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That “quick” cleanup project might cost more than it’s worth, unless you know what to look for before quoting.
In this episode, you’ll uncover the hidden mistakes accounting firm owners make during client intake that turn cleanups into underpaid, time-consuming headaches.
0:00 – Why “simple” cleanup projects become profit drains
1:22 – The real reason you’re undercharging for cleanup work
2:48 – Brian’s story: how a $1,500 quote turned into 40+ hours
4:40 – Red flag client statements that signal scope creep
6:10 – The 4 qualifying questions to ask before quoting
7:52 – How Brian turned things around with a paid diagnostic
8:45 – Why a clear process protects your value and time
If pricing cleanup projects feels unpredictable, the real issue might be your process and not your price.
You’ll learn how to:
✔️ Spot red flags before saying yes to a cleanup
✔️ Ask 4 must-use intake questions to uncover the real scope
✔️ Shift from reactive quoting to confident, value-based pricing
✔️ Respond effectively when a client says, “It should be simple”
This episode is for firm owners ready to turn cleanup work into a profitable, low-stress service.
Watch the podcast now and stop saying yes to projects that drain your profits.
📘 Free Guide for Accountants: Want to double your income while working fewer hours? Download “Get Paid What You’re Worth,” my free 43-page guide for accountants and bookkeepers: 👉 https://businesssuccesssolution.com/worth
🔔 Subscribe for weekly accounting firm growth strategies: https://podcasters.spotify.com/pod/show/loren-fogelman2
That “quick” cleanup project might cost more than it’s worth, unless you know what to look for before quoting.
In this episode, you’ll uncover the hidden mistakes accounting firm owners make during client intake that turn cleanups into underpaid, time-consuming headaches.
0:00 – Why “simple” cleanup projects become profit drains
1:22 – The real reason you’re undercharging for cleanup work
2:48 – Brian’s story: how a $1,500 quote turned into 40+ hours
4:40 – Red flag client statements that signal scope creep
6:10 – The 4 qualifying questions to ask before quoting
7:52 – How Brian turned things around with a paid diagnostic
8:45 – Why a clear process protects your value and time
If pricing cleanup projects feels unpredictable, the real issue might be your process and not your price.
You’ll learn how to:
✔️ Spot red flags before saying yes to a cleanup
✔️ Ask 4 must-use intake questions to uncover the real scope
✔️ Shift from reactive quoting to confident, value-based pricing
✔️ Respond effectively when a client says, “It should be simple”
This episode is for firm owners ready to turn cleanup work into a profitable, low-stress service.
Watch the podcast now and stop saying yes to projects that drain your profits.
📘 Free Guide for Accountants: Want to double your income while working fewer hours? Download “Get Paid What You’re Worth,” my free 43-page guide for accountants and bookkeepers: 👉 https://businesssuccesssolution.com/worth
🔔 Subscribe for weekly accounting firm growth strategies: https://podcasters.spotify.com/pod/show/loren-fogelman2