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 1300+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/subscribe

Readers say they love it because they’re short and on point.

…

THIS WEEK’S EPISODE

Have you ever felt at the edge of burning out or like your sanity is on the line? 

Many CPAs get into the profession because they want to help people; they find saying no to prospects to be nearly impossible. 

Some end up with an overflowing client roster of underpriced clients and an unrelenting workload that keeps them stuck at the office eight days a week. 

There’s a better path.

 “Change is 110% possible – you just have to take action.”

Listen to Michael Berry, CPA, as he talks about what he has changed over 8 months in Down to 40 Hours CPA Mastermind, as he ratchets down his hours, increases his prices, and gets a deeper appreciation for the value he provides for his clients. 

…

Listen to other stories from 1:1 clients:

Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EA

Offer Productized Services with Sheila Hansen, CPA

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

When you need to explore, with Rebecca Driscoll, CPA

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

…

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

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
• Disengage problem clients without blowing a hole in your firm
• Have 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  

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