:00 – Step 3: Milestones that track progress and build momentum05:05 – Step 4: Identify resources to reach your goals06:05 – Step 5: Build a strength-based accounting firmSucc...
2024-10-2207 min
Accounting Firm Growth StrategiesBreaking Free: The Secret Strategy Small Accounting Firms Use to ThriveThe cycle of routine compliance work and endless deadlines is never-ending.
All the goals of implementing higher quality services or differentiating your accounting firm get pushed aside.
Stagnant growth, commoditized services, and a team that's burning out is the result.
Whether you're an accountant, tax preparer or bookkeeper, it’s possible to break free from the daily grind and drive meaningful growth.
Here's what to expect:
✔️ How to carve out time for innovation without sacrificing billable hours
✔️ The simple shift in mindset that can unlock your team's creative p...
2024-10-1510 min
Accounting Firm Growth StrategiesFraud Prevention: Strategically Safeguard Your Clients FinancialsIn today's rapidly evolving financial landscape, protecting your clients from fraud isn't just a service—it's a competitive advantage.
Fraud prevention has never been more critical.
Specific hidden vulnerabilities exist that fraudsters look to exploit.
Whether you're an accountant, tax preparer or bookkeeper, discover the strategies firm owners need to safeguard their clients' financials.
Here’s what to expect during this action-packed episode:
✔ Uncover the overlooked weaknesses that put your clients at risk
✔ Advanced strategies to protect your clients' financials against fraud
✔ True crimes - intriguing...
2024-10-0848 min
Accounting Firm Growth StrategiesHow Busy Accounting Firm Owners Increase ProductivityAre you an accounting firm owner drowning in a sea of client demands, deadlines, and admin tasks?
The overwhelming challenge of managing it all affects your firm's growth and your personal well-being.
Efficiency suffers, client satisfaction declines, and business development becomes limited.
Whether you're an accountant, tax preparer or bookkeeper, it’s time to break free from the busyness trap.
Here's what to expect:
✔️ The hidden roadblocks to your accounting firm’s growth
✔️ Identifying distractions that interfere with your productivity
✔️ Discover how to prioritize tasks that truly move...
2024-10-0812 min
Accounting Firm Growth StrategiesThe Open-Door Policy: Why Being 'Always Available' is Costing YouAre you proud of your open-door policy?
Your open-door policy could be the very thing sabotaging your firm's productivity and accuracy.
It might be time to close it – at least part of the time.
Whether you're an accountant, tax preparer or bookkeeper, constant availability has hidden costs for accounting firm owners.
Here's what to expect:
✔️ The true price of your open-door policy
✔️ Discover how to create a culture that minimizes interruptions
✔️ Train your team for greater independence
It’s possible to say ‘no’ without guilt and ad...
2024-10-0108 min
Accounting Firm Growth StrategiesBreaking Barriers Diversity, Inclusion, and Networking in Modern AccountingThere are an ever-increasing number of women in accounting and it’s transforming the industry.
As a result, there’s a new wave of innovation and disruption of the status quo.
Women accountants; however, experience unique challenges.
Whether you’re an accountant, tax preparer or bookkeeper, discover how women are breaking barriers and advancing the profession.
Here’s what to expect during this action-packed episode:
✔ The evolving face of diversity in accounting
✔ How professional associations are turbocharging collaboration and mentorship
✔ Women's voices are reshaping the future of acco...
2024-09-2440 min
Accounting Firm Growth StrategiesFrom Reactive to Proactive: Take Charge of Your Accounting FirmAs an accounting firm owner, do you find yourself constantly battling the triple threat of client emergencies, looming project deadlines, and ever-present scope creep?
Many firm owners find themselves trapped in a cycle of crisis management, unable to focus on strategic planning and business development.
In this episode, we explore how a reactive mindset hinders firm expansion, limits service offerings, and leaves you vulnerable to industry disruptions.
Whether you're an accountant, tax preparer or bookkeeper, discover how to shift your mindset and take charge of your firm’s operations.
Here’s what...
