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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If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
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Be sure to listen to this episode if you’re interested in getting paid for your expertise, without having to do so much hard work. You’ll hear about how, when, and why to use Productized Services in your accounting firm while understanding the pros and cons of them. You’ll also hear some examples of how they are used and what to price them at so you’re not stabbing in the dark.
If you want to check out other episodes on this topic, you might like:
Offer Productized Services with Sheila Hansen, CPA #240- 15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA #243
- Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau #167
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A few ways to work with me:
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.
geraldinecarter.com/call
$495
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- How to fire clients without blowing a hole in your firm
- 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.
geraldinecarter.com/custom-vip-coaching
$24,500
Business Strategy for CPA's