Loren Fogelman
Showing accounting professionals how to double their income while working half the time
Temecula, California, United States
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Loren Fogelman is a keynote speaker and one of America’s top ranked business coaches. She’s been steadily recognized by HubSpot in its annual list of the world’s top 22 business coaches.
She delivers talks and workshops at major accounting conferences such as Accounting Today’s Firm Growth Forum and Accountex.
Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the “dollars-per-hour” pricing trap to a value-based pricing model. This allows her clients to reduce workload by as much as 50% while doubling revenues.
She’s a regular contributor to Intuit’s Firm of the Future series, CPA Leadership Institute, CPA Academy and the author of two Amazon best seller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success.
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Free Your Firm of Low Quality Clients
Sometimes you just have to say goodbye to certain clients.
Clients who complain, treat your team members badly and pay late are low value clients. You may like them as a person, but working with them isn’t satisfying.
There’s a cost to tolerating them for too long – increased stress, reduced profitability, and slower firm growth. Whether it’s chasing them for information or adjusting to meet their specific needs, they lower your efficiency. This takes time away from your high value clients who truly value your expertise.
Firing clients is rarely easy. But sometimes, it’s the only way to protect your accounting firm (and your sanity.)
By the end of this session, you'll have a toolkit of techniques to free your firm of low quality clients.
Join us to transform your mindset, break free from this cycle and thrive!
Value Price Your Advisory Services to Boost Your Bottom Line
Operating on a fixed fee model has challenges - scope creep, undervalued services, and potential client churn. It's time to pivot to a more sustainable and profitable pricing approach for your firm’s advisory services - value pricing.
Making the move to value pricing can raise concerns – especially about losing your current clients. But with the right strategies, tools and mindset shifts, you can unlock higher profitability while continuing to deliver exceptional client service.
Leave behind the constraints of fixed fees and commodity pricing. Unlock the power of value pricing to future-proof your firm's success.
Be prepared to roll up your sleeves and apply your brainpower to some new, more effective ways of thinking about how advisory services creates value for your clients and dive into the different ways to set new rates which reflect your expertise.
Transform Your Onboarding System to Fill Your Firm with Quality Clients
There’s a reason you sometimes engage the wrong client or undercharge for your services. It’s a sign that your firm’s onboarding system requires attention.
Quickly engaging new clients is a common practice. However, bringing on the wrong client or under-estimating the scope eventually becomes a costly mistake.
A rushed process leads to increased frustration, a more complex project than expected and a lower profit margin. As a result, you tolerate less than ideal circumstances.
It’s possible to correct these concerns. With a streamlined system, you identify potential red flags early in the onboarding process.
If you’re ready to accurately assess project scope and fill your firm with quality clients, then this session is for you.
Transform Your Onboarding System to Fill Your Firm with Quality Clients
Are you tired of taking on clients that aren't the right fit for your firm? Or, priced your services too low?
In this session, we'll explore how to revamp your onboarding process to engage quality clients who align with your firm's culture and avoid under-charging for your services.
You'll learn how to move beyond the "any client is a good client" mindset and build a roster of clients who truly benefit from your expertise. We’ll cover techniques to refine your client intake process, increase project fees, and set clear expectations that align with both your firm's goals and your clients' needs.
By the end of this session, you'll have a roadmap for transforming your onboarding process, helping you build stronger client relationships and highlight your firm’s value.
Whether you're a solo practitioner or managing a larger firm, these strategies will help you to successfully engage quality clients and increase your revenues.
Join us to discover how a well-structured onboarding process can be the key to your firm’s growth and success.
Niche Strategy: Grow Your Bottom Line with High Value Clients
To niche or not to niche? Accounting professionals frequently wrestle with this decision.
With cloud accounting clients no longer simply search for a local firm. Instead, they now seek accounting professionals who will expertly resolve their specific business needs.
As your firm continues to grow, you realize consultative services will make an even greater contribution to your clients. A niche strategy elegantly expands your services beyond the fundamentals and grows your bank account.
Discover the exact steps to develop a niche practice which serves high value clients.
This singular move is liberating. A niche defines exactly where to focus your energy, time and resources for optimal results.
If you’re ready to attract high value clients who seek you out, then this is for you.
How to Easily Enroll Premium Clients without Negotiating Your Fees
Does your accounting firm offer initial free consultations? Before the meeting closes you share your fees. And the response you hear is “Can I get a discount?”
The initial consult challenges many accounting professionals. That’s because your training prepared you to do the work, but not to master these first meetings. As a result, you end up enrolling a non-ideal client or under-charge for your firm’s services.
Your initial consultations set the stage for everything else. Discover how to engage quality clients – without ever having to sell, pitch or justify your fees.
Follow this proven formula which has premium clients ask how they can work with you.
This approach draws in quality clients without having to pitch or sell your services. Give potential clients what they need to eagerly say “YES” on the spot.
Attract Quality Clients: Grow Your Dream Firm without Spending Tons of Money
Are your marketing efforts falling flat? Do you find yourself following the crowd, only to see minimal results? You dream of a calendar filled with new client consultations, but your marketing message seems to go unnoticed.
When your message doesn't resonate, it indicates a disconnect. This means you're blending in rather than standing out, turning your marketing efforts into costs rather than investments.
In a world full of distractions, capturing potential clients' attention within the first 2 seconds is crucial. Most accounting professionals chase clients, but the real magic happens when you attract them, making them eager to learn more about your services.
If you're ready to clearly communicate your value and attract quality clients, this session is for you. Join us and take the first step towards filling your firm with quality clients, all while keeping your budget in check.
Loren Fogelman
Showing accounting professionals how to double their income while working half the time
Temecula, California, United States
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