Business Strategy for CPA's
Geraldine Carter
Recent Episodes
CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind
https://geraldinecarter.com/down-to-40-hours-cpa-mastermind
Many CPAs see the value in niching but find it difficult to get started. Sheila Hansen, CPA went from having a wide variety of clients to having a clear, narrow niche with clients whose challenges are consistent. Doing so has helped her standardize and systematize, save time, and increase prices by a factor of five.
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Connect with Sheila:
Website: https://www.hansenllc.net/
LinkedIn: https://www.linkedin.com/in/sheila-hansen-cpa/
Podcast: https://www.hansenllc.net/profitable-women-podcast/
Instagram: https://www.instagram.com/sheila.hansen.cpa/
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Hey CPA firm owner, glad you found the podcast.
If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.
If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
Subscribe here: geraldinecarter.com/subscribe
Readers say they love it because they’re short and on point.
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
GO DOWN TO 40 HOURS
THE EMAIL COURSE
Stop Working Weekends will teach you how to get your hours down without giving up revenue.
geraldinecarter.com/stop-working-weekends
Free
THE BOOK
A Roadmap for CPAs to End Overworking Without Losing Revenue
$9.99
THE VIDEO COURSE
Get access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$997
A 1:1 CONSULTATION
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.
geraldinecarter.com/coaching-options/
$1295
CPA MASTERMIND
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
- Get guidance on increasing prices without overdoing it or underdoing it
- Disengage problem clients at a pace you’re comfortable with
- Create packages while knowing how to navigate scope creep
- Focus on your client niche without feeling like you’re jumping off a ledge
- Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500
…
17 MORE EPISODES ON NICHING (!!)
287 How CPAs Can Decide Their Niche When They Can’t Decide
270 How long does it take for a CPA to niche?
269 Four Niche Sirens for CPAs to Avoid
268 How to Start Niching When Your Clients are All Over the Map
263 Navigating Pricing and Niche Challenges with Jackie Meyer, CPA
245 Niching into Female-Owned Law Firms with Julie Powell, CPA
239 Finding Your Niche with Matt Chiappetta, CPA
221 12 Reasons to Niche Your Accounting Practice
212 Hold My Beer and Watch Me Niche, with Josh Lance, CPA
208 Minting New Niches for CPAs: Inside the CHIPS and IRA Bills
203 Killer Niche: Farm + Ag CPA with Catherine Ozment
198 Killer Intel for CPAs on the Real Estate Investor Niche with Tom Wheelwright
195 How to Position Your CPA Firm to Stop Getting Overlooked in the Marketplace
178 Killer Niches for CPAs with Tom Wheelwright
174 More Confidence, Time, & Wealth When You Niche with SaraEllen Hutchison
CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind
https://geraldinecarter.com/down-to-40-hours-cpa-mastermind
CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind
https://geraldinecarter.com/down-to-40-hours-cpa-mastermind
I used to think I needed more time. If I just had more time, I could solve so many more problems. But thinking that way never solved enough problems to give me more time. Instead, I maintained a status quo of “never having enough time.”
You might want more time. More free time. For your health. For your family. To travel. You might think you need more time. But “more time” isn’t the solution to the “not-enough-time” problem.
If what you want is more time, the answer lies in changing what you think.
Changing what you think in order to get what you want might be the simplest but hardest thing you can do.
I hope you’ll accept the challenge. :)
…
Hey CPA firm owner, glad you found the podcast.
If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.
If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
Subscribe here: geraldinecarter.com/subscribe
Readers say they love it because they’re short and on point.
…
Check out my “greatest hits” episodes:
Pricing for Improved Profitability #211
Killer Niches for CPAs with Tom Wheelright #178
Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179
Get More from Technology with Joe Woodard #244
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
GO DOWN TO 40 HOURS
THE EMAIL COURSE
Stop Working Weekends will teach you how to get your hours down without giving up revenue.
geraldinecarter.com/stop-working-weekends
Free
THE BOOK
A Roadmap for CPAs to End Overworking Without Losing Revenue
$9.99
THE VIDEO COURSE
Get access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$997
A 1:1 CONSULTATION
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.
geraldinecarter.com/coaching-options/
$1295
CPA MASTERMIND
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
- Get guidance on increasing prices without overdoing it or underdoing it
- Disengage problem clients at a pace you’re comfortable with
- Create packages while knowing how to navigate scope creep
- Focus on your client niche without feeling like you’re jumping off a ledge
- Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500
CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind
https://geraldinecarter.com/down-to-40-hours-cpa-mastermind
CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind
https://geraldinecarter.com/down-to-40-hours-cpa-mastermind
If you think working only 15 hours per week, taking home almost $200K in Total Owner Benefit, and living stress-free while enjoying your business seems:
- Insane
- Impossible
- The Promised Land
Check out Erica Goode, CPA’s playbook for getting it done.
…
Hey CPA firm owner, glad you found the podcast.
If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.
If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
Subscribe here: geraldinecarter.com/subscribe
Readers say they love it because they’re short and on point.
…
If you like the idea of working less, you might enjoy these episodes:
Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA
When you need to explore, with Rebecca Driscoll, CPA
15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA
130% Revenue Increase While Working Less with Paige Gott
How to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPA
From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
STOP WORKING WEEKENDS
A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends
GET LOTS OF ANSWERS FAST
For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
- How high can I go on prices without sending my clients running?
- What do you think of my niche?
- How do I upsell my legacy clients?
- What’s the script for talking to prospects about higher-level and Advisory services?
- What do I put in my tiered packages?
Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full.
DOWN TO 40 HOURS CPA MASTERMIND
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
- Get guidance on increasing prices without overdoing it or underdoing it
- Disengage problem clients at a pace you’re comfortable with
- Create packages while knowing how to navigate scope creep
- Focus on your client niche without feeling like you’re jumping off a ledge
- Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500
…
Connect with Erica Goode, CPA
Website: https://www.ericagoode.com/
LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/
CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind
https://geraldinecarter.com/down-to-40-hours-cpa-mastermind
CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind
https://geraldinecarter.com/down-to-40-hours-cpa-mastermind
Accountants run into many hiring and staffing-related challenges.
You want to know:
- Which role to fill next
- Where to find talent
- If it’s time to go offshore
- How to hire well the first time.
Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions related to staff and hiring challenges. Making hiring mistakes is expensive—in terms of money, time, and emotional investment. Making a great hire can really pay off. I want to help you hire as well as you can.
This interview is the fourth in the series, and we are talking about how to be successful when going offshore.
My guest is Nick Sinclair, founder and CEO of TOA Global, TOA is the global leader in talent solutions for the accounting industry. They supply 3500+ great offshore people to over 1000 firms in the US, Canada, Australia, New Zealand, and the UK.
…
Hey CPA firm owner, glad you found the podcast.
If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.
If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
Subscribe here: geraldinecarter.com/subscribe
Readers say they love it because they’re short and on point.
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
STOP WORKING WEEKENDS
A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends
GET LOTS OF ANSWERS FAST
For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
- How high can I go on prices without sending my clients running?
- What do you think of my niche?
- How do I upsell my legacy clients?
- What’s the script for talking to prospects about higher-level and Advisory services?
- What do I put in my tiered packages?
Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full.
DOWN TO 40 HOURS CPA MASTERMIND
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
- Get guidance on increasing prices without overdoing it or underdoing it
- Disengage problem clients at a pace you’re comfortable with
- Create packages while knowing how to navigate scope creep
- Focus on your client niche without feeling like you’re jumping off a ledge
- Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$7500
CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind
https://geraldinecarter.com/down-to-40-hours-cpa-mastermind