JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomAlmost every CPA I work with is underpriced. However, increasing prices can be scary because you’re worried you will send clients running. Yet, when we apply pricing tools thoughtfully and systematically, we can increase prices significantly, reduce hours, weed out minnow clients, restore sanity to the firm, and bring revenue, profit, hours, workload, and client satisfaction back into balance.…Link to Pricing Intangibles:https://geraldinecarter.com/intangibles…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 interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 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.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomProviding payment options is an intangible form of value that can be captured to increase revenue without adding more hours or work. Rather than say to your client, “Here’s how much you need to pay me,” instead you are saying, “How would you like to pay me?” You client appreciates the choice, and may choose an option that is a higher price for you for the same work.Payment options provide flexibility that your client appreciates, and you can use payment options to incentivize the behavior that works best for your firm. …Link to: 21 Intangibles CPAs Can Price: https://geraldinecarter.com/intangibles…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 interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 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.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can:- Capture the value you are already creating by implementing more strategic pricing - Segment your marketplace and existing clients - Offer increased value at a higher price - Offer reduced value at a lower price- Maximize the potential revenue from your client base - Maximize the potential revenue from incoming prospects Mastering these strategies will allow you to generate more revenue without taking on additional work, while also giving your clients the ability to choose the value they desire and pay a price that suits them that’s still profitable for you.…(If you can't make the button work on mobile, go to desktop)Get 21 Intangibles to Price: https://geraldinecarter.com/intangibles…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 interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:  geraldinecarter.com/client-interview-episodes…FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 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.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomWhat do you do when the market throws your business a giant curve-ball and your revenue streams dry up overnight?Minnie Lau CPA shares the good, the bad, and the ugly of niching into stock option planning and watching IPOs evaporate.…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 interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list includes episodes 167 and 137 with Minnie at:geraldinecarter.com/client-interview-episodes…FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 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.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomHave you ever wondered how fast you might be able to make meaningful improvements to your practice?With baby #2 on the way, time was of the essence. Find out what changes Kyle made, in what order, and what the impact of those changes was. Connect with Kyle here: https://www.weselycpas.com/…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 interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 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.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomThe very thing you need to help you create the accounting practice you want to own that has the time, freedom, revenue, control, and clients you want. It’s time to find and be with your people. Peak FreedomJoin Now »https://geraldinecarter.com/peak-freedom…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 client interviews?Complete list:geraldinecarter.com/client-interview-episodes…FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 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.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomThe more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun, but sometimes it's a part of business. When you learn how to harness your dread, you get what’s on the other side: glory. …Take 45 seconds to watch Alex Hormozi coach this firm owner - from the 17:50 mark to the 18:40 mark.https://www.youtube.com/watch?v=bgBIO6nZawg&t=1027sEmail me at [email protected] to tell me what you think.…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 interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenueTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 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.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomHave you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn’t make it your reality?Belita Blasingame knew she was up to the challenge of reshaping a firm she had purchased into the one she envisioned. …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 interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…Three ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenueTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 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.… JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomDo you think like someone who bills, or like someone who prices?If you think like a person who bills, you might be leaving profit on the table. Learning how to price requires thinking like a person who prices. This episode will help you get this concept into your bones so you can start thinking like a pricer and bring in more revenue for equivalent work. …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 interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenueTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 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.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomIf you don’t fire client who need to be disengaged or fired, you risk: Getting resentfulReducing work efficiencyNot enjoying your workNot enjoying your accounting firmStaff suffering or feeling demoralizedStaff leavingNot having capacity for a great client to onboardLest I sound cold-hearted, I always advocate for letting clients go with integrity and respect. Template Disengagement Letter »…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.…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenueTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 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.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomWe’re talking today about overwhelm, and it’s kissing cousins, stress and pressure. During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentation despite months of begging and pleading. And then, like clockwork, a slew of clients submit their documents a week before the deadline and expect the world from the CPA who is thinking, ”Where the heck have you been all summer!” The CPA feels overwhelmed by the amount of work that needs to be done in a short amount of time. In today’s episode, I will give you two paths to deal with overwhelm and prevent it from happening next tax season.The mindset sideThe tactical side…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 interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenueTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 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.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomRon Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Revenue.