For accountants, bookkeepers, enrolled agents, and tax preparers who feel underpaid and underappreciated…

I know your busy, so let’s get right to the point. Accepting anyone that breathes and is willing to pay your fees eventually backfires.

So my first question is, what’s the cost of headache clients?

Your workflow comes to a dead halt when you wait…and wait… for clients to respond.


Clients who ask for exceptions without expecting to pay any additional fees.


Every time you receive a communication from a select few clients your stress level skyrockets.

If you no longer worked with these clients, you’d enjoy increased profits and reduced stress.

Attracting the wrong clients to your firm is a costly mistake!

(Once you start working with them, you hold onto them for much too long.)

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:

  • NEveryone is a potential client.
  • NYou worry that you'll lose clients if you choose a niche.
  • NYou’re tired of tolerating low-value clients.
  • NYou compete on price to win new clients.
  • NNew clients want to negotiate on price.

You deserve to fill your firm with quality clients!

You’re less choosy in the beginning since you need clients. The problem is continuing to say yes to everyone – even when your gut tells you no.


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.

Devon Thurtle Anderson


As the accounting expert, you speak the language of numbers. What you need now is to nail your message so it differentiates your firm and grabs the attention of quality clients.

Filling your firm with quality clients means:

  • NImproved workflow and efficiency – so you gain back time
  • NReduced frustration (that’s priceless)
  • NClients who happily pay your fees (no more chasing money)
  • NEngage clients who care about their financials
  • NThey refer new clients to you that aren’t price-sensitive

Just imagine filling your firm with clients who appreciate you, respect your time and happily pay your fees.

$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.

Susan Natali Accounting

So what’s the big secret?

Not all clients are created equal.

Low value clients penny pinch, demand exceptions and wear you down.

Yes, you need clients to get started. But, over time you realize who really isn’t a good fit for your firm.

As your firm grows, you end up with a range of clients from low value to high value.

Letting go of ANY client is difficult. Secretly you may wish some of the headache clients would go away. Or, you tolerate them. Telling yourself that you need the money. But, there’s a cost to holding onto them .

Once you decide to no longer tolerate headache clients, a weight lifts from your shoulders.

You no longer find yourself speakng to tire-kickers or people expecting a discount.

But it’s not as simple as posting more on social media or joining an in-person network meeting. 

(If it was, you’d already be filling your firm with quality clients.)

The 3 Qualities Your Accounting Firm Needs To Be More Profitable

How to differentiate your firm so it appeals to quality clients rather than headache clients.

How to communicate your value – in-person or virtually – so you stand out rather than blend in.

An attention-grabbing action plan that positions you as the expert and is easy to implement.

Attract Quality Clients Virtual Retreat

Attract quality clients to your firm with our step-by-step “done with you” live experience.

Perfect for accountants, bookkeepers, enrolled agents, and tax preparers who feel overworked and underappreciated.

This virtual retreat will give you the words to communicate your firm’s value so you no longer need to compete on price or accept just anyone willing to pay your fees.

Map out your client attraction plan during the Virtual Retreat…

  • ^Why tactics and technology don't matter if you haven't defined who’s a BEST FIT for your firm.
  • ^Deliver an attention-grabbing message that appeals to quality clients - and repels low value clients.
  • ^Demographics are over-rated and fail to attract quality clients to your firm.
  • ^How to fix the chasing clients mistake - it's not very client attractive.
  • ^Capture the attention of the right people so you’re no longer a best kept secret.
  • ^Use our templates to communicate the value of your services in a way that gets high-value clients to say YES.
  • ^Gain clarity with a plan that’s repeatable and removes the panic about getting new clients.

But here’s the real key to success – we roll up our sleeves to work togetherso it’s a plan you’re ready to implement NOW.

By the end of the virtual retreat, you’ll have clarity about where to focus your energies so quality clients recognize why your firm’s the perfect choice.

Check out these real results Reanna Ritter got from following this formula:

Increased minimum monthly fees 4X’s

The first three years in business I found myself working too many hours and struggling financially. The hours I worked weren’t reflected in my bank balance

I wasted a lot of energy being scared about increasing my fees. I thought I’d lose clients or they’d feel I was greedy. Once I followed the Formula, it worked beautifully. I raised my fees and didn’t lose any clients.

