The Modern CPA Success Show

Niche Down, Price Up with Geraldine Carter


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“One of the pros of niching is that it facilitates being able to dial in your process and create more consistent results for your clients. And when your results for your clients are more consistent, it becomes much easier to advocate, to articulate, the value that you're creating, and you get more confident in your ability to deliver those results because you've systematized it and you've seen it again and again.” Geraldine Carter


The finer details of this episode:

  • Advice on navigating the difficult conversation of firing clients and the potential benefits of focusing on a niche market
  • Creating packages or tiers of services to provide options and avoid one-size-fits-all pricing
  • The importance of finding a niche market and understanding pain points to effectively communicate value and serve clients

Episode resources:

  • Summit Virtual CFO by Anders website – https://www.summitcpa.net/
  • If you have questions or would like to be a guest on the show, email us at [email protected]
  • Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/
  • https://geraldinecarter.com/
    • Download Geraldine’s Master Value Creation Checklist for free! https://geraldinecarter.com/value
  • https://www.linkedin.com/in/geraldine-carter/
...more
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The Modern CPA Success ShowBy Summit Virtual CFO by Anders

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