If you're a CPA still billing by the hour, you're limiting your income. This episode covers four pricing tools to help you ditch hourly billing, price based on value, and increase profits—without working more. Learn how to pr...
A strategy session with Peak Freedom member Logan George, CPA. Logan recently purchased a firm and had success bringing in his own new clients. We talk about prioritizing niche clients and phasing out non-niche clients over t...
When it comes to offering price increases to Legacy clients who have been enjoying Gold-level service at Bronze prices, it's important to take action. Failing to adjust these prices means you risk being significantly underpri...
I want you to create the accounting firm you’re meant to own, rather than the one you think you’re supposed to build. This episode isn’t for everyone. It’s for those who feel frustrated, disheartened, dispirited, or distresse...
Your clients’ Switching Costs are HIGH. The better you understand this concept, the easier it will be for you to increase prices with less fear you’ll send them running. … Link to full shownotes: https://www.businessstrategyf...
For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 Happy holidays! Enjoy the annual tradition of accounting humor hosted by my two kids, Hazel and Remy. I’ll be back soon with a f...
For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 You might have heard me say I wasn’t planning to record while in France for 5 weeks, but then a funny thing happened: Alexis Sla...
For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 Wishing you and yours a wonderful holiday season. I'll see you in in 2025! Geraldine FOUR ways I help overworked CPAs go down to...
For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 Wish you could never have another staff meeting? I talk with Matt Chiappetta, CPA about his journey as a soloist: how long it to...
JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Do you wish you brought in more revenue for th...
JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Almost every CPA I work with is underpriced. H...
JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Providing payment options is an intangible for...
JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom 21 ways to leverage intangibles to increase th...
JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom What do you do when the market throws your bus...
FREE DOWNLOAD - 7 Pricing Essentials for CPAs and EAs So you can raise your prices without sending your clients running. Get it here: https://geraldinecarter.com/essentials Have you ever wondered how fast you might be able to...
The very thing you need to help you create the accounting practice you want to own that has the time, freedom, revenue, control, and clients you want. It’s time to find and be with your people. Peak Freedom Join Now » https:/...
Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe The more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun...
Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe Have you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn’t make it your reality? Be...
Do you think like someone who bills, or like someone who prices? If you think like a person who bills, you might be leaving profit on the table. Learning how to price requires thinking like a person who prices. This episode w...
If you don’t fire client who need to be disengaged or fired, you risk: Getting resentful Reducing work efficiency Not enjoying your work Not enjoying your accounting firm Staff suffering or feeling demoralized Staff leaving N...
We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure. During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentati...
Ron Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Revenue. … Link to full shownotes: https://www.businessst...
Do you know you need to raise prices but are intimidated by all the factors going into the decisions? Kathy Hayden, EA, and her sister, Julie Wagner, had 1100 clients with varying degrees of complexity, legacy, and price disc...
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 Just how much revenue did that ship mechanic leave on the table? Had he been better at pricing, he might have been able to price...