Business Strategy for CPA's

Geraldine Carter
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Mar 20, 2024 • 35min

288 [Hire Well] Five Offshoring Mistakes for CPAs to Avoid

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Accountants run into many hiring and staffing-related challenges. You want to know:Which role to fill nextWhere to find talentIf it’s time to go offshoreHow to hire well the first time. Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions related to staff and hiring challenges. Making hiring mistakes is expensive—in terms of money, time, and emotional investment. Making a great hire can really pay off. I want to help you hire as well as you can. In this episode, my guest, Isaac Smith, founder of TeamUp, takes us through five painful hiring mistakes to avoid when going offshore.…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.…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor 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$495DOWN TO 40 HOURS CPA MASTERMINDFor 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 specializedDisengage problem clients without blowing a hole in your firmHave a community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500 Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7
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Mar 13, 2024 • 17min

287 How CPAs Can Decide Their Niche When They Can’t Decide

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7If you’ve ever wanted to niche but thought, “I can’t decide,” this episode is for you. By the end of it, you will not only know you can decide but also be able to take your next niche step with confidence. …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 3500+ 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.…OTHER EPISODES ON NICHING270 How long does it take for a CPA to niche?269 Four Niche Sirens for CPAs to Avoid268 How to Start Niching When Your Clients are All Over the Map260 The Value of Niching…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor 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$495DOWN TO 40 HOURS CPA MASTERMINDFor 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 specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500 Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7
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Mar 6, 2024 • 8min

286 What do I say on my website? #4: Fix / Packages

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7We’re talking today about what to put in the fix section of your website. If you do this well, the flow of your website copy will make sense to your reader. If you don’t do this well, there’s a risk and opportunity cost of not attracting the clients you want to work with, doing the kind of work you enjoy at prices you enjoy.…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 3500+ 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.…REFERENCED EPISODESIf you want to check out other episodes on this topic, you might like:282 - What do I say on my website? #3: Headline and Subtitle277 - What do I say on my website? #2: Pain & Dream Examples275 - What do I say on my website? #1: Pain & Dream…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor 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$495DOWN TO 40 HOURS CPA MASTERMINDFor 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 specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500 Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7
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Feb 28, 2024 • 15min

285 The Niche River of Fear

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Niching feels scary. The journey includes uncertainty, doubt, and overwhelm. “We definitely should turn around.”It’s the Niche River of Fear. If you know it exists and what to be on the lookout for, you’ll make it across. In so doing, you’ll reap the benefits of having made the traverse: new skillsets, capabilities, and tool to last a lifetime in your accounting firm, as well as the confidence that comes with learning, growth, and expertise. Get the single most important tool you need to make it across. …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 3500+ 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 #244…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor 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$495DOWN TO 40 HOURS CPA MASTERMINDFor 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 specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500 Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7
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Feb 21, 2024 • 7min

284 Use “So That” to Communicate More Value

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7A simple way to improve how you communicate the value you create.If you are not already great at communicating the value you create, you might default to selling accounting to your clients. Selling accounting is less valuable than what accounting does,  so if you don’t know how to convert from what accounting IS to what accounting DOES, you might be pricing too low.Because the client needs to perceive the value you create to justify paying your prices, you need to communicate that value. If the value is there – you’re creating it – but you’re not communicating it, you can’t price to capture it.This is how money gets left on the table.What words do you need to translate?…Hey, CPA firm owner. I'm 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 3500+ 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 #244…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor 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$495DOWN TO 40 HOURS CPA MASTERMINDFor 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 specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500 Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7
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Feb 14, 2024 • 19min

