Business Strategy for CPA's 278 How to Get Your Accounting Firm Under Control in the Next 4 Months
Learn more about PEAK FREEDOM
Hey podcast listener, today’s episode is the audio from a webinar I hosted recently.
You’re going to want to listen because it shows you the path to go from working 55 hours a week to working 40 hours a week.
Because it’s audio from video, the visuals and the slides are missing, of course. I don’t think it’s a huge deal, but if you want to watch the video replay, you can do that by clicking this link:
https://www.crowdcast.io/@geraldine-carter
I also mentioned the capacity planner, a spreadsheet designed to help you see clearly how many hours you are setting yourself up to work.
You can get it here, and make your own copy.
I answer questions about DT40H at the 50-minute mark: what it’s like, what’s included, and so on, so if you want to go directly to that part, you can skip ahead to the 50-minute mark.
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New to the podcast?
Check out my “greatest hits” episodes:
Pricing for Improved Profitability #211
Killer Niches for CPAs with Tom Wheelright #178
Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179
Get More from Technology with Joe Woodard #244
…
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.
https://geraldinecarter.com/stop-working-weekends
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?
Please feel free to 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