I now choose who works with me, have cut back to 3 days per week and watched my revenues increase.

Reanna Ritter

Ritter Accounting & Consulting

Brilliant Ideas

Creativity and magic is guaranteed to emerge during the retreat. You’ll start with an idea and leave with your Client Attraction Blueprint as I help you discover needle moving strategies.

Your Client Attraction Blueprint

Receive laser focused coaching. This is a virtual closed-door private gathering of growth minded accounting professionals. It’s time to take charge of your firm. We’ll roll up our sleeves to map out your exact plan.

Target Your Best Next Move

As a results junkie, I want you to build your dream firm. The thinking to getting your first clients differs from the thinking which will attract premium clients. My intention is for you to leave with your clearly defined Client Attraction Blueprint.

Susan Tinel, April 15 Taxes Inc.

No longer give my services away for free!

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 Headshot

Justin Botillier, Calyx CPA LLC

Doubled my net income

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.

You’re entering a “no-Fluff zone”


Plan to roll up your sleeves to clarify your client attraction plan

Join us virtually on Thurs, May 25 and Fri, May 26
From 12pm to 3pm ET / 9am to 12pm PT

Space is limited

During these 2 half-day group coaching sessions, I will personally assist you with creating your client attraction plan to fit your firm’s unique situation.

This is a safe space where you can ask the hard questions without shame or embarrassment. Where you can untangle the confusion about marketing and how to attract the RIGHT clients to your firm – even if you’re an introvert.

The virtual retreat is limited to a small number of accounting professionals who are inspired and motivated to grow together. It’s an opportunity to expand your network of like-minded firm owners.

As we work through your client attraction plan together, you’ll get firsthand insight into what works and what doesn’t. You also get Loren’s expertise working on your business with you every step of the way.

Walk away with:

  • ^The #1 criteria when choosing an ideal client. Doing this is highly effective.
  • ^Create a "sticky" message so clients realize your firm's exactly what they were searching for (and willing to pay top dollar).
  • ^You want a plan that fits your personality type. Whether you're an introvert, extrovert or somehwere in-betweeen we've got you covered.
  • ^Consistent steady deposits and compounding interest apply here. Let's fill in the specific details so it's an investment (not a cost).
  • ^Are you tired of blending in and sounding similar to all the other firms? Let's fix that so you stand out and grab attention.
  • ^Answers to every question and solutions for every problem (related to the program).
  • ^Strong connections with other accounting professionals in your field for ongoing networking and referrals.

And Because We’re Focused On Fast Results, I’m Including These Bonuses To Help You Implement Quickly & Efficiently

Round 2 Q&A Session

(Value = $1000)

This retreat is geared for results. So, let’s make sure you have all of your questions answered.

Because I realize questions sometimes arise after you have had a chance to sleep on it, I am including a bonus Q&A Session one week later.

It’s an opportunity to get clarification, improve your results and take quick action.

Recordings of Every Live Session

(Value = $1000)

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!

Resource Center

(Value = $1200)

If you love resources, we’ve got you covered.

We filled the resource center with templates and handouts to attract quality clients with a laser focused message. These resources compliment your Client Attraction Blueprint.

Lifetime Access

(Value = Priceless)

Things change over time.

As your dream firm evolves you may want to fine-tune your Client Attraction Strategy. You’re welcome to revisit the Resource Center any time you want to freshen up your plan.

How to deal with cleanup nightmares with Loren Fogelman

Attract Quality Clients Virtual Retreat

Don’t continue tolerating low value, headache clients

Regular Tuition  $850

Your Tuition   $500!*

Get a clear game plan to achieve goals faster and easier.



Space is limited, and these LIVE events always fill up because they are high quality and high content specifically for growth-minded bookkeepers, enrolled agents, and CPAs. This one will be no exception. So claim your seat below!

Price and profit coach, Loren Fogelman, founder of Business Success Solution and author of The Success Solution, an Amazon best seller, will host this virtual seminar emphasizing specific strategies and steps for accounting professionals who want to serve high value clients, increase their bottom line and grow their dream firm. Claim your seat for the retreat by clicking the yellow button below.

Frequently Asked Questions

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.

You aren’t obligated to accept every client who’s willing to pay your fees – especially if your guts screaming NO. You can pick and choose who you want to work with and this retreat will show you how to do that.

Why should I go to your retreat?

First of all this retreat is an opportunity for us to personally fine-tune your growth plan. It’s similar to an athlete receiving laser focused insights from a coach. A small shift can lead to significant results.

We roll up our sleeves to advance your firm. I want you to succeed!

By the way, it’s interactive. So, if you’re looking for a passive training session where you take lots of notes, but never implement, then this is NOT for you.

You are the best investment you can make in your firm. This is equal to a $5,000 private training for the accounting professionals I coach. Imagine increased profits, more fun and your business supports your lifestyle.

This looks interesting but I’m just starting out and looking for my first clients. Is it better to wait?

Then this is the perfect time to set yourself up for success so you never get stuck with headache clients. Those client expect a lot, but want to pay as little as possible.

Don’t spend years making the mistake of tolerating a low value client for years.  This program helps you fix. Use this program to attract quality clients who are willing to invest in your expertise.

I don’t like marketing and I’m unsure if this can help me.

You’re in good company. Most accounting professionals avoid marketing because it’s messy and confusing. No one wants to compete for business. 

Previous attempts didn’t work, you don’t want to pitch your services and your message seems to fall on deaf ears. 

It seems like a waste of your precious time and resources. 

I felt like that, too. 

Pitching your services and attempting to be everywhere is exhausting and not effective. 

The traditional old-school marketing style doesn’t work for client-centered firm owners. 

And, it backfires if you want to attract quality clients.

The Attract Quality Clients Virtual Retreat is designed to remove all the traditional marketing pains.

That’s because the plan to attract quality clients differs from traditional marketing.

It’s a perfect fit for client-centered firm owners who aim to make a difference for their clients.

So what's all this going to cost me?

The ticket to the retreat is $500. Is it worth that? Well, what is it worth to increase your income – without working harder? Would you invest $500 to increase your revenue?

You are the BEST investment you can make in your accounting firm. Treat yourself to a first class virtual retreat. The additional time and expense of travel easily adds $1000 to a retreat.

Now the beauty of a virtual retreat is that you set time aside in your calendar 🗓 to work ON your business. You get it ALL in two half days. Implementing a brilliant move into your business is easier when it’s fresh in your mind.

The added bonus is the community. It’s an opportunity to create new joint venture opportunities, affiliate relationships or even gain one new client. That alone would cover your investment.

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

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 this retreat. You’ll have the option to add 1:1 coaching during the checkout process for this program or any time during the retreat.

You’ll get everything included in the Attract Quality Clients Virtual Retreat, 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.

How to deal with cleanup nightmares with Loren Fogelman

Attract Quality Clients Virtual Retreat

Don’t continue tolerating low value, headache clients

Regular Tuition  $850

Your Tuition   $500!*

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.

Laine Proctor

The Quickbooks Doctor


Your Path to Profits Host,

Loren Fogelman

My passion is empowering accounting professionals to double revenues by working half the time through strategic pricing and effective sales techniques.

Like most professionals, my education gave me the skills to work with clients. It never, however, prepared me to be a business owner.

Working with clients is the fun part. Sales and marketing, however, was painful. I had no clue how to price my services, create packages or sell my services. So I decided to fix that.

That’s why I’ve invested hundreds of hours and tens of thousands of dollars learning how to build a profitable business. And I’ve cracked the code on learning how to package, price and sell my services.

I’ve been recognized by Hubspot as one of the top 22 business coaches of the year, every year, from 2018 to 2022.

Shift away from the trap of the “dollars-per-hour” business model to a value-based model. My clients reduce their workload by as much as 50% while doubling revenues.

How to deal with cleanup nightmares with Loren Fogelman

Attract Quality Clients Virtual Retreat

Don’t continue tolerating low value, headache clients

Regular Tuition  $850

Your Tuition   $500!*

* Cancellations and Substitutions If you must cancel for any reason, notify our registration department 30 days prior to the event. Your registration will be refunded less a $25 processing fee. Cancellations after this are non-refundable. If you cannot attend the event due to unforeseen circumstances, you may transfer your registration to another person.

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