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TitreDateDurée
335 Niche, Price, & Productize in the Legal Space with Heather Pearce Campbell12 févr. 202500:44:46

Have you ever wondered how you might create digital products for your accounting firm to sell from your website with only a mouse click?


Find out how Heather Pearce Campbell broke out of the “do-everything-for-everyone-by-the-hour” trap by providing essential legal support for online business owners in a scaled model. 


…


Find Heather:

LinkedIn: https://www.linkedin.com/in/heatherpearcecampbell/

Website: https://legalwebsitewarrior.com/


…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/335


…


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 3000+ 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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


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. 
…

334 4 Pricing Tools to Help CPAs Ditch Hourly Billing and Increase Margins05 févr. 202500:17:48

If you're a CPA still billing by the hour, you're limiting your income. This episode covers four pricing tools to help you ditch hourly billing, price based on value, and increase profits—without working more. Learn how to price strategically, get paid for expertise, and manage demand. Stop pricing based on time! 🚀


…


Pricing Tools are the Key to Improving Margins

Using these pricing tools helps my clients raise their prices by 30% at first, then 50%, 100%, and even 300% or 500% over time.

✅ Tiered Pricing lets clients self-sort and removes pressure to find the "perfect price."
✅ DUO Pricing gives you a simple formula to avoid defaulting to hourly billing.
✅ Single-Item-One-Time Pricing ensures you get paid for valuable expertise.
✅ Congestion Pricing smooths demand and prevents burnout.

💡 Pricing tools are the secret to making more money from your expertise and providing great service—without working more hours. 🚀

…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/334


…


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 3000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

Want client interviews?

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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


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. 
…

333 Strategy Session with Logan George, CPA29 janv. 202500:22:34


A strategy session with Peak Freedom member Logan George, CPA. 

Logan recently purchased a firm and had success bringing in his own new clients. We talk about prioritizing niche clients and phasing out non-niche clients over the next 1-2 years while protecting necessary cash flow. 


…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/333


…


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 3000+ 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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


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. 
…

332 4 Ways Accountants Can Stop Selling Gold at Bronze Prices22 janv. 202500:14:51

When it comes to offering price increases to Legacy clients who have been enjoying Gold-level service at Bronze prices, it's important to take action. 


Failing to adjust these prices means you risk being significantly underpriced over the years, which can lead to excessive hours worked for insufficient revenue. We want to reverse that dynamic—increase your income while reducing the hours you work.


…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/332


…


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 3000+ 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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


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. 
…

331 Create the Accounting Firm You’re Meant to Own15 janv. 202500:11:34

I want you to create the accounting firm you’re meant to own, rather than the one you think you’re supposed to build. 


This episode isn’t for everyone. 


It’s for those who feel frustrated, disheartened, dispirited, or distressed about their current situation. 


It’s specifically for those who feel alone in their struggle and find it difficult to articulate what they’re experiencing or don’t have anyone who “gets it.”


You can reshape your firm with a bit of time, focus, and commitment. 


It won’t always be fun, but it’s worth the effort to build a practice and do the work you were meant for.


…


SETH GODIN’S TED TALK ON TRIBES WE LEAD »

https://www.ted.com/talks/seth_godin_the_tribes_we_lead?subtitle=en
This is an excellent TED Talk; skip to 13:20 if you’re in a hurry. 

…


Haven’t been to my website recently? 

Check out the FREE RESOURCES »


…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/331


…


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 3000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

Want client interviews?

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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


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. 
…

330 The High Cost of Switching Accountants08 janv. 202500:12:10

Your clients’ Switching Costs are HIGH. 


The better you understand this concept, the easier it will be for you to increase prices with less fear you’ll send them running. 


…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/330


…


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 3000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

Want client interviews?

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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


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. 
…

329 5th Annual: Accounting Jokes with Hazel and Remy01 janv. 202500:02:23

Happy holidays! Enjoy the annual tradition of accounting humor hosted by my two kids, Hazel and Remy. I’ll be back soon with a fresh batch of content to kick off 2025.


