Are You Working Too Hard for Too Little?
You didn’t start your firm to chase documents, justify your fees, or work nights.
Yet without the right onboarding process, even great clients drain your time and energy leaving you stressed, exhausted, and wondering if there’s a better way.
Is your onboarding process costing you $10,000+ a year and 200 hours of your life?
Do the math on how much your current process is really costing you.
When a 20-hour project turns into 40+ hours, you’re working 20+ hours for free.
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An extra hour chasing logins, missing docs, or client approvals chips away at your margins.
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Every consult when you look at their financials for free, that’s $500+ of income you’re missing out on.
If you raise your rates and finish projects faster, then you double or triple your profits on every project.
you increase your profits by 20%
while reducing project time by 10%
- ^$50k/year in profits
- ^working 40 hours a week
You’d gain:
an extra $10k per year, in profits.
You’re undercharging and overdelivering without protecting your value.
Have you ever stopped to do the math on how much your current process is really costing you?
Do the math on how much your current process is really costing you.
When a 20-hour project turns into 40+ hours, you’re working 20+ hours for free.
An extra hour chasing logins, missing docs, or client approvals chips away at your margins.
Every consult when you look at their financials for free, that’s $500+ of income you’re missing out on.
If you raise your rates and finish projects faster, then you double or triple your profits on every project.
you increase your profits by 20%
reduce project time by only 10%
- ^$50k/year in profits
- ^working 40 hours a week
You’re undercharging and overdelivering without protecting your value.
Watch this quick 5-minute video to see how I can help you make this shift:
As featured on:
You’re in the right place if:
- NYou want to increase revenue, but you don’t have space for more clients.
- NYou’re ready to raise your rates, but you’re not sure clients will pay more for what you’re already doing.
- NYou want more time with your family, but can’t see how to make that happen without losing income.
You don’t need to hustle harder. And you’re not doing anything wrong.
The real issue? Your current onboarding process isn’t set up to attract and engage quality clients.
I’m making more money working fewer hours
Loren immediately uncovered new income streams and efficiencies within my business.
Clients now pay thousands for what I used to give away for free.
Since working with her, I’ve nearly 5x’d my rates, released the high-maintenance clients who drained my energy, and focused on serving those who value what I do.
I’m earning more, working less and finally have time back for my family.
You’re the accounting expert.
Now it’s time to bring in a business expert to help you raise your rates, reduce your workload, and finally enjoy the life you built this firm for:
- NMore time with your family
- NThe freedom and resources to travel
- NBuying a home or paying it off faster
- NSaving for retirement with confidence
- NFeeling proud when asked, “How’s business going?”
What could you do with 200 more hours and $10,000+ in profits every year?
$7900 Project Paid Up Front
Loren, based on my hourly rate, I would’ve quoted $1,900 for this cleanup job. After speaking with you, I asked for $2,600 and got it. I probably could’ve gone even higher.
Then came another cleanup request. Normally, I would’ve charged $1,500 to $2,000. But with your pricing guidance, I quoted $7,900 and the client paid up front.
Thank you for helping me stop undercharging and start owning the value of my work.
So what’s the Real Problem?
Your most valuable asset isn’t how hard you work or your time.
It’s your expertise.
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.
That’s what leads to 50+ hour weeks, undercharging, and overlooking the value of your expertise.
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 7-figures and spending half the year at your vacation home.)
The 3 Essentials Your Accounting Firm Needs To Boost Profits
An onboarding system that filters out headache clients and stops scope creep before it starts
Clear, repeatable processes that get clients to respond promptly and keep projects moving forward.
An offer that positions you as the expert and makes it easy for clients to say yes to premium pricing.
Of course, I didn’t know any of this when I was managing the 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 admin and back-office needs.
Hundreds of hours and $100,000 went into trainings that taught me how to build a profitable business and change my rates.
I worked closely with some of the top coaches in the industry.
And, that’s when I discovered the key piece missing from my workflow that kept me overworked and underpaid. I cracked the code!
Since then, I’ve shared this process with thousands of accounting firm owners who were close to burnout and struggling to keep their firms afloat.
It worked again and again. So well, in fact, that I was named one of the world’s top 22 business coaches for five years running and I’m still going strong.
There really is one missing piece in your onboarding process that eliminates headache clients and scope creep for good while giving you a strategic way to raise prices and finish projects faster.
You’re Exactly Where You Need To Be
Working too hard for too little is a rite of passage in every firm owner’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 Client Formula
Perfect for accountants, bookkeepers, enrolled agents, and tax preparers who feel overworked and underappreciated.
- ^Transition from “workhorse” to CEO (without hiring additional staff)
- ^Implement our onboarding system that eliminates headache clients and scope creep. (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 ready-made templates to professionally communicate the value of your services and gets quality clients to say YES.
- ^Standardize your admin tasks with repeatable processes to get more done in less time and increase 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 to work directly with you.
By the end of 5 weeks, 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 achieved by following the Profitable Client Formula:
On track to make 20% more while working 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
(Value = $6500)
Formula 1: From Low-Profit to High-Profit
Discover How to Identify Your Most Profitable Projects and Clients
We’ll help you distinguish between clients who pay well and those who actually boost your profits so you can start earning more on every project right away.
You’ll create your own personal formula for working with high-paying, easy-to-work-with clients and avoid the ones who cut into your profits and drain 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 quality 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 your firm.
By the end of this week, you’ll be getting paid to review a client’s financials while politely declining headache clients.
If you hit any roadblocks or have questions, bring them to the weekly coaching session where 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
Streamline 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 eagerly ask, “When can we start?”.
You’ll also learn how to price your standalone offer to cover all the extras you typically do for free but haven’t charged for yet.
By the end of this week, you’ll be fully prepared to onboard quality clients and deliver 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 so you keep more of the money you earn
Formula 4: From Affordable to Premium
Offer High-Value Clients the Right Level of Support and Confidently Communicate Your Prices
Stop charging for your time and get paid for all the extra work you currently do for free.
In week 4, you’ll learn how to repackage your services so that premium clients clearly see the value and commit to long-term partnerships.
I’ll also reveal common practices that unintentionally create misunderstandings and erode trust and how to avoid them.
By the end of the week, you’ll have an updated price list with value-based premium rates so you get paid for your expertise, not the hours you log.
Walk away with:
- ^The confidence to proudly share your prices and close the sale.
- ^Premium rates for all your service offerings.
- ^A system for ongoing projects that don’t spill into weekends or holidays
No longer give my services away for free!
Now, I have a test period with new clients. It helps me decide if I want to work with them long term. So when I realize a new client isn’t a great fit, I have a clear way to say no.
That’s way easier than just signing someone up for monthly services right away.
Loren gave me an onboarding structure that completely removes headache clients. Because of that, I genuinely enjoy working with ideal clients now.
Doubled my net income
I’ve been working steadily with Loren, and after last tax season, my business had stalled. I was putting in long hours but not seeing any extra profit. Loren changed all that.
At one point, I thought I’d only have enough to pay off some debt or make a down payment on my office building. Now, I’ve doubled my net income and I was able to do both. I’m even gearing up to start a remodel.
My firm today is almost unrecognizable compared to before Loren’s coaching. My team has grown, I work exclusively with ideal clients, and I’m now recognized as an expert in my specialty.
Formula 5: From Stressful to Successful
Step Into a More Confident, Successful Version of Yourself
By week 5, you’ll have the confidence to clearly communicate the value you bring to every client and the systems to reduce your workload.
But doubts, insecurities, or limiting beliefs might still be holding you back from fully achieiving success.
This week, we’ll tackle those barriers and support you as you test 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 confidently soar!
Walk away with:
- ^Tools for developing a success mindset specific to high profits without guilt
- ^Genuine confidence in your value as an accounting professional
- ^Successfully implement your new rates without any pushback from clients.
And, I don’t just hand you the steps and wish you luck – I show up every week to Work Alongside you.
Weekly Coaching Sessions For Mindset & Execution
(Value = $4000)
Across five live group coaching sessions, I personally guide you in applying the 5 formulas tailored to your unique firm. This is a judgment-free space where you can ask the tough questions and share the realities of running a firm. You’ll build meaningful connections with other firm owners who are equally committed to strategic growth.
As we navigate obstacles together, you gain real-world experience solving problems so when challenges arise, you’ll already know how to handle them. Plus, you get my direct expertise working on your business with you at every step.
Walk away with:
- ^Clear answers and solutions to every program-related question (and if time permits, some expert advice on the best places to unplug for a real break)
- ^Strong connections with other accounting firm owners for ongoing collaboration, referrals, and support.
Increased minimum monthly fees 4x’s
In my first three years, I was working long hours but struggling financially. I feared raising fees and worried I’d lose clients or seem greedy.
After following the Profitable Client Formula, everything changed. I raised my fees without losing clients, now choose who I work with, cut back to three days a week, and watched my revenues grow.
Income is up over 70%
Working with Loren has completely transformed how I price and manage clients.
I’ve set stronger boundaries, eliminated difficult clients, and increased my project margins significantly.
After a year and a half of coaching, my income is up over 70% compared to last year. Loren’s program has been invaluable to my growth.
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)
This program works because much of the heavy lifting is already done for you.
You’ll get templates, scripts, pre-written emails, and fill-in-the-blank worksheets designed to speed your implementation, including:
- Project proposals that prevent scope creep,
- Client agreements that clear up misunderstandings before they happen,
- Scripts for clearly 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 firm 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 Client Formula
Course Starts Tuesday, Sept 9, 2025
Here’s What You Get When You Enroll Today:
5-Weekly Group Coaching & Consulting Sessions (Value = $4000)
The 5 Formulas (Value = $6500)
Bonuses:
Done-For-You Resources (Value = $4500)
Quality clients paying premium rates (Value = $1200)
Recordings of every LIVE session (Value = $100)
Mindset shifts to step into your CEO role confidently (Value = priceless)
TOTAL VALUE = $16,300
Your Price = $997!
Still Not Sure?
Try it for 14 days, risk-free
You’ve seen the results others have achieved using this system. But if you’ve been burned by other programs before, I understand the hesitation.
That’s why I offer a 100% money-back guarantee. You take the first step; I’ll take all the risk.
Join today and try the program for the first 14 days. Complete the exercises and attend the first two live coaching sessions on Zoom.
If it’s not the right fit, just send proof that you gave it an honest effort, and I’ll give you a full refund.
Email your completed work to info@businesssuccesssolution.com
within 14 days of the start date, and my friendly support team will take care of the rest.
The program works, but if it’s not right for you, you shouldn’t have to pay for it.
Frequently Asked Questions
I’m already maxed out, how will I find the time to do this?
Trust me, I get it. I designed this program for busy accounting firm owners like you to dig their way out of the overwhelm. With just 1–2 hours a week and ready-made resources, you’ll see fast results that free up more time.
Paying full price right now would be a pinch, do you have a payment plan?
Yes, we have flexible payment options available at checkout.
Most firm owners recover the cost within one client project and sometimes within a single onboarding. If you’ve ever over-delivered or undercharged, this program pays for itself quickly. And the systems you build will keep paying off long after the 5 weeks are over.
How do I know this will work for my firm?
This system isn’t just about pricing; it’s about engaging quality clients, onboarding them efficiently, and protecting your value. Whether you’ve already raised your rates or you’re just getting started, you’ll build a repeatable onboarding process that improves every client relationship.
Is this just for accountants and tax preparers? Or firms with staff?
This program was built for firms with 1–5 employees who are done with being overworked and underpaid. You don’t need a big team or fancy tools. You need a desire to stop taking on the wrong clients and start running your firm on your terms.
I’ve bought courses before that didn’t deliver. What makes this different?
This is a 5-week, live coaching experience. You’ll work alongside me and other firm owners to implement real systems in real time. You’ll get feedback, accountability, and plug-and-play tools. It’s not just a login and a list of modules.
I know you’re busy. So, once you opt-into the course you have lifetime access to the recordings and materials.
What if I join and it’s not a fit?
You can join risk-free. If after 14 days you’ve shown up and don’t feel it’s a fit, just email us and we’ll refund your investment. We only want firm owners in the program who are fully aligned and ready to implement.
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 Client 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 Client 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 Client Formula
Course Starts Tuesday, Sept 9, 2025
Here’s What You Get When You Enroll Today:
5-Weekly Group Coaching & Consulting Sessions (Value = $4000)
The 5 Formulas (Value = $6500)
Bonuses:
Done-For-You Resources (Value = $4500)
Quality clients paying premium rates (Value = $1200)
Recordings of every LIVE session (Value = $100)
Mindset shifts to step into your CEO role confidently (Value = priceless)
TOTAL VALUE = $16,300
Your Price = $997!
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.
Since then, I bought my first home, my car will be fully 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 fix itself.
The longer you wait, the harder it gets to shift direction because low-value clients and old habits dig in deep.
This is your 5-week escape plan.
A step-by-step system to stop overdelivering, start earning what you’re worth, and build a firm that runs on your terms.
If you’re ready to lead your firm like a high-value CEO, not a stressed-out technician, this is your next move.
The Profitable Client Formula
Course Starts Tuesday, Sept 9, 2025
Here’s What You Get When You Enroll Today:
5-Weekly Group Coaching & Consulting Sessions (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 session (Value = $100)
Bonus: Mindset Shifts (Value = priceless)
TOTAL VALUE = $16,300
Your Price = $997!
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