For accountants, bookkeepers, enrolled agents, and tax preparers who feel overworked and underappreciated…
Are You Working Too Hard for Too Little?
Transform your accounting firm from stressful to successful in 5 weeks with our step-by-step, “done with you” live experience.
I know your time is valuable, so I promise not to waste it. Right now, your accounting firm is probably missing out on $10,000+ of potential profits.
So my first question is, have you done the math?
Every time a 20 hour project turns into a 40+ hour project, you end up working 20+ hours for free.
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The extra hour or 2 you spend going back and forth with a client (to get access to their accounts, to get a missing document, to explain how something works, or to ask for more money), decreases your profits.
+
Every time you look at their financials for free, that’s $500+ of income you’re missing out on.
If you could raise your rates and finish projects faster, you could double or triple your profits on every project.
For example, using a conservative estimate, let’s say:
you increase your profits by 20%
while decreasing the time it takes you to complete projects by 10%
Using these numbers, if you currently made:
- ^$50k/year in profits
- ^working 40 hours a week
You’d end up with:
an extra $10k per year, in profits. Not gross revenue, profits.
and 200 hours of your life back!
You’re practically giving away $10,000 and 200 hours of your life every year!
(And that’s a conservative estimate.)
I know your time is valuable, so I promise not to waste it. Right now, your accounting firm is probably missing out on $10,000+ of potential profits.
So my first question is, have you done the math?
Every time a 20 hour project turns into a 40+ hour project, you end up working 20+ hours for free.
The extra hour or 2 you spend going back and forth with a client (to get access to their accounts, to get a missing document, to explain how something works, or to ask for more money), decreases your profits.
Every time you look at their financials for free, that’s $500+ of income you’re missing out on.
If you could raise your rates and finish projects faster, you could double or triple your profits on every project.
For example, using a conservative estimate, let’s say:
you increase your profits by 20%
while decreasing the time it takes you to complete projects by 10%
Using these numbers, if you currently made:
- ^$50k/year in profits
- ^working 40 hours a week
You’d end up with:
an extra $10k per year, in profits. Not gross revenue, profits.
and 200 hours of your life back!
You’re practically giving away $10,000 and 200 hours of your life every year!
(And that’s a conservative estimate.)
Let’s not waste another moment! Watch this 5-minute video to find out how I can personally help you do this:
As featured on:
You’re in the right place if:
- NYou want bigger income, but you don’t have room for more clients.
- NYou want to raise your prices, but you feel like you’re already charging a decent price for the work you do.
- NYou want more time with your family, but you need the work.
And you deserve all these things and more!
There’s nothing wrong with you or the work you do. The problem is the way your business is set up!
I’m making more money working fewer hours
Loren immediately uncovered new income streams and efficiencies within my business.
My clients now pay me thousands of dollars for expertise and work products 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.
You’re the accounting expert. What you need now is a business expert to help you raise your rates while reducing your workload so you can actually enjoy all the reasons you became your own boss:
- NMore time with your family
- NMore time and money to travel the world
- NBuying a house
- NSaving for retirement
- NFeeling confident when friends and family ask how your business is doing
Just think what that extra $10,000 and 200 hours could do for your goals!
$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.
So what’s the big secret?
Your most valuable asset isn’t how hard you work.
It’s what you know.
Anyone can work hard. But your clients can’t manage their financials as well as you can. They’re paying you for your expertise, not your time.
And yet, you’re giving away your most valuable asset for free while charging for the time it takes you to complete a project.
And this is what leads to working long nights or weekends, feeling overworked and underappreciated.
“If I do a job in 30 minutes it’s because I spent 10 years learning how to do that in 30 minutes. You owe me for the years, not the minutes.”
Davy Greenberg
Once you start charging for your expertise, you’ll work less and earn more.
But it’s not as simple as just raising your rates and promising yourself you’ll stop working at 5pm.
(If it was, you’d be making 6-figures and spending half the year at your vacation home.)
The 3 Qualities Your Accounting Firm Needs To Be More Profitable
An onboarding system that eliminates headache clients and scope creep forever.
Clear, repeatable processes that make it easy for clients to comply.
An offer that positions you as an expert and makes it easy for clients to pay premium rates.
Of course, I didn’t know any of this 12 years ago when I was managing the therapy agency I co-owned with my husband Steve.
Back then, I often worked 10-14 hour days and then spent weekends doing paperwork to catch up with insurance billing and back-office needs.
I invested hundreds of hours and $100,000 on trainings to learn how to build a profitable business and change my rates.
I worked closely with some of the top coaches in the industry.
Some didn’t work… Some were too expensive… And some made me who I am today.
But it helped me figure out what was missing from my workflow that was keeping me overworked and underpaid. I cracked the code!
I’m also grateful for the thousands of accounting professionals I met along the way, who, like me, were close to burnout and trying anything to keep their firm above water.
I shared my new process with them and it worked! Again and again and again.
It worked so well in fact, that I was named one of the world’s top 22 business coaches for the past 5 years in a row (and still going strong!)
There really is a missing piece in the onboarding process that eliminates headache clients and scope creep forever. And this one piece gives you a strategic way to raise your prices while finishing projects faster.
You’re Exactly Where You Need To Be
Working too hard for too little is a rite of passage in every accounting professional’s journey.
It pays the bills.
But not enough to feel like this is any better than working a safe 9-5 job.
Covering your costs and finding clients is Business 101.
You’ve done that or you’re close to doing that.
Now you’re ready for a better, faster, easier way to grow your accounting firm.
The Profitable Cleanup Formula
Transform your accounting firm from stressful to successful in just 5 weeks with this step-by-step, “done-with-you” live experience.
Perfect for accountants, bookkeepers, enrolled agents, and tax preparers who feel overworked and underappreciated.
This proven system will clean up your onboarding process so it runs like clockwork before it runs you into the ground.
- ^Transition from “workhorse” to CEO (without hiring anyone)
- ^Copy our onboarding system that eliminates headache clients and scope creep forever. (No software or tech needed!)
- ^Create an offer that positions you as an expert and makes it easy for clients to pay premium rates. (Even if you don’t feel like an expert now, this program will change that!)
- ^Use our templates to professionally communicate the value of your services in a way that gets high-value clients to say YES.
- ^Standardize your admin tasks with repeatable processes to get more done in less time. (Which increases your profits.)
But here’s the real key to success – I don’t just hand you the steps and wish you luck – I show up every week and do it with you.
By the end of our 5 weeks together, you’ll have a fully functioning offer and onboarding process PLUS the confidence to charge premium rates.
Remember earlier when I asked you to do the math? Those weren’t just random numbers I used. Those are the real results Jen Fery got from following the Profitable Cleanup Formula:
On track to make 20% more and work 10% less
I now have clarity and confidence about the sequence of events and pricing strategies for onboarding new clients, from an initial file assessment, to clean-up/app implementation and then finally into a maintenance package.
I easily recovered the financial investment I made to work with Loren.
What’s included
The 5 Formulas For Success
(Value = $6500)
Formula 1: From Low-Profit to High-Profit
The Formula for Identifying Your Most Profitable Projects and Clients
We’ll look at the difference between high-paying clients and high-profit clients so you can start earning more per project right away.
You’ll develop your own personal formula for working with high-paying, easy-to-work-with clients who don’t cut into your profits by wasting your time.
Walk away with:
- ^A clear picture of which clients and projects consistently cut into your profits
- ^Your own personal formula for identifying headache clients and ideal clients before agreeing to work with them
Formula 2: From Technician to Expert
The Formula for Getting Paid Based On What You Know Instead of How Hard You Work
In week 2, we’ll create a highly-profitable, easily-repeatable, standalone offer that your clients are happy to pay $500 or more for.
This offer will become your new favorite income stream while giving you time to decide if this client is a good fit for you.
By the end of this week, you’ll be getting paid to look at a client’s financials while politely declining headache clients.
And, if you run into any issues or have any questions, bring them to the weekly coaching session and we’ll solve them together.
Walk away with:
- ^The ONE step your onboarding process is missing that makes hiring you an easy YES and ensures you avoid headache clients
- ^A consistent income stream from an easily repeatable standalone offer
Formula 3: From Workhorse to CEO
The Formula for Streamlining Your Processes So You Work Less and Profit More
Swipe our scripts and use our done-for-you templates to create a professional onboarding process that positions you as the expert and has high-value clients saying yes to your rates.
In week 3, I’ll show you how to deliver a premium experience that makes it easy for high-value clients to say, “When can we start?”