283 Feelings for Profit

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7In increasing order of value, clients buy one of five things:CommoditiesDeliverablesServicesExperiencesTransformationsThe kinds of transformations you can create are typically related to four things:MoneyTimeFeelingsClarityThe more you understand about what your clients feel before they work with you and once they’re working with you, the easier your accounting practice gets. LINK TO A FEELINGS CHARThttps://www.amazon.com/Emotions-Emotional-Classroom-Counseling-12x12inch/dp/B0B5TGSGLW/ref=asc_df_B0B5TGSGLW/?tag=hyprod-20&linkCode=df0&hvadid=598229501205&hvpos=&hvnetw=g&hvrand=15276508905861896069&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9029472&hvtargid=pla-1751094789736&mcid=e10d3a2ccc2d36c1964d18fff114d616&gclid=CjwKCAiAt5euBhB9EiwAdkXWO55zbV2uRZfaMDZpvSVNdKf_q7QWP7p5RcxJ5JYU4yOWn7QyKUU4zBoC6iwQAvD_BwE&th=1…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 3500+ 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.…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor 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$495DOWN TO 40 HOURS CPA MASTERMINDFor 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 specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500 Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7
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Feb 7, 2024 • 14min

282 What do I say on my website? #3: Headline and Subtitle

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Have you ever gotten stuck, wondering what to say on your website? Having the words that grab the kinds of clients you want to work with (and repel the ones you don’t) can make a big difference.Because you only have a moment to capture the attention of those who land on your website, you want to nail your headline and subtitle.Here are the three questions your headline and subtitle need to answer:What it isWhat it doesWho it’s forGet these right, and you’ll attract more high-paying clients, shorten your sales cycle, increase your conversion rates, do higher-margin work, and you’ll be able to work fewer hours for the revenue you want to bring in. …NEW HERE?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 3500+ 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.…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor 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$495DOWN TO 40 HOURS CPA MASTERMINDFor 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 specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500 Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7
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Jan 31, 2024 • 34min

281 4 Pricing Problems Solved with Kathy Hayden, EA

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7THIS WEEK’S EPISODEPricing is rarely just one problem. Often there are many challenges embedded in the problem. It might sound like this: “I know I need to raise my prices but it hurts my brain to think about how to navigate the complexity, the details, and the relationships.”In today’s episode, I talk with CPA Masterminder Kathy Hayden, EA. With 1200+ clients, overhauling her prices needed to be done but was too daunting to do alone. Her challenges were:Repricing legacy clientsRemoving tax preparers from being involved in the billingMaking prices consistent across the boardVisibility into clients’ income interfering with objectivity She worked through each challenge systematically, set herself up for a more controlled tax season, a 10% increase in revenue, and consistent prices she’s happy about.…NEW HERE?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/subscribeReaders say they love it because they’re short and on point.…Listen to other stories from 1:1 clients:Offer Productized Services with Sheila Hansen, CPAFreedom 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, CPAKiller Niche: Farm + Ag CPA with Catherine Ozment, 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, CPASpecializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, CPA…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor 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$495DOWN TO 40 HOURS CPA MASTERMINDFor 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 specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500 Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7
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Jan 24, 2024 • 23min

280 Mastering Leverage to Create Value in Less Time

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Hey CPA firm owner, glad you found the podcast. In this episode, I discuss the concept of leverage and how to use it to optimize your accounting practice. We dive into the importance of recognizing and utilizing various forms of leverage, from people and systems to time and technology. Drawing parallels with physical leverage, I invite you to consider the need to design your business for efficiency and reduced friction. I encourage you to focus on your genius zone and choose specific levers that align with your strengths, and I prompt you to consider where you want to create leverage in your accounting practice, be it through staff, systems, technology, time, money, networks/audience, or expertise.…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/subscribeReaders say they love it because they’re short and on point. Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7
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Jan 10, 2024 • 12min

279 The Real Reason You Started Your Accounting PracticE

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7THIS WEEK’S EPISODEOn the real reasons you started your accounting practice: time, freedom, flexibility, control, autonomy.And how working more, adding more clients, more staff, and more hours is not the path to getting you there. It’s not. the.path.I’ll walk you through why inverting your thinking is required: how the key to working less is not to make more money first. You need to work less first, so that you can make more money. If you want to grow your revenue, you need to start with working less. Not more. …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/subscribeReaders say they love it because they’re short and on point.////////////////NEW TO MY PODCAST?Check out some “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 #244////////////////Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor 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$495DOWN TO 40 HOURS CPA MASTERMINDFor 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 specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500 Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

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