Is 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 profitably in your firm.
0:00 Introduction: AI for firms of the future
4:15 Breaking through the fear: why AI won’t kill your accounting business
9:30 Practical quick wins: using ChatGPT to automate micro-tasks
16:45 AI chatbots for client communication
23:20 Building your AI tech stack
28:50 The ROI of AI: how much time firms actually get back
32:10 Five steps to successfully implement AI
In this conversation with Mark Flynn of Computer Care, Loren Fogelman shares a practical roadmap for accounting firm owners ready to use AI strategically without losing the personal connection that clients value.
You’ll learn how to streamline internal operations, improve client responsiveness, and create space for deeper advisory work.
You’ll discover:
✔️ Why procrastinating on AI adoption costs your firm profit
✔️ How to use ChatGPT to automate email writing, summaries, data review, and tax prep support
✔️ The advantage of AI chatbots that answer client questions around the clock
✔️ How to document and digitize your firm’s knowledge base
✔️ Why clients appreciate simple, self-service options
✔️ How to balance automation with meaningful client interaction
If you’re ready to reduce stress, improve margins, and build a more scalable firm, this episode gives you a clear, actionable starting point.
Connect with Mark Flynn: mark.flynn@computerc.co.uk
🎁 FREE EBOOK: Get Paid What You’re Worth
Download the 43-page guide for accounting professionals: https://businesssuccesssolution.com/worth
🎧 Subscribe to the Accounting Firm Growth Strategies Podcast:
https://podcasters.spotify.com/pod/show/loren-fogelman2
Are 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 This outdated billing model drains your time, hurts your cash flow, and lowers the perceived value of your expertise.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 boundaries, and strengthens client relationships.
0:00 Introduction: The problem with chasing your own money
1:15 Why invoicing after the fact means you're financing client work
2:45 The hidden costs of justifying and discounting fees
4:20 The time drain: tracking hours and following up on invoices
5:35 The $10K invoice that sat for a year
6:25 Why your highest value is before you do the work
7:15 The solution: prepayment models that eliminate AR
What you’ll learn:
✔️ Why billing in arrears puts you at risk of unpaid work
✔️ How invoicing forces you into fee justification and negotiation
✔️ The psychology behind why clients value work more before it’s completed
✔️ How to eliminate accounts receivable in your firm
✔️ Why prepayment attracts higher-value, more committed clients
If you’re ready to stop chasing payments and start getting paid what you’re worth—before you begin the work—this episode shows the pathway to predictable revenue and stronger client partnerships.
🎁 FREE EBOOK: Get Paid What You’re Worth
Download the 43-page guide for accounting professionals: https://businesssuccesssolution.com/worth
🎧 Subscribe to the Accounting Firm Growth Strategies Podcast:
https://podcasters.spotify.com/pod/show/loren-fogelman2
Are you working too hard for too little money in your accounting firm?
In this episode, bookkeeping expert Christian Eldringhoff, founder of Build Financial Solutions, shares how she broke free from the cycle of billing in arrears, chasing payments, and giving away consulting for free. And, this was a pattern that kept her stuck under $100K for more than 15 years.
0:00 Introduction: A Frustrated One-Person Bookkeeping Shop
5:30 The Breaking Point: How COVID-Era PPP Work Led to Lost Revenue
12:45 The Five-Hour Monthly Time Drain: Tracking, Invoicing, and Chasing Payments
18:20 The Deep Dive Diagnostic: Creating a $10K Revenue Stream from Free Work
25:15 Converting Existing Clients to New Rates with Minimal Pushback
33:40 Outsourcing 20 Hours of Work: Freeing Time for Tennis and High-Value Consulting
39:50 The Results: From Under $100K to Nearly $160K in Six Months
Despite her deep expertise in cost accounting and project accounting for construction and government contractors, Christian felt overworked, underpaid, and overwhelmed.
Everything changed when she redesigned her pricing model, established firm boundaries, and stepped into the role of advisor rather than technician.
In this conversation, you’ll discover how Christian:
✔️ Turned free work into a paid diagnostic that added $10K in revenue
✔️ Converted existing clients to higher rates with minimal resistance
✔️ Eliminated payment delays by billing in advance
✔️ Outsourced 20 hours of work per month and reclaimed time for her life
✔️ Grew from under $100K to nearly $160K in six months
If you’re ready to stop trading time for money and want a firm that supports your life instead of consuming it, Christian’s journey shows what becomes possible with the right pricing model and mindset.
Connect with Christian Eldringhoff with Build Financial Solutions at celdringhoff@gmail.com
🎁 FREE EBOOK: Get Paid What You’re Worth
Download the 43-page guide for accounting professionals: https://businesssuccesssolution.com/worth
🎧 Subscribe to the Accounting Firm Growth Strategies Podcast:
https://podcasters.spotify.com/pod/show/loren-fogelman2
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.
0:00 Why Constant Interruptions Are Costing Your Firm Time and Growth
2:42 Which Tasks Can Your Team Own Without Your Approval
5:28 How to Set Boundaries and Decision Guidelines That Work
8:15 The Three-Question Approach to Problem-Solving
11:30 Giving Your Team Time to Research and Solve Independently
14:20 Turning Mistakes into Growth and Learning Opportunities
16:45 How to Build a Confident, Proactive Team Culture
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
Are you an accounting firm owner, bookkeeper, or CPA in the US looking to scale your practice without adding more hours?
Every hour you save using AI tools like ChatGPT can directly increase your profit margins. But only if you don’t refill that time with low-value work. That's because accounting firms that automate tasks end up remaining busy instead of more profitable.
0:00 - The upper limit challenge for accounting firm owners
3:15 - Stop trading time for dollars in your accounting practice
5:42 - The ChatGPT profit formula: efficiency, capacity, value, and higher pricing
10:28 - How to raise accounting rates using AI-backed confidence
14:35 - Three practical steps to automate your accounting workload with ChatGPT
18:20 - Overcoming the fear of losing clients when you raise your rates
21:45 - Start value pricing your accounting services today
In this episode of the Accounting Firm Growth Strategies Podcast, I break down The ChatGPT Profit Formula, a proven framework that turns efficiency into capacity, capacity into higher-value services, and higher-value services into confident pricing.
Learn how to use AI to:
✅ Automate repetitive tasks and focus on higher-level advisory work
✅ Reframe your services from “what you do” to “what clients gain”
✅ Practice pricing conversations with ChatGPT role-play to boost confidence
Watch now to stop trading hours for dollars and start attracting quality clients who pay for transformation, not time.
📘 Free 43-page resource: Get Paid What You’re Worth → https://businesssuccesssolution.com/worth
🎧 Subscribe and listen to the Accounting Firm Growth Strategies Podcast on Spotify: https://podcasters.spotify.com/pod/show/loren-fogelman2
As 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 Future Leaders24:15 Attracting & Retaining Top Accounting Talent30:42 Work-Life Balance: The Competitive Advantage35:10 The Future of Accounting Firms: AI & Client Advisory
You’ll learn how to:
✔️ Use AI and automation to strengthen your team and free capacity for advisory work.
✔️ Build a mentoring culture that develops leadership early.
✔️ Position your firm for long-term growth by investing in people, not just technology.
🎧 Watch now for actionable strategies from Mike Max with Aprio Firm Alliance.
Check out Aprio Firm Alliance at https://aprio.com
📘 Free Resource: Get Paid What You’re Worth, a 43-page guide for accounting professionals: https://businesssuccesssolution.com/worth
🎧 Subscribe to the Accounting Firm Growth Strategies Podcast:
https://podcasters.spotify.com/pod/show/loren-fogelman2
#accountingpodcast #AIinAccounting #CPAFirmGrowth #AccountingCareers #AprioFirmAlliance
Are you worried AI will take your clients? The real risk may be your pricing model.
As automation speeds up, firms that still bill by the hour risk losing revenue and undercharging for their expertise. Shifting to value pricing protects profits, attracts quality clients, and frees your time.
In this episode, I walk you through how AI can reduce your workload while letting you charge what your services are truly worth. You’ll learn how to turn busywork into high-value advisory services and price based on outcomes, not hours.
What you’ll learn:
👉 How to identify services you can automate and price by the results delivered.
👉 Ways to reinvest saved time into revenue-generating advisory and client strategy.
👉 How to communicate your value confidently to retain and attract quality clients.
When your pricing reflects the outcomes you deliver, you can grow revenue, work with better clients, and reclaim hours in your week.
Watch this episode to discover how to turn AI from a threat into a growth strategy for your accounting firm.
If you 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 here: https://businesssuccesssolution.com/worth
Subscribe to the Accounting Firm Growth Strategies Podcast to get new strategies delivered weekly: https://podcasters.spotify.com/pod/show/loren-fogelman2
Is your accounting firm stuck, not because of the economy or competition, but because every client task depends on you?
In this episode, Loren Fogelman, business coach for accounting firm owners, reveals how to break free from being the bottleneck so your firm can grow without burning you out.
You’ll discover:
✔️ How to identify bottlenecks in your firm and free up hours every week
✔️ Simple delegation strategies to reduce your accounting workload without losing control
✔️ How to set clear client boundaries that protect your time and stop scope creep
By removing the bottleneck, you’ll see measurable improvements in revenue growth, workload reduction, and team independence.
Watch now to learn how to reclaim 6–10 hours per week, reduce stress, and empower your team to take more ownership. And, without losing clients or revenue.
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.
👉 Check out 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
Want more accounting clients without adding more hours to your week? One of the easiest growth tools that's already available to you is your Google Business Profile.
Many accounting firms set up a profile but don’t fully optimize it. This means missed visibility in local search, fewer referrals, and lost opportunities to expand your client base.
0:00 From Local Search to New Clients with Google Business Profile
5:15 Complete Your Google Profile to Stand Out from Competitors
10:30 Virtual Business Address Setup and Location Strategy
15:45 Getting Client Reviews Without Being Pushy
21:00 How to Handle Negative Reviews Like a Pro
26:30 Google Business Profile Posting Strategy for Lead Generation
31:15 Tracking ROI and Client Results from Google Profiles
In this episode of the Accounting Firm Growth Strategies Podcast, I’m joined by Becky Livingston of Penheel Marketing to show you how to turn your Google Business Profile into a powerful client-attraction tool.
You’ll learn how to:
• Use your Google Business Profile to attract new accounting clients.
• Apply local SEO strategies for accounting firms to boost search visibility.
• Manage and leverage client reviews to strengthen credibility and referrals.
When you optimize your profile, you start showing up where potential clients are already searching. This leads to easier and more predictable growth.
Free guide for Mastering Google Business Profiles and Reviews: Local Visibility Blueprint for Accounting Firms https://penheel.com/mastering-google-business-profile-ebook
Check out Penheel Marketing at https://penheel.com
📘 Free Resource: Get Paid What You’re Worth, a 43-page guide for accounting professionals: https://businesssuccesssolution.com/worth
🎧 Subscribe to the Accounting Firm Growth Strategies Podcast:
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