Oct. 11, 2023

265 How to Uncover Value Using the Why Questions

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: 

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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:

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
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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