Business Strategy for CPA's

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

Niching feels scary. 

The journey includes uncertainty, doubt, and overwhelm. 

“We definitely should turn around.”

It’s the Niche River of Fear. 

If you know it exists and what to be on the lookout for, you’ll make it across. 

In so doing, you’ll reap the benefits of having made the traverse: new skillsets, capabilities, and tool to last a lifetime in your accounting firm, as well as the confidence that comes with learning, growth, and expertise. 

Get the single most important tool you need to make it across. 

…

Hey CPA firm owner, glad you found the podcast. 

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

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

Subscribe here: geraldinecarter.com/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 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

A simple way to improve how you communicate the value you create.

If you are not already great at communicating the value you create, you might default to selling accounting to your clients. 

Selling accounting is less valuable than what accounting does,  so if you don’t know how to convert from what accounting IS to what accounting DOES, you might be pricing too low.

Because the client needs to perceive the value you create to justify paying your prices, you need to communicate that value. 

If the value is there – you’re creating it – but you’re not communicating it, you can’t price to capture it.

This is how money gets left on the table.

What words do you need to translate?

…

Hey, CPA firm owner. I'm glad you found the podcast. 

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

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

Subscribe here: geraldinecarter.com/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 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

In increasing order of value, clients buy one of five things:

• Commodities
• Deliverables
• Services
• Experiences
• Transformations

The kinds of transformations you can create are typically related to four things:

• Money
• Time
• Feelings
• Clarity

The more you understand about what your clients feel before they work with you and once they’re working with you, the easier your accounting practice gets. 

LINK TO A FEELINGS CHART

https://www.amazon.com/Emotions-Emotional-Classroom-Counseling-12x12inch/dp/B0B5TGSGLW/ref=asc_df_B0B5TGSGLW/?tag=hyprod-20&linkCode=df0&hvadid=598229501205&hvpos=&hvnetw=g&hvrand=15276508905861896069&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9029472&hvtargid=pla-1751094789736&mcid=e10d3a2ccc2d36c1964d18fff114d616&gclid=CjwKCAiAt5euBhB9EiwAdkXWO55zbV2uRZfaMDZpvSVNdKf_q7QWP7p5RcxJ5JYU4yOWn7QyKUU4zBoC6iwQAvD_BwE&th=1

…

Hey CPA firm owner, glad you found the podcast. 

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

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

Subscribe here: geraldinecarter.com/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 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

Have you ever gotten stuck, wondering what to say on your website? 

Having the words that grab the kinds of clients you want to work with (and repel the ones you don’t) can make a big difference.

Because you only have a moment to capture the attention of those who land on your website, you want to nail your headline and subtitle.

Here are the three questions your headline and subtitle need to answer:

1. What it is
2. What it does
3. Who it’s for

Get these right, and you’ll attract more high-paying clients, shorten your sales cycle, increase your conversion rates, do higher-margin work, and you’ll be able to work fewer hours for the revenue you want to bring in. 

…

NEW HERE?

Hey CPA firm owner, glad you found the podcast. 

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

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

Subscribe here: geraldinecarter.com/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 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

THIS WEEK’S EPISODE

Pricing is rarely just one problem. Often there are many challenges embedded in the problem. It might sound like this: “I know I need to raise my prices but it hurts my brain to think about how to navigate the complexity, the details, and the relationships.”

In today’s episode, I talk with CPA Masterminder Kathy Hayden, EA. With 1200+ clients, overhauling her prices needed to be done but was too daunting to do alone. 

Her challenges were:

1. Repricing legacy clients
2. Removing tax preparers from being involved in the billing
3. Making prices consistent across the board
4. Visibility into clients’ income interfering with objectivity 

She worked through each challenge systematically, set herself up for a more controlled tax season, a 10% increase in revenue, and consistent prices she’s happy about.

…

NEW HERE?

Hey CPA firm owner, glad you found the podcast. 

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

If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/subscribe

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

…

Listen to other stories from 1:1 clients:

Offer Productized Services with Sheila Hansen, CPA

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

Killer Niche: Farm + Ag CPA with Catherine Ozment, 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

Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, CPA

…

Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:

STOP WORKING 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

Hey CPA firm owner, glad you found the podcast. 

In this episode, I discuss the concept of leverage and how to use it to optimize your accounting practice. 

We dive into the importance of recognizing and utilizing various forms of leverage, from people and systems to time and technology. 

Drawing parallels with physical leverage, I invite you to consider the need to design your business for efficiency and reduced friction. 

I encourage you to focus on your genius zone and choose specific levers that align with your strengths, and I prompt you to consider where you want to create leverage in your accounting practice, be it through staff, systems, technology, time, money, networks/audience, or expertise.

…

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

If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/subscribe

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

THIS WEEK’S EPISODE

On the real reasons you started your accounting practice: time, freedom, flexibility, control, autonomy.

And how working more, adding more clients, more staff, and more hours is not the path to getting you there. 

It’s not. 

the.

path.

I’ll walk you through why inverting your thinking is required: how the key to working less is not to make more money first. 

You need to work less first, so that you can make more money. 

If you want to grow your revenue, you need to start with working less. Not more. 

…

Hey CPA firm owner, glad you found the podcast. 

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

If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/subscribe

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

////////////////

NEW TO MY PODCAST?

Check out some “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 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

Hey podcast listener, today’s episode is the audio from a webinar I hosted recently.

You’re going to want to listen because it shows you the path to go from working 55 hours a week to working 40 hours a week. 

Because it’s audio from video, the visuals and the slides are missing, of course. I don’t think it’s a huge deal, but if you want to watch the video replay, you can do that by clicking this link:

https://www.crowdcast.io/@geraldine-carter

I also mentioned the capacity planner, a spreadsheet designed to help you see clearly how many hours you are setting yourself up to work. 

You can get it here, and make your own copy.

I answer questions about DT40H at the 50-minute mark: what it’s like, what’s included, and so on, so if you want to go directly to that part, you can skip ahead to the 50-minute mark.

…

New to the podcast?
Check out my “greatest hits” episodes:

Effortless Value #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?

Please feel free to book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. 

geraldinecarter.com/call
$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

In this episode, we will dive into the practical side of Pains and Dreams to make it easier to know what to say on your accounting firm’s website.

We talked about the “pains” and the “dreams” in theory in episode 275, so now I want to share with you how it sounds in practice on the homepage of my own site. 

This will help you to understand the concept better and start listening to your clients and prospects with these two categories in mind. 

By organizing your thoughts and putting the right words on your website, you can:

• attract the kinds of clients you want to work with
• make your sales conversations more effective
• waste less time in discovery calls with prospects who aren't a good fit for your firm. 

No need to burn thousands of dollars on website copy that doesn't speak to anyone. There’s an easier way. 

…

Hey CPA firm owner, glad you found the podcast. 

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

If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/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 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

Now in their fourth year as moonlight podcast hosts, my little kids Hazel and Remy dish out a few delicious accounting jokes.

Enjoy the holidays!

If you’ve ever sat staring at a blinking cursor, burned time trying to find the right words, or wasted money working with a shiny marketing firm who served you generic, templated, meaningless website copy, this episode is for you. 

In it, you’ll learn how to use your client’s pains and dreams to signal to prospects that you understand what they are struggling with and what they’re looking for. 

Once you know how to do this – use pains and dreams – writing website copy will get easier and more effective.

Even better? You don’t have to write this part, because it’s your clients who give you the words. 

…

Hey CPA firm owner, glad you found the podcast. 

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

If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/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 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

What if your accounting practice only had 3 problems?

It might suddenly feel simpler and easier to think about being able to address each one.
…
..
.

Your accounting practice only has 3 problems.

1. Create value for clients
2. Capture value with pricing
3. Deliver results efficiently.

…

Hey CPA firm owner, glad you found the podcast. 

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

If you like the podcast, join 1400+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/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 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

How to implement better guardrails and boundaries for your clients to nudge behavior in the direction you want it to go. 

If you’ve ever chased clients for documents or had them turn stuff in way late and you’ve twisted yourself, your business and your staff into pretzels to get the work done before the deadline, this episode is for you. 

Listen in as my podcast coach and editor Tim Wohlberg shares how implementing simple boundaries (that can easily translate into the accounting world) transformed his business and life.

Tim’s website:
https://podcastperformancecoach.com/

…

Hey CPA firm owner, glad you found the podcast. 

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

If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/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 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

If you’ve ever felt stressed to the max and near the end of your rope, this episode is for you. Less than six months ago, Down to 40 Hours Masterminder and repeat guest, Melissa Downs was maxed out. 

She got her client load underneath capacity, used tiered pricing to get clients where they needed to be, and started saying no. It wasn’t always easy, but now she’s on the other side, with free time on her hands and no drop in take-home pay. 

…

Hey CPA firm owner, glad you found the podcast. 

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

If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/subscribe

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

…

Listen to other stories from clients:

Offer Productized Services with Sheila Hansen, CPA

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

Killer Niche: Farm + Ag CPA with Catherine Ozment, 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

Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, CPA

…

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

STOP WORKING 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

If you’re wondering just how much you can implement in a short time in Down to 40 Hours CPA Mastermind, listen in to hear what Randy Larkin, CPA has to say. 

He’s been in Mastermind for barely 10 weeks and has made miles of progress on numerous projects. 

…

Hey CPA firm owner, glad you found the podcast. 

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

If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/subscribe

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

…

Listen to other stories from clients:

Offer Productized Services with Sheila Hansen, CPA

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

Killer Niche: Farm + Ag CPA with Catherine Ozment, 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

Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, CPA

…

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

STOP WORKING 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

THIS WEEK’S EPISODE

How long it takes to niche, what that timeline looks like, and what to expect along the way. 

The more the CPA has a sense of what the range of normal experiences is, the more confidence it creates, and more confidence leads to faster and better decision making, faster and better decision making accelerates progress.   

…

Related episodes:

#269 - Four Niche Sirens for CPAs to Avoid

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

#260 - The Value of Niching

#266 - Transformations Without Woo

…

Hey CPA Firm owner, glad you found the podcast. 

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

If you like the podcast, join 1300+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/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 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

Four niche sirens whose messages you want to be on the lookout for, so you can be sure to steer clear and save yourself time, headache, and “nerve-wracking” on your niche journey. 

Those 4 sirens are:

• Fancy
• Money
• Right 
• Waste Time

When you ignore these messages, you’ll work with clients you genuinely enjoy, and you get to be more authentic, the money comes more easily because you create value for clients you like, you stop fixating on the niche itself being right and start fixating on the solutions to their money, time, stress and clarity problems, and you know that there could be no better use of time than fixating on the solutions your clients need. 

…

Hey CPA firm owner, glad you found the podcast. 

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

If you like the podcast, join 1400+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/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 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

How to get started niching when you’re all over the map, so that you can break out of the cycle of being all-things-to-all people, working weekends, and doing work you can’t stand. 

Related episodes:

#260 - The Value of Niching

#266 - Transformations Without Woo

…

Hey CPA Firm owner, glad you found the podcast. 

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

If you like the podcast, join 1300+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/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 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

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 1500+ 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:

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

1:1 PRIVATE COACHING

For the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. 

geraldinecarter.com/custom-vip-coaching
$24,500