Business Strategy for CPA's Geraldine Carter

Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind
You can figure out how to make the changes you need to make to your firm out on your own. But just because you can doesn’t mean you should. I talk with Down to 40 Hours CPA Masterminder Hector Cantu about the difference between DIYing and taking the shortcut. 

– “It would have taken me years on my own to figure out the changes we made in less than a year.”

In less that ten months, Hector cut his hours by 19% and increased his revenue 32%. His prices are about 3x higher than where he started. Now he has time to think about hiring, training, and growing his practice.  And he doesn’t feel as rushed or stressed when working with his clients. 

…

Hey CPA firm owner, glad you found the podcast. 

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

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

Readers say they love it because they’re short and on point.
…
If you like the idea of working less, you might enjoy these episodes from client interviews:
295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
281 4 Pricing Problems Solved with Kathy Hayden, EA
Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA
When you need to explore, with Rebecca Driscoll, CPA
15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA
130% Revenue Increase While Working Less with Paige Gott
How to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPA
From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA

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

GO DOWN TO 40 HOURS
THE EMAIL COURSEStop Working Weekends will teach you how to reduce your hours without giving up revenue. geraldinecarter.com/stop-working-weekendsFree

THE BOOK
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
$9.99

THE VIDEO COURSEAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/down-to-40-hours-video-course$994 » 50% off for a limited time! » $497

A 1:1 CONSULTATIONDo you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/coaching-options/$1295

CPA MASTERMINDFor the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500

Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind

Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind
Running and growing your accounting practice can feel like a lot –– and maybe sometimes a hair more than you care to manage. Yet, how to change, what to change, and in what order to change things can be far from obvious. In this conversation, I want listeners to hear what it sounds like to make a bunch of progress in four months, while being owner of a company where the baseline is 25 hours for everyone. 

Find Rebecca at www.thewarnickgroup.com/.
…

Hey CPA firm owner, glad you found the podcast. 

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

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

Readers say they love it because they’re short and on point.
…
If you like hearing client stories, you might enjoy these episodes:
295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
281 4 Pricing Problems Solved with Kathy Hayden, EA
Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA
When you need to explore, with Rebecca Driscoll, CPA
15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA
130% Revenue Increase While Working Less with Paige Gott
How to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPA
From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA


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


GO DOWN TO 40 HOURS
THE EMAIL COURSEStop Working Weekends will teach you how to get your hours down without giving up revenue. geraldinecarter.com/stop-working-weekendsFree

THE BOOK
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
$9.99

THE VIDEO COURSEAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/down-to-40-hours-video-course$994 » 50% off for a limited time! » $497

A 1:1 CONSULTATIONDo you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/coaching-options/$1295

CPA MASTERMINDFor the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500

Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind

Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind
Working more hours than you want can be a tough place to be. A place that you want to get out of as fast as possible. It would make sense to think that hiring someone to handle the excess work is the solution. 

I want to show you why hiring may not be the best option and how it might actually make the overworking problem worse.

…
If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.
.Subscribe here: geraldinecarter.com/subscribe
.
Readers say they love it because they’re short and on point.
…
WANT MORE?
Client Interviews
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
281 4 Pricing Problems Solved with Kathy Hayden, EA
259 Permission to Stop Being Superhuman with Michael Berry, CPA
…
Complete list at:
geraldinecarter.com/client-interview-episodes
…
Greatest Hits
201 Effortless Value
211 Pricing for Improved Profitability
178 Killer Niches for CPAs with Tom Wheelwright
179 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall
252 How Accountants Can Use ChatGPT with Jason Staats, CPA
…...
Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:
.THE EMAIL COURSE – FreeStop Working Weekends will teach you how to reduce your hours without giving up revenue. geraldinecarter.com/stop-working-weekends

THE BOOK – $9.99
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book

THE VIDEO COURSE – $497Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/video

A 1:1 CONSULTATION – $1297Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/coaching-options/

CPA MASTERMIND – $9500For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Get guidance on increasing prices without overdoing it or undergoing itDisengage problem clients at a pace you’re comfortable withCreate packages while navigating scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake progress faster and with more confidence. Your purchase is protected by my risk-free guarantee. geraldinecarter.com/40
…


Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind

Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind
Melissa Downs, EA completed two rounds of Down to 40 Hours and one round of Down to 25 Hours.

