Are You Working Too Hard for Too Little?

Transform your accounting firm from STRESSFUL to SUCCESSFUL with our step-by-step private, courses and programs.

  • Join From Anywhere
  • Live Q&A's
  • On-Going Education
  • Private Coaching

Are you ready to charge higher prices for your services?

A lot of accounting professionals charge based on time and costs. This includes time sheets, operations, fixed costs, and cash needed to operate your business. As a result, you end up under-charging.

Clients care more about the results you deliver, than your time and costs. So let’s highlight your expertise instead of your technical skills.

Let me guide you through the step-by-step formula to build your dream firm with quality clients who aren’t price-sensitive.

With value pricing, it’s possible to earn 2x to 3x’s more without working additional hours.

Are you ready to  double your income while working half the time? YES. I’m ready!

Increase your firm’s revenues with our proven process.

A high-touch coaching experience for accounting professionals where we work closely together to implement your pricing systems.

That way you can finally raise your prices and increase your income without taking on additional work. Perfect for Accountants, Bookkeepers, CPAs, Enrolled Agents, and Tax Preparers.

See what others are saying about Business Success Solution

Devon Thurtle Anderson
Skepsis

Devon Thurtle Anderson, who increased her rates nearly five-fold working fewer hours, which means she gets to spend more time with her family…

I’m making more money working fewer hours
My clients now pay me thousands of dollars for expertise and work product I was giving away for free before.

I have increased my rates nearly five-fold; I have eliminated my least profitable and high-maintenance clients so I can focus on those who truly value my services; and I’m now making more money working fewer hours.

And of course, that means I get to spend more time with my family.

Andrea Anthony
Changing Tides CPA

Stopped invoicing clients and quadrupled my revenue

My rates no longer reflected my value. So, legacy clients continued to pay their original rates. And, I worried about sending clients too high of an invoice.

I wanted to raise my rates, but chickened out because I didn’t know how to do that.

Loren helped me put together packages. I quintupled my rates and my clients went for it. Plus, I got an upfront fee which I have in the bank right now.

It’s only been two months since following the Raise Your Rates Formula and I’ve already increased annual revenue by $40,000.

Susan Natali
Susan Natali Accounting

$7900 Project Paid Up Front

Loren, based on my hourly rate I would have bid $1900 on this clean-up job. After speaking with you, I asked for and got $2600. I could have gotten more, no doubt.

Soon after that, I received a request to quote a cleanup project for a different client. Once again, by estimating my time and hourly rate, the proposal would have ranged from $1500 to $2000. With your advice, I got $7900 for the job. Plus, they paid up front. Thanks for your pricing guidance.

Devon Thurtle Anderson
Skepsis

Devon Thurtle Anderson, who increased her rates nearly five-fold working fewer hours, which means she gets to spend more time with her family…

I’m making more money working fewer hours
My clients now pay me thousands of dollars for expertise and work product I was giving away for free before.

I have increased my rates nearly five-fold; I have eliminated my least profitable and high-maintenance clients so I can focus on those who truly value my services; and I’m now making more money working fewer hours.

And of course, that means I get to spend more time with my family.

As featured in

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Are you ready to  double your income while working half the time? YES. I’m ready!

RESULTS THAT GROW YOUR BANK ACCOUNT

The Raise Your Rates Formula

Receive the step-by-step instruction to charge fees that reflect the value of your services.

Get It Done
Programs

Our aim is to guide you through the Raise Your Rates process so you stay on track and achieve your goals.

Mastermind Meetings

It can be lonely at the top. Get your questions answered, gain new insights and receive guidance.

Laser-Focused Private Coaching

Earn more, engage quality clients and lighten your workload. Together we roll up our sleeves to work on your business.

Grow Your Firm Accelerator

You don’t have to know it all or spend hours in research. Join the group sessions to connect with your peers.

On-Going Education

Your firm’s growth is an evolution. Join our online webinars and interviews with industry experts to stay up-to-date and maintain momentum.

Firm Owners Community

Connect with a group of like-minded accounting professionals. This creates the opportunity to develop new connections.

Lifetime Access

The Raise Your Rates Formula Course includes unlimited lifetime access. Review the materials to speed up your firm’s growth and ensure your fees reflect the value of your services.

LIFETIME 24/7 ACCESS & LIVE SUPPORT

Life is busy and I understand the importance of flexibility. Every training session is recorded and housed in your private member’s area. Watch at any time, start and stop whenever you need to, then resume whenever your schedule allows. Review past lessons as many times as you need.

EXPERT INSTRUCTION

Loren Fogelman has taught thousands of accounting professionals her proven system to double their income while working less. Now she has turned her experience and lessons learned into a coaching program that provides the key to your dream firm.

CHECKLISTS, WORKSHEETS & SCRIPTS

Each lesson includes downloadable PDFs with worksheets, checklists, scripts, and planners you can print out to get the most out of this transformative program.

CURATED GROUP COACHING

Experience transformative growth through group coaching sessions. Loren will lead sessions designed to fine-tune your growth plan, remove obstacles and define specific action steps. Participate in a collaborative environment where you can share experiences, gain insights, and achieve your goals together. Elevate your journey today.

LIVE Q&A’S

Engage in meaningful interactions through check-ins, dynamic discussions, effective issue resolution, and the celebration of achievements within our group Q&A sessions. Together, we create a supportive space to share wins, address challenges, and define your best next move.

MEET OTHER PROFESSIONALS

Forge valuable connections and foster personal and professional growth by engaging in purposeful networking with like-minded professionals who share your interests. This dynamic exchange opens doors to collaboration, knowledge-sharing, and innovative opportunities, amplifying your potential for success.

