Join us in this episode as Geraldine Carter, an esteemed business coach for CPAs, shares invaluable insights on transitioning from an overworked solo practitioner to a successful business owner. Geraldine shares strategies for managing workloads, progressively increasing prices, and standardizing client profiles to reclaim your time. We also discuss the psychological hurdles of cutting back on hours, particularly for women, and how defining what "enough" means in terms of revenue, clients, and work hours can lead to a more balanced and fulfilling life.

 

Geraldine Carter is a business coach for overworked solo CPAs and firm owners who want to go down to 40 hours without giving up revenue. Her clients stop working weekends, get their work under control, and get their lives back. Her podcast, Business Strategy for CPAs has more than 100,000 downloads and is ranked in the top ten podcast for CPAs, by Apple Podcasts. Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum, ID.

 

In this episode, we cover: 

• Strategies for making it easier for clients to achieve their desired results efficiently, ultimately enhancing client satisfaction and business success.
• The importance of understanding clients' underlying struggles and the transformation they desire.
• We uncover the critical importance of understanding what clients truly value—outcomes and results over the hours spent. 
• the practical steps and mental shifts needed to increase your business's revenue while decreasing your hours
• Practical tips for decreasing your hours in small increments, such as optimizing email management and creating permanent solutions to recurring problems
• Identifying personal priorities and desires outside of work to achieve a balanced and fulfilling life.

 

Resources & Links:

• Book: 'Down to 40 Hours: A Roadmap for CPAs to Permanently End Overworking' by Geraldine Carter
• Join our weekly newsletter, Millionaire Mindset
• Learn more about our Services 

 

Connect with Geraldine:

• Connect on LinkedIn: https://www.linkedin.com/in/geraldine-carter/
• Check out her website
• Business Strategy for CPAs Podcast

 

Connect with Sheila:

• Follow on Instagram @sheila.hansen.cpa
• Check out our website https://www.hansenllc.net/

 

Make sure to hit subscribe/follow so you never miss a convo!

Find the complete show notes here: https://hansenllc.net/increasing-revenue-while-decreasing-your-hours-with-geraldine-carter-episode-19