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Accounting Firm Growth Strategies

Accounting Firm Growth Strategies

Written by: Loren Fogelman
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About this listen

Are you an accounting firm owner ready to ditch the billable hour grind? Do you yearn to create a firm that fuels your passion and brings you true fulfillment? Then dive into Accounting Firm Growth Strategies with Loren Fogelman. Every episode is packed with proven firm growth tactics you can implement today. Expect frank discussions about the realities of firm ownership with plenty of insights from influential guests. Stop settling for "good enough." New episodes of the "Accounting Firm Growth Strategies" podcast drop every week, so subscribe now to unlock the firm of your dreams!Loren Fogelman Economics Leadership Management & Leadership
Episodes
  • Only Accept Clients Who Fit to Protect Your Sanity, Time and Profits
    Jan 20 2026

    Ever notice that some client conversations start with “How much?” before they ask anything else?

    That moment points to a deeper issue. Your marketing and positioning may be attracting the wrong clients, leading to price resistance, longer hours, and stalled growth.

    0:00 The Hidden Cost of Wrong-Fit Clients2:15 Why Poor-Fit Clients Drain Your Revenue4:30 How High-Maintenance Clients Impact Profitability6:45 Susan's Story: Breaking the Price-Cutting Cycle9:20 Step 1: Messaging That Attracts Quality Clients11:30 Step 2: Screening Questions During Consultations13:15 Step 3: Value Pricing Over Low-Cost Positioning

    In this episode, I break down how accounting firm owners with small teams can shift client attraction, align pricing with impact, and reduce workload without adding more marketing effort.

    You will learn:
    👉 How to spot poor fit clients before they drain your time and margin
    👉 Messaging and consultation shifts that naturally filter for quality clients
    👉How value pricing changes who reaches out and how conversations start

    When the right clients find you, revenue increases while stress decreases. Listen to the podcast to understand how small changes in positioning and pricing create better clients and better results.

    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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    15 mins
  • 5 Marketing Mistakes Costing Your Accounting Firm Premium Clients
    Jan 14 2026

    If 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 Working

    1:45 Mistake #1: Trying to Appeal to Everyone

    3:30 Mistake #2: Leading with Services Instead of Outcomes

    5:15 Mistake #3: Using Your Website to Explain, Not Filter

    7:20 Mistake #4: Confusing Activity with Effectiveness

    9:40 Mistake #5: Fixing Marketing Before Pricing

    11:30 Next Steps: Aligning Your Positioning and Pricing


    This conversation is designed for accounting firm owners who want to attract better fit clients, increase revenue without adding more work, and stop wasting time on marketing that drains capacity instead of supporting growth.


    In this episode, you will learn how to:

    • Spot the messaging mistakes that repel higher value accounting clients

    • Shift from service focused marketing to outcome driven positioning

    • Align your pricing and positioning so marketing attracts quality clients automatically


    You will walk away with a clearer direction and a practical framework that helps your marketing work harder without requiring more content, more platforms, or more hours.


    If you have been wondering why your accounting firm marketing is not working, this episode will help you understand why clarity must come first and how fixing it makes everything else easier and more profitable.


    If you want to increase your income while reducing your workload, download the free guide Get Paid What You’re Worth, a 43 page resource for accounting professionals focused on pricing, positioning, and client quality: https://businesssuccesssolution.com/worth


    Subscribe to the Accounting Firm Growth Strategies Podcast for practical strategies on value pricing, client attraction, and firm growth: https://podcasters.spotify.com/pod/show/loren-fogelman2

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    13 mins
  • Why Tax Season Feels Chaotic Even When Your Firm Isn’t Overloaded
    Jan 6 2026

    Blaming tax season stress on volume feels logical. More clients should mean more chaos. But for many accounting firm owners, volume is not the root problem. It is a symptom.


    What actually drives busy season exhaustion is how many times each tax return gets touched. When preparation begins before all documents are received and verified, work becomes stop start. Returns are opened, paused, reopened, and reviewed again due to missing information, follow ups, and constant interruptions. Each touch quietly drains capacity, extends turnaround times, and increases burnout.


    0:00 Why Tax Season Feels Overwhelming Every Year

    2:15 The Hidden Cost of Stop-Start Work on Tax Returns

    4:45 How One Firm Owner Worked 70-80 Hour Weeks

    6:30 The Binary Readiness Gate System That Changes Everything

    9:20 Real Results: How to Save 15 Hours Per Week During Tax Season

    12:05 Client Communication Scripts for Your Tax Firm

    14:40 Implementing the Tax Return Readiness System in Your Firm


    This episode breaks down why unclear readiness rules create unnecessary pressure inside accounting firms and why readiness is a leadership decision, not an admin task. When readiness is binary and enforced through clear gatekeeping, firms regain control of workflow, protect preparer focus, and reduce busy season stress.


    In this episode, you will learn:

    ➡️ How to determine when a tax return is truly ready so work flows consistently and workload is reduced

    ➡️ The leadership decision that protects focus, accuracy, and team capacity during tax season

    ➡️ How readiness systems support value pricing and attract higher quality clients


    This practical approach helps accounting firm owners reduce rework, maintain control during busy season, and create space for quality clients without working longer hours. You will also hear how one firm increased revenue while cutting peak season hours by tightening readiness rules.


    Download the free Tax Return Readiness Guide to implement this system in your firm. It includes a readiness checklist, client communication scripts, and internal boundary scripts you can use immediately.

    https://www.businesssuccesssolution.com/readiness/


    If you want to increase revenue without adding more hours, download Get Paid What You’re Worth, a free 43 page guide for accounting professionals focused on value pricing and workload reduction.

    https://businesssuccesssolution.com/worth


    Subscribe to the Accounting Firm Growth Strategies Podcast for practical strategies on accounting firm management, busy season stress reduction, value pricing, and working with better clients.

    https://podcasters.spotify.com/pod/show/loren-fogelman2


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    16 mins
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