A year ago, she was caught in the hustle and grind. Now, she works 15 hours a week and is testing out what it feels like to coast. 

Want numbers?
She cut 70% of her client load, works 73% fewer hours, and kept her take-home pay the same. 

Find out how in this week’s episode.
And be sure to catch my two previous episodes with Melissa so that you can hear the change over time:272 More Free Time, More Confidence, with Melissa Downs, EA
258 Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EA
…
If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.
.Subscribe here: geraldinecarter.com/subscribe
.
Readers say they love it because they’re short and on point.
…
WANT MORE?
Client Interviews
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
281 4 Pricing Problems Solved with Kathy Hayden, EA
259 Permission to Stop Being Superhuman with Michael Berry, CPA
…
Complete list at:
geraldinecarter.com/client-interview-episodes
…
Greatest Hits
201 Effortless Value
211 Pricing for Improved Profitability
178 Killer Niches for CPAs with Tom Wheelwright
179 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall
252 How Accountants Can Use ChatGPT with Jason Staats, CPA
…...
Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:
.THE EMAIL COURSE – FreeStop Working Weekends will teach you how to reduce your hours without giving up revenue. geraldinecarter.com/stop-working-weekends

THE BOOK – $9.99
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book

THE VIDEO COURSE – $497Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/video

A 1:1 CONSULTATION – $1297Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/coaching-options/

CPA MASTERMIND – $9500For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Get guidance on increasing prices without overdoing it or undergoing itDisengage problem clients at a pace you’re comfortable withCreate packages while navigating scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake progress faster and with more confidence. Your purchase is protected by my risk-free guarantee. geraldinecarter.com/40
…



Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind

Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind
I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients.

…

Hey CPA firm owner, glad you found the podcast. 

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

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

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

Check out my “greatest hits” episodes:
Effortless Value #201
Pricing for Improved Profitability #211
12 Reasons to Niche #221
Killer Niches for CPAs with Tom Wheelright #178
Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179
Get More from Technology with Joe Woodard #244


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


GO DOWN TO 40 HOURS
THE EMAIL COURSEStop Working Weekends will teach you how to get your hours down without giving up revenue. geraldinecarter.com/stop-working-weekendsFree


THE BOOK
A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
$9.99



THE VIDEO COURSEGet 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 CONSULTATIONDo 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 MASTERMINDFor the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500
…
More about today’s guest:
Website: thecfoproject.com

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

Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind

Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind
For the listener who feels the tension between the path he’s on and the one he really wants to be on, I talk with Masterminder Shana Cooper, CPA about giving yourself permission to travel your own path. 

…

Hey CPA firm owner, glad you found the podcast. 

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

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

Readers say they love it because they’re short and on point.…
If you like hearing client stories, you might enjoy these episodes:
Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA
When you need to explore, with Rebecca Driscoll, CPA
15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA
130% Revenue Increase While Working Less with Paige Gott
How to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPA
From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA

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


GO DOWN TO 40 HOURS
THE EMAIL COURSEStop Working Weekends will teach you how to get your hours down without giving up revenue. geraldinecarter.com/stop-working-weekendsFree


THE BOOK
A Roadmap for CPAs to End Overworking Without Losing Revenue
geraldinecarter.com/book
$9.99


THE VIDEO COURSEGet 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 CONSULTATIONDo 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 MASTERMINDFor the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500
…
More about today’s guest, Shana Cooper, CPA:

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

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

Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind