Business Strategy for CPA&#x27;s

Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179

…

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.

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.

enOctober 18, 2023

265 How to Uncover Value Using the Why Questions

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.

…

THIS WEEK’S EPISODE

Recently, I surveyed my list of readers asking what they found most challenging and what would be helpful if I talked about it. The clear winner was understanding and communicating value.

So today I want to give you a tool you can use to better understand the value that your buyer perceives.

The more deeply the seller appreciates the value the buyer perceives (or doesn’t), the easier it becomes to communicate value, price relative the value, and have more satisfied clients.

…

Check out my “greatest hits” episodes:

Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179

…

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.

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.

enOctober 11, 2023

264 Hourly Mindset vs End Result Mindset

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.

…

THIS WEEK’S EPISODE

In this episode I talk about the Hourly Mindset compared to the End Result Mindset.

Hourly is both a pricing tool, and a mindset.

As a pricing tool, hourly creates a price based on the time that is input.

As a mindset, hourly creates and binds the accountant to working hours.

The problem is, if an accountant shifts from hourly billing to flat rate pricing, without shifting their mindset, they may impart unneccessary suffering upon themselves.

It can be hard to shift out of the mentality of your time, effort, and work being valuable, into a mindset where it’s the end result that’s valuable.

But the more this concept sinks in, the more money you make with less effort. Without this concept, you’re likely to work a lot more hours than are necessary in order to create the revenue you want.

It’s not just about the pricing tool you use.

It’s also about the mindset.

…

Check out my “greatest hits” episodes:

Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179

…

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.

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.

enOctober 04, 2023

263 Navigating Pricing and Niche Challenges with Jackie Meyer, 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 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.

…

THIS WEEK’S EPISODE

Listen to this episode where I talk with Jackie Meyer, Founder of Meyer Tax Consulting LLC, TaxPlanIQ, and the Concierge Accountant Coaching program, about ways to navigate common pricing and common niche challenges for accountants and CPAs.

Jackie had direct experience in her firm and has seen first hand the challenges that accountants face when making the transition from the traditional model into a model that focuses on value creation for clients.

…

MENTIONED

Jackie Meyer:
https://www.jackiemeyercpa.com/

TaxPlanIQ
https://www.taxplaniq.com/

Link to AICPA Pricing Tool:
https://www.aicpa-cima.com/resources/download/trusted-client-adviser-pricing-tool

…

Check out my “greatest hits” episodes:

Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179

…

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.

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.

250 Productized Services: Sell Your Expertise, Not You Working

enSeptember 27, 2023

262 How CPAs Can Build a Product Ladder

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.

…

THIS WEEK’S EPISODE

In this week’s episode, I talk about the idea or concept of a product ladder and what it looks like to build one.

A product ladder is a useful tool or concept that when you put it in play, can help you convert more prospects into clients more easily, and it gives you visibility into the warmth of your pipeline of prospects. It also filters in higher quality clients while filtering out less well-fitting clients, and it does those things while generating revenue.

…

REFERENCED EPISODES

Listen to these two episodes for rungs that can go on a product ladder:

251 Digital Products: Sell Your Expertise, Not You Working

…

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

GET LOTS OF ANSWERS 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.

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.

enSeptember 20, 2023

261 The Gift of Difficult 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 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.

…

THIS WEEK’S EPISODE

Many CPAs have difficult clients.

Many CPAs (think they) have difficult clients.

…

In today’s episode, I offer a more useful and effective framework for thinking about your most difficult clients, so that you can reshape your accounting practice into one that only has amazing clients, and clients who help you be better.

…

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

GET LOTS OF ANSWERS 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.

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.

enSeptember 13, 2023

260 The Value of Niching

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.

…

THIS WEEK’S EPISODE

Listen to this episode where I cut right to the chase on the value of niching. It’s a clip from a podcast interview I did with John Randoplh, host of the CPA Life podcast.

To catch our 2-part episode, check out the CPA Life podcast:

– Work Smarter, Not Harder on AUG 23 2023

– The Value of Understanding What Clients Want on AUG 30 2023

…

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

GET LOTS OF ANSWERS 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.

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.

Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EA

enSeptember 06, 2023

259 Permission to Stop Being Superhuman with Michael Berry, 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 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.

…

THIS WEEK’S EPISODE

Have you ever felt at the edge of burning out or like your sanity is on the line?

Many CPAs get into the profession because they want to help people; they find saying no to prospects to be nearly impossible.

Some end up with an overflowing client roster of underpriced clients and an unrelenting workload that keeps them stuck at the office eight days a week.

There’s a better path.

“Change is 110% possible – you just have to take action.”

Listen to Michael Berry, CPA, as he talks about what he has changed over 8 months in Down to 40 Hours CPA Mastermind, as he ratchets down his hours, increases his prices, and gets a deeper appreciation for the value he provides for his clients.

…

Listen to other stories from 1:1 clients:

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

…

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.

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.

Offer Productized Services with Sheila Hansen, CPA

enAugust 23, 2023

258 Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EA

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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

…

THIS WEEK’S EPISODE

What if you could cut your client roster waaaaaaay down, without taking a hit to your bottom line?

Melissa Downs, EA did just that. In Down to 40 Hours CPA Mastermind, she worked through her client roster, updated her pricing, sent out 600+ disengagement letters, and kept her net profit exactly the same.

Six months ago she said she didn’t think it was possible. Not for her, anyway.

Now, she has a 3-week unplugged cruise planned for the fall, and the eventual goal is to live overseas for a few months while the firm runs without her coming in everyday.

You can find Melissa via her website:
https://midwestbkpg.com/

…

Listen to other stories from 1:1 clients:

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

…

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.

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

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.

enAugust 18, 2023

257 6 Ways to Get Your Time Back

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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

…

In this episode, I share 6 ways to get your hours back in your accounting firm. Rather than having “work less” be some vague, hand-wavy “wouldn’t that be nice” idea, I give you six ways to go about getting your hours down.

Without losing revenue.

You’ll get the option to challenge the way you think about revenue creation, from one of working, to one of not-working.

…

Check out my “greatest hits” episodes:

How to Diengage Clients #215

…

A few ways to work with me:

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.

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
How to fire clients without blowing a hole in your firm
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

enAugust 16, 2023

256 Overcoming Price Increase Resistance

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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

….

Here are five questions you can ask yourself to get your brain on board with all the reasons raising prices will be good for you clients and for you, to help you get past price increase resistance you may be experiencing:

In what ways will it be good for my best clients when I lift my prices?
In what ways will raising prices help me be more effective for my best clients?
In what ways will I be able to increase the value I create for my best clients when I raise my prices?
How will raising my prices give me more time that I can use to focus on serving my best clients better, and making my accounting firm better?
In what ways do I love raising prices?

…

DOWN TO 40 HOURS CPA 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
How to fire clients without blowing a hole in your firm
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

15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA

enAugust 09, 2023

255 Burnout Recovery with Randy Crabtree, 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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

…

Burnout is rampant in accounting. Many CPAs are overworked, overwhelmed, tired, and fried. They know work is hard, they know something’s wrong, they know they don’t like what they have. But the problem is they don’t know how to stop it. Many keep working, hoping that by working more hours, the overworking problem will somehow solve itself.

Working more to solve the overworking problem only makes things worse, and can lead straight to burnout. The cost of burnout can be high: it can take a physical or emotional toll, or both.

Listen to today’s episode to hear stories from both Randy Crabtree and Geraldine on what burnout cost, what we can see now in retrospect that we couldn’t see when caught in it, and concrete steps for changing course before the consequences get dire.

You don’t have to work long hours to make money. Listen to 1:1 clients who made the switch:

130% Revenue Increase While Working Less with Paige Gott

Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA

…

A few ways to work with me:

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.

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
How to fire clients without blowing a hole in your firm
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

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.

