Business Strategy for CPA's

255 Burnout Recovery with Randy Crabtree, CPA


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Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7


Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 


If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/subscribe

Burnout is rampant in accounting. Many CPAs are overworked, overwhelmed, tired, and fried. They know work is hard, they know something’s wrong, they know they don’t like what they have. But the problem is they don’t know how to stop it. Many keep working, hoping that by working more hours, the overworking problem will somehow solve itself. 

Working more to solve the overworking problem only makes things worse, and can lead straight to burnout. The cost of burnout can be high: it can take a physical or emotional toll, or both. 

Listen to today’s episode to hear stories from both Randy Crabtree and Geraldine on what burnout cost, what we can see now in retrospect that we couldn’t see when caught in it, and concrete steps for changing course before the consequences get dire. 

You don’t have to work long hours to make money. Listen to 1:1 clients who made the switch:


15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA

130% Revenue Increase While Working Less with Paige Gott

Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA

A few ways to work with me:

GET LOTS OF ANSWERS FAST

For the solo CPA with a bunch of rapid-fire questions they want answers to, like:

  • How high can I go on prices without sending my clients running?
  • What do you think of my niche?
  • How do I upsell my legacy clients?
  • What’s the script for talking to prospects about higher-level and Advisory services?
  • What do I put in my tiered packages?


Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. 

geraldinecarter.com/call
$495


DOWN TO 40 HOURS CPA MASTERMIND

For the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:

  • Get guidance on prices, packages, and becoming more specialized
  • How to fire clients without blowing a hole in your firm
  • A community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountability


Make more progress faster and with more ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$7500

1:1 PRIVATE COACHING

For the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. 

geraldinecarter.com/custom-vip-coaching
$24,500  


Connect with Randy Crabtree:


Website: tri-merit.com


LinkedIn: https://www.linkedin.com/in/randy-crabtree-1945a67/


Bridging the Gap Conference: 
https://tri-merit.com/tucpa-conference-2023/


Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7

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Business Strategy for CPA'sBy Geraldine Carter

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