Episodios

  • Human Capital: Building a Team that Drives Your Accounting Firm’s Success
    Sep 11 2024

    Are 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 full potential

    ✔ Create a firm culture that attracts and retains top talent

    Learn how to transform your team into your biggest competitive advantage.

    Whether you're a solo practitioner or managing a growing team, this episode provides the insights to build a high-performing team, maximize employee potential, and increase your business valuation.

    Listen now to actionable tips that Sharrin Fuller shares.

    Check out Glass Wallet Ventures at https://glasswalletventures.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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    36 m
  • Advisory Services: The Key to Sustainable Growth for Accounting Firms
    Sep 10 2024

    As 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 practice

    Position your firm as a strategic partner to your clients, increase your profit margins, and future-proof your business.

    Watch this episode to set your firm on a path to long-term success with client advisory services.

    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 m
  • Your Firm, Your Legacy: Retire with Confidence
    Sep 5 2024

    Retirement 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-packed training:

    ✔ How to preserve your firm’s core values once you retire

    ✔ The qualities that make your firm attractive for succession or acquisition

    ✔ The power of clear communication to ensure a smooth transition for staff and clients.

    This episode will offer valuable insights and practical advice to help you retire with confidence, knowing that your firm is in good hands and your legacy will endure.

    Listen now to actionable tips that Chris Tabb shares.

    Check out RightExit at Home.exit.rightworks.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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    32 m
  • Do You Ever Regret Accepting a New Client?
    Sep 3 2024

    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.

    Take the steps towards a more satisfying and profitable accounting firm.

    Watch this episode to ensure you only accept clients that align with your firm’s values and goals.

    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 m
  • Navigating Out-of-Scope Work: What to Do
    Aug 20 2024

    What’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 scope creep while balancing client relationships

    Even if you have doubts, it's possible to shift your focus to the value you provide and celebrate your accomplishments.

    Watch this episode to navigate scope creep while maintaining healthy client relationships.

    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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    5 m
  • 5 Steps to Stop Undercharging and Overworking on Cleanup Projects
    Aug 12 2024

    Are 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.

    ✔️ Rebuild your approach to improve efficiency and profitability.

    Even if you have doubts, it's possible to shift your focus to the value you provide and celebrate your accomplishments.

    Learn actionable steps to transform your cleanup projects from a burden to a profitable asset.

    Watch this episode if you’re an accounting firm owner ready to make impactful changes in your business.

    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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    10 m
  • From Billable Hours to Pre-Paid Services: A CPA's Journey to Value Pricing
    Aug 8 2024

    Accounting 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 steps she took to implement value pricing

    If you're an accounting firm owner who’s ready to align your prices with client value, then watch this episode.

    Listen now to the specific steps Melissa took to transition from hourly rates to pre-payment and value pricing for her firm’s services.

    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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    28 m
  • Level Up Your Firm: Business Coaching for Accounting Firm Growth
    Aug 6 2024

    Ever 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 improving efficiency

    Learn how to rethink your firm’s potential so you boost profitability and create a thriving business.

    Whether you're a solo practitioner or managing a growing team, this episode provides the insights from an accountant and how business coaching led to her firm’s transformation.

    Listen now to actionable tips that Dena Martin shares.

    Check out Smooth Sailing Business Solutions at https://smoothsailingbusinesssolutions.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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    29 m