…


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 3000+ 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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


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. 
…

328 Cross-Post with Alexis Slama of The Accounting Business Club30 déc. 202401:23:28

You might have heard me say I wasn’t planning to record while in France for 5 weeks, but then a funny thing happened:

Alexis Slama, Founder of The Accounting Business Club, reached out and asked if I would record an episode for his eponymously named podcast while in Paris.

Naturally, I said, “Oui.”

It’s in French, so you’re welcome to give this one a pass. :)

…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/

…


Find Alexis Slama and The Accounting Business Club


Website

LinkedIn

Podcast


…


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 3000+ 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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


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. 
…

327 Happy Holidays11 déc. 202400:00:22

Wishing you and yours a wonderful holiday season.
I'll see you in in 2025!
Geraldine


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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


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. 
…

326 Solopreneurship Rocks. With Matt Chiappetta, CPA04 déc. 202400:27:40

Wish you could never have another staff meeting?

I talk with Matt Chiappetta, CPA about his journey as a soloist: how long it took and what decisions he made to build a $250K accounting practice working 30 hours a week in two years. 


…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/326


…


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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


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. 
…

325 Radical Pricing to Optimize Profits with Jody Padar, CPA27 nov. 202400:33:52

Do you wish you brought in more revenue for the hours you put in?


Jody Padar helps you see the path to higher prices and profits while knowing where to start. 


https://theradicalcpa.com/

…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/


…


If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, 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

…

FIVE 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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


THE 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. 
…

324 A Systematic Approach for Accountants to Increase Prices20 nov. 202400:22:46


Almost every CPA I work with is underpriced. However, increasing prices can be scary because you’re worried you will send clients running. 

Yet, when we apply pricing tools thoughtfully and systematically, we can increase prices significantly, reduce hours, weed out minnow clients, restore sanity to the firm, and bring revenue, profit, hours, workload, and client satisfaction back into balance.

…


Link to Pricing Intangibles:

https://geraldinecarter.com/intangibles


…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/


…


If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, 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

…

FIVE 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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


THE 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. 
…

323 7 Payment Options CPAs Can Use for Tax Returns13 nov. 202400:20:08

Providing payment options is an intangible form of value that can be captured to increase revenue without adding more hours or work. 


Rather than say to your client, “Here’s how much you need to pay me,” instead you are saying, “How would you like to pay me?” You client appreciates the choice, and may choose an option that is a higher price for you for the same work.


Payment options provide flexibility that your client appreciates, and you can use payment options to incentivize the behavior that works best for your firm. 


…


Link to: 

21 Intangibles CPAs Can Price: 

https://geraldinecarter.com/intangibles

…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/


…


If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, 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

…

FIVE 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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


THE 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. 
…

322 21 Intangibles CPAs Can Price to Increase Margins06 nov. 202400:20:39

21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can:

- Capture the value you are already creating by implementing more strategic pricing 

- Segment your marketplace and existing clients 

- Offer increased value at a higher price 

- Offer reduced value at a lower price

- Maximize the potential revenue from your client base 

- Maximize the potential revenue from incoming prospects 


Mastering these strategies will allow you to generate more revenue without taking on additional work, while also giving your clients the ability to choose the value they desire and pay a price that suits them that’s still profitable for you.

…

(If you can't make the button work on mobile, go to desktop)

Get 21 Intangibles to Price: 

https://geraldinecarter.com/intangibles

…
Link to full shownotes: 

https://www.businessstrategyforcpas.com/

…


If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, 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

…

FIVE 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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


THE 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. 
…

321 When Your Revenue Dries Up Overnight with Minnie Lau, CPA30 oct. 202400:50:16


What do you do when the market throws your business a giant curve-ball and your revenue streams dry up overnight?

Minnie Lau CPA shares the good, the bad, and the ugly of niching into stock option planning and watching IPOs evaporate.


…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/


…


If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, 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 includes episodes 167 and 137 with Minnie at:

geraldinecarter.com/client-interview-episodes

…

FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – 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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


THE 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. 
…

320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA23 oct. 202400:43:37


Have you ever wondered how fast you might be able to make meaningful improvements to your practice?

With baby #2 on the way, time was of the essence. 

Find out what changes Kyle made, in what order, and what the impact of those changes was. 

Connect with Kyle here: https://www.weselycpas.com/

…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/


…


If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, 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

…

FIVE 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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


THE 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. 
…

319 Peak Freedom: Say Hello to Your People16 oct. 202400:21:06

The very thing you need to help you create the accounting practice you want to own that has the time, freedom, revenue, control, and clients you want. It’s time to find and be with your people. 


Peak Freedom

Join Now »
https://geraldinecarter.com/peak-freedom


…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/


…


If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

Want client interviews?

Complete list:

geraldinecarter.com/client-interview-episodes

…

FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – 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 Revenue


PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


THE 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. 
…

318 The Power of Your Dread in Your Accounting Firm09 oct. 202400:26:00

The more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun, but sometimes it's a part of business. 


When you learn how to harness your dread, you get what’s on the other side: glory. 


…


Take 45 seconds to watch Alex Hormozi coach this firm owner - from the 17:50 mark to the 18:40 mark.

https://www.youtube.com/watch?v=bgBIO6nZawg&t=1027s


Email me at gc@geraldinecarter.com to tell me what you think.


…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/


…


If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, 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 Revenue


THE 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. 
…

317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPA02 oct. 202400:36:26


Have you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn’t make it your reality?

Belita Blasingame knew she was up to the challenge of reshaping a firm she had purchased into the one she envisioned. 


…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/


…


If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, 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

…

Three 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 Revenue


THE 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.


…

316 Pricing vs. Value-Billing25 sept. 202400:07:27

Do you think like someone who bills, or like someone who prices?


If you think like a person who bills, you might be leaving profit on the table. Learning how to price requires thinking like a person who prices. 


This episode will help you get this concept into your bones so you can start thinking like a pricer and bring in more revenue for equivalent work. 


…


Link to full shownotes: 

https://www.businessstrategyforcpas.com/


…


If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, 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 Revenue


THE 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. 
…

315 Nine Reasons for CPAs to Disengage Clients18 sept. 202400:19:55

If you don’t fire client who need to be disengaged or fired, you risk: 

  • Getting resentful
  • Reducing work efficiency
  • Not enjoying your work
  • Not enjoying your accounting firm
  • Staff suffering or feeling demoralized
  • Staff leaving
  • Not having capacity for a great client to onboard


Lest 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 Revenue


THE 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. 
…

314 How CPAs Can Reduce Overwhelm During Tax Season11 sept. 202400:11:31

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.

  1. The mindset side
  2. The 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 Revenue


THE 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. 
…

313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless04 sept. 202400:45:18


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 Revenue


THE 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. 
…

312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EA28 août 202400:28:23


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-weekends


THE 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/video


CPA 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

…

311 4 Ways CPAs Can Price Intangibles21 août 202400:08:47

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-weekends


THE 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/video


A 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 is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:

  • Get guidance on increasing prices without overdoing it or undergoing it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while navigating scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability


Make progress faster and with more confidence. Your purchase is protected by my risk-free guarantee.
geraldinecarter.com/40

…

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA14 août 202400:41:27


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-weekends


THE 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/video


A 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/call


CPA MASTERMIND – $9500
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 undergoing it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while navigating scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability


Make progress faster and with more confidence. Your purchase is protected by my risk-free guarantee.
geraldinecarter.com/40

…

..

.

309 How to Start Niching When You Don't Know Where to Start07 août 202401:10:42

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-weekends


THE 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/video


A 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


308 How CPAs Can Create and Communicate Value31 juil. 202401:00:00

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-weekends


THE 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/video


A 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 is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:

  • Get guidance on increasing prices without overdoing it or undergoing it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while navigating scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability


Make progress faster and with more confidence. Your purchase is protected by my risk-free guarantee.
geraldinecarter.com/40


307 Take the shortcut!! With Hector Cantu, EA24 juil. 202400:22:14

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
Free


THE 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! » $497


A 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/
$1295


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 it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be 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

306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA17 juil. 202400:40:06

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
Free


THE 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! » $497


A 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/
$1295


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 it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be 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

305 Hiring is not the Solution to CPAs Overworking10 juil. 202400:14:26

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-weekends


THE 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/video


A 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 is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:

  • Get guidance on increasing prices without overdoing it or undergoing it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while navigating scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability

Make progress faster and with more confidence. Your purchase is protected by my risk-free guarantee.
geraldinecarter.com/40

…


304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA03 juil. 202400:39:07

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, EA

258 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-weekends


THE 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/video


A 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 is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:

  • Get guidance on increasing prices without overdoing it or undergoing it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while navigating scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability

Make progress faster and with more confidence. Your purchase is protected by my risk-free guarantee.
geraldinecarter.com/40

…



303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project26 juin 202400:36:42

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
Free



THE 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
$997


A 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/
$1295


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 it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be 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

…


More about today’s guest:

Website: thecfoproject.com


LinkedIn: https://www.linkedin.com/in/adamlean/

302 Permission to Travel Your Own Path with Shana Cooper, CPA19 juin 202400:38:27

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
Free



THE 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
$997


A 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/
$1295


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 it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be 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

…


More about today’s guest, Shana Cooper, CPA:


Website: https://www.theaccountabilityteam.com/


LinkedIn: https://www.linkedin.com/in/shana-cooper-reconciliation-strong/

301 The Four Factors that Drive CPA Firm Multiples with Todd Steinberg12 juin 202400:37:59

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-weekends


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
$495


DOWN 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 it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be 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/

300 Making Your Dream of Working Fewer Hours Attainable05 juin 202400:26:53

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
Free



THE 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! » $497


A 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/
$1295


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 it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be 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

299 [Hire Well] Leveraging Near-Shore Talent in Guadalajara with Kristen Keats, CPA22 mai 202400:27:43

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
Free



THE 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
$997


A 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/
$1295


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 it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be 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

298 3 Key Factors Driving Sales Multiples with Brannon Poe, CPA15 mai 202400:31:54

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-weekends


DOWN 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
$495


DOWN 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 it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be 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

297 9 Common Characteristics of Success06 mai 202400:19:11

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
Free


THE 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
$997


A 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/
$1295


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 it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be 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

Q & A: Down to 40 Hours CPA Mastermind03 mai 202400:21:53

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: gc@geraldinecarter.com


295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA01 mai 202400:32:08

Many CPAs see the value in niching but find it difficult to get started. Sheila Hansen, CPA went from having a wide variety of clients to having a clear, narrow niche with clients whose challenges are consistent. Doing so has helped her standardize and systematize, save time, and increase prices by a factor of five. 

…


Connect with Sheila:


Website: https://www.hansenllc.net/


LinkedIn: https://www.linkedin.com/in/sheila-hansen-cpa/


Podcast: https://www.hansenllc.net/profitable-women-podcast/


Instagram: https://www.instagram.com/sheila.hansen.cpa/


…


Hey CPA firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 


If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/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
Free



THE 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
$997


A 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/
$1295


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 it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be 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

…

17 MORE EPISODES ON NICHING (!!)

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

285 The Niche River of Fear

270 How long does it take for a CPA to niche?

269 Four Niche Sirens for CPAs to Avoid

268 How to Start Niching When Your Clients are All Over the Map

263 Navigating Pricing and Niche Challenges with Jackie Meyer, CPA

260 The Value of Niching

245 Niching into Female-Owned Law Firms with Julie Powell, CPA

239 Finding Your Niche with Matt Chiappetta, CPA

221 12 Reasons to Niche Your Accounting Practice

212 Hold My Beer and Watch Me Niche, with Josh Lance, CPA

208 Minting New Niches for CPAs: Inside the CHIPS and IRA Bills

203 Killer Niche: Farm + Ag CPA with Catherine Ozment

198 Killer Intel for CPAs on the Real Estate Investor Niche with Tom Wheelwright

195 How to Position Your CPA Firm to Stop Getting Overlooked in the Marketplace

178 Killer Niches for CPAs with Tom Wheelwright

174 More Confidence, Time, & Wealth When You Niche with SaraEllen Hutchison

294 On CPAs Going Down to 25 Hours30 avr. 202401:09:25

I used to think I needed more time. If I just had more time, I could solve so many more problems. But thinking that way never solved enough problems to give me more time. Instead, I maintained a status quo of “never having enough time.”


You might want more time. More free time. For your health. For your family. To travel. You might think you need more time. But “more time” isn’t the solution to the “not-enough-time” problem. 


If what you want is more time, the answer lies in changing what you think.


Changing what you think in order to get what you want might be the simplest but hardest thing you can do. 


I hope you’ll accept the challenge. :) 


…


Hey CPA firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 


If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/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
Free



THE 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
$997


A 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/
$1295


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 it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be 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

293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA24 avr. 202400:48:30

If you think working only 15 hours per week, taking home almost $200K in Total Owner Benefit, and living stress-free while enjoying your business seems:

  • Insane
  • Impossible
  • The Promised Land 

Check out Erica Goode, CPA’s playbook for getting it done. 


…


Hey CPA firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 


If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/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:

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:

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-weekends


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
$495


DOWN 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 it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be 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 Erica Goode, CPA


Website: https://www.ericagoode.com/


LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/

292 [Hire Well] Offshore as a Strategy, Not a Tactic with Nick Sinclair of TOA Global17 avr. 202400:26:44

Accountants run into many hiring and staffing-related challenges. 


You want to know:

  • Which role to fill next
  • Where to find talent
  • If it’s time to go offshore
  • How to hire well the first time. 


Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions related to staff and hiring challenges. Making hiring mistakes is expensive—in terms of money, time, and emotional investment. Making a great hire can really pay off. I want to help you hire as well as you can. 


This interview is the fourth in the series, and we are talking about how to be successful when going offshore. 


My guest is Nick Sinclair, founder and CEO of TOA Global, TOA is the global leader in talent solutions for the accounting industry. They supply 3500+ great offshore people to over 1000 firms in the US, Canada, Australia, New Zealand, and the UK.


…


Hey CPA firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 


If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/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:

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-weekends


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
$495


DOWN 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 it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be 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/
$7500

291 [Hire Well] Down to One Hour with Scott Scarano, EA10 avr. 202400:35:38

After being stuck at a “$1.2M and working-all-hours” plateau for six years, it took Scott Scarano four years to get down to a one-hour work week. Find out what he needed to learn to get there. 


…


Hey CPA firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 


If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/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:

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

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-weekends


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
$495


DOWN 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 it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be 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/
$7500

290 [Hire Well] Onshore Hiring Done Well for Accountants03 avr. 202400:29:00

Accountants run into many hiring and staffing-related challenges. 


You want to know:

  • Which role to fill next
  • Where to find talent
  • If it’s time to go offshore
  • How to hire well the first time. 


Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions related to staff and hiring challenges. Making hiring mistakes is expensive—in terms of money, time, and emotional investment. Making a great hire can really pay off. I want to help you hire as well as you can. 


In this episode, my guest, Laurence Whittam, Founder and Managing Director Impact Global Solutions, takes us through five keys to hiring virtual onshore accountants well. 


…


Hey CPA firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 


If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/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:

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-weekends


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
$495


DOWN TO 40 HOURS CPA MASTERMIND

For 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 specialized
  • Disengage problem clients without blowing a hole in your firm
  • Have a community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountability


Make more progress faster and with more ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500

289 Fear of Niche Boredom with Jonathan Stark27 mars 202401:04:40

I talk with Jonathan Stark about the fear of niche boredom and the benefits of niching down in business. 


We explore the idea that niching down does not lead to boredom, but rather opens up new opportunities for variety and growth. 


By focusing on a specific target market or problem, businesses can automate repetitive tasks, systematize processes, and delegate work, allowing for more free time and the ability to pursue other interests. 


Niching down also leads to increased expertise, client satisfaction, better referrals, and higher profits. 


Our conversation highlights the importance of creating value for clients and the fulfillment that comes from making a meaningful impact in their lives. 


We discuss the importance of knowing your audience and how it can impact your choice of words and communication style. 


We explore the power of niche expertise and how it can attract higher-quality leads and larger clients. 


We also highlight the rewards of niching down, including increased revenue and a sense of stability and freedom. The conversation delves into the craft of business ownership and the need for continuous learning and improvement. 


Finally, we emphasize the possibility of having a sense of purpose and making a meaningful difference in your clients' lives.

…


Hey CPA firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 


If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/subscribe


Readers say they love it because they’re short and on point.

…

17 MORE EPISODES ON NICHING (!!)

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

285 The Niche River of Fear

270 How long does it take for a CPA to niche?

269 Four Niche Sirens for CPAs to Avoid

268 How to Start Niching When Your Clients are All Over the Map

263 Navigating Pricing and Niche Challenges with Jackie Meyer, CPA

260 The Value of Niching

245 Niching into Female-Owned Law Firms with Julie Powell, CPA

239 Finding Your Niche with Matt Chiappetta, CPA

221 12 Reasons to Niche Your Accounting Practice

212 Hold My Beer and Watch Me Niche, with Josh Lance, CPA

208 Minting New Niches for CPAs: Inside the CHIPS and IRA Bills

203 Killer Niche: Farm + Ag CPA with Catherine Ozment

198 Killer Intel for CPAs on the Real Estate Investor Niche with Tom Wheelwright

195 How to Position Your CPA Firm to Stop Getting Overlooked in the Marketplace

178 Killer Niches for CPAs with Tom Wheelwright

174 More Confidence, Time, & Wealth When You Niche with SaraEllen Hutchison

…

OTHER EPISODES WITH JONATHAN STARK

106 Better Pricing Strategies for Accountants: Stop Billing by the Hour, with Jonathan Stark
111 Better Pricing Methodologies For CPA Firms, with Jonathan Stark

157 Altitudes of Involvement for CPAs with Jonathan Stark



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-weekends


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
$495


DOWN TO 40 HOURS CPA MASTERMIND

For 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 specialized
  • Disengage problem clients without blowing a hole in your firm
  • Have a community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountability


Make more progress faster and with more ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500

288 [Hire Well] Five Offshoring Mistakes for CPAs to Avoid20 mars 202400:33:43

Accountants run into many hiring and staffing-related challenges. 


You want to know:

  • Which role to fill next
  • Where to find talent
  • If it’s time to go offshore
  • How to hire well the first time. 


Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions related to staff and hiring challenges. Making hiring mistakes is expensive—in terms of money, time, and emotional investment. Making a great hire can really pay off. I want to help you hire as well as you can. 


In this episode, my guest, Isaac Smith, founder of TeamUp, takes us through five painful hiring mistakes to avoid when going offshore.


…


Hey CPA firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 


If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/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:

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-weekends


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
$495


DOWN TO 40 HOURS CPA MASTERMIND

For 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 specialized
  • Disengage problem clients without blowing a hole in your firm
  • Have a community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountability

Make more progress faster and with more ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$7500

287 How CPAs Can Decide Their Niche When They Can’t Decide13 mars 202400:16:00

If you’ve ever wanted to niche but thought, “I can’t decide,” this episode is for you. 

By the end of it, you will not only know you can decide but also be able to take your next niche step with confidence. 


…


Hey CPA firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 


If you like the podcast, join 3500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/subscribe


Readers say they love it because they’re short and on point.

…

OTHER EPISODES ON NICHING

270 How long does it take for a CPA to niche?

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

…

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-weekends


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
$495


DOWN TO 40 HOURS CPA MASTERMIND

For 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 specialized
  • Disengage problem clients without blowing a hole in your firm
  • Have community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountability


Make more progress faster and with more ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$7500

286 What do I say on my website? #4: Fix / Packages06 mars 202400:07:05

We’re talking today about what to put in the fix section of your website. 
If you do this well, the flow of your website copy will make sense to your reader. If you don’t do this well, there’s a risk and opportunity cost of not attracting the clients you want to work with, doing the kind of work you enjoy at prices you enjoy.


…


Hey CPA firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 


If you like the podcast, join 3500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/subscribe


Readers say they love it because they’re short and on point.

…


REFERENCED EPISODES


If you want to check out other episodes on this topic, you might like:


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

277 - What do I say on my website? #2: Pain & Dream Examples

275 - What do I say on my website? #1: Pain & Dream


…

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

STOP WORKING 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-weekends


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
$495


DOWN TO 40 HOURS CPA MASTERMIND

For 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 specialized
  • Disengage problem clients without blowing a hole in your firm
  • Have community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountability


Make more progress faster and with more ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$7500

© My Podcast Data · Projet indépendant · Données issues d'Apple & Spotify