Business Strategy for CPA's 272 More Free Time, More Confidence, with Melissa Downs, EA
Learn more about PEAK FREEDOM
If you’ve ever felt stressed to the max and near the end of your rope, this episode is for you. Less than six months ago, Down to 40 Hours Masterminder and repeat guest, Melissa Downs was maxed out.
She got her client load underneath capacity, used tiered pricing to get clients where they needed to be, and started saying no. It wasn’t always easy, but now she’s on the other side, with free time on her hands and no drop in take-home pay.
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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.
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Listen to other stories from 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
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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.
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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.
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