I’ll also show you how to price your standalone offer to include all the things you don’t know how to charge for and end up doing for free.
By the end of this week, you’ll be ready to onboard high-value clients and offer them a premium experience with an offer that’s based on value, not time.
Walk away with:
- ^An onboarding process that’s ready for high-paying clients (no tech or software needed)
- ^Systems in place to prevent scope creep and help you keep more of the money you make.
Formula 4: From Affordable to Premium
The Formula for Offering High-Value Clients the Right Level of Support and Confidently Communicating Your Prices
Stop charging for your time and get paid for all the little things you’re currently doing for free.
In week 4, you’ll learn how to repackage your services so that premium clients understand the value and partner with you for the long-term.
I’ll also show you how certain common practices are giving your clients the wrong idea which leads to misunderstandings and a loss of trust.
By the end of this week, you’ll have an updated price list with your new value-based premium rates so you can offer ongoing services that pay you for what you know, not how many hours you work.
Walk away with:
- ^The confidence to proudly share your prices and make the sale.
- ^Premium rates for all your offers.
- ^A system for ongoing projects that don’t spill into weekends or holidays
Susan Tinel, April 15 Taxes Inc.
I now have a test period with new clients. This lets me decide if I want to work with them long term. So when I realize a new client’s not a great fit, I have a way out.
It’s a lot easier than signing a new client into my monthly services right away. You gave me an onboarding structure which removes headache clients. As a result, I now enjoy working with ideal clients.
Justin Botillier, Calyx CPA LLC
I have been steadily working with Loren. After last tax season, my business had stalled. I was putting in long hours without any additional profit. Loren changed all that for me.
I remember that I felt like I only had enough money to pay off some debt or put a down payment on my office building; I am happy to say that I doubled my net income and was able to do both, and now I am getting ready to start a remodel.
Currently, my business is unrecognizable to what it was before Loren’s coaching. My team has grown, I only work with ideal clients and now I’m a recognized expert in my specialty.
Formula 5: From Stressful to Successful
The Formula for Stepping Into a More Successful Version of Yourself
By this point in the program, you’ve gained the confidence to talk about the value you bring to every client partnership and you have the systems in place to reduce your workload.
For many accounting professionals, there will still be remaining doubts, insecurities, or limiting beliefs that hold them back from true success.
In week 5, we’ll address those obstacles and support you as you test out your new wings.
No more worrying about, “Who am I to charge these kinds of prices?” or “I already get nervous talking about my rates, I think I’d have a heart attack if I tried asking for more.”
By the end of this week, you’ll be ready to “leave the nest” and spread your wings!
Walk away with:
- ^Tools for developing a success mindset specific to prosperity and profits
- ^Confidence in your value as an accounting professional
- ^Confidence in your new rates and why they’re better for you and your clients
And, I don’t just hand you the steps and wish you luck – I show up every week and do it with you.
Weekly Coaching Sessions For Mindset & Execution
(Value = $4000)
During these 5 group coaching sessions, I will personally assist you with implementing the 5 formulas to fit your unique situation. This is a safe space where you can ask the hard questions without shame or embarrassment. Where you can open up and talk about the reality of running a business and build connections with other accounting professionals.
Each round is limited to a small number of accounting professionals who are inspired and motivated to grow together. As we work through obstacles together, you’ll get firsthand experience with solving every problem (so you know what to do if it happens to you!) You also get Loren’s expertise working on your business with you every step of the way.
Walk away with:
- ^Answers to every question and solutions for every problem (related to the program). If there’s time left over, we can get into the important questions like the best places to unplug for a 2-week vacation in August.
- ^Strong connections with other accounting professionals in your field for ongoing networking and referrals.
Carolina Castañeda del Río, Evolve International
I invested in the program because of Loren’s results-oriented approach. It helped me stop planning and start doing, and enrolling new clients.
As a result, I changed my beliefs about money and the value of what I have to offer. I now realize that I can generate abundance by doing what I really enjoy.
Loren really moves you forward. I was able to immediately apply what I learned with her and double my income.
Daliah Fritz, My Small Business Pro
My business coach extraordinaire is Loren Fogelman, owner of Business Success Solution. Working with Loren has totally changed the trajectory of my business as far as how I price and manage my clients.
