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 if your accounting practice only had 3 problems?It might suddenly feel simpler and easier to think about being able to address each one.…...Your accounting practice only has 3 problems.Create value for clientsCapture value with pricingDeliver results efficiently.…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 1400+ 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-freedomHow to implement better guardrails and boundaries for your clients to nudge behavior in the direction you want it to go. If you’ve ever chased clients for documents or had them turn stuff in way late and you’ve twisted yourself, your business and your staff into pretzels to get the work done before the deadline, this episode is for you. Listen in as my podcast coach and editor Tim Wohlberg shares how implementing simple boundaries (that can easily translate into the accounting world) transformed his business and life.Tim’s website:https://podcastperformancecoach.com/…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

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 felt stressed to the max and near the end of your rope, this episode is for you. Less than six months ago, Down to 40 Hours Masterminder and repeat guest, Melissa Downs was maxed out. She got her client load underneath capacity, used tiered pricing to get clients where they needed to be, and started saying no. It wasn’t always easy, but now she’s on the other side, with free time on her hands and no drop in take-home pay. …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 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-freedomIf you’re wondering just how much you can implement in a short time in Down to 40 Hours CPA Mastermind, listen in to hear what Randy Larkin, CPA has to say. He’s been in Mastermind for barely 10 weeks and has made miles of progress on numerous projects. …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 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-freedomTHIS WEEK’S EPISODEHow long it takes to niche, what that timeline looks like, and what to expect along the way. The more the CPA has a sense of what the range of normal experiences is, the more confidence it creates, and more confidence leads to faster and better decision making, faster and better decision making accelerates progress.   …Related episodes:#269 - Four Niche Sirens for CPAs to Avoid#268 - How to Start Niching When Your Clients are All Over the Map#260 - The Value of Niching#266 - Transformations Without Woo…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 1300+ 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-freedomFour niche sirens whose messages you want to be on the lookout for, so you can be sure to steer clear and save yourself time, headache, and “nerve-wracking” on your niche journey. Those 4 sirens are:FancyMoneyRight Waste TimeWhen you ignore these messages, you’ll work with clients you genuinely enjoy, and you get to be more authentic, the money comes more easily because you create value for clients you like, you stop fixating on the niche itself being right and start fixating on the solutions to their money, time, stress and clarity problems, and you know that there could be no better use of time than fixating on the solutions your clients need. …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 1400+ 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-freedomHow to get started niching when you’re all over the map, so that you can break out of the cycle of being all-things-to-all people, working weekends, and doing work you can’t stand. Related episodes:#260 - The Value of Niching#266 - Transformations Without Woo…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 1300+ 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-freedomHey 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 1500+ 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:GET 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/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500   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. 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 1500+ 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:GET 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/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500   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. 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 1400+ 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.…THIS WEEK’S EPISODERecently, I surveyed my list of readers asking what they found most challenging and what would be helpful if I talked about it. The clear winner was understanding and communicating value.So today I want to give you a tool you can use to better understand the value that your buyer perceives.The more deeply the seller appreciates the value the buyer perceives (or doesn’t), the easier it becomes to communicate value, price relative the value, and have more satisfied clients.  …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:GET 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/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500   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. 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 1400+ 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.…THIS WEEK’S EPISODEIn this episode I talk about the Hourly Mindset compared to the End Result Mindset.Hourly is both a pricing tool, and a mindset. As a pricing tool, hourly creates a price based on the time that is input. As a mindset, hourly creates and binds the accountant to working hours. The problem is, if an accountant shifts from hourly billing to flat rate pricing, without shifting their mindset, they may impart unneccessary suffering upon themselves. It can be hard to shift out of the mentality of your time, effort, and work being valuable, into a mindset where it’s the end result that’s valuable. But the more this concept sinks in, the more money you make with less effort. Without this concept, you’re likely to work a lot more hours than are necessary in order to create the revenue you want.It’s not just about the pricing tool you use. It’s also about the mindset.…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:GET 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/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500   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. 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 1400+ 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.…THIS WEEK’S EPISODEListen to this episode where I talk  with Jackie Meyer, Founder of Meyer Tax Consulting LLC, TaxPlanIQ, and the Concierge Accountant Coaching program, about ways to navigate common pricing and common niche challenges for accountants and CPAs. Jackie had direct experience in her firm and has seen first hand the challenges that accountants face when making the transition from the traditional model into a model that focuses on value creation for clients. …MENTIONEDJackie Meyer: https://www.jackiemeyercpa.com/TaxPlanIQhttps://www.taxplaniq.com/Link to AICPA Pricing Tool:https://www.aicpa-cima.com/resources/download/trusted-client-adviser-pricing-tool…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:GET 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/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500   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. 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 1300+ 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.