• 3 Ways to Attract Quality Clients to Your Accounting Firm
    Dec 27 2024

    Do 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.

    Well, what appeals to low value clients differs from what grabs the attention of quality clients.

    It’s a matter of knowing exactly how to attract the RIGHT client to your accounting firm.

    This leads to the 5 reasons clients need your accounting services.

    Whether you’re a bookkeeper, tax preparer or accountant, which of these 5 common reasons apply to your firm?

    This video covers:

    ✅ The 5 reasons that grab a quality clients’ attention

    ✅ How to stand out and highlight your expertise

    ✅ 3 specific actions that raise your firm’s value

    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

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    9 mins
  • What is it Going to Take for the Accounting Profession to Move Forward
    Dec 23 2024

    The 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 working and what’s not

    ✔ The impact of AI on the accounting profession

    Discover how benefit from the current changes within the accounting profession.

    Listen now to actionable tips that Seth Fineberg with Accountants Forward shares.

    Check out Accountants Forward at https://sethfineberg.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.

    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

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    34 mins
  • How to Generate More Leads with Your Accounting Firm's Website
    Dec 20 2024

    How 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 this action-packed training:

    ✔ How your website works against your firm

    ✔ How your website impacts the fees your charge

    ✔ The top marketing tactics for firm owners today

    Discover how your website can stand out and increase lead generation.

    Listen now to actionable tips that Matt Banker, with Benchmark Growth Marketing, shares.

    Check out Benchmark Growth Marketing at https://marketingforaccountingfirms.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.

    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

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    33 mins
  • 6 Mistakes to Avoid When Sharing Your New Rates with Clients
    Dec 17 2024

    You'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 rates you merit. With the right mindset and messaging, expanding your income doesn't mean compromising connections.

    Whether you’re a bookkeeper, tax preparer or accountant, you’ll want to know the mistakes to avoid when raising the fees for your firm’s accounting services.

    This video covers:

    ✅ Discover the 6 critical pricing mistakes that unknowingly devalue your expertise and cost you thousands

    ✅ The #1 factor that prevents you from caving in and lowering your fees

    ✅ How to remain calm and focused when sharing your new rates

    Watch the video to stop leaving money on the table. You deserve to start commanding the rates you deserve while keeping clients happy.

    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

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    7 mins
  • Are You Tired of Discounting Your Accounting Services
    Dec 13 2024

    Some 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 possible to enroll clients without reducing your prices.

    This video covers:

    ✅ The long-term impact when you discount your firm’s fees

    ✅ The underlying message behind the discount

    ✅ 5 alternatives to discounting your accounting firm’s price

    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

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    9 mins
  • Accounting Firm Increased Fees by 50% and Stopped Tracking Time
    Dec 10 2024

    Accounting 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 efficiency and no longer charged for time?

    Value pricing and the subscription model increases revenue and improves efficiency.

    Richard Greco, firm owner of Boutique Accounting Services, decided to make changes within his firm by focusing on value and client-centered processes.

    Richard shares the specific strategies which increased his fees by 50% - without tracking time.

    ✔️ The power of no longer tracking time or invoicing clients for services rendered

    ✔️ Raising fees with current clients

    ✔️ Fine-tuning processes to remove tax season stress within his firm

    Richard shares the process to increase fees by 50% and stop tracking time.

    By following the Raise Your Rates Formula, he increased his firm’s revenues and streamlined operations. As a result, he’s now spending more time on tax planning and advisory services.

    Find out more about Richard and Boutique Accounting Services at https://www.boutiqueaccountingservices.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.

    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

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    49 mins
  • How Tax Firm Owner Switched to Value Pricing Her Services
    Dec 6 2024

    Traditional 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.

    ✔️ Clients easily said yes

    ✔️ Eliminated the tax season overwhelm and burnout

    ✔️ Lightened her workload

    Shannon shares the process to value price her services and eliminate tax season burnout.

    By following the Raise Your Rates Formula, she increased her revenues and reduced her workload. As a result, tax season is now manageable.

    Find out more about Shannon Hall Tax at https://shannonhalltax.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.

    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

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    30 mins
  • 6 Steps to a Successful Price Increase for Your Accounting Firm
    Dec 3 2024

    Raising 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

    ✅ The 6-step process I use with my clients to properly roll out a price increase

    ✅ 3 huge takeaways you can implement right now to set your firm up for massive growth.

    If you feel like you’re leaving profits on the table, working with undervalued clients, or simply know you need to increase your rates, this video is a must-watch.

    Follow this 6-step framework for the exact strategy you need for a seamless price increase that retains clients, grows existing relationships, and positions your firm for the future.

    The time is NOW to capture what your expertise and knowledge is really worth.

    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

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    11 mins