I’ve learned to set better boundaries, eliminate PITA clients and price my projects at a significantly higher margin. I’ve been working with Loren for just over a year and a half.
My income from this year to date over the same period last year is up over 70%. I find her coaching invaluable and she offers group courses throughout the year as well.
And Because We’re Focused On Fast Results, I’m Including These Bonuses To Help You Implement Quickly & Efficiently
Done-For-You Resources
(Value = $4500)
The reason this program is so successful is because I’ve already done a lot of the work for you, so you can make the changes quickly and start earning more right away.
You’ll get templates, scripts, pre-written emails, and fill-in-the-blank worksheets to help you implement every formula quickly, including:
- Project proposals that prevent scope creep,
- Client agreements that clear up misunderstandings before they happen,
- Scripts for explaining your value-based packages to prospects,
- Initial consultation script that leads to more sales
- Checklist of what you’ll need to get from clients for an efficient project
- A scorecard for grading your current clients to see if they’re a good fit for you
And more!
Mindset Shifts
(Value = priceless!)
It’s not easy to step into the role of CEO without proper training. We get stuck in old patterns and create new bad habits along the way.
Being successful requires a success mindset as much as it requires strategies and systems.
The systems and strategies in this program will help you transform your accounting firm from stressful to successful.
The mindset shifts in this program will help you transform yourself from an overwhelmed workhorse who competes on price to a high-paid CEO with time and money to enjoy the life you’ve worked so hard for.
Bonus Formula
High-Value Clients Who Are Happy To Pay Higher Prices (And Treat You Well)
(Value = $1200)
Before the program even starts, you’ll have access to a formula for determining which clients are your most profitable clients (100% unique to your business!)
Grade your current clients to see if they’re actually a good fit for your business and get clear on which clients you REALLY want to work with in the future.
Recordings of Every Live Session
(Value = $100)
Whether you just can’t make it to a session or you want to watch it again as you work through the content, every session is recorded and available to watch any time, from any device, inside the member’s area.
Join us live to get help with your unique situation and then watch the replay again to implement what you discovered!
The Profitable Cleanup Formula
Here’s What You Get When You Enroll Today:
Weekly Coaching & Consulting Calls (Value = $4000)
The 5 Formulas (Value = $6500)
Bonus: Done-For-You Resources (Value = $4500)
Bonus Formula: High-Value Clients (Value = $1200)
Bonus: Recordings of each call (Value = $100)
Bonus: Mindset Shifts (Value = priceless)
TOTAL VALUE = $16,300
Regular Price = $1,997
Six Installments of $200!
(A total of $1200)
Still Not Sure?
Join us for 14 days and see for yourself.
You’ve seen the client stories on this page. You know this system gets results, but you’ve been burned before.
I understand.
You don’t get very far in the online space without paying for a few duds.
That’s why I offer a 100% money-back guarantee so you can try the system yourself while I take all the financial risk.
Join the program today and stick with it for the first 2 weeks. Complete each of the exercises and join the first 2 live coaching sessions on Zoom.
If you’re not satisfied with the program, send proof that you completed the exercises and I’ll send you a full refund.
The program works, but if you discover this isn’t the right fit for you, you deserve to get your money back.
Send proof of your work to info@businesssuccesssolution.com within 14 days of the program start date and my friendly support team will return the full price you paid.
Frequently Asked Questions
I’m already maxed out, how on earth am I supposed to find the time to do this?
Trust me, I get it. I designed this program for accounting professionals like you to dig their way out of the overwhelm. That’s why the program is only 5 weeks, so you can see results quickly. That’s also why so many of the resources are pre-built so you can start using them right away.
I recommend spending as much time as you can each week to work through this program and attend the live coaching sessions on Zoom. But even if you spend only 1 hour a week, you’ll see a difference. And that difference will transform your schedule, giving you the time and energy to use the resources, raise your rates, and ditch the overwhelm.
My clients aren’t terrible and some are super respectful. I’m not sure they’re “headache” clients. What’s in this for someone like me?
Some of the nicest clients (and some of your highest paying clients) might be your least profitable clients. Every time you have to email them a second time to get the info you asked for the first time is cutting into your profits because you’re spending more time than necessary without being paid extra for that time.