2024-09-2035 min
Accounting Firm Growth StrategiesTechniques for Understanding Your Clients' Advisory NeedsYou want your accounting firm to offer more than just tax returns and financial statements. But, you find yourself stuck in the compliance rut.This limitation caps your firm's growth potential and some clients may hire outside consultants because they didn’t realize you can help them. Whether you're an accountant, tax preparer or bookkeeper, understanding client needs is the cornerstone of successful advisory services. Here's what to expect:✔️Learn how to identify your clients’ needs✔️How to anticipate and address their top concerns✔️Ways to include your team that e...
2024-09-1714 min
Accounting Firm Growth StrategiesHuman Capital: Building a Team that Drives Your Accounting Firm’s SuccessAre your employees your biggest asset or your biggest liability?
Savvy accounting firm owners are leveraging human capital.
The dividends from investing in your team include accelerated growth, strong valuations, and thriving practices that stand out in a crowded market.
Whether you're an accountant, tax preparer or bookkeeper, strategic human capital management can set the stage for a lucrative firm sale.
Here’s what to expect during this action-packed training:
✔ Common people management mistakes that could be stunting your accounting firm's growth
✔ Proven strategies to unlock your team's...
2024-09-1135 min
Accounting Firm Growth StrategiesAdvisory Services: The Key to Sustainable Growth for Accounting FirmsAs the accounting industry evolves, traditional services are becoming commoditized, leaving many firm owners wondering how to drive sustainable growth.The answer? Advisory services.Whether you're an accountant, tax preparer or bookkeeper, expanding beyond compliance work can transform your accounting firm. Here's what to expect:✔️ Why advisory work is essential for firm growth and client retention ✔️Common challenges in implementing advisory services and how to overcome them ✔️Practical steps to start integrating advisory work into your practicePosition your firm as a strategic partner to your clients...
2024-09-1110 min
Accounting Firm Growth StrategiesYour Firm, Your Legacy: Retire with ConfidenceRetirement is one of the most significant milestones for any accounting firm owner.
And, without a clear succession plan, the future of the firm can be uncertain, leading to potential disruptions in operations, loss of clients, and a decline in the firm’s reputation.
In this episode, we provide practical solutions to ensure a seamless transition and maintain your firm’s legacy.
Whether you're an accountant, tax preparer or bookkeeper, discover how to transition out of your firm and plan for a seamless succession.
Here’s what to expect during this action...
2024-09-0532 min
Accounting Firm Growth StrategiesDo You Ever Regret Accepting a New Client?When your accounting firm lands a new client, it often feels like a win.
But, do you ever regret accepting a new client once the initial excitement fades?
Whether you're an accountant, tax preparer or bookkeeper, avoid the potential pitfalls that emerge when your firm signs a new client and realizes it was a mistake.
Here's what to expect:
✔️ Identify warning signs that could save you from future headaches.
✔️ Ways to protect your accounting firm from engaging the wrong client.
✔️ Transform potential regrets into opportunities for growth and success...
2024-09-0309 min
Accounting Firm Growth StrategiesNavigating Out-of-Scope Work: What to DoWhat’s your response when clients request services beyond the agreed-upon scope?
Whether it's a one-off consulting project, a request to handle a specialized tax issue, or an ongoing bookkeeping arrangement, handling these types of requests can present challenges.
Navigating these situations without compromising your firm’s profitability and client relationships can be tricky.
You want to respond to these requests without overextending your firm’s capabilities.
Here's what to expect:
✔️ Protect your firm from doing additional work without compensation
✔️ Options to address out-of-scope changes
✔️ How to reduce scop...
2024-08-2105 min
Accounting Firm Growth Strategies5 Steps to Stop Undercharging and Overworking on Cleanup ProjectsAre you tired of pouring countless hours into cleanup projects, only to feel underpaid and overwhelmed?
You want to stop undercharging for your accounting firm's services, but unsure how to break free.
And, you realize there are hidden costs to underpricing that are holding your firm back.
Learn how to confidently price your services, reclaim your time, and boost your profitability.
Here's what to expect:
✔️ Reframe your mindset to focus on the value you bring to your clients.
✔️ Recognize your expertise to build confidence and pricing power.
✔️...
2024-08-1310 min
Accounting Firm Growth StrategiesFrom Billable Hours to Pre-Paid Services: A CPA's Journey to Value PricingAccounting firms that charge an hourly rate get penalized for speed and efficiency.
