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How to implement better guardrails and boundaries for your clients to nudge behavior in the direction you want it to go.
If you’ve ever chased clients for documents or had them turn stuff in way late and you’ve twisted yourself, your business and your staff into pretzels to get the work done before the deadline, this episode is for you.
Listen in as my podcast coach and editor Tim Wohlberg shares how implementing simple boundaries (that can easily translate into the accounting world) transformed his business and life.
Tim’s website:
https://podcastperformancecoach.com/
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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.
If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
Subscribe here: geraldinecarter.com/subscribe
Readers say they love it because they’re short and on point.
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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
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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.
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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?
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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.
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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:
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- 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