…THIS WEEK’S EPISODEIn this week’s episode, I talk about the idea or concept of a product ladder and what it looks like to build one. A product ladder is a useful tool or concept that when you put it in play, can help you convert more prospects into clients more easily, and it gives you visibility into the warmth of your pipeline of prospects. It also filters in higher quality clients while filtering out less well-fitting clients, and it does those things while generating revenue. …REFERENCED EPISODESListen to these two episodes for rungs that can go on a product ladder:250 Productized Services: Sell Your Expertise, Not You Working251 Digital Products: Sell Your Expertise, Not You Working…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GET 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/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500   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. 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 1300+ 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.…THIS WEEK’S EPISODEMany CPAs have difficult clients. Many CPAs (think they) have difficult clients. …In today’s episode, I offer a more useful and effective framework for thinking about your most difficult clients, so that you can reshape your accounting practice into one that only has amazing clients, and clients who help you be better. …Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GET 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/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500   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. 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 1300+ 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.…THIS WEEK’S EPISODEListen to this episode where I cut right to the chase on the value of niching. It’s a clip from a podcast interview I did with John Randoplh, host of the CPA Life podcast.To catch our 2-part episode, check out the CPA Life podcast:– Work Smarter, Not Harder on AUG 23 2023– The Value of Understanding What Clients Want on AUG 30 2023…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GET 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/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500   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. 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 1300+ 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.…THIS WEEK’S EPISODEHave you ever felt at the edge of burning out or like your sanity is on the line? Many CPAs get into the profession because they want to help people; they find saying no to prospects to be nearly impossible. Some end up with an overflowing client roster of underpriced clients and an unrelenting workload that keeps them stuck at the office eight days a week. There’s a better path. “Change is 110% possible – you just have to take action.”Listen to Michael Berry, CPA, as he talks about what he has changed over 8 months in Down to 40 Hours CPA Mastermind, as he ratchets down his hours, increases his prices, and gets a deeper appreciation for the value he provides for his clients. …Listen to other stories from 1:1 clients:Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EAOffer 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, CPA…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GET 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/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500   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. 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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribe…THIS WEEK’S EPISODEWhat if you could cut your client roster waaaaaaay down, without taking a hit to your bottom line?Melissa Downs, EA did just that. In Down to 40 Hours CPA Mastermind, she worked through her client roster, updated her pricing, sent out 600+ disengagement letters, and kept her net profit exactly the same. Six months ago she said she didn’t think it was possible. Not for her, anyway. Now, she has a 3-week unplugged cruise planned for the fall, and the eventual goal is to live overseas for a few months while the firm runs without her coming in everyday. You can find Melissa via her website:https://midwestbkpg.com/…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, CPA…Want to get your life back while protecting your revenue? Here are a few ways I help overworked CPAs:GET 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/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500   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. 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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribe…In this episode, I share 6 ways to get your hours back in your accounting firm. Rather than having “work less” be some vague, hand-wavy “wouldn’t that be nice” idea, I give you six ways to go about getting your hours down. Without losing revenue. You’ll get the option to challenge the way you think about revenue creation, from one of working, to one of not-working. …Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #211How to Diengage Clients #215…A few ways to work with me:GET 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 specializedHow to fire clients without blowing a hole in your firmA 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. 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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribe….Here are five questions you can ask yourself to get your brain on board with all the reasons raising prices will be good for you clients and for you, to help you get past price increase resistance you may be experiencing:In what ways will it be good for my best clients when I lift my prices?In what ways will raising prices help me be more effective for my best clients?In what ways will I be able to increase the value I create for my best clients when I raise my prices?How will raising my prices give me more time that I can use to focus on serving my best clients better, and making my accounting firm better?In what ways do I love raising prices?…DOWN 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 specializedHow to fire clients without blowing a hole in your firmA 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. 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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribe…Burnout is rampant in accounting. Many CPAs are overworked, overwhelmed, tired, and fried. They know work is hard, they know something’s wrong, they know they don’t like what they have. But the problem is they don’t know how to stop it. Many keep working, hoping that by working more hours, the overworking problem will somehow solve itself. Working more to solve the overworking problem only makes things worse, and can lead straight to burnout. The cost of burnout can be high: it can take a physical or emotional toll, or both. Listen to today’s episode to hear stories from both Randy Crabtree and Geraldine on what burnout cost, what we can see now in retrospect that we couldn’t see when caught in it, and concrete steps for changing course before the consequences get dire. You don’t have to work long hours to make money. Listen to 1:1 clients who made the switch:15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA130% Revenue Increase While Working Less with Paige GottFreedom to Choose Not to Double Revenue with Prithi Daswani, CPA…A few ways to work with me:GET 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 specializedHow to fire clients without blowing a hole in your firmA 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/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500  …Connect with Randy Crabtree:Website: tri-merit.comLinkedIn: https://www.linkedin.com/in/randy-crabtree-1945a67/Bridging the Gap Conference: https://tri-merit.com/tucpa-conference-2023/ 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. 