…

Connect with Randy Crabtree:

Website: tri-merit.com

LinkedIn: https://www.linkedin.com/in/randy-crabtree-1945a67/

Bridging the Gap Conference:
https://tri-merit.com/tucpa-conference-2023/

15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA

enAugust 02, 2023

254 Freedom to Choose Not to Double Revenue with Prithi Daswani, 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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

Listen to this episode where I interview Prithi Daswani, CPA a 1:1 client. We worked together for about a year, starting two years ago.

In her story, you’ll hear how she went from 750 clients down to 50 over the course of that time. You’ll hear about the decisions and modifications she made to her practice, so that she could get out from under the relentless workload to find happiness again.

You’ll hear which steps made the biggest impact, which fears she needed to work through in order to implement improvements, and what happened to her revenue over the course of the journey.

The end result? More happiness, a lot less work, steady take-home pay, and the freedom to choose not to double revenue.

Connect with Prithi at https://prithidaswani.com/.

…

Listen to other stories from 1:1 clients:

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

…

A few ways to work with me:

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.

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
How to fire clients without blowing a hole in your firm
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

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.

https://conscious-accounting.com/

enJuly 26, 2023

253 When you need to explore, with Rebecca Driscoll, 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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

…

My guest today is Rebecca Driscoll, of Conscious Accounting.

Sometimes we know that we are not where we want to be in our business, or in our life. But what to do about it and how to fix it remains elusive. Rebecca knew she wanted to find a different path, but didn’t know what path she wanted to be on. She had the courage to explore options, until the one she wanted to be on revealed itself to her. For those who sometimes wander, feel a bit hopeless, or lost, I hope you find the story of Rebecca’s explorations to be inspiring.

…

Connect with Rebecca Driscoll, CPA

https://www.linkedin.com/in/rebecca-driscoll-cpa/

…

Listen to other stories from 1:1 clients:

15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, 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

…

A few ways to work with me:

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.

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
How to fire clients without blowing a hole in your firm
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

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.

enJuly 19, 2023

252 How Accountants Can Use ChatGPT with Jason Staats, 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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

…

ChatGPT has taken the world by storm, and many accountants are wondering where its use fits into their accounting practice – now, and two years from now. If you want to find out where to get started, how you might begin using ChatGPT in your accounting practice, and what to watch out for (Hint: the cost of not leaning into it), tune in for answers.

Also be sure to check out my previous episode with Jason, #219 Automation as Business Strategy.

…

A few ways to work with me:

GET LOTS OF ANSWERS 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.

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
How to fire clients without blowing a hole in your firm
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

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.

Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179

enJuly 12, 2023

251 Digital Products: Sell Your Expertise, Not You Working

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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

Be sure to listen to this episode if you’re interested in getting paid for your expertise, without having to do so much hard work. You’ll hear about how, when, and why to use Digital Products in your accounting firm while understanding the pros and cons of them. You’ll also learn how to think about when your accounting practice is ready to introduce these, and when it might be too soon to be worthwhile.

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

15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA #243

…

A few ways to work with me:

GET LOTS OF ANSWERS FAST (or)

KNOW EXACTLY WHAT TO DO NEXT

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.

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
How to fire clients without blowing a hole in your firm
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

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.

enJuly 05, 2023

250 Productized Services: Sell Your Expertise, Not You Working

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 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

…

Be sure to listen to this episode if you’re interested in getting paid for your expertise, without having to do so much hard work. You’ll hear about how, when, and why to use Productized Services in your accounting firm while understanding the pros and cons of them. You’ll also hear some examples of how they are used and what to price them at so you’re not stabbing in the dark.

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

…

A few ways to work with me:

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.

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
How to fire clients without blowing a hole in your firm
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

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.

enJune 28, 2023

249 Extraordinary Results Through 1:Many with Laura Dixon

*Want one piece of business strategy delivered daily to your inbox?*

Subscribe here: geraldinecarter.com/subscribe

Transitioning from a one-on-one business model to a one-to-many business model is a strategic move that some business owners consider as their practices expand and evolve.

