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Accounting Firm Growth Strategies

Accounting Firm Growth Strategies

Von: Loren Fogelman
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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 Management & Leadership Ökonomie
  • The Profitability Gap: Why Some Firms Earn More for the Same Work
    Feb 17 2026

    Your pricing is shaping your workload more than your client list.


    When there is a disconnect between the strategic oversight you provide and how your firm is priced, growth becomes harder than it needs to be. You guide tax strategy, reduce risk and influence financial decisions, yet pricing often reflects compliance tasks instead of business impact.


    0:00 - Introduction: Why Two Plumbers Charge Different Rates

    2:45 - Strategic Oversight Pricing Framework for Accounting Firms

    5:20 - Repositioning Your Role: From Task Completion to Financial Leadership

    8:35 - Reframing Client Conversations: Language That Builds Value

    11:50 - Restructuring Pricing: Value-Based vs Hourly Billing

    14:25 - Case Study: How One Firm Increased Revenue While Reducing Hours

    17:10 - Action Steps to Implement Value Pricing in Your Firm


    This causes capacity strain, fee pressure and clients who evaluate cost instead of outcomes.


    In this episode, you will learn how to realign pricing with the responsibility you carry.


    Three takeaways:


    1. How to reposition your firm from compliance provider to financial leader.

    2. How to price based on risk reduction and strategic influence.

    3. How to reduce workload by attracting higher quality clients.


    You will gain a practical framework you can immediately apply and that strengthens revenue and improve sustainability. Watch to the podcast to identify where your pricing is capping profitability and how to correct it.


    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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    19 Min.
  • The Hidden Reason Tax Season Feels Heavier Every Year
    Feb 11 2026

    Tax 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 Owners
    02:18 – The Illusion of Stability During Busy Season
    05:04 – Are You the Bottleneck in Your Accounting Firm?
    07:46 – Stability Shift #1: Value Pricing vs Hourly Billing
    10:32 – Stability Shift #2: Decision Ownership and Team Accountability
    13:41 – Stability Shift #3: Workload Design and Scope Control
    16:52 – Case Study: How One Tax Firm Increased Profit and Reduced Owner Stress


    In this episode of Accounting Firm Growth Strategies, Loren Fogelman, business coach and founder of Business Success Solution, explores why the pressure you feel during tax season is not a productivity problem. It is a stability problem.


    This episode breaks down how firm stability is often concentrated on the owner rather than built into the structure of the business. You will learn how pricing decisions, decision ownership, and workload design quietly shift risk onto the firm owner and why this becomes most visible during tax season.


    In this episode, you will learn:

    • Why busyness creates the appearance of control without real stability

    • How owner dependency forms through pricing and decision flow

    • What it takes to design firm stability instead of absorbing it personally

    • How value pricing supports predictable margin and workload reduction

    • Where to start if you want to reduce hours while increasing revenue


    Whether you run a tax practice, bookkeeping firm, or accounting firm with a small team, this episode will help you identify exactly where your firm depends on you to function and what to do about it.


    Watch now to gain clarity on how to shift stability into your firm’s structure, engage quality clients, and reduce workload without compromising client outcomes.

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    20 Min.
  • The Unspoken Rules Running Your Accounting Firm During Tax Season
    Feb 3 2026

    Tax season has a way of exposing what is really running your accounting firm. Longer hours, faster yes decisions, and postponed pricing conversations are rarely caused by busy season itself. They are the result of unspoken rules shaping how you price services, accept clients, and manage your workload.


    0:00 Tax Season Patterns That Keep You Stuck2:03 Why You Say Yes When You're Already At Capacity4:15 The Hidden Cost of Autopilot Decisions6:28 Unspoken Rules That Limit Your Firm's Growth8:42 How to Identify Your Automatic Responses10:55 The One Conversation That Changed Rich's Tax Season13:18 Take Control: Start With One Rule


    In this episode of the **Accounting Firm Growth Strategies Podcast**, you’ll learn how automatic decision making during tax season keeps small accounting firm owners working more without increasing revenue. You’ll discover how to question one pricing or boundary rule and change the direction of your firm without adding pressure during busy season.


    In this episode, you’ll learn:

    👉 How hidden assumptions impact your accounting firm pricing and capacity

    👉 Why familiar client decisions cost more time and energy than expected

    👉 One practical shift to replace reactive choices with intentional decisions


    If you want more control over your workload and clearer pricing decisions before tax season ends, watch this episode and identify the rule holding your accounting firm back.


    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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    14 Min.
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