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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeListen to this episode where I interview Prithi Daswani, CPA a 1:1 client. We worked together for about a year, starting two years ago. In her story, you’ll hear how she went from 750 clients down to 50 over the course of that time. You’ll hear about the decisions and modifications she made to her practice, so that she could get out from under the relentless workload to find happiness again. You’ll hear which steps made the biggest impact, which fears she needed to work through in order to implement improvements, and what happened to her revenue over the course of the journey. The end result? More happiness, a lot less work, steady take-home pay, and the freedom to choose not to double revenue.Connect with Prithi at https://prithidaswani.com/.…Listen to other stories from 1:1 clients:15 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…A few ways to work with me:GET 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 specializedHow to fire clients without blowing a hole in your firmA 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/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500   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. 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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribe…My guest today is Rebecca Driscoll, of Conscious Accounting. Sometimes we know that we are not where we want to be in our business, or in our life. But what to do about it and how to fix it remains elusive. Rebecca knew she wanted to find a different path, but didn’t know what path she wanted to be on. She had the courage to explore options, until the one she wanted to be on revealed itself to her. For those who sometimes wander, feel a bit hopeless, or lost, I hope you find the story of Rebecca’s explorations to be inspiring. …Connect with Rebecca Driscoll, CPAhttps://conscious-accounting.com/https://www.linkedin.com/in/rebecca-driscoll-cpa/…Listen to other stories from 1:1 clients:15 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…A few ways to work with me:GET 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 specializedHow to fire clients without blowing a hole in your firmA 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/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500   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. 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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribe…ChatGPT has taken the world by storm, and many accountants are wondering where its use fits into their accounting practice – now, and two years from now. If you want to find out where to get started, how you might begin using ChatGPT in your accounting practice, and what to watch out for (Hint: the cost of not leaning into it), tune in for answers.Also be sure to check out my previous episode with Jason, #219 Automation as Business Strategy.…A few ways to work with me:GET 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 specializedHow to fire clients without blowing a hole in your firmA 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/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500   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. 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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeBe sure to listen to this episode if you’re interested in getting paid for your expertise, without having to do so much hard work. You’ll hear about how, when, and why to use Digital Products in your accounting firm while understanding the pros and cons of them. You’ll also learn how to think about when your accounting practice is ready to introduce these, and when it might be too soon to be worthwhile. If you want to check out other episodes on this topic, you might like:Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #24415 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA #243……A few ways to work with me:GET LOTS OF ANSWERS FAST (or)KNOW EXACTLY WHAT TO DO NEXTFor 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 specializedHow to fire clients without blowing a hole in your firmA 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/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500   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. 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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribe…Be sure to listen to this episode if you’re interested in getting paid for your expertise, without having to do so much hard work. You’ll hear about how, when, and why to use Productized Services in your accounting firm while understanding the pros and cons of them. You’ll also hear some examples of how they are used and what to price them at so you’re not stabbing in the dark. If you want to check out other episodes on this topic, you might like:Offer Productized Services with Sheila Hansen, CPA #24015 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA #243Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau #167…A few ways to work with me:GET 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 specializedHow to fire clients without blowing a hole in your firmA 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/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500   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-freedom*Want one piece of business strategy delivered daily to your inbox?*Subscribe here: geraldinecarter.com/subscribeTransitioning from a one-on-one business model to a one-to-many business model is a strategic move that some business owners consider as their practices expand and evolve. While one-on-one work offers personalized attention and guidance to individual clients, the one-to-many model enables business owners to reach a larger audience, scale their impact, and increase their revenue potential. Laura Dixon helps women who are obsessive about food and dieting become naturally thin for life. Laura shares how she started her coaching business using a one-to-one model and then shifted it to a monthly membership model. Highlights:— “I always knew what I wanted long-term is recurring consistent revenue in a way that I sell to clients that I love to serve. — “I set up my business where I'm able to have the flexibility that I want with my family, but also do what I love, help the people that I love to help, and make the money that I want.— “Long term, I want a massive business. And that means getting really good at delivering something extraordinary, being really good at selling it. And so I'm willing to charge less now because I know what I want 10, 20, 30 years down the road.” — “I don't want people that kind of want to try stuff in my program. I want people that want to come in, they want to do the work, they want to get the result and they want to get out, and then just live the rest of their life.” — “I'm able to produce probably five times as much as I was able to when I was working more hours because I'm so clear on who I help.”Connect with Laura:Website: https://lauradixoncoaching.com/ 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-freedom*Want one piece of business strategy delivered daily to your inbox?*Subscribe here: geraldinecarter.com/subscribeTake the survey!https://link.improvetheworld.net/BusinessStrategyforCPAsBy analyzing relevant data, business owners can identify patterns, trends, and insights that enable them to make well-informed decisions, mitigate risks, and capitalize on opportunities.In this episode, Donny Shimamoto of the Center for Accounting Transformation talks about the two different surveys that his firm is doing right now. The surveys aim to understand what works and what doesn't work for accounting firms, specifically in the areas of advisory services and staffing strategies. ​​Conducting surveys to identify the successful practices of accounting firms in terms of advisory services and staffing is crucial for understanding the key factors that contribute to client success. Donny believes that accountants are here to help improve the world, and the more accountants who contribute to their research, the more the results of that research can help improve the world.Highlights:— “Really good business-driven innovation is driven off of data.”— “Accounting is the foundation of a business. And it is absolutely necessary.” — “Accounting has the power to help small business owners be much more successful.”— “Many of us are scared of the word “failure,” but learning from errors or mistakes creates the opportunity to help others learn from what we did.”Connect with Donny:Website: https://improvetheworld.net/LinkedIn: https://www.linkedin.com/in/donnyitk/Episode mentions:Take the survey!URL: https://link.improvetheworld.net/BusinessStrategyforCPAs 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-freedom*Want one piece of business strategy delivered daily to your inbox?*Subscribe here: geraldinecarter.com/subscribeFor a lot of accountants, marketing can either be this thing they know they ought to be doing, but aren’t, or they're doing it and not seeing the response they want. Sometimes it feels like they're pouring money down a hole.Like any other business, accounting firms are not immune to making marketing mistakes. In this episode, Matt Banker, founder of Benchmark Growth Marketing, shares some common marketing mistakes that accounting firms make and offers insights on how they can effectively promote their services and stand out in a competitive market.Highlights:— “The most common marketing mistake I see is accountants undervalue their website, or spending money sending good traffic to a bad website.”— “Whatever you're communicating on your website is really influencing a lot of prospects’ first impression of who and what you are.”— “The words on your website need to be right: the messaging, positioning, making sure that you're communicating what you do and for whom. You want your website to qualify people either in, or out..” — “A lot of the marketing materials that are targeted for accounting firms are written for everybody. It's generalist content, and no one cares about it. What I really want is someone who has specific expertise that applies to me. The more specific, the more valuable.” — “The main reason marketing feels expensive is that you haven't budgeted for it. You haven't thought about it as something that is built into your business model.” Connect with Matt:Website: https://marketingforaccountingfirms.com/Free Email Templates:https://marketingforaccountingfirms.com/free-email-templates-for-accounting-firms/ 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-freedom*Want one piece of business strategy delivered daily to your inbox?*Subscribe here: geraldinecarter.com/subscribeHow can CPA businesses make themselves more attractive to potential buyers and command a higher sale price?Brannon Poe offers tips for improving sale multiples for CPA businesses.Brannon is a CPA and is the founder of Poe Group Advisors, a brokerage business focused solely on accounting and CPA firms. Highlights:— ”In the landscape of buying and selling of accounting firms, the biggest change is the increase in the focus on the quality of staff in acquisitions. Because quality staff are scarce.”— ”There's increasing comfort and demand with virtual firms. We are seeing multiples increase as banks are getting more comfortable with those firms.”— ”If you want to sell in three to five years, it's smart to get an understanding of how much the practice is worth.” — ”If I had to give one piece of advice to a firm owner who was thinking of selling in three to five years, it would be to focus on pricing.”Connect with Brannon:Website: https://poegroupadvisors.com/Brannon’s new book: Prepare Your CPA Firm for A Salehttps://poegroupadvisors.com/prepare/Previous episodes with Brannon:162 How to Sell a CPA Firm for Optimal Price with Brannon Poehttps://www.businessstrategyforcpas.com/162199 Selling Cloud-based vs Traditional CPA Firms with Brannon Poehttps://www.businessstrategyforcpas.com/199 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-freedom*Want one piece of business strategy delivered daily to your inbox?*Subscribe here: geraldinecarter.com/subscribeMany CPAs are hesitant to niche because they are afraid of limiting their potential client base and revenue.But niching can actually help CPA firms attract more qualified clients and grow their business faster.Julie Powell is a CPA from Tennessee who is currently in Down to 25 Hours CPA Mastermind. She shares her journey of niching and the benefits that it has created for her CPA firm.Highlights:— “Niching is not irreversible.  If I focus on this niche for a couple of years and then find out it's not the best fit, I can always pivot and select a different niche.”— “One obvious benefit has been the efficiencies in our internal workflows. By doing more work for clients that are similar, we can really dial in our processes.” — “The more we're focused on this niche, and the more we really understand them, the better we are able to communicate that to potential clients in a way that really resonates with them and attracts them to our firm.”— “Having that deeper understanding of a client makes the discovery process so much better. Not just for me in delivering it, but also for the client in understanding what we do and how we can help them.”— “Niching hasn’t been limiting at all. Because now that we're beginning to really understand this type of client better, we can do more things for them.” Connect with Julie:Website: https://www.jpsolutions-llc.com/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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe For many accountants, depending on the day, technology can be a powerful tool or a frustrating time sink.  Here today to talk with me about effectively leveraging technology is my guest, Joe Woodard.  Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. He's the host of Scaling New Heights, one of the world's leading training conferences for accountants and bookkeepers, which is coming up in St. Louis, June 25th to 28th. Highlights: — “What I would encourage you not to do is directly engage one-to-one with a business that can't afford to pay you.” — “There is an endless vacuum of human need. It is not your job to fill it.” — “Common classic mistakes that accountants are making when it comes to software are disparate technology and under-adoption.” — “Be the accountant or bookkeeper in the pocket of your client, not in the inbox of your client.”  — “You got to build a niche. If I did what I did for other professionals, it wouldn't work and would fall apart. I know my audience. I know what I'm passionate about and that's what makes it work.” Connect with Joe: Website: www.woodard.com  Upcoming Event: Scaling New Heights 2023: www.ScalingNewHeights.com Book mention: Boundaries: When to Say Yes, How to Say No to Take Control of Your Life by Henry Cloud and John Townsend  https://www.amazon.com/Boundaries-Updated-Expanded-When-Control-dp-0310351804/dp/0310351804/   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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Niching is not a one-time task but an ongoing discovery process and refining and developing your expertise. It can be a powerful tool for CPAs who want to build a thriving practice while enjoying the freedom to work with the clients they love and set prices in a way that reflects the value they create. Erica Goode shares the challenges she faced when she started her business and how niching helped her build a more profitable accounting practice. Based in Idaho, Erica is a seasoned financial expert and CPA who provides CFO services to coaches and consultants. HIGHLIGHTS: — “The best thing about running your own practice is you decide who you get to work with and who you don't get to work with. It's so liberating.”  — “I had been resisting what felt easy and obvious to me. I was trying to find something fancy.”  — “Niching is a process, not a task.”  — “The more you can narrow down to what you actually need to know, then it just makes your job so much easier. And you don't feel like you're behind because you're choosing not to stay up to speed on certain things, because it doesn't seem relevant to your client base.” — “As accountants, we underestimate how much relationship people are looking at from us. Clients want their tax person to sit next to them and explain stuff.”  Connect with Erica: Podcast: Coaches, Consultants + Money: https://www.ericagoode.com/podcast LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/ Instagram: https://www.instagram.com/erica.goode.cpa/ Episode mentions: 116 From Hourly Billing to Flat Rate for Cares Act Documentation https://businessstrategyforcpas.com/116 175 Paid Strategy Sessions and Half-Day Workshops with Erica Goode, CPA https://businessstrategyforcpas.com/175 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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe The hustle can be tempting: all that activity seems to have a positive effect.  Hustle too much, and risk becoming stretched too thin across too many areas of your accounting practice.  Hustle for too many years, and risk burning out. If you don't solve your hustle problems now, you run the risk of carrying your hustle problems with you as your accounting practice grows.  And as your accounting practice grows, the problems that caused hustle in the first place continue to grow, leading to more and more hustle. Consider solving problems that cause hustle now, so you don’t carry them with you. In this episode, I give you eight hustle-related thought patterns to consider shifting:   From: “The way to solve this is by working more.” To: “Working less is better for me, my clients, and my business.”  From: “I am always behind.” To: “I am on top of my work.” To: I am getting ahead of my work.”  From: “There’s always more to do.” To: “My responsibilities are finite.”  From: One-time, this-time solutions to the solution that also works when your accounting practice is twice the size. From: “This is how we’ve done it.” To: Bigger, better, faster results for your clients.  From: Speed and intensity. To: Slowing both mind and actions down. To: All the ways that when you work less your clients have a better experience.  To: All the ways that extra time is good for you and extra time is good for your staff.   Going from 40 down to 25 hours requires a new set of skills, and a new way of thinking.  When you work less, it’s better for your accounting practice, it’s better for your clients, and it’s better for you.  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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Acquiring and retaining clients is crucial for maintaining a successful accounting practice.  But not all potential clients are the right fit for an accounting firm, and working with the wrong clients can drain resources and decrease overall profitability.  One solution to this problem is offering paid intensives to pre-filter potential monthly accounting clients.  This approach allows firms to work closely with clients over a short period to assess their needs, expectations, and overall fit before committing to a longer-term relationship.  In this episode, Sheila Hansen shares her insights on offering her one-time services, particularly the benefits of paid intensives. Sheila is a CPA from Omaha who focuses on creatives striving for $250K and above in revenue. Highlights: —  “Clients know they need an accountant, but they may not know exactly why having a good one is important.” — “Whether clients have a bookkeeper or are keeping books themselves, often they don’t know what their financials are telling them.” — “While it might be tempting to “teach clients everything,” often clients find value in just one or two steps that make an impact.” — “When it came to offering this type of intensive, I finally just put it out there – tried it, tested it – to see what worked.” Connect with Sheila: Website: https://www.hansenllc.net/ Instagram: https://www.instagram.com/sheila.hansen.cpa/ LinkedIn: https://www.linkedin.com/in/sheila-hansen-cpa/ Episode mentions: 235 Advanced Decisions https://businessstrategyforcpas.com/235 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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Starting an accounting practice from scratch can be a challenging journey for any entrepreneur.  One of the biggest challenges for a new CPA firm owner is finding a niche that aligns with one’s values and expertise. Today I speak with Matt Chiappetta, a CFO turned CPA firm owner working with digital solopreneurs.  Starting as a solopreneur just last year, Matt talks about how he found his niche and shares the steps he’s taking to build an audience. Highlights: — “You're a soloist and business operator, but that doesn't mean that you need to do everything by yourself all the time.” — “I don't worry about getting bored in my niche because I feel like there's just so many different ways to serve my target market.” — “If you don't like your niche, there's nothing preventing you from changing it.”  — “You get an immense amount of clarity when you pick your niche in terms of the problems you're trying to solve, which makes you more valuable for your client.”  — “If you're making genuine connections with the content you’re creating, it almost seems like there is going to be a time when you unexpectedly  gain a lot of traction.” Connect with Matt: Website: https://www.mattchia.cpa/ Twitter: https://twitter.com/mattchiacpa 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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe It's not uncommon for CPA business owners to find themselves overworked and swamped with too many clients. It's easy to feel overwhelmed, like you're losing control of your business and that it's running you rather than the other way around. But with the right approach, it's possible to turn the tide and regain control of your CPA practice. I talk with Laurie Rauk, a CPA from Calgary. She shares the steps she implemented in Down to 40 Hours CPA Mastermind to transform her business and achieve a manageable practice. Highlights: — “When I sent out a price increase letter to my clients and asked them to pay upfront, more of them signed up right away to have me do their personal tax returns this year than I was anticipating.”  — “The clients who decided to stay with me understand that if I'm overstretched and have too many clients to serve, then they are not going to get the good service that they deserve.” — “Because I have reduced my client base, I'm not feeling pulled in different directions. I feel a lot more in control of the rest of the month here because I know what I've got on my plate now and what's still coming in.”  — “I have a deeper appreciation for the value I bring as a highly trained CPA with 20 years experience and the individualized personalized service that my clients get is worth a price premium.” — “When I cut 15% - 20% of my client base, my revenue has actually gone up because of the price increases that I introduced.” Connect with Laurie: Website: https://laurierauk.ca/   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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe The need to work 40 hours a week is entirely fictional. You don’t need to work a 40-hour workweek just because that’s the standard, and because there’s a whole system, economy, business organization structure, all set up around the idea of a 40-hour workweek. As a CPA firm owner, you can work less and you can work on your business to increase your revenue. And your revenue is not reliant on the time that you put in. Your revenue is reliant on how much value you create for your clients and how effective you are at capturing that value created with your prices. So I want to talk about the process of getting down from an overworked state, be it 50, 60, 70 hours, or more a week, down to a 40-hour workweek and what that looks like. And then setting up to get down to a 25-hour workweek, and letting go of the appearance of safety of the conventional 40-hour workweek, and taking a fresh approach so that you can have the business that you want and have the life that you want, with your business that supports that and fits nice and neatly inside that life. Through this process, I also worked on my thinking, because the more I could switch myself into more productive, effective thoughts, the more time I started getting back for myself.   Steps to get down to a 40-hour workweek: 1. Disengage  2. Highgrade your best clients' package and price.  3. Deal with your most pressing challenges.  4. Organize and protect your time 5.  Work on the thoughts so that they help you get where you want to go.   It is absolutely possible for you to work the number of hours a week that you want to work, whether it's 40, 38, 32, 28, 24, or 18 and a half. You get to design and you get to decide what you want. And it has nothing to do with the 40-hour standard, which is fiction. You get to decide what you want. And you get to design it. When you do this work going through this process of getting yourself down to a sane workweek and bringing in the high margin revenue that suits you, it's better for your business, it's better for your clients, and it's better for you and you your life on your one trip through space.  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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe When you better understand the nature of your problem – if it’s tactical or mindset in nature –  you can make better sense of your experience in your accounting firm and why sometimes it might feel so hard.  We try to solve problems with tactics. And we just keep hitting the same nail with the same hammer thinking that we have a tactical problem, not realizing that in fact we have a mindset problem.  We’re not solving the correct problem.  Here are three areas of your accounting practice that are critical to your success.  Here are the tactical challenges and mindset challenges of these three areas:  Knowing who you're selling to - positioning What they want to buy - understanding your buyer How to sell it to them - selling   All of them have tactical solutions. And they have mindset problems that tend to come along with them: Positioning - “I don’t want to limit myself” & “I’ll be bored” & “What if I don’t pick the right niche” Understanding your buyer - “I don’t have time to talk to my clients” & “I know everything and don’t know how to listen” 🙂 Selling - “Selling is dirty” & “I don’t want to be pushy” & “I don’t like selling”   You need the tactical solution, and we see what happens. If it doesn't work, if you can't solve your problem with the tactical solution, then we need to explore and address the mindset challenges. A tactical solution without a mindset solution is an incomplete solution. I want you to have a complete solution.  Because giving you tactics without giving you the mindset help that you need is like giving you a one-sided zipper. Giving you only the mindset without the tactics that you need is like giving you the other side of the zipper.   And it's the same in your business.  It doesn't work without tactical solutions, and it doesn't work without mindset solutions.  Down to 40 Hours CPA Mastermind is designed to give you the complete solution. Baked into it are tactical solutions, and mindset solutions. It’s the only program of it’s kind to deliver the complete solution you need to get your time and your life back.  Episode mentions: 232 *You Can* Master Your Time and Calendar, with Dawn Goldberg https://businessstrategyforcpas.com/232   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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe I've been asking myself for a long time: What are the common characteristics among my clients who make the most progress towards their own version of success the most quickly?  What do I see among them? What are the common traits that they have? Or what are they doing? I've looked at all the different possible characteristics of their business to try and see what are the commonalities. But when it comes down to it, the most obvious commonality is that they make decisions. And they move.  It is the ability to make decisions and learn from the decision that enables those ones to make progress toward their goals the most quickly and the most consistently. In this episode, I want to share with you three advanced decisions that you can make in your business that you can start implementing right away so that you start holding onto the steering wheel of your business bus:   making decisions about your prices making decisions about your deadlines making decisions about your capacity   Advance decisions are critical for your business because they help you make progress in your business much more quickly. Making decisions ahead of time is just one piece of the puzzle that helps you work less and make more, and enjoy the business and the life that you want to have. 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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe How can CPAs grow their accounting practice when they’re over capacity, underutilizing their talents and not providing optimal client support?  Many CPA firms still rely on the hourly billing business model, where the firm has to log more work hours providing services to increase revenue. It focuses on hours and deliverables, not on results and value. A compelling alternative is the subscription business model, where the provider enables serial transformations to the buyer, and continually adds value to the experience. The subscription model creates an opening for predictable, recurring, higher margin revenue.  In this week’s episode, I talk about the subscription model with my guest, Ron Baker.  Ron is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally, and is a radio talk-show host on the www.VoiceAmerica.com show: The Soul of Enterprise: Business in the Knowledge Economy. Ron has authored seven best-selling books, including: The Firm of the Future; Pricing on Purpose; Measure What Matters to Customers; and Implementing Value Pricing. His latest book, co-authored with Paul Dunn, Time’s Up!: The Subscription Business Model for Professional Firms, was published in November 2022.   In this two-part conversation (episodes 233 and 234), we talk about: Sale prices and multiples How AI can help scale businesses Disney and other big businesses using the subscription model Ways to “plus” your offer How CPA firms can shift to subscription model Highlights: — “We need to stop charging for the means and pricing the end.”  — “Strategy is about what you don't do. It's about the customers you don't have, the services you don't provide. It's all about trade offs. You simply can't be all things to all people.”  — “It's very difficult for a business to disrupt itself.”  — “CPAs have the ability to enable transformations. It's a privilege and a duty to help our customers, to make that impact on their life.” Connect with Ron: Website: https://www.thesoulofenterprise.com/ Ron’s book: Time's Up: The Subscription Business Model for Professional Firms https://www.thesoulofenterprise.com/timesup Episode mentions: Subscription Business Model: Build Greater Wealth in Your CPA Firm, with Ron Baker https://businessstrategyforcpas.com/147 Time to Rethink Your Pricing Strategy?, with Ron Baker, Founder of VeraSage Institute https://businessstrategyforcpas.com/081 Breaking Away from the Mainstream Medical Model with Dr. Lewis Weiner https://businessstrategyforcpas.com/206 Selling Summit CPA for Multiples, with Jody Grunden https://www.businessstrategyforcpas.com/225 Hold My Beer and Watch Me Niche, with Josh Lance, CPA https://businessstrategyforcpas.com/212   Book mentions: Uncommon Sense, Common Nonsense by Jules Goddard https://www.amazon.com/Uncommon-Sense-Common-Nonsense-Organisations/dp/1846686024 Built to Sell: Creating a Business That Can Thrive Without You by John Warrillow https://www.amazon.com/Built-Sell-Creating-Business-Without-ebook/dp/B004IYISQW 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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe How can CPAs grow their accounting practice when they’re over capacity, underutilizing their talents and not providing optimal client support?  Many CPA firms still rely on the hourly billing business model, where the firm has to log more work hours providing services to increase revenue. It focuses on hours and deliverables, not on results and value. A compelling alternative is the subscription business model, where the provider enables serial transformations to the buyer, and continually adds value to the experience. The subscription model creates an opening for predictable, recurring, higher margin revenue.  In this week’s episode, I talk about the subscription model with my guest, Ron Baker.  Ron is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally, and is a radio talk-show host on the www.VoiceAmerica.com show: The Soul of Enterprise: Business in the Knowledge Economy. Ron has authored seven best-selling books, including: The Firm of the Future; Pricing on Purpose; Measure What Matters to Customers; and Implementing Value Pricing. His latest book, co-authored with Paul Dunn, Time’s Up!: The Subscription Business Model for Professional Firms, was published in November 2022. In this two-part conversation (episodes 233 and 234), we talk about: Why Ron wrote his latest book, Time’s Up Pricing strategy and positioning  Subscription model and DPC (direct primary care) doctors How the subscription business model can help CPAs transform their clients’ life Highlights: — “If you go to the market with a common offering, you're going to command a common price.” — “The true value of accountants lie in guiding transformations. They have the power to advance their customers.” — “To differentiate, CPAs should be able to guide the customer to the desired future state.”    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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe   Many accountants and CPAs (and business owners!) struggle to manage their time and use it to get done what they want.  When they lose a grip on time, the tendency is to work more hours than they want to.  Here today to talk with me about this is Dawn Goldberg, the author of “The Smarter Accountant.” Dawn shares how accountants and CPAs can get better and more effective with their time.  It includes 5 simple steps: 1. Plan your time.  2. Avoid running off of to-do lists.  3. Manage your mind before, during, and after.  4. Follow through on your plan.  5. Assess so that you can learn from your experiment.    Highlights: — “Working off of a to-do list is the most ineffective way to manage your time because the human brain gets very overwhelmed with a list of things to do, because it cannot put things into context.”  — “Planning saves so much time. When you make decisions ahead of time you reduce decision fatigue throughout the week.”  — “You absolutely have to first learn how to manage your mind before you can manage your time.” — “Our brain thinks everything is urgent and so important. So we have to decide on purpose what is important.”  — “You will be amazed at how much more you can get done if you put a boundary around your time.”   Connect with Dawn: Website: https://thesmarteraccountant.com/ Podcast: https://cpamoms.com/podcasts/   Episode mentions: 193 Create the Exact Business You Want: Introducing The Model https://www.businessstrategyforcpas.com/193 218 Mindset Coaching for More Powerful Results, with Emma Richter https://www.businessstrategyforcpas.com/218   Dawn’s book: The Smarter Accountant: How To Eliminate Stress and Overwhelm, Create More Time, Gain a Competitive Advantage, and More! https://www.amazon.com/Smarter-Accountant-Eliminate-Overwhelm-Competitive/dp/B0B7QFYW8N 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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Lots of people don’t like change. They have enough going on, thank you very much, and one more thing to change is one more thing they have to learn, and remember to do differently.  Change, seems like work.  If we like our currently reality, then there may not be a need to change.  But many people don’t like their current reality. They want things to change, but don’t want to change things.  Because they don’t like change.  I want you to know what change is. I want to unpack it for you, so that it stops being something to avoid or resist or dislike. I want to unpack it for you, so that in seeing what it is, you can make your experience of change easier for you, you can change things more quickly, and better, and eventually, learn to enjoy change.  Change doesn't have to be this mysterious thing – once we unpack it, we can see how it works.  Here is change, unpacked, in seven stages. Learn to observe progress as you move through seven stages.  And once you know the seven stages, it gets way easier to know where you are in the progression, and you know what stage is next.    Here are the seven stages of change: Stage 1: Not aware at all. Stage 2: Aware but believing that you're powerless to change anything. Stage 3: Aware, and believing you can change things, but aware only after the fact.  Stage 4: Aware in the moment, but it happens so fast, that you don't change it in the moment.  Stage 5: Aware that it's happening in the moment and change it while it's happening.  Stage 6: See it coming and prevent it.  Stage 7: Permanent change.   I hope understanding and appreciating the seven stages of change helps you befriend the change. 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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: https://www.geraldinecarter.com/subscribe Not all accountants and CPAs get stressed during tax season. They've got their systems down. Stress isn't their go-to thing.  But for many CPAs and accountants, stress is a common experience. But it doesn't necessarily have to be that way.  Here to talk with me about how to go from being stressed to not being stressed in tax season is my guest, Dawn Goldberg. Dawn Goldberg has been a CPA in public accounting for over 30 years, as well as a mom for over 27 years. She has worked for large firms like Deloitte & Touche and Ernst & Young as well as smaller firms. Dawn is also the author of “The Smarter Accountant – How To Eliminate Stress and Overwhelm, Create More Time, Gain A Competitive Advantage, And More!”   Highlights: —  “Tax season is stressful, is actually an optional thought.” —  “Accountants have this badge of honor. If we're not overworking or not stressed, then we must not be very good at what we do.” —  “In coaching jargon, the intentional model is about thinking thoughts on purpose that are going to create the feeling that you want to generate, that will lead to the actions that you want to be taking, that will create eventually the result that you actually want to have.” —  “Ask yourself this: Do you like what that thought will create if you keep it?” —  “Using the fuel of focus gets me much better results than the fuel of stress.” Connect with Dawn: Website: https://thesmarteraccountant.com/ Podcast: https://cpamoms.com/podcasts/   Episode mentions: 193 Create the Exact Business You Want: Introducing The Model https://www.businessstrategyforcpas.com/193 218 Mindset Coaching for More Powerful Results, with Emma Richter https://www.businessstrategyforcpas.com/218   Dawn’s book: The Smarter Accountant: How To Eliminate Stress and Overwhelm, Create More Time, Gain a Competitive Advantage, and More! https://www.amazon.com/Smarter-Accountant-Eliminate-Overwhelm-Competitive/dp/B0B7QFYW8N 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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe   Would you love to get paid in full up front for tax returns? There’s a long history of paying for your tax return when you pick it up at your CPAs office, or when they send the invoice, which might be weeks or months after you did the work.  Despite knowing the benefits of getting paid in full up front:  - You can have a clearer sense of how much of your capacity is now paid and on the books, and how much more you need to sell  - You have clients who have agreed to your price, so you don’t have send invoices and duck for cover - You don’t have a pile of A/R, dangling out there in space, that you need to burn time tracking down - You’re no longer held hostage by client you want to fire, but you don’t want to fire them until they pay you, for the last 3 years  - You have access to and use of the cash, and cash is queen You still get hung up on 3 common objections, which are: 1. I haven’t done it this way before, I don’t know how to do it  2. Clients aren’t used to paying this way 3. I'm worried about underpricing, I don’t know how long returns take, I can’t price if I don’t know how long it’s going to take, what if they show up with some surprise, what if I get killed on scope creep.  Each of these objections may have some validity. But each objection can be overcome – and I walk you through how, in this episode. 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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: https://www.geraldinecarter.com/subscribe Can you tell what this is? Sugar, unbleached enriched flour (wheat flour, niacin, reduced iron, thiamine mononitrate, riboflavin, folic acid), palm oil, cocoa (processed with alkali), high fructose corn syrup, leavening (baking soda and/or calcium phosphate), salt, soy lecithin, chocolate, artificial flavor. . Would you pay $4.25 for two sleeves of them? . If you’ve ever bought Oreos, then yes. :) . Most regular buyers cannot reverse engineer their way from the ingredient list, to the product, to what the product does. . Oreos, satisfy your sweet tooth craving. . Regular buyers also face the following ingredient list: Document review, secure file exchange folder, calls, projections, calculations, planning, strategy, preparation, state return, estimates, portal, filing, emails, correspondence. . Most regular buyers cannot reverse engineer their way from the ingredient list, to the product, to what the product does. . What it is: Gold-level tax prep and filing . What it does: Get taxes off your mind, so you can do something fun with your weekend. . Next time you’re in the cookie aisle, stand before the Oreos and imagine the casing with only the ingredients listed. No Oreo, no glass of milk. No dunk. No quench. Just an ingredient list. In black and white. Flour, sugar, niacin, palm oil, leavening. . Now imagine your client. . Now imagine the list of a la carte ingredients you sell. . Now you can imagine what your client might be experiencing. . For some, a milk-dunked Oreo is a heavenly experience.    For some, painless, seamless tax prep is a heavenly experience.  . Sell, what it does.   Sell, the experience.    Not, the ingredient list. 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-freedom*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: https://www.geraldinecarter.com/subscribe   Your clients buy a solution to a problem they have. And the better you get at understanding the nature of their problem, talking to them about their problem, and explaining to them their problem in ways that show them that you understand their problem more deeply than they do, the easier your business will get to run. Here are 8 questions you can ask to deepen your understanding of your Ideal Buyer’s problem: How would they describe their problem, in their words? What would they Google, to try to solve it? How do they feel now, and how do they want to feel? Are they willing to pay what it’s worth to you, for the solution? How does your package help them solve this problem? Why will your solution work for them, what’s compelling about it? Why are you the best person to help them? Why will they be delighted to discover your solution?   You have space and permission to design something truly amazing for your clients. With their problems in mind. With your solution being the best one out there in the marketplace. Where there’s nothing else like it, that comes even close.  Go design that, and sell it.    Episode mentions: 214 - Problem Solution Process Result https://businessstrategyforcpas.com/214 221 - 12 Reasons to Niche https://businessstrategyforcpas.com/221   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