In this program, I’m going to show you two ways to fix this. One will help you communicate better upfront so the client has an easier time meeting your requests. And the other will help you book ongoing projects with clients who don’t waste your time like that.
You aren’t obligated to help clients who aren’t ready to meet you halfway. You can pick and choose who you want to work with and this program will show you how to do that.
How exactly does this virtual program work?
We use our own private, online training center to organize the trainings, worksheets, recordings, scripts, and more. You’ll login with your password from any web browser on any device with an internet connection.
The 5 coaching/consultation sessions take place live on Zoom (an online meeting tool) each week. You don’t need to download any software and you don’t need a webcam to participate in the live sessions. Zoom takes care of all the technical stuff so you can simply call a phone number from any phone to be part of the conversation or you join from any web browser on your phone, tablet, or computer.
The coaching/consultation sessions are your opportunity to get my expertise on your unique situation. I’ll be there to help you overcome obstacles, shift your mindset, and dial in the strategies with you.
I’m not sure I have the skills or expertise to raise my rates.
Then this is the perfect time to set yourself up for success so you never get stuck with headache clients or spend 60 hours doing a project you estimated would take 20.
If you’re charging money for your services, you have the expertise to do the work.
Don’t spend years making the mistakes this program helps you fix. Use this program to grow your business quickly and blow past your competition.
I WISH I had too much work right now, but things are actually kind of slow. Should I wait until I have more clients before joining this program?
Most people can complete this program in 1-2 hours per week. But that doesn’t mean you need to wait until you’re busier to get all the same benefits of those who are swamped.
Use this time to create an onboarding system and list of services that help you thrive during your busiest months (instead of barely surviving!)
Paying full price right now would be a pinch, do you have a payment plan?
I’d be happy to set that up for you, just email info@businesssuccesssolution.com
What happens if I finish this program, double my rates, and I’m ready for easy-to-work with clients but my current clients won’t leave? I don’t want to just abandon them?
In Week 4, I’ll show you how to have this conversation with clients in a way that empowers both of you. You may find that they become the perfect client for your firm now that you have clear boundaries and premium rates. (Some of our alumni raised their rates and kept all their existing clients at their new rates!)
Or they may choose to move on to someone else. Either way, you’ll fill your firm with stress-free clients who are happy to pay your rates and your current clients will have an opportunity to adjust, whatever they choose.
You won’t “abandon” them, but you won’t sacrifice your success for them either.
I want to do this, but I think I’m the type of person who needs a personal coach, not a group program. Is Loren available for 1:1 coaching?
Yes! I’m available for 1:1 coaching but only to those inside my programs, including the Profitable Cleanup Formula. You’ll have the option to add 1:1 coaching during the checkout process for this program or any time during our 5 weeks together.
You’ll get everything included in the Profitable Cleanup Formula, which means you can attend the group coaching sessions or watch the recordings to help you implement, and then meet with me 1:1 to go deeper into any mindset, strategy, or execution obstacles that are slowing you down.
The Profitable Cleanup Formula
Weekly Coaching & Consulting Calls (Value = $4000)
The 5 Formulas (Value = $6500)
Bonus: Done-For-You Resources (Value = $4500)
Bonus Formula: High-Value Clients (Value = $1200)
Bonus: Recordings of each call (Value = $100)
Bonus: Mindset Shifts (Value = priceless)
TOTAL VALUE = $16,300
Regular Price = $1,997
Six Installments of $200!
(A total of $1200)
Far exceeded my expectations!
I was caught up in the day to day of running my business and knew I was leaving money on the table. From this program, I realized how much my clients valued our services.
I bought my first home, my car will be paid off and within the next month I’ll be out of credit card debt. This program has far exceeded my expectations on the return on investment.
Being underpaid and underappreciated doesn’t get any easier over time. The longer you wait, the harder it is to dig yourself out.
This is your 5-week escape plan.
The Profitable Cleanup Formula
Weekly Coaching & Consulting Calls (Value = $4000)
The 5 Formulas (Value = $6500)
Bonus: Done-For-You Resources (Value = $4500)
Bonus Formula: High-Value Clients (Value = $1200)
Bonus: Recordings of each call (Value = $100)
Bonus: Mindset Shifts (Value = priceless)
TOTAL VALUE = $16,300
Regular Price = $1,997
Six Installments of $200!
(A total of $1200)
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