Have you ever packaged and priced to get off hourly, only to get killed on scope?

This episode walks you through a practical, spreadsheet-based process for building Bronze, Silver, and Gold service packages that protect your time and reflect your value. If you’re tired of pricing guesswork, scope creep, or endless custom proposals, this gives you the clarity and structure you’ve been missing.

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Link to full shownotes:

https://www.businessstrategyforcpas.com/351

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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 3000+ 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.

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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

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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
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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.

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390. Rough Stuff: Willie Muse & the Funeral Walk of Shame