While one-on-one work offers personalized attention and guidance to individual clients, the one-to-many model enables business owners to reach a larger audience, scale their impact, and increase their revenue potential.

Laura Dixon helps women who are obsessive about food and dieting become naturally thin for life.

Laura shares how she started her coaching business using a one-to-one model and then shifted it to a monthly membership model.

Highlights:

— “I always knew what I wanted long-term is recurring consistent revenue in a way that I sell to clients that I love to serve.

— “I set up my business where I'm able to have the flexibility that I want with my family, but also do what I love, help the people that I love to help, and make the money that I want.

— “Long term, I want a massive business. And that means getting really good at delivering something extraordinary, being really good at selling it. And so I'm willing to charge less now because I know what I want 10, 20, 30 years down the road.”

— “I don't want people that kind of want to try stuff in my program. I want people that want to come in, they want to do the work, they want to get the result and they want to get out, and then just live the rest of their life.”

— “I'm able to produce probably five times as much as I was able to when I was working more hours because I'm so clear on who I help.”

Connect with Laura:

Website: https://lauradixoncoaching.com/

https://link.improvetheworld.net/BusinessStrategyforCPAs

enJune 21, 2023

248 What Works for CPA Firms with Donny Shimamoto, CPA

*Want one piece of business strategy delivered daily to your inbox?*

Subscribe here: geraldinecarter.com/subscribe

Take the survey!

By analyzing relevant data, business owners can identify patterns, trends, and insights that enable them to make well-informed decisions, mitigate risks, and capitalize on opportunities.

In this episode, Donny Shimamoto of the Center for Accounting Transformation talks about the two different surveys that his firm is doing right now.

The surveys aim to understand what works and what doesn't work for accounting firms, specifically in the areas of advisory services and staffing strategies.

Conducting surveys to identify the successful practices of accounting firms in terms of advisory services and staffing is crucial for understanding the key factors that contribute to client success.

Donny believes that accountants are here to help improve the world, and the more accountants who contribute to their research, the more the results of that research can help improve the world.

Highlights:

— “Really good business-driven innovation is driven off of data.”

— “Accounting is the foundation of a business. And it is absolutely necessary.”

— “Accounting has the power to help small business owners be much more successful.”

— “Many of us are scared of the word “failure,” but learning from errors or mistakes creates the opportunity to help others learn from what we did.”

Connect with Donny:

Website: https://improvetheworld.net/

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

Episode mentions:
Take the survey!

URL: https://link.improvetheworld.net/BusinessStrategyforCPAs

https://marketingforaccountingfirms.com/free-email-templates-for-accounting-firms/

enJune 14, 2023

247 Effective Marketing for Accounting Firms with Matt Banker

*Want one piece of business strategy delivered daily to your inbox?*

Subscribe here: geraldinecarter.com/subscribe

For a lot of accountants, marketing can either be this thing they know they ought to be doing, but aren’t, or they're doing it and not seeing the response they want. Sometimes it feels like they're pouring money down a hole.

Like any other business, accounting firms are not immune to making marketing mistakes.

In this episode, Matt Banker, founder of Benchmark Growth Marketing, shares some common marketing mistakes that accounting firms make and offers insights on how they can effectively promote their services and stand out in a competitive market.

Highlights:

— “The most common marketing mistake I see is accountants undervalue their website, or spending money sending good traffic to a bad website.”

— “Whatever you're communicating on your website is really influencing a lot of prospects’ first impression of who and what you are.”

— “The words on your website need to be right: the messaging, positioning, making sure that you're communicating what you do and for whom. You want your website to qualify people either in, or out..”

— “A lot of the marketing materials that are targeted for accounting firms are written for everybody. It's generalist content, and no one cares about it. What I really want is someone who has specific expertise that applies to me. The more specific, the more valuable.”

— “The main reason marketing feels expensive is that you haven't budgeted for it. You haven't thought about it as something that is built into your business model.”

Connect with Matt:

Website: https://marketingforaccountingfirms.com/

Free Email Templates: