エピソード
-
If you don’t fire client who need to be disengaged or fired, you risk:
Getting resentfulReducing work efficiencyNot enjoying your workNot enjoying your accounting firmStaff suffering or feeling demoralizedStaff leavingNot having capacity for a great client to onboardLest I sound cold-hearted, I always advocate for letting clients go with integrity and respect.
Template Disengagement Letter »
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/
…
If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.
.
Subscribe here: geraldinecarter.com/subscribe.
Readers say they love it because they’re short and on point.
…
FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:
THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.THE BOOK – $9.99
geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenueTHE VIDEO COURSE – $497
geraldinecarter.com/video
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.
… -
We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure.
During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentation despite months of begging and pleading.
And then, like clockwork, a slew of clients submit their documents a week before the deadline and expect the world from the CPA who is thinking, ”Where the heck have you been all summer!”
The CPA feels overwhelmed by the amount of work that needs to be done in a short amount of time.
In today’s episode, I will give you two paths to deal with overwhelm and prevent it from happening next tax season.
The mindset sideThe tactical side…
Link to full shownotes:
https://www.businessstrategyforcpas.com/
…
If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.
.
Subscribe here: geraldinecarter.com/subscribe.
Readers say they love it because they’re short and on point.
…
Want more client interviews?
310 From Exhausted to Having Her Life Back: Wendy Norman, CPA
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
Complete list:
geraldinecarter.com/client-interview-episodes
…
FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:
THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.THE BOOK – $9.99
geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenueTHE VIDEO COURSE – $497
geraldinecarter.com/video
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.
… -
エピソードを見逃しましたか？
-
Ron Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Revenue.…
Link to full shownotes:
https://www.businessstrategyforcpas.com/
…
If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.
.
Subscribe here: geraldinecarter.com/subscribe.
Readers say they love it because they’re short and on point.
…
Want more client interviews?
310 From Exhausted to Having Her Life Back: Wendy Norman, CPA
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
Complete list:
geraldinecarter.com/client-interview-episodes
…
FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:
THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.THE BOOK – $9.99
geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenueTHE VIDEO COURSE – $497
geraldinecarter.com/video
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.
… -
Do you know you need to raise prices but are intimidated by all the factors going into the decisions?Kathy Hayden, EA, and her sister, Julie Wagner, had 1100 clients with varying degrees of complexity, legacy, and price discrepancy.
They share the 7 most important lessons they learned from their experience, including how it changed them and their firm for the better.
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/
…
If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.
.
Subscribe here: geraldinecarter.com/subscribe.
Readers say they love it because they’re short and on point.
…
Want more client interviews?
310 From Exhausted to Having Her Life Back: Wendy Norman, CPA
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
Complete list:
geraldinecarter.com/client-interview-episodes
…
Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:
THE EMAIL COURSE – Free
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.
geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
THE VIDEO COURSE – $497
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/videoCPA MASTERMIND – $9500
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.
geraldinecarter.com/40…
-
Just how much revenue did that ship mechanic leave on the table?
Had he been better at pricing, he might have been able to price more profitably.
Pricing intangibles is a skill, and the better a seller does it, the more revenue he can generate for the time and effort he puts in.
But how do you price intangibles when they are hard to pin down?
In today’s episode, I offer four ways to price intangible value.
…Link to full shownotes:
https://www.businessstrategyforcpas.com/
…
If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.
.
Subscribe here: geraldinecarter.com/subscribe.
Readers say they love it because they’re short and on point.
…
WANT MORE?
Client Interviews
307 Take the shortcut!! With Hector Cantu, EA
306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
281 4 Pricing Problems Solved with Kathy Hayden, EA
259 Permission to Stop Being Superhuman with Michael Berry, CPA
…
Complete list of client interviews at:
geraldinecarter.com/client-interview-episodes
…
Greatest Hits
201 Effortless Value
211 Pricing for Improved Profitability
178 Killer Niches for CPAs with Tom Wheelwright
179 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall
252 How Accountants Can Use ChatGPT with Jason Staats, CPA
…
..
.Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:
.
THE EMAIL COURSE – Free
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.
geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
THE VIDEO COURSE – $497
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/videoA 1:1 CONSULTATION – $1297
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.
geraldinecarter.com/coaching-options/CPA MASTERMIND – $9500
Get guidance on increasing prices without overdoing it or undergoing itDisengage problem clients at a pace you’re comfortable withCreate packages while navigating scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Make progress faster and with more confidence. Your purchase is protected by my risk-free guarantee.
geraldinecarter.com/40…
-
Two years ago, Wendy was working 70 hours a week in her firm. She was exhausted and “wanted to hide under the bed.”Now, she works 30 - 40 hours a week, has her life back, and brings in more revenue at higher margins.
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/310
…
If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.
.
Subscribe here: geraldinecarter.com/subscribe.
Readers say they love it because they’re short and on point.
…
WANT MORE?
Client Interviews
307 Take the shortcut!! With Hector Cantu, EA
306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
281 4 Pricing Problems Solved with Kathy Hayden, EA
259 Permission to Stop Being Superhuman with Michael Berry, CPA
…
Complete list of client interviews at:
geraldinecarter.com/client-interview-episodes
…
..
.Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:
.
THE EMAIL COURSE – Free
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.
geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
THE VIDEO COURSE – $497
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/videoA 1:1 CONSULTATION – $1297
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.
geraldinecarter.com/callCPA MASTERMIND – $9500
Get guidance on increasing prices without overdoing it or undergoing itDisengage problem clients at a pace you’re comfortable withCreate packages while navigating scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Make progress faster and with more confidence. Your purchase is protected by my risk-free guarantee.
geraldinecarter.com/40…
..
.
-
When it comes to creating revenue for your accounting practice, you need to create value and you need to price effectively.
Niching is a powerful way to create more value with less time and effort, and niching is a powerful way to price more effectively.
Niching also makes your accounting practice less expensive to run because the more clients look like each other, the more efficient your systems get.
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/
…
If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.
.
Subscribe here: geraldinecarter.com/subscribe.
Readers say they love it because they’re short and on point.
…
WANT MORE?
Complete list of client interviews at
geraldinecarter.com/client-interview-episodes
…
Complete list of niche-related episodes at
https://geraldinecarter.com/niching-episodes
…
..
.Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:
.
THE EMAIL COURSE – Free
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.
geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
THE VIDEO COURSE – $497
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/videoA 1:1 CONSULTATION – $1297
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.
geraldinecarter.com/coaching-options/CPA MASTERMIND – $9500
For the overworked CPA at six figures of revenue who wants to make progress faster, with more confidence.
geraldinecarter.com/40 -
Do you want to increase your revenue without working harder?
If so, deepening your appreciation of creating value for clients and clearly communicating that value is a great bet.
The less a business-owning accountant appreciates value, the more she’ll work hours to create dollars, and who wants that?
LINK TO VIDEO REPLAY IN CROWDCAST:
https://www.crowdcast.io/c/5bfv3mty0p2d
LINK TO MASTER VALUE CREATION CHECKLIST:
https://docs.google.com/document/d/1tkvq1rcPMqbff_FXDvZ_RdqrFHPW6u5tmMnrnmT3nWE/edit?usp=sharing
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/
…
If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.
.
Subscribe here: geraldinecarter.com/subscribe.
Readers say they love it because they’re short and on point.
…
WANT MORE?
Client Interviews
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
281 4 Pricing Problems Solved with Kathy Hayden, EA
259 Permission to Stop Being Superhuman with Michael Berry, CPA
Complete list of client interviews at:
geraldinecarter.com/client-interview-episodes
…
Greatest Hits
201 Effortless Value
211 Pricing for Improved Profitability
178 Killer Niches for CPAs with Tom Wheelwright
179 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall
252 How Accountants Can Use ChatGPT with Jason Staats, CPA
…
..
.Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:
.
THE EMAIL COURSE – Free
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.
geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
THE VIDEO COURSE – $497
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/videoA 1:1 CONSULTATION – $1297
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.
geraldinecarter.com/coaching-options/CPA MASTERMIND – $9500
Get guidance on increasing prices without overdoing it or undergoing itDisengage problem clients at a pace you’re comfortable withCreate packages while navigating scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Make progress faster and with more confidence. Your purchase is protected by my risk-free guarantee.
geraldinecarter.com/40 -
You can figure out how to make the changes you need to make to your firm out on your own. But just because you can doesn’t mean you should. I talk with Down to 40 Hours CPA Masterminder Hector Cantu about the difference between DIYing and taking the shortcut.
– “It would have taken me years on my own to figure out the changes we made in less than a year.”