HOW IT WORKS

THE RAISE YOUR RATES FORMULA REVEALS YOUR FIRM’S VALUE

ATTEND THE COACHING SESSIONS TO IMPLEMENT

SUCCESSFULLY RAISE YOUR RATES AND ENJOY THE RESULTS

Are you ready to  double your income while working half the time? YES. I’m ready!

Business Success Solution Coaching Programs

Attract Quality Clients Virtual Retreat

  • – Join the two half-day sessions to attract quality clients to your firm with our step-by-step “done with you” live experience.
  • – It’s perfect for accountants, bookkeepers, enrolled agents, and tax preparers who feel overworked and underappreciated.

Virtual Strategic Planning Retreat

  • – Join the two half-day sessions to earn more, work less and take charge of your firm.
  • – This is a virtual private gathering of growth minded accounting professionals who organically grew their firm and find they are tired of working too many hours for too little money.

Raise Your Rates Formula Course

  • – Raise your rates and increase your income without working longer hours.
  • – Follow the step-by-step proven formula to earn more, engage quality clients and reclaim your time.
  • – This is a self-study program that includes Live Q&A sessions and a community of like-minded firm owners who are on the same path.

Profitable Client Formula Course

  • – Transform your accounting firm from stressful to successful.
  • – Double or even triple your profits with this proven onboarding system.
  • – This is a self-study program that includes Live Q&A sessions and a community of like-minded firm owners who are on the same path.
Accelerate Private Coaching Program
  • Have you already started to value price your services and are moving to a subscription model?
  • This coaching program includes monthly and quarterly private sessions and group coaching sessions.
  • It’s ideal for firm owners who are self-starters, transitioned to a subscription model, seek a community of growth-minded firm owners and moved away from the “dollar per hour” pricing model.
Premier Private Coaching Program
  • Do you undercharge clients and say “yes” to all requests? That means you work long hours for low pay.
  • We work closely together in this “done-with-you” coaching program which includes monthly private coaching sessions and group sessions.
  • If you are a busy firm owner, who’s client-centered and ready to set fees which reflect the value of your services, then this is exactly what you’ve been looking for.
VIP Private Coaching Program
  • You’re ready to uplevel your firm and engage quality clients who value your expertise.”
  • Quickly go from idea to implementation with The VIP Program. This “done-with-you program includes two private coaching sessions each month and monthly group coaching meetings.
  • This is for firm owners who are ready to roll up their sleeves and work closely with me to increase your fees and take charge of your firm.

Frequently Asked Questions

What services do you offer for accounting firm owners?

I get it. Most of my clients had the same concerns.

I offer a range of coaching services including private coaching that is “done-with-you,” virtual group retreats and self-study programs. Each is specifically tailored for accounting firm owners who want to grow their firm and improve profitability.

This includes helping firms increase their rates with new and legacy clients, how to stop competing on price, address scope creep, get compensated for services you currently do for free, set clear expectations with clients, and implement proven business development strategies.

You deserve a profitable firm with quality clients that supports your lifestyle.

What kind of results have you helped accounting firms achieve?

Since 2009, I’ve helped accounting firms double or even triple their revenues and profits.

The firm owners I’ve worked with have increased their revenues and reduced their workload. Check out what they have to say.

This includes new streams of revenue, advisory services, increasing the value of a client and confidently being able to communicate your firm’s value. Let’s figure out what would make this a WIN for you.

My coaching process focuses on implementing proven strategies that will last because they are geared to your personality and firm culture.

What makes you different from other business coaches?

I chose to niche with accountants, tax preparers and bookkeepers who are firm owners. Firm owners find themselves in a silo. It’s lonely at the top – especially if you have a home-based business. My coaching programs combine private sessions with group coaching sessions.

Since each firm owner is slightly different, I customize our work together so you get the best results. Because you’re busy, it’s a done-with-you coaching program. Together we team up to increase your firm’s revenues and reduce your workload.

I’m not sure if group coaching is for me. Is it possible to work with you one-on-one?

Yes. In addition to group coaching, all of our private coaching packages include one-on-one. How often we meet is dependent on what package you choose. But remember other students who initially had concerns about group coaching have been surprised to find that they actually learn more in the group setting.

This is because of what I refer to as sidebar coaching, where you learn from others asking questions you didn’t even know to ask!

Not to mention the group support and accountability.

Can this work for me if I don’t have the time or capacity to take on new clients?

If you are maxed out and can’t take on new clients, then this is the perfect program for you.

You’ll discover how to earn more from your current clients and lighten your workload.

How does the coaching process work?

The process starts with an in-depth consultation where we discuss your firm’s current state, goals, and vision for the future. From there, we design a customized 12-month coaching program with private coaching sessions where we roll up our sleeves to progress your firm. Coaching typically includes a blend of monthly private coaching sessions, monthly group coaching sessions, and implementation support. We’ll develop key performance indicators to track progress toward your goals and make adjustments as needed.

Does coaching with Business Success Solution provide a positive ROI?

It’s not a long drawn out process. I want you to quickly get a return on your investment.

Since I’m results-focused, the coaching program is done-with-you. We roll up our sleeves and work closely together during our private sessions.

Given my track record of helping firms achieve substantial revenue and profitability gains, the ROI is typically many multiples of the coaching investment. More importantly, owners get back something even more valuable: more free time and peace of mind from having an expert advisor help grow their business.

The accounting firm owners who follow the Raise Your Rates Formula typically see a full return on their investment within 90-days – some as quickly as 30 days.

Please reach out if you would like to discuss how I can help take your firm to the next level. I offer a complimentary initial consultation to see if my coaching would be a good fit.