Business Strategy for CPA's

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

A simple way to improve how you communicate the value you create.

If you are not already great at communicating the value you create, you might default to selling accounting to your clients. 

Selling accounting is less valuable than what accounting does,  so if you don’t know how to convert from what accounting IS to what accounting DOES, you might be pricing too low.

Because the client needs to perceive the value you create to justify paying your prices, you need to communicate that value. 

If the value is there – you’re creating it – but you’re not communicating it, you can’t price to capture it.

This is how money gets left on the table.

What words do you need to translate?

…

Hey, CPA firm owner. I'm 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 3500+ 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.

…

Check out my “greatest hits” episodes:

Effortless Value #201

Pricing for Improved Profitability #211

12 Reasons to Niche #221

Killer Niches for CPAs with Tom Wheelright #178

Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179

Get More from Technology with Joe Woodard #244

…

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

STOP WORKING WEEKENDS

A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends

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

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

In increasing order of value, clients buy one of five things:

• Commodities
• Deliverables
• Services
• Experiences
• Transformations

The kinds of transformations you can create are typically related to four things:

• Money
• Time
• Feelings
• Clarity

The more you understand about what your clients feel before they work with you and once they’re working with you, the easier your accounting practice gets. 

LINK TO A FEELINGS CHART

https://www.amazon.com/Emotions-Emotional-Classroom-Counseling-12x12inch/dp/B0B5TGSGLW/ref=asc_df_B0B5TGSGLW/?tag=hyprod-20&linkCode=df0&hvadid=598229501205&hvpos=&hvnetw=g&hvrand=15276508905861896069&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9029472&hvtargid=pla-1751094789736&mcid=e10d3a2ccc2d36c1964d18fff114d616&gclid=CjwKCAiAt5euBhB9EiwAdkXWO55zbV2uRZfaMDZpvSVNdKf_q7QWP7p5RcxJ5JYU4yOWn7QyKUU4zBoC6iwQAvD_BwE&th=1

…

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 3500+ 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.

…

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

STOP WORKING WEEKENDS

A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends

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

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Have you ever gotten stuck, wondering what to say on your website? 

Having the words that grab the kinds of clients you want to work with (and repel the ones you don’t) can make a big difference.

Because you only have a moment to capture the attention of those who land on your website, you want to nail your headline and subtitle.

Here are the three questions your headline and subtitle need to answer:

1. What it is
2. What it does
3. Who it’s for

Get these right, and you’ll attract more high-paying clients, shorten your sales cycle, increase your conversion rates, do higher-margin work, and you’ll be able to work fewer hours for the revenue you want to bring in. 

…

NEW HERE?

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 3500+ 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.

…

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

STOP WORKING WEEKENDS

A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends

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

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

THIS WEEK’S EPISODE

Pricing is rarely just one problem. Often there are many challenges embedded in the problem. It might sound like this: “I know I need to raise my prices but it hurts my brain to think about how to navigate the complexity, the details, and the relationships.”

In today’s episode, I talk with CPA Masterminder Kathy Hayden, EA. With 1200+ clients, overhauling her prices needed to be done but was too daunting to do alone. 

Her challenges were:

1. Repricing legacy clients
2. Removing tax preparers from being involved in the billing
3. Making prices consistent across the board
4. Visibility into clients’ income interfering with objectivity 

She worked through each challenge systematically, set herself up for a more controlled tax season, a 10% increase in revenue, and consistent prices she’s happy about.

…

NEW HERE?

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 2500+ 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.

…

Listen to other stories from 1:1 clients:

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

Killer Niche: Farm + Ag CPA with Catherine Ozment, 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

Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, CPA

…

Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:

STOP WORKING WEEKENDS

A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends

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

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Hey CPA firm owner, glad you found the podcast. 

In this episode, I discuss the concept of leverage and how to use it to optimize your accounting practice. 

We dive into the importance of recognizing and utilizing various forms of leverage, from people and systems to time and technology. 

Drawing parallels with physical leverage, I invite you to consider the need to design your business for efficiency and reduced friction. 

I encourage you to focus on your genius zone and choose specific levers that align with your strengths, and I prompt you to consider where you want to create leverage in your accounting practice, be it through staff, systems, technology, time, money, networks/audience, or expertise.

…

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 2500+ 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.

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

THIS WEEK’S EPISODE

On the real reasons you started your accounting practice: time, freedom, flexibility, control, autonomy.

And how working more, adding more clients, more staff, and more hours is not the path to getting you there. 

It’s not. 

the.

path.

I’ll walk you through why inverting your thinking is required: how the key to working less is not to make more money first. 

You need to work less first, so that you can make more money. 

If you want to grow your revenue, you need to start with working less. Not more. 

…

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 2500+ 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.

////////////////

NEW TO MY PODCAST?

Check out some “greatest hits” episodes:

Effortless Value #201

Pricing for Improved Profitability #211

12 Reasons to Niche #221

Killer Niches for CPAs with Tom Wheelright #178

Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179

Get More from Technology with Joe Woodard #244

////////////////

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

STOP WORKING WEEKENDS

A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends

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

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Hey podcast listener, today’s episode is the audio from a webinar I hosted recently.

You’re going to want to listen because it shows you the path to go from working 55 hours a week to working 40 hours a week. 

Because it’s audio from video, the visuals and the slides are missing, of course. I don’t think it’s a huge deal, but if you want to watch the video replay, you can do that by clicking this link:

https://www.crowdcast.io/@geraldine-carter

I also mentioned the capacity planner, a spreadsheet designed to help you see clearly how many hours you are setting yourself up to work. 

You can get it here, and make your own copy.

I answer questions about DT40H at the 50-minute mark: what it’s like, what’s included, and so on, so if you want to go directly to that part, you can skip ahead to the 50-minute mark.

…

New to the podcast?
Check out my “greatest hits” episodes:

Effortless Value #201

Pricing for Improved Profitability #211

12 Reasons to Niche #221

Killer Niches for CPAs with Tom Wheelright #178

Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179

Get More from Technology with Joe Woodard #244

…

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

STOP WORKING WEEKENDS

A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends

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?

Please feel free to 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

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

In this episode, we will dive into the practical side of Pains and Dreams to make it easier to know what to say on your accounting firm’s website.

We talked about the “pains” and the “dreams” in theory in episode 275, so now I want to share with you how it sounds in practice on the homepage of my own site. 

This will help you to understand the concept better and start listening to your clients and prospects with these two categories in mind. 

By organizing your thoughts and putting the right words on your website, you can:

• attract the kinds of clients you want to work with
• make your sales conversations more effective
• waste less time in discovery calls with prospects who aren't a good fit for your firm. 

No need to burn thousands of dollars on website copy that doesn't speak to anyone. There’s an easier way. 

…

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 2500+ 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.

…

Check out my “greatest hits” episodes:

Effortless Value #201

Pricing for Improved Profitability #211

12 Reasons to Niche #221

Killer Niches for CPAs with Tom Wheelright #178

Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179

Get More from Technology with Joe Woodard #244

…

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

STOP WORKING WEEKENDS

A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends

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

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Now in their fourth year as moonlight podcast hosts, my little kids Hazel and Remy dish out a few delicious accounting jokes.

Enjoy the holidays!

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

If you’ve ever sat staring at a blinking cursor, burned time trying to find the right words, or wasted money working with a shiny marketing firm who served you generic, templated, meaningless website copy, this episode is for you. 

In it, you’ll learn how to use your client’s pains and dreams to signal to prospects that you understand what they are struggling with and what they’re looking for. 

Once you know how to do this – use pains and dreams – writing website copy will get easier and more effective.

Even better? You don’t have to write this part, because it’s your clients who give you the words. 

…

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 2500+ 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.

…

Check out my “greatest hits” episodes:

Effortless Value #201

Pricing for Improved Profitability #211

12 Reasons to Niche #221

Killer Niches for CPAs with Tom Wheelright #178

Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179

Get More from Technology with Joe Woodard #244

…

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

STOP WORKING WEEKENDS

A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends

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

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

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