

Business Strategy for CPA's
Geraldine Carter
Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
Episodes
Mentioned books

Aug 21, 2024 • 10min
311 4 Ways CPAs Can Price Intangibles
Learn more about PEAK FREEDOM Just how much revenue did that ship mechanic leave on the table?Had he been better at pricing, he might have been able to price more profitably. Pricing intangibles is a skill, and the better a seller does it, the more revenue he can generate for the time and effort he puts in. But how do you price intangibles when they are hard to pin down?In today’s episode, I offer four ways to price intangible value. …Link to full shownotes: https://www.businessstrategyforcpas.com/…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 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they’re short and on point.…WANT MORE?Client Interviews307 Take the shortcut!! With Hector Cantu, EA306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA281 4 Pricing Problems Solved with Kathy Hayden, EA259 Permission to Stop Being Superhuman with Michael Berry, CPA…Complete list of client interviews at:geraldinecarter.com/client-interview-episodes…Greatest Hits201 Effortless Value211 Pricing for Improved Profitability178 Killer Niches for CPAs with Tom Wheelwright179 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall252 How Accountants Can Use ChatGPT with Jason Staats, CPA…...Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:.THE EMAIL COURSE – FreeStop Working Weekends will teach you how to reduce your hours without giving up revenue. geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/bookTHE VIDEO COURSE – $497Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/videoA 1:1 CONSULTATION – $1297Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/coaching-options/CPA MASTERMIND – $9500For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or undergoing itDisengage problem clients at a pace you’re comfortable withCreate packages while navigating scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake progress faster and with more confidence. Your purchase is protected by my risk-free guarantee. geraldinecarter.com/40…

Aug 14, 2024 • 42min
310 From Exhausted to Having Her Life Back: Wendy Norman, CPA
Learn more about PEAK FREEDOM Two years ago, Wendy was working 70 hours a week in her firm. She was exhausted and “wanted to hide under the bed.”Now, she works 30 - 40 hours a week, has her life back, and brings in more revenue at higher margins.…Link to full shownotes: https://www.businessstrategyforcpas.com/310…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 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they’re short and on point.…WANT MORE?Client Interviews307 Take the shortcut!! With Hector Cantu, EA306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA281 4 Pricing Problems Solved with Kathy Hayden, EA259 Permission to Stop Being Superhuman with Michael Berry, CPA…Complete list of client interviews at:geraldinecarter.com/client-interview-episodes…...Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:.THE EMAIL COURSE – FreeStop Working Weekends will teach you how to reduce your hours without giving up revenue. geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/bookTHE VIDEO COURSE – $497Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/videoA 1:1 CONSULTATION – $1297Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/callCPA MASTERMIND – $9500For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or undergoing itDisengage problem clients at a pace you’re comfortable withCreate packages while navigating scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake progress faster and with more confidence. Your purchase is protected by my risk-free guarantee. geraldinecarter.com/40…...

Aug 7, 2024 • 1h 12min
309 How to Start Niching When You Don't Know Where to Start
Learn more about PEAK FREEDOM When it comes to creating revenue for your accounting practice, you need to create value and you need to price effectively. Niching is a powerful way to create more value with less time and effort, and niching is a powerful way to price more effectively. Niching also makes your accounting practice less expensive to run because the more clients look like each other, the more efficient your systems get. …Link to full shownotes: https://www.businessstrategyforcpas.com/…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 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they’re short and on point.…WANT MORE?Complete list of client interviews atgeraldinecarter.com/client-interview-episodes…Complete list of niche-related episodes athttps://geraldinecarter.com/niching-episodes…...Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:.THE EMAIL COURSE – FreeStop Working Weekends will teach you how to reduce your hours without giving up revenue. geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/bookTHE VIDEO COURSE – $497Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/videoA 1:1 CONSULTATION – $1297Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/coaching-options/CPA MASTERMIND – $9500For the overworked CPA at six figures of revenue who wants to make progress faster, with more confidence.geraldinecarter.com/40

Jul 31, 2024 • 1h 1min
308 How CPAs Can Create and Communicate Value
Learn more about PEAK FREEDOM Do you want to increase your revenue without working harder? If so, deepening your appreciation of creating value for clients and clearly communicating that value is a great bet. The less a business-owning accountant appreciates value, the more she’ll work hours to create dollars, and who wants that? LINK TO VIDEO REPLAY IN CROWDCAST:https://www.crowdcast.io/c/5bfv3mty0p2dLINK TO MASTER VALUE CREATION CHECKLIST:https://docs.google.com/document/d/1tkvq1rcPMqbff_FXDvZ_RdqrFHPW6u5tmMnrnmT3nWE/edit?usp=sharing…Link to full shownotes: https://www.businessstrategyforcpas.com/…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 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they’re short and on point.…WANT MORE?Client Interviews304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA281 4 Pricing Problems Solved with Kathy Hayden, EA259 Permission to Stop Being Superhuman with Michael Berry, CPAComplete list of client interviews at:geraldinecarter.com/client-interview-episodes…Greatest Hits201 Effortless Value211 Pricing for Improved Profitability178 Killer Niches for CPAs with Tom Wheelwright179 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall252 How Accountants Can Use ChatGPT with Jason Staats, CPA…...Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:.THE EMAIL COURSE – FreeStop Working Weekends will teach you how to reduce your hours without giving up revenue. geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/bookTHE VIDEO COURSE – $497Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/videoA 1:1 CONSULTATION – $1297Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/coaching-options/CPA MASTERMIND – $9500For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or undergoing itDisengage problem clients at a pace you’re comfortable withCreate packages while navigating scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake progress faster and with more confidence. Your purchase is protected by my risk-free guarantee. geraldinecarter.com/40

Jul 24, 2024 • 23min
307 Take the shortcut!! With Hector Cantu, EA
Learn more about PEAK FREEDOM You can figure out how to make the changes you need to make to your firm out on your own. But just because you can doesn’t mean you should. I talk with Down to 40 Hours CPA Masterminder Hector Cantu about the difference between DIYing and taking the shortcut. – “It would have taken me years on my own to figure out the changes we made in less than a year.”In less that ten months, Hector cut his hours by 19% and increased his revenue 32%. His prices are about 3x higher than where he started. Now he has time to think about hiring, training, and growing his practice. And he doesn’t feel as rushed or stressed when working with his clients. …Hey CPA firm owner, glad you found the podcast. If you feel trapped by your own accounting firm and are fed up with 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 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they’re short and on point.…If you like the idea of working less, you might enjoy these episodes from client interviews:295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA281 4 Pricing Problems Solved with Kathy Hayden, EAFreedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPAWant to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GO DOWN TO 40 HOURS THE EMAIL COURSEStop Working Weekends will teach you how to reduce your hours without giving up revenue. geraldinecarter.com/stop-working-weekendsFreeTHE BOOKDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/book$9.99THE VIDEO COURSEAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/down-to-40-hours-video-course$994 » 50% off for a limited time! » $497A 1:1 CONSULTATIONDo you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/coaching-options/$1295CPA MASTERMINDFor the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500

Jul 17, 2024 • 41min
306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA
Learn more about PEAK FREEDOM Running and growing your accounting practice can feel like a lot –– and maybe sometimes a hair more than you care to manage. Yet, how to change, what to change, and in what order to change things can be far from obvious. In this conversation, I want listeners to hear what it sounds like to make a bunch of progress in four months, while being owner of a company where the baseline is 25 hours for everyone. Find Rebecca at www.thewarnickgroup.com/.…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 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they’re short and on point.…If you like hearing client stories, you might enjoy these episodes:295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA281 4 Pricing Problems Solved with Kathy Hayden, EAFreedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPAWant to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GO DOWN TO 40 HOURS THE EMAIL COURSEStop Working Weekends will teach you how to get your hours down without giving up revenue. geraldinecarter.com/stop-working-weekendsFreeTHE BOOKDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/book$9.99THE VIDEO COURSEAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/down-to-40-hours-video-course$994 » 50% off for a limited time! » $497A 1:1 CONSULTATIONDo you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/coaching-options/$1295CPA MASTERMINDFor the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500

Jul 10, 2024 • 15min
305 Hiring is not the Solution to CPAs Overworking
Debunking the idea that hiring more staff solves overworking in accounting firms. Exploring the correlation between reduced work hours and higher revenue. Strategies include reducing client count, specializing, creating value for clients, and addressing pricing issues.

Jul 3, 2024 • 40min
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
Learn more about PEAK FREEDOM Melissa Downs, EA completed two rounds of Down to 40 Hours and one round of Down to 25 Hours.A year ago, she was caught in the hustle and grind. Now, she works 15 hours a week and is testing out what it feels like to coast. Want numbers?She cut 70% of her client load, works 73% fewer hours, and kept her take-home pay the same. Find out how in this week’s episode.And be sure to catch my two previous episodes with Melissa so that you can hear the change over time:272 More Free Time, More Confidence, with Melissa Downs, EA258 Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EA…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 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they’re short and on point.…WANT MORE?Client Interviews304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA281 4 Pricing Problems Solved with Kathy Hayden, EA259 Permission to Stop Being Superhuman with Michael Berry, CPA…Complete list at:geraldinecarter.com/client-interview-episodes…Greatest Hits201 Effortless Value211 Pricing for Improved Profitability178 Killer Niches for CPAs with Tom Wheelwright179 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall252 How Accountants Can Use ChatGPT with Jason Staats, CPA…...Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:.THE EMAIL COURSE – FreeStop Working Weekends will teach you how to reduce your hours without giving up revenue. geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/bookTHE VIDEO COURSE – $497Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/videoA 1:1 CONSULTATION – $1297Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/coaching-options/CPA MASTERMIND – $9500For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or undergoing itDisengage problem clients at a pace you’re comfortable withCreate packages while navigating scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake progress faster and with more confidence. Your purchase is protected by my risk-free guarantee. geraldinecarter.com/40…

Jun 26, 2024 • 38min
303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project
Learn more about PEAK FREEDOM I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients.…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 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they’re short and on point.…Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GO DOWN TO 40 HOURS THE EMAIL COURSEStop Working Weekends will teach you how to get your hours down without giving up revenue. geraldinecarter.com/stop-working-weekendsFreeTHE BOOKA Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/book$9.99THE VIDEO COURSEGet access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/down-to-40-hours-video-course$997A 1:1 CONSULTATIONDo you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.geraldinecarter.com/coaching-options/$1295CPA MASTERMINDFor the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500…More about today’s guest:Website: thecfoproject.comLinkedIn: https://www.linkedin.com/in/adamlean/

Jun 19, 2024 • 39min
302 Permission to Travel Your Own Path with Shana Cooper, CPA
Learn more about PEAK FREEDOM For the listener who feels the tension between the path he’s on and the one he really wants to be on, I talk with Masterminder Shana Cooper, CPA about giving yourself permission to travel your own path. …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 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they’re short and on point.…If you like hearing client stories, you might enjoy these episodes:Freedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPAWant to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GO DOWN TO 40 HOURS THE EMAIL COURSEStop Working Weekends will teach you how to get your hours down without giving up revenue. geraldinecarter.com/stop-working-weekendsFreeTHE BOOKA Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/book$9.99THE VIDEO COURSEGet access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/down-to-40-hours-video-course$997A 1:1 CONSULTATIONDo you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.geraldinecarter.com/coaching-options/$1295CPA MASTERMINDFor the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500…More about today’s guest, Shana Cooper, CPA:Website: https://www.theaccountabilityteam.com/LinkedIn: https://www.linkedin.com/in/shana-cooper-reconciliation-strong/