Imagine What’s Possible for You…
How Diane Got 100% of Clients to Say Yes in 30 Days
From Billable Hours to Pre-Paid Services: A CPA’s Journey to Value Pricing
Katherine’s Accounting Success Story: Double Revenue, Half the Work
How Tax Firm Owner Switched to Value Pricing Her Services
Eliminated Tax Season Burnout and Maintained a 4 Day Work Week
David Boatswain Shares How He Created Tax Packages for His Clients
Sandra Norman – Increased Rates of Legacy Clients without Pushback
See How Value Pricing Led Laine Proctor to Become Debt Free
The Cost of Tolerating Non-Ideal Clients for Too Long
Tax Professional Pricing Strategy: How to Raise Fees After 18 Years Without Losing Clients
How This CPA Started Charging for Something She Used to Give Away
How This Accounting Firm Owner Grew Top Line Revenue 50%
Bookkeepers Works 25 Hours Less and 45% Increased Revenues
Additional $10,000 in New Business in Less Than 30 Days
How to Price Your Services and Charge 2X to 3X’s More than Your Hourly Rate
Brian McElroy (CPA) Tripled His Current Clients Rates
See How Jen Fery Converted Her Clients to New Rates
Three Strategies for Tax Preparers to Generate Year-Round Revenue
Brian Cut His Client List by 67% But Increased Revenue by 54%
Accounting Firm Increased Fees by 50% and Stopped Tracking Time
Accounting Firm Raised Fees and Increased Revenue by 40%
Andrea Quadrupled Her Revenue and Stopped Invoicing Clients
Earn More During Tax Season without Burning Out
Double Your Firm’s Revenue with Just 5 Strategies
How to Grow Your Dream Accounting Practice
How Mindset Impacts Your Rates and Your Workload
Before working with Loren, I was undercharging and struggling to communicate my value to clients. Through her hands-on coaching, I transformed my pricing strategy and learned to confidently present my services as a trusted advisor rather than just a technician. Even before finishing my first tax season using her system, I improved my gross profit by 40%. Now I attract more sophisticated clients, have stronger boundaries, and run a more profitable practice. The investment has more than paid for itself.
Implementing value pricing with Loren helped me eliminate timesheets and increase our fees by at least 50%, with some clients even doubling their fees. By shifting from billable hours to focusing on client value, we introduced transparent monthly subscriptions with no surprise invoices, which clients love. I’m now leading a more profitable practice, with my team handling client meetings and administrative tasks. Loren’s coaching has been instrumental in creating the work-life balance I’ve been striving for while building a sustainable, high-value business.
I was exhausted, undercharging, doing too much, and always behind. Switching to value pricing wasn’t easy, but it changed everything. Now I get paid upfront, stopped giving away advice, and outsourced the routine work. I’ve freed up 25+ hours every month and my income has grown by 60%. Best of all, I finally have the space to focus on bigger projects, attract better clients, and grow my firm without sacrificing my time.
I’ve been in business for just one year. However, I knew the challenges and pitfalls of pricing and needed guidance. I needed someone to hold me accountable as I transitioned to value pricing. With new clients, I now price myself based on the value I plan to deliver. And have the confidence to discuss out-of-scope projects and the costs. I easily recovered the financial investment made to work with Loren.
From 72 hour weeks to 32 hour weeks during tax season. Last tax season I worked 12 hour days / 7 days per week. This tax season, I’m working 6-8 hour days / 4 days per week. Friday’s, I go out and play golf.
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.
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.
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.
I was worried raising fees would scare clients off. But after making the changes, not only did every single client say yes, I’ve increased my revenue by $75,000! The shift felt smoother than I expected, and the clear communication made all the difference. If you’re hesitating, trust me, Loren’s Raise Your Rates Formula works and pays off fast.
I knew I had an issue with pricing. Clients were reaching out to me throughout the year for tax advice, but I was only getting paid for tax preparation. Loren helped me see the value of my expertise beyond just filing forms. Together, we created tax planning and strategy packages that reflect the true value of my services. Now, I’m getting paid for the year-round advice I provide, and my revenue has doubled.
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%.
Loren’s Formula taught me to charge for value instead of time. I used to underprice cleanups and give away services. Now, I confidently quote higher rates. Recently, I charged $2,500 for a cleanup I’d have priced at $850—and got zero pushback. Clients are happy to pay for the value I deliver.
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.
It was time to pick up some new tools to help my business grow and shake things up a bit. From the work we did together, I set higher goals, learned the important difference between compassion and boundaries, and became comfortable in my skin as a strong leader and powerful woman. As a result, I really took Polymath to the next level. Because we defined our niche and shifted to value based pricing, we’re stronger than ever.
Before working with Loren, I was overworked and underpaid, constantly giving away my services and answering client calls at all hours. Loren helped me set diagnostic fees and create clear service packages that are premium priced. Now, I charge for my expertise, have clear boundaries, and feel in control of my time. My stress has dropped, my cash flow is stronger, and I’ve even hired a subcontractor to handle routine tasks. The transformation in both my business and personal life has been remarkable!
When I first met Loren, my office was in my home. I didn’t take my work as seriously as I should – seeing it more as a hobby than a true profession. Procrastination sidetracked me. Loren’s support contributed to significant business growth, taking action instead of making excuses. As a result, I now have a business partner and moved into an executive office suite. I cannot even believe that all this has happened. Loren and the mastermind group helped me stay focused on what I needed to grow a thriving, successful firm.
I avoided raising my rates for 18 years. Within 90 days of working with Loren, I increased fees by 60%, moved 90% of clients into pre-paid tax packages, and stopped chasing payments. Even my legacy clients were fine with the change. It feels amazing to have clear pricing, consistent income, and the confidence that I’m running my firm on my terms.
With the Raise Your Rates Formula, I transformed my bookkeeping practice from 45-hour workweeks to just 18 hours while increasing my revenue by 50%. By implementing value-based pricing packages, I collected a year’s worth of profit in just one month, giving me complete control over my schedule. Now I work Tuesday through Thursday until noon, have time for hobbies, and maintain a healthier work-life balance with more money in my account than ever before.
I used to be so grateful when anyone wanted to work with me that I’d take on any client and never raise my rates. Loren helped me completely transform how I see my value. The first time a client enthusiastically said ‘yes’ to my new advisory fee structure, it hit me – this really works! Now my clients see me as a strategic advisor, not just their bookkeeper. They’re actually excited to pay for my expertise and business insights, and they refer similar high-value clients. That old mindset of ‘I can only make more by taking on more clients’ is completely gone.
I was working nights, weekends and constantly stressed. I’d tell myself, “I can’t do this anymore” and felt like my business owned me.
By changing how I value my expertise, everything transformed. I went from being scared and burnt out to adding $10,000 in revenue in just one month with four paid diagnostics and two cleanup projects that I would have previously done for free.
Now, I’m working smarter, not harder. I have time for my family, and I’m actually enjoying my business again.
Thank you for your help prior to meeting with my client today. The conversation about raising his fees went better than I expected and really helped my confidence. He agreed to the Diamond package and had a positive vibe the entire meeting. He reminded me that we have been together since 2014 so “He’s not going anywhere.” (His words). I would not have had the courage to raise my rates to this degree on my own. I am starting to feel more confident moving forward. I am so glad I found Business Success Solution. Thank you! Thank you! Thank you!
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.
I couldn’t take on more work in my bookkeeping business, yet I wasn’t maximizing my earning potential. It was time to properly charge my clients for my work and expertise. During our first private session, Loren helped me analyze and quote a project. Because of her ability to extract the right information and her encouragement to properly price the project, I quoted an amount five times more than what I had originally planned. And, I was awarded the project. All this from the first session.
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.