Business Strategy for CPA's 258 Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EA
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.
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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/
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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
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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.
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.