Business Strategy for CPA's

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. 

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 1400+ 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

In this episode I talk about the Hourly Mindset compared to the End Result Mindset.

Hourly is both a pricing tool, and a mindset. 

As a pricing tool, hourly creates a price based on the time that is input. 

As a mindset, hourly creates and binds the accountant to working hours. 

The problem is, if an accountant shifts from hourly billing to flat rate pricing, without shifting their mindset, they may impart unneccessary suffering upon themselves. 

It can be hard to shift out of the mentality of your time, effort, and work being valuable, into a mindset where it’s the end result that’s valuable. 

But the more this concept sinks in, the more money you make with less effort. Without this concept, you’re likely to work a lot more hours than are necessary in order to create the revenue you want.

It’s not just about the pricing tool you use. 

It’s also about the mindset.

…

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:

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  

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. 

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 1400+ 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

Listen to this episode where I talk  with Jackie Meyer, Founder of Meyer Tax Consulting LLC, TaxPlanIQ, and the Concierge Accountant Coaching program, about ways to navigate common pricing and common niche challenges for accountants and CPAs. 

Jackie had direct experience in her firm and has seen first hand the challenges that accountants face when making the transition from the traditional model into a model that focuses on value creation for clients. 

…

MENTIONED

Jackie Meyer:
https://www.jackiemeyercpa.com/

TaxPlanIQ
https://www.taxplaniq.com/

Link to AICPA Pricing Tool:
https://www.aicpa-cima.com/resources/download/trusted-client-adviser-pricing-tool

…

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:

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  

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. 

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

In this week’s episode, I talk about the idea or concept of a product ladder and what it looks like to build one. 

A product ladder is a useful tool or concept that when you put it in play, can help you convert more prospects into clients more easily, and it gives you visibility into the warmth of your pipeline of prospects. It also filters in higher quality clients while filtering out less well-fitting clients, and it does those things while generating revenue. 

…

REFERENCED EPISODES

Listen to these two episodes for rungs that can go on a product ladder:

250 Productized Services: Sell Your Expertise, Not You Working

251 Digital Products: Sell Your Expertise, Not You Working

…

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  

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. 

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

Many CPAs have difficult clients. 

Many CPAs (think they) have difficult clients. 

…

In today’s episode, I offer a more useful and effective framework for thinking about your most difficult clients, so that you can reshape your accounting practice into one that only has amazing clients, and clients who help you be better. 

…

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  

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. 

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

Listen to this episode where I cut right to the chase on the value of niching. It’s a clip from a podcast interview I did with John Randoplh, host of the CPA Life podcast.

To catch our 2-part episode, check out the CPA Life podcast:

– Work Smarter, Not Harder on AUG 23 2023

– The Value of Understanding What Clients Want on AUG 30 2023

…

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  

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. 

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  

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. 

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

…

THIS WEEK’S EPISODE

What if you could cut your client roster waaaaaaay down, without taking a hit to your bottom line?

Melissa Downs, EA did just that. In Down to 40 Hours CPA Mastermind, she worked through her client roster, updated her pricing, sent out 600+ disengagement letters, and kept her net profit exactly the same. 

Six months ago she said she didn’t think it was possible. Not for her, anyway. 

Now, she has a 3-week unplugged cruise planned for the fall, and the eventual goal is to live overseas for a few months while the firm runs without her coming in everyday. 

You can find Melissa via her website:
https://midwestbkpg.com/

…

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

…

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 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  

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. 

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

…

In this episode, I share 6 ways to get your hours back in your accounting firm. Rather than having “work less” be some vague, hand-wavy “wouldn’t that be nice” idea, I give you six ways to go about getting your hours down. 

Without losing revenue. 

You’ll get the option to challenge the way you think about revenue creation, from one of working, to one of not-working. 

…

Check out my “greatest hits” episodes:

Effortless Value #201

Pricing for Improved Profitability #211

How to Diengage Clients #215

…

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

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. 

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

….

Here are five questions you can ask yourself to get your brain on board with all the reasons raising prices will be good for you clients and for you, to help you get past price increase resistance you may be experiencing:

1. In what ways will it be good for my best clients when I lift my prices?
2. In what ways will raising prices help me be more effective for my best clients?
3. In what ways will I be able to increase the value I create for my best clients when I raise my prices?
4. How will raising my prices give me more time that I can use to focus on serving my best clients better, and making my accounting firm better?
5. In what ways do I love raising prices?

…

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

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. 

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/

Announcing the *NEW* Client Success Stories podcast: 

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

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