374 [WIP Series] From Hourly to Packages with Lori Yearwood, CPA

Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7

Stuck in hourly billing and chaos? 

The smarter path to growth might be saying no more – turning away work, raising prices, and standardizing before you scale. 

In this episode, Lori Yearwood, CPA, shares how she let go of clients, dropped hourly, and built packages with add-ons, gaining a day-plus each week to work on the business while revenue climbed.

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/374

…

Want Pricing Essentials?

If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. 

Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. 

Break the pattern with my short PDF guide:
7 Pricing Essentials »
It’s free and you can read it in 5 minutes.

I want to help you get your prices up without losing loyal clients.  

…

Lori’s website:

https://www.zealaccountingsolutions.com/

…

Want 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

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

DOWN TO 40 HOURS ACCELERATOR – $995/mo
geraldinecarter.com/40
For the overworked CPA at multiple 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. 
…

Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7