In less that ten months, Hector cut his hours by 19% and increased his revenue 32%. His prices are about 3x higher than where he started. Now he has time to think about hiring, training, and growing his practice. And he doesn’t feel as rushed or stressed when working with his clients.
…
Hey CPA firm owner, glad you found the podcast.
If you feel trapped by your own accounting firm and are fed up with PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours without losing revenue.
If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
Subscribe here: geraldinecarter.com/subscribe
Readers say they love it because they’re short and on point.
…
If you like the idea of working less, you might enjoy these episodes from client interviews:
295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
281 4 Pricing Problems Solved with Kathy Hayden, EA
Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA
When you need to explore, with Rebecca Driscoll, CPA
15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA
130% Revenue Increase While Working Less with Paige Gott
How to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPA
From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
GO DOWN TO 40 HOURS
THE EMAIL COURSE
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.
geraldinecarter.com/stop-working-weekends
FreeTHE BOOK
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
$9.99
THE VIDEO COURSE
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$994 » 50% off for a limited time! » $497A 1:1 CONSULTATION
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.
geraldinecarter.com/coaching-options/
$1295CPA MASTERMIND
Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500 -
Running and growing your accounting practice can feel like a lot –– and maybe sometimes a hair more than you care to manage. Yet, how to change, what to change, and in what order to change things can be far from obvious. In this conversation, I want listeners to hear what it sounds like to make a bunch of progress in four months, while being owner of a company where the baseline is 25 hours for everyone.
Find Rebecca at www.thewarnickgroup.com/.
…
Hey CPA firm owner, glad you found the podcast.
If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.
If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
Subscribe here: geraldinecarter.com/subscribe
Readers say they love it because they’re short and on point.
…
If you like hearing client stories, you might enjoy these episodes:
295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
281 4 Pricing Problems Solved with Kathy Hayden, EA
Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA
When you need to explore, with Rebecca Driscoll, CPA
15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA
130% Revenue Increase While Working Less with Paige Gott
How to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPA
From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
GO DOWN TO 40 HOURS
THE EMAIL COURSE
Stop Working Weekends will teach you how to get your hours down without giving up revenue.
geraldinecarter.com/stop-working-weekends
FreeTHE BOOK
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
$9.99
THE VIDEO COURSE
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$994 » 50% off for a limited time! » $497A 1:1 CONSULTATION
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.
geraldinecarter.com/coaching-options/
$1295CPA MASTERMIND
Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500 -
Working more hours than you want can be a tough place to be. A place that you want to get out of as fast as possible. It would make sense to think that hiring someone to handle the excess work is the solution.
I want to show you why hiring may not be the best option and how it might actually make the overworking problem worse.
…
If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.
.
Subscribe here: geraldinecarter.com/subscribe.
Readers say they love it because they’re short and on point.
…
WANT MORE?
Client Interviews
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
281 4 Pricing Problems Solved with Kathy Hayden, EA
259 Permission to Stop Being Superhuman with Michael Berry, CPA
…
Complete list at:
geraldinecarter.com/client-interview-episodes
…
Greatest Hits
201 Effortless Value
211 Pricing for Improved Profitability
178 Killer Niches for CPAs with Tom Wheelwright
179 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall
252 How Accountants Can Use ChatGPT with Jason Staats, CPA
…
..
.Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:
.
THE EMAIL COURSE – Free
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.
geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
THE VIDEO COURSE – $497
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/videoA 1:1 CONSULTATION – $1297
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.
geraldinecarter.com/coaching-options/CPA MASTERMIND – $9500
Get guidance on increasing prices without overdoing it or undergoing itDisengage problem clients at a pace you’re comfortable withCreate packages while navigating scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Make progress faster and with more confidence. Your purchase is protected by my risk-free guarantee.
geraldinecarter.com/40…
-
Melissa Downs, EA completed two rounds of Down to 40 Hours and one round of Down to 25 Hours.
A year ago, she was caught in the hustle and grind. Now, she works 15 hours a week and is testing out what it feels like to coast.
Want numbers?
She cut 70% of her client load, works 73% fewer hours, and kept her take-home pay the same.
Find out how in this week’s episode.
And be sure to catch my two previous episodes with Melissa so that you can hear the change over time:
272 More Free Time, More Confidence, with Melissa Downs, EA258 Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EA
…
If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.
.
Subscribe here: geraldinecarter.com/subscribe.
Readers say they love it because they’re short and on point.
…
WANT MORE?
Client Interviews
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
281 4 Pricing Problems Solved with Kathy Hayden, EA
259 Permission to Stop Being Superhuman with Michael Berry, CPA
…
Complete list at:
geraldinecarter.com/client-interview-episodes
…
Greatest Hits
201 Effortless Value
211 Pricing for Improved Profitability
178 Killer Niches for CPAs with Tom Wheelwright
179 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall
252 How Accountants Can Use ChatGPT with Jason Staats, CPA
…
..
.Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:
.
THE EMAIL COURSE – Free
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.
geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
THE VIDEO COURSE – $497
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/videoA 1:1 CONSULTATION – $1297
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.
geraldinecarter.com/coaching-options/CPA MASTERMIND – $9500
Get guidance on increasing prices without overdoing it or undergoing itDisengage problem clients at a pace you’re comfortable withCreate packages while navigating scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Make progress faster and with more confidence. Your purchase is protected by my risk-free guarantee.
geraldinecarter.com/40…
-
I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients.
…
Hey CPA firm owner, glad you found the podcast.
If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.
If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
Subscribe here: geraldinecarter.com/subscribe
Readers say they love it because they’re short and on point.
…
Check out my “greatest hits” episodes:
Effortless Value #201
Pricing for Improved Profitability #211
12 Reasons to Niche #221
Killer Niches for CPAs with Tom Wheelright #178
Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179
Get More from Technology with Joe Woodard #244
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
GO DOWN TO 40 HOURS
THE EMAIL COURSE
Stop Working Weekends will teach you how to get your hours down without giving up revenue.
geraldinecarter.com/stop-working-weekends
FreeTHE BOOK
A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
$9.99
THE VIDEO COURSE
Get access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$997A 1:1 CONSULTATION
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.
geraldinecarter.com/coaching-options/
$1295CPA MASTERMIND
Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500…
More about today’s guest:Website: thecfoproject.com
LinkedIn: https://www.linkedin.com/in/adamlean/
-
For the listener who feels the tension between the path he’s on and the one he really wants to be on, I talk with Masterminder Shana Cooper, CPA about giving yourself permission to travel your own path.
…
Hey CPA firm owner, glad you found the podcast.
If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.
If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
Subscribe here: geraldinecarter.com/subscribe
Readers say they love it because they’re short and on point.
…If you like hearing client stories, you might enjoy these episodes:
Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA
When you need to explore, with Rebecca Driscoll, CPA
15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA
130% Revenue Increase While Working Less with Paige Gott
How to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPA
From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
GO DOWN TO 40 HOURS
THE EMAIL COURSE
Stop Working Weekends will teach you how to get your hours down without giving up revenue.
geraldinecarter.com/stop-working-weekends
FreeTHE BOOK
A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
$9.99
THE VIDEO COURSE
Get access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$997A 1:1 CONSULTATION
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.
geraldinecarter.com/coaching-options/
$1295CPA MASTERMIND
Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500…
More about today’s guest, Shana Cooper, CPA:Website: https://www.theaccountabilityteam.com/
LinkedIn: https://www.linkedin.com/in/shana-cooper-reconciliation-strong/
-
Are you considering selling in a few years and wondering where to focus?
My guest, Todd Steinberg, President of Thrive Financial Group, discusses how client mix, profitability, location, and transition assistance impact sales multiples.
…
Hey CPA firm owner, glad you found the podcast.
If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.
If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
Subscribe here: geraldinecarter.com/subscribe
Readers say they love it because they’re short and on point.
…
Check out my “greatest hits” episodes:
Effortless Value #201
Pricing for Improved Profitability #211
12 Reasons to Niche #221
Killer Niches for CPAs with Tom Wheelright #178
Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179
Get More from Technology with Joe Woodard #244
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
STOP WORKING WEEKENDS
A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FAST
For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
How high can I go on prices without sending my clients running?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 MASTERMIND
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500…
Connect with Todd Steinberg:
Website: www.thrivefinancialgrp.com
LinkedIn: https://www.linkedin.com/in/todd-steinberg-b471437/
-
What to think about (and what not to think!) to bring your hours down off the shelf of “wouldn’t that be dreamy” and make what you want a reality.
…
Hey CPA firm owner, glad you found the podcast.
If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.
If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
Subscribe here: geraldinecarter.com/subscribe
Readers say they love it because they’re short and on point.
…
If you like the idea of working less, you might enjoy these episodes:
295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
281 4 Pricing Problems Solved with Kathy Hayden, EA
Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA
When you need to explore, with Rebecca Driscoll, CPA
15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA
130% Revenue Increase While Working Less with Paige Gott
How to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPA
From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
GO DOWN TO 40 HOURS
THE EMAIL COURSE
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.
geraldinecarter.com/stop-working-weekends
FreeTHE BOOK
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
$9.99
THE VIDEO COURSE
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$994 » 50% off for a limited time! » $497A 1:1 CONSULTATION
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.
geraldinecarter.com/coaching-options/
$1295CPA MASTERMIND
Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500 -
As part of the [Hire Well] series, I talk with Kristen Keats, founder of founder of Breakaway Bookkeeping & Advising, owner of Sherwood Tax & Accounting, founder and client of Cadencia, about how to use near-shore talent in Guadalajara, Mexico, to build a team that works smoothly together.
…
Hey CPA firm owner, glad you found the podcast.
If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.
If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
Subscribe here: geraldinecarter.com/subscribe
Readers say they love it because they’re short and on point.
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
GO DOWN TO 40 HOURS
THE EMAIL COURSE
Stop Working Weekends will teach you how to get your hours down without giving up revenue.
geraldinecarter.com/stop-working-weekends
FreeTHE BOOK
A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
$9.99
THE VIDEO COURSE
Get access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$997A 1:1 CONSULTATION
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.
geraldinecarter.com/coaching-options/
$1295CPA MASTERMIND
Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500 -
I get an update from Brannon Poe, CPA, on the marketplace, what’s driving multiples, and how P/E is impacting the space. We also discuss strategies and considerations for selling to an internal staff member.
…
Hey CPA firm owner, glad you found the podcast.
If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.
If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
Subscribe here: geraldinecarter.com/subscribe
Readers say they love it because they’re short and on point.
…
OTHER EPISODES WITH BRANNON POE
162 - How to Sell a CPA Firm for Optimal Price with Brannon Poe
199 - Selling Cloud-based vs Traditional CPA Firms with Brannon Poe
246 - How to Improve Sale Multiples with Brannon Poe
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
STOP WORKING WEEKENDS
A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekendsDOWN TO 40 HOURS – THE BOOK
A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
$9.99
GET LOTS OF ANSWERS FAST
For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
How high can I go on prices without sending my clients running?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 MASTERMIND
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500 -
What’s most important to focus on – and where do you not need to focus – in order to make the most progress toward your goals in your accounting practice?
I see nine common characteristics among the accountants who’ve made the most progress.
Know what they are so you can use your time wisely and not get pulled away by tempting, shiny objects.
…
Hey CPA firm owner, glad you found the podcast.
If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.
If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
Subscribe here: geraldinecarter.com/subscribe
Readers say they love it because they’re short and on point.
…
Check out my “greatest hits” episodes:
Effortless Value #201
Pricing for Improved Profitability #211
12 Reasons to Niche #221
Killer Niches for CPAs with Tom Wheelright #178
Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179
Get More from Technology with Joe Woodard #244
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
GO DOWN TO 40 HOURS
THE EMAIL COURSE
Stop Working Weekends will teach you how to get your hours down without giving up revenue.
geraldinecarter.com/stop-working-weekends
FreeTHE BOOK
A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
$9.99
THE VIDEO COURSE
Get access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$997A 1:1 CONSULTATION
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.
geraldinecarter.com/coaching-options/
$1295CPA MASTERMIND
Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500 -
Wondering if Down to 40 Hours CPA Mastermind is right for you?
It might be, if you're a single-owner or partner CPA who wants to work fewer hours without losing revenue.
In this short episode, I answer:
✋ Who is it for? (Is it for me?)
✋ How does it work?
✋ What's the time commitment?
✋ What if I'm going on vacation?
✋ Is there a payment plan?
✋ What happens if I make the wrong decision?
✋ Is there a guarantee?
✋ When does it start/end?
✋ How big is the group?
✋ What’s up with renewing?
Down to 40 Hours CPA Mastermind is the only program of its kind designed specifically for CPAs who want to stop working insane hours, fix their pricing problems, figure out their niche, disengage non-fitting clients, and get their website to work for them so they can have the freedom, time, and revenue they want.
If you have questions about whether Down to 40 Hours is right for you, shoot me an email: [email protected]
- もっと表示する