…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 interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenueTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 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.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomDo you know you need to raise prices but are intimidated by all the factors going into the decisions?Kathy Hayden, EA, and her sister, Julie Wagner, had 1100 clients with varying degrees of complexity, legacy, and price discrepancy.They share the 7 most important lessons they learned from their experience, including how it changed them and their firm for the better.…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 interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list: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/videoCPA MASTERMIND – $9500For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. geraldinecarter.com/40… JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomJust 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… JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomTwo 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…... JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomWhen 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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomDo 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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomYou 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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomRunning 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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomWorking more hours than you want can be a tough place to be. A place that you want to get out of as fast as possible. It would make sense to think that hiring someone to handle the excess work is the solution. I want to show you why hiring may not be the best option and how it might actually make the overworking problem worse.…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… JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomMelissa 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… JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomI 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/ JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomFor 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/ JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomAre you considering selling in a few years and wondering where to focus? My guest, Todd Steinberg, President of Thrive Financial Group, discusses how client mix, profitability, location, and transition assistance impact sales multiples. …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: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 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…Connect with Todd Steinberg:Website: www.thrivefinancialgrp.comLinkedIn: https://www.linkedin.com/in/todd-steinberg-b471437/ JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomWhat to think about (and what not to think!) to bring your hours down off the shelf of “wouldn’t that be dreamy” and make what you want a reality. …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 the idea of working less, 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 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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomAs part of the [Hire Well] series, I talk with Kristen Keats, founder of founder of Breakaway Bookkeeping & Advising, owner of Sherwood Tax & Accounting, founder and client of Cadencia, about how to use near-shore talent in Guadalajara, Mexico, to build a team that works smoothly together.…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: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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomI get an update from Brannon Poe, CPA, on the marketplace, what’s driving multiples, and how P/E is impacting the space. We also discuss strategies and considerations for selling to an internal staff member. …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.…OTHER EPISODES WITH BRANNON POE162 - How to Sell a CPA Firm for Optimal Price with Brannon Poe199 - Selling Cloud-based vs Traditional CPA Firms with Brannon Poe246 - How to Improve Sale Multiples with Brannon PoeWant 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-weekendsDOWN TO 40 HOURS – THE BOOKA Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/book$9.99GET 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 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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomWhat’s most important to focus on – and where do you not need to focus – in order to make the most progress toward your goals in your accounting practice?I see nine common characteristics among the accountants who’ve made the most progress. Know what they are so you can use your time wisely and not get pulled away by tempting, shiny objects. …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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomWondering if Down to 40 Hours CPA Mastermind is right for you?It might be, if you're a single-owner or partner CPA who wants to work fewer hours without losing revenue.In this short episode, I answer:✋ Who is it for? (Is it for me?)✋ How does it work?✋ What's the time commitment?✋ What if I'm going on vacation?✋ Is there a payment plan?✋ What happens if I make the wrong decision?✋ Is there a guarantee?✋ When does it start/end?✋ How big is the group?✋ What’s up with renewing?Down to 40 Hours CPA Mastermind is the only program of its kind designed specifically for CPAs who want to stop working insane hours, fix their pricing problems, figure out their niche, disengage non-fitting clients, and get their website to work for them so they can have the freedom, time, and revenue they want.If you have questions about whether Down to 40 Hours is right for you, shoot me an email: [email protected] JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomMany CPAs see the value in niching but find it difficult to get started. Sheila Hansen, CPA went from having a wide variety of clients to having a clear, narrow niche with clients whose challenges are consistent. Doing so has helped her standardize and systematize, save time, and increase prices by a factor of five. …Connect with Sheila:Website: https://www.hansenllc.net/LinkedIn: https://www.linkedin.com/in/sheila-hansen-cpa/Podcast: https://www.hansenllc.net/profitable-women-podcast/Instagram: https://www.instagram.com/sheila.hansen.cpa/…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: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…17 MORE EPISODES ON NICHING (!!)287 How CPAs Can Decide Their Niche When They Can’t Decide285 The Niche River of Fear270 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 Map263 Navigating Pricing and Niche Challenges with Jackie Meyer, CPA260 The Value of Niching245 Niching into Female-Owned Law Firms with Julie Powell, CPA239 Finding Your Niche with Matt Chiappetta, CPA221 12 Reasons to Niche Your Accounting Practice212 Hold My Beer and Watch Me Niche, with Josh Lance, CPA208 Minting New Niches for CPAs: Inside the CHIPS and IRA Bills203 Killer Niche: Farm + Ag CPA with Catherine Ozment198 Killer Intel for CPAs on the Real Estate Investor Niche with Tom Wheelwright195 How to Position Your CPA Firm to Stop Getting Overlooked in the Marketplace178 Killer Niches for CPAs with Tom Wheelwright174 More Confidence, Time, & Wealth When You Niche with SaraEllen Hutchison JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomI used to think I needed more time. If I just had more time, I could solve so many more problems. But thinking that way never solved enough problems to give me more time. Instead, I maintained a status quo of “never having enough time.”You might want more time. More free time. For your health. For your family. To travel. You might think you need more time. But “more time” isn’t the solution to the “not-enough-time” problem. If what you want is more time, the answer lies in changing what you think.Changing what you think in order to get what you want might be the simplest but hardest thing you can do. I hope you’ll accept the challenge. :) …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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomIf you think working only 15 hours per week, taking home almost $200K in Total Owner Benefit, and living stress-free while enjoying your business seems:InsaneImpossibleThe Promised Land Check out Erica Goode, CPA’s playbook for getting it done. …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 the idea of working less, 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: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 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…Connect with Erica Goode, CPAWebsite: https://www.ericagoode.com/LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/ JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomAccountants 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. This interview is the fourth in the series, and we are talking about how to be successful when going offshore. My guest is Nick Sinclair, founder and CEO of TOA Global, TOA is the global leader in talent solutions for the accounting industry. They supply 3500+ great offshore people to over 1000 firms in the US, Canada, Australia, New Zealand, and the UK.…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 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/$7500 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomAfter being stuck at a “$1.2M and working-all-hours” plateau for six years, it took Scott Scarano four years to get down to a one-hour work week. Find out what he needed to learn to get there. …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 the idea of working less, 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 GottWant 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 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/$7500 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomAccountants 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, Laurence Whittam, Founder and Managing Director Impact Global Solutions, takes us through five keys to hiring virtual onshore accountants well. …Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your 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/$9500 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomI talk with Jonathan Stark about the fear of niche boredom and the benefits of niching down in business. We explore the idea that niching down does not lead to boredom, but rather opens up new opportunities for variety and growth. By focusing on a specific target market or problem, businesses can automate repetitive tasks, systematize processes, and delegate work, allowing for more free time and the ability to pursue other interests. Niching down also leads to increased expertise, client satisfaction, better referrals, and higher profits. Our conversation highlights the importance of creating value for clients and the fulfillment that comes from making a meaningful impact in their lives. We discuss the importance of knowing your audience and how it can impact your choice of words and communication style. We explore the power of niche expertise and how it can attract higher-quality leads and larger clients. We also highlight the rewards of niching down, including increased revenue and a sense of stability and freedom. The conversation delves into the craft of business ownership and the need for continuous learning and improvement. Finally, we emphasize the possibility of having a sense of purpose and making a meaningful difference in your clients' lives.…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.…17 MORE EPISODES ON NICHING (!!)287 How CPAs Can Decide Their Niche When They Can’t Decide285 The Niche River of Fear270 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 Map263 Navigating Pricing and Niche Challenges with Jackie Meyer, CPA260 The Value of Niching245 Niching into Female-Owned Law Firms with Julie Powell, CPA239 Finding Your Niche with Matt Chiappetta, CPA221 12 Reasons to Niche Your Accounting Practice212 Hold My Beer and Watch Me Niche, with Josh Lance, CPA208 Minting New Niches for CPAs: Inside the CHIPS and IRA Bills203 Killer Niche: Farm + Ag CPA with Catherine Ozment198 Killer Intel for CPAs on the Real Estate Investor Niche with Tom Wheelwright195 How to Position Your CPA Firm to Stop Getting Overlooked in the Marketplace178 Killer Niches for CPAs with Tom Wheelwright174 More Confidence, Time, & Wealth When You Niche with SaraEllen Hutchison…OTHER EPISODES WITH JONATHAN STARK106 Better Pricing Strategies for Accountants: Stop Billing by the Hour, with Jonathan Stark111 Better Pricing Methodologies For CPA Firms, with Jonathan Stark157 Altitudes of Involvement for CPAs with Jonathan StarkWant 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/$9500 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomAccountants 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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomIf 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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomWe’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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomNiching 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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomA 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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomIn 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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomHave 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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomTHIS 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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomHey 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. JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomTHIS 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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomHey 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-carterI 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.…New to the podcast? 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?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. 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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomIn this episode, we will dive into the practical side of Pains and Dreams to make it easier to know what to say on your accounting firm’s website.We talked about the “pains” and the “dreams” in theory in episode 275, so now I want to share with you how it sounds in practice on the homepage of my own site. This will help you to understand the concept better and start listening to your clients and prospects with these two categories in mind. By organizing your thoughts and putting the right words on your website, you can: attract the kinds of clients you want to work withmake your sales conversations more effectivewaste less time in discovery calls with prospects who aren't a good fit for your firm. No need to burn thousands of dollars on website copy that doesn't speak to anyone. There’s an easier way. …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.…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 JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom