Business Strategy for CPA's

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

Providing payment options is an intangible form of value that can be captured to increase revenue without adding more hours or work. 

Rather than say to your client, “Here’s how much you need to pay me,” instead you are saying, “How would you like to pay me?” You client appreciates the choice, and may choose an option that is a higher price for you for the same work.

Payment options provide flexibility that your client appreciates, and you can use payment options to incentivize the behavior that works best for your firm. 

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Link to: 

21 Intangibles CPAs Can Price: 

https://geraldinecarter.com/intangibles

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Link to full shownotes: 

https://www.businessstrategyforcpas.com/

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If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

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Subscribe here: geraldinecarter.com/subscribe

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

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

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

Complete list:

geraldinecarter.com/client-interview-episodes

…

FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

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

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

THE VIDEO COURSE – $497
geraldinecarter.com/video
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.

CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 
…

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can:

- Capture the value you are already creating by implementing more strategic pricing 

- Segment your marketplace and existing clients 

- Offer increased value at a higher price 

- Offer reduced value at a lower price

- Maximize the potential revenue from your client base 

- Maximize the potential revenue from incoming prospects 

Mastering these strategies will allow you to generate more revenue without taking on additional work, while also giving your clients the ability to choose the value they desire and pay a price that suits them that’s still profitable for you.

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(If you can't make the button work on mobile, go to desktop)

Get 21 Intangibles to Price: 

https://geraldinecarter.com/intangibles

…
Link to full shownotes: 

https://www.businessstrategyforcpas.com/

…

If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

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

Complete list:  geraldinecarter.com/client-interview-episodes

…

FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

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

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

THE VIDEO COURSE – $497
geraldinecarter.com/video
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.

CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 
…

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

What do you do when the market throws your business a giant curve-ball and your revenue streams dry up overnight?

Minnie Lau CPA shares the good, the bad, and the ugly of niching into stock option planning and watching IPOs evaporate.

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Link to full shownotes: 

https://www.businessstrategyforcpas.com/

…

If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

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

Complete list includes episodes 167 and 137 with Minnie at:

geraldinecarter.com/client-interview-episodes

…

FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

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

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

THE VIDEO COURSE – $497
geraldinecarter.com/video
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.

CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 
…

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

Have you ever wondered how fast you might be able to make meaningful improvements to your practice?

With baby #2 on the way, time was of the essence. 

Find out what changes Kyle made, in what order, and what the impact of those changes was. 

Connect with Kyle here: https://www.weselycpas.com/

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/

…

If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

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

Complete list:

geraldinecarter.com/client-interview-episodes

…

FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

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

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

THE VIDEO COURSE – $497
geraldinecarter.com/video
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.

CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 
…

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

The very thing you need to help you create the accounting practice you want to own that has the time, freedom, revenue, control, and clients you want. It’s time to find and be with your people. 

Peak Freedom

Join Now »
https://geraldinecarter.com/peak-freedom

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/

…

If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want client interviews?

Complete list:

geraldinecarter.com/client-interview-episodes

…

FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

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

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

THE VIDEO COURSE – $497
geraldinecarter.com/video
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.

CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 
…

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

The more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun, but sometimes it's a part of business. 

When you learn how to harness your dread, you get what’s on the other side: glory. 

…

Take 45 seconds to watch Alex Hormozi coach this firm owner - from the 17:50 mark to the 18:40 mark.

https://www.youtube.com/watch?v=bgBIO6nZawg&t=1027s

Email me at [email protected] to tell me what you think.

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/

…

If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

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

Complete list:

geraldinecarter.com/client-interview-episodes

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

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

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

THE VIDEO COURSE – $497
geraldinecarter.com/video
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.

CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 
…

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

Have you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn’t make it your reality?

Belita Blasingame knew she was up to the challenge of reshaping a firm she had purchased into the one she envisioned. 

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/

…

If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

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

Complete list:

geraldinecarter.com/client-interview-episodes

…

Three ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

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

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

THE VIDEO COURSE – $497
geraldinecarter.com/video
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.

…

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

Do you think like someone who bills, or like someone who prices?

If you think like a person who bills, you might be leaving profit on the table. Learning how to price requires thinking like a person who prices. 

This episode will help you get this concept into your bones so you can start thinking like a pricer and bring in more revenue for equivalent work. 

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/

…

If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

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

Complete list:

geraldinecarter.com/client-interview-episodes

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

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

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

THE VIDEO COURSE – $497
geraldinecarter.com/video
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.

CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 
…

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

If you don’t fire client who need to be disengaged or fired, you risk: 

• Getting resentful
• Reducing work efficiency
• Not enjoying your work
• Not enjoying your accounting firm
• Staff suffering or feeling demoralized
• Staff leaving
• Not having capacity for a great client to onboard

Lest I sound cold-hearted, I always advocate for letting clients go with integrity and respect. 

Template Disengagement Letter »

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/

…

If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

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

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

THE VIDEO COURSE – $497
geraldinecarter.com/video
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.

CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 
…

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure. 

During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentation despite months of begging and pleading. 

And then, like clockwork, a slew of clients submit their documents a week before the deadline and expect the world from the CPA who is thinking, ”Where the heck have you been all summer!” 

The CPA feels overwhelmed by the amount of work that needs to be done in a short amount of time. 

In today’s episode, I will give you two paths to deal with overwhelm and prevent it from happening next tax season.

1. The mindset side
2. The tactical side

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/

…

If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

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

Complete list:

geraldinecarter.com/client-interview-episodes

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

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

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

THE VIDEO COURSE – $497
geraldinecarter.com/video
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.

CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 
…

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom