Business Strategy for CPA's

307 Take the shortcut!! With Hector Cantu, EA


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


You can figure out how to make the changes you need to make to your firm out on your own. But just because you can doesn’t mean you should. I talk with Down to 40 Hours CPA Masterminder Hector Cantu about the difference between DIYing and taking the shortcut. 


– “It would have taken me years on my own to figure out the changes we made in less than a year.”


In less that ten months, Hector cut his hours by 19% and increased his revenue 32%. His prices are about 3x higher than where he started. Now he has time to think about hiring, training, and growing his practice.  And he doesn’t feel as rushed or stressed when working with his clients. 



Hey CPA firm owner, glad you found the podcast. 


If you feel trapped by your own accounting firm and are fed up with 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 4200+ 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.

If you like the idea of working less, you might enjoy these episodes from client interviews:

295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA

293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

281 4 Pricing Problems Solved with Kathy Hayden, EA

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

130% Revenue Increase While Working Less with Paige Gott

How to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPA

From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA


Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:


GO DOWN TO 40 HOURS

THE EMAIL COURSE
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.
geraldinecarter.com/stop-working-weekends
Free


THE BOOK

Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

geraldinecarter.com/book

$9.99


THE VIDEO COURSE
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$994 » 50% off for a limited time! » $497


A 1:1 CONSULTATION
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.
geraldinecarter.com/coaching-options/
$1295


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

  • Get guidance on increasing prices without overdoing it or underdoing it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability


Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500


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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