You offer clients a lot of value. But, you’re not adequately compensated for the value they receive.
Melissa, an accounting firm owner, knew she needed value pricing, bud didn’t know how to do it.
She shares her journey from timesheets and invoices to value pricing.
✔️ Increasing the value of her clients
✔️ The steps to get paid for services she previously gave away for free
✔️ The mindset hurdles about changing her pricing structure
✔️ The ste...
2024-08-0827 min
Accounting Firm Growth StrategiesLevel Up Your Firm: Business Coaching for Accounting Firm GrowthEver wonder how top accounting firms stay ahead of the curve?
It’s not about adding more to your current workload.
Firm owners are often too close to their business, so they’re unable to recognize the best solution.
Whether you're an accountant, tax preparer or bookkeeper, discover how business coaching for accounting firm owners leads to breakthrough strategies.
Here’s what to expect during this action-packed training:
✔ Why accounting firms turn to coaching
✔ How to measure your firm's transformation
✔ Tackle specific obstacles from increasing revenue to i...
2024-08-0628 min
Accounting Firm Growth StrategiesHow Accounting Firms Build Stronger Client Relationships with NewslettersAre you tired of losing touch with clients once tax season ends?
Accounting and tax firms want to stay in top of mind year-round, but aren't sure how to effectively do that.
Newsletters strengthen client relationships and can boost your firm's bottom line.
Whether you're an accountant, tax preparer or bookkeeper, discover how newsletters are a powerful marketing tool and fits in with your client retention strategy.
Here’s what to expect during this action-packed training:
✔ Strategies to stay connected with clients year-round
✔ How newsletters lead to new bu...
2024-08-0130 min
Accounting Firm Growth StrategiesHow Accounting Firm Owners Stop Giving Away Their Expertise for FreeAre you tired of watching your accounting firm's profits drain away as your free consults turn into free information sessions?
Your helpful nature may be working against you. This is especially true for client-centered firms.
The amount of free work and free information adds up over time.
Learn how to tackle the ongoing issue of accounting firms giving away valuable work without compensation.
Tune in to discover:
➡️ Take charge of your initial free consults and prevent them from turning into unpaid work.
➡️ Set clear expectations that respect your exp...
2024-07-3009 min
Accounting Firm Growth StrategiesFrom Busy to Boss: How to Regain Control of Your FirmAre you caught in a never-ending cycle of putting out fires in your firm?
Constantly reacting to demands and other people’s agenda is exhausting.
It’s a symptom that you’re accounting firm is running you instead of you running your firm.
Learn what it truly means to be in control and the real impact of your firm operating smoothly.
Tune in and discover:
➡️Signs that your firm is running you
➡️Pinpoint the path to regain control
➡️Action steps to shift from busy to boss
Ready...
2024-07-2309 min
Accounting Firm Growth StrategiesProfitable Cleanup Projects: Assess Before You StressEver have a cleanup project become more complicated than you expected?
Rushing into the project too quickly has overlooked hidden costs.
Skipping crucial steps impacts your time, resources, and profitability.
Learn how to approach cleanups strategically to protect your firm and ensure a smooth (and profitable) client onboarding process.
Tune in and discover:
➡️How the urge to "just get started" can backfire
➡️Why assessing project scope reduces scope creep and budget overruns
➡️How to avoid client cleanup headaches and protect your bottom line
Ready to saf...
2024-07-1606 min
Accounting Firm Growth StrategiesTech Strategies to Scale Your Accounting FirmAre you an accounting firm owner struggling to grow your practice while maintaining quality service?
Many accountants find themselves trapped in a cycle of long hours and limited growth, unable to effectively scale their firms.
Tech-driven strategies that can break this cycle.
Whether you're an accountant, tax preparer or bookkeeper, discover tech strategies to scale your accounting firm.
Here’s what to expect during this action-packed training:
✔ Strategic growth for small accounting firms
✔ How specialization fuels your firm's growth
✔ Digital solutions to expand firm capacity while ma...
2024-07-1238 min
Accounting Firm Growth StrategiesCustomize Your Accounting Services: How to Tailor Your Services for Your NicheAre you tired of being just another accounting firm competing for clients?
Customized services for a specific niche elevates your firm from just another option to the obvious choice.
You’ll want to know the practical strategies for developing industry-specific packages.
Whether you’re a bookkeeper, tax preparer or accountant, discover how to start refining your services immediately.
Here’s what to expect:
➡️ Tailoring your services for maximum impact
➡️The power of speaking your clients' language
➡️Elevate your firm with industry specific advisory services
Increase your ac...
2024-07-0909 min
Accounting Firm Growth StrategiesFinding Your Focus: Build a Thriving Niche Accounting FirmAre you tired of chasing after any client with a pulse?
It's time to break free from the generalist trap!
Developing a lucrative niche where clients seek you out for your specialized knowledge transforms your accounting firm.
You’ll want to know the practical strategies for choosing the right niche, building expertise, and marketing your specialized services effectively.
Whether you’re a bookkeeper, tax preparer or accountant, discover how niching down can lead to increased profitability, client satisfaction, and work-life balance.
Here’s what to expect:
➡️Uncover the power...
2024-07-0207 min
Accounting Firm Growth StrategiesBlueprint for Success: Mastering Strategic Planning for Accounting FirmsFeeling stuck growing your accounting firm?
You planned out some goals, but not getting the results you expected.
In this episode, we discuss the roadmap that guides your firm forward and is aligned with your vision.
Whether you're an accountant, tax preparer or bookkeeper, discover the essentials required so your firm achieves your long-term aspirations.
Here’s what to expect during this action-packed training:
✔ Building a roadmap for success: business growth planning explained
✔ From vision to reality: measuring progress and adapting your plan
✔ The art of plann...
2024-06-2732 min
Accounting Firm Growth StrategiesNiche Resistance: Why Accounting Firm Owners Dodge SpecializationAs accounting firm owners grow, they often face a crucial decision: should they niche their services?
While specialization offers clear advantages, it can feel like a risky move.
This podcast explores the common hesitations and powerful benefits of niche selection.
Whether you're a bookkeeper, tax preparer, or full-service accountant, this episode will help you evaluate if these concerns apply to your firm and guide you through the decision-making process.
Join us as we unpack:
✅ The top 5 concerns that hold firm owners back from specializing
✅ How the benefits of c...
2024-06-2511 min
Accounting Firm Growth StrategiesKatherine's Accounting Success Story: Double Revenue, Half the WorkAs an accounting firm owner, Katherine was struggling to keep up with the ever-increasing workload and mounting client demands. Long hours and endless stress were taking a toll, both professionally and personally.
That's when Katherine discovered a game-changing strategy that increased her revenues as she improved efficiency. She reveals the innovative approach that helped her accounting firm:
✔️ Increase revenues by a staggering 50%
✔️ Reduce her own workload by 50%, giving her more freedom
✔️ Boundaries to take control of her firm
✔️ Dramatically improve work-life balance and reduce burnout
If you're an accounting fi...
2024-06-0530 min
Accounting Firm Growth StrategiesUnlock New Revenue Streams with Tax Representation ServicesAre you looking to diversify your accounting firm's income beyond traditional tax preparation?
The explosive demand for tax resolution services presents a massive opportunity to boost your firm’s bottom line.
That’s why tax rep services are so alluring for forward-thinking accounting firms.
Whether you're an accountant, tax preparer or enrolled agent, uncover the secrets to building a thriving tax representation practice.
Here’s what to expect during this action-packed training:
✔ Capitalize on the growing demand for tax problem resolution
✔ Overcome the mindset shift required to scale a ta...
2024-06-0334 min
Accounting Firm Growth StrategiesRiches in the Niches: A Guide for Accounting Firm OwnersFinding a profitable niche can be the key to unlocking new growth and revenue for your accounting firm.
But what does it really mean to "niche down," and how do you do it the right way?
Niching down could be your golden ticket!
Whether you're an accountant, tax preparer or bookkeeper, discover the secrets of successful niching for accounting firms.
Here’s what to expect during this action-packed training:
✔ What it really means and how to do it right
✔ Addressing the fear of being "stuck" in one niche...
2024-04-3039 min
Accounting Firm Growth StrategiesBeyond the Balance Sheet: How to Attract Quality ClientsStop settling for low prices and low-quality clients.
The factory style, where you end up with a lot of clients paying low rates, leads to burnout for accounting firm owners.
The path to sustainable growth lies in attracting quality clients.
Communicating value is a powerful strategy that grabs the attention of quality clients.
Whether you’re a bookkeeper, tax preparer or accountant, discover how to stand out in a crowded marketplace.
Here’s what to expect:
✅ The pitfalls of leading with low prices
✅ The 5-step framewor...
2024-04-2908 min
Accounting Firm Growth StrategiesThe Power of Collaboration: How Accounting Firms Can Win TogetherIn a competitive industry, going it alone can stifle your accounting firm's potential.
Many accounting firms are realizing that the key to unlocking new levels of success lies in collaboration.
Collaboration with other firm’s is a powerful way to streamline operations and share resources.
As a result, it offers multiple time-saving benefits.
Whether you're an accountant, tax preparer or bookkeeper, discover how collaboration can accelerate your accounting firm’s growth.
Here’s what to expect during this action-packed training:
✔ Unlock time-saving strategies
✔ Fuel your firm's gro...
2024-04-2540 min
Accounting Firm Growth StrategiesScaling Up Without Breaking Down Workflow Strategies for Accounting Firm GrowthAs your accounting firm grows, so do the complexities of managing your workflows.
Bottlenecks, inefficiencies, and lack of visibility can quickly derail your scaling efforts and increase your teams overwhelm.
That’s why you’ll want a workflow that keeps pace with your firm’s growth.
Whether you're an accountant, tax preparer or bookkeeper, discover strategies for streamlined workflows that support growth, increased profitability, and skyrockets productivity.
Here’s what to expect during this action-packed training:
✔ How to avoid workflow bottlenecks as your firm grows
✔ Harness the power of AI...
2024-04-1140 min
Accounting Firm Growth StrategiesExpand Your Sphere: How Professional Communities Elevate Accounting FirmsEver feel like your networking efforts for your accounting firm aren’t paying off?
However, you realize a professional network is critical for your firm’s growth and success.
Then you’ll want to transcend beyond the traditional, surface level networking.
This is especially true if you’re a firm owner that’s an introvert or new to networking you.
Whether you're an accountant, tax preparer or bookkeeper, discover how to connect with the right people and grow your accounting firm.
Here’s what to expect during this action-packed training:
2024-04-0540 min
Accounting Firm Growth StrategiesBeyond Accounting: Identifying Niche Services and Packaging Them for ProfitBeing a jack-of-all trades is how most accountants start out.
However, your firm risks being perceived as a commodity – easily replaceable by the lowest-cost provider.
Without a distinct value proposition, you'll constantly struggle to differentiate your accounting firm and justify higher fees.
Niche accounting firms who package their services rise above the competition.
Whether you’re a bookkeeper, tax preparer or accountant, carving out a niche and create accounting packages makes your accounting services indispensable.
Here’s what to expect:
✅ Identify your accounting firm’s unique service offerings
2024-04-0211 min
Accounting Firm Growth StrategiesFutureproof Your Accounting Firm: Leverage the Latest Technology & TechniquesDo you feel overwhelmed with the tech revolution in accounting?
With so many options, how do you choose the right accounting software for your firm?
Today’s tech will skyrocket efficiency, attract top talent, and identify your firm's next big growth opportunity.
Whether you're an accountant, tax preparer or bookkeeper, uncover the technology and tools for sustained success.
Here’s what to expect during this action-packed training:
✔ Cutting-edge technologies that drive growth for forward-thinking firms.
✔ Insights into the most lucrative offerings to increase your firm's bottom line.
✔ A...
2024-03-2831 min
Accounting Firm Growth StrategiesA La Carte vs. Packages: Unwrapping the Best Fit for Your Accounting FirmAre you tired of nickel-and-diming clients and feeling undervalued?
That’s why accounting firm owners constantly seek ways to streamline workflows, improve client satisfaction, or boost profitability.
Transitioning from traditional à la carte service offerings to bundled, packaged services for accounting firms is one solution that’s gaining popularity.
Bookkeepers, tax preparers and accountants first need to consider the pros and cons of packaging accounting services.
Common questions range from increased perceived value and predictable revenue to potential limitations.
Learn how to:
✅ Serve clients with greater efficiency
✅ Str...
2024-03-2610 min