Business Strategy for CPA's

By: Geraldine Carter
  • Summary

  • Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
    Copyright 2018-2023 by Geraldine Carter. All Rights Reserved.
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Episodes
  • 324 A Systematic Approach for Accountants to Increase Prices
    Nov 20 2024

    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. However, increasing prices can be scary because you’re worried you will send clients running.

    Yet, when we apply pricing tools thoughtfully and systematically, we can increase prices significantly, reduce hours, weed out minnow clients, restore sanity to the firm, and bring revenue, profit, hours, workload, and client satisfaction back into balance.


    Link to Pricing Intangibles:

    https://geraldinecarter.com/intangibles



    Link to full shownotes:

    https://www.businessstrategyforcpas.com/



    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?

    310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

    304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

    293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

    Complete list:

    geraldinecarter.com/client-interview-episodes

    FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

    THE EMAIL COURSE – Free
    geraldinecarter.com/stop-working-weekends
    Stop Working Weekends will teach you how to reduce your hours without giving up revenue.

    THE BOOK – $9.99

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


    PEAK FREEDOM COMMUNITY – $197/mo

    geraldinecarter.com/peak-freedom
    For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


    THE VIDEO COURSE – $497
    geraldinecarter.com/video
    Access 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.


    CPA MASTERMIND – $9500
    geraldinecarter.com/40
    For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.


    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

    Show More Show Less
    24 mins
  • 323 7 Payment Options CPAs Can Use for Tax Returns
    Nov 13 2024

    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 form of value that can be captured to increase revenue without adding more hours or work.


    Rather than say to your client, “Here’s how much you need to pay me,” instead you are saying, “How would you like to pay me?” You client appreciates the choice, and may choose an option that is a higher price for you for the same work.


    Payment options provide flexibility that your client appreciates, and you can use payment options to incentivize the behavior that works best for your firm.



    Link to:

    21 Intangibles CPAs Can Price:

    https://geraldinecarter.com/intangibles


    Link to full shownotes:

    https://www.businessstrategyforcpas.com/



    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?

    310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

    304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

    293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

    Complete list:

    geraldinecarter.com/client-interview-episodes

    FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

    THE EMAIL COURSE – Free
    geraldinecarter.com/stop-working-weekends
    Stop Working Weekends will teach you how to reduce your hours without giving up revenue.

    THE BOOK – $9.99

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


    PEAK FREEDOM COMMUNITY – $197/mo

    geraldinecarter.com/peak-freedom
    For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


    THE VIDEO COURSE – $497
    geraldinecarter.com/video
    Access 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.


    CPA MASTERMIND – $9500
    geraldinecarter.com/40
    For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.


    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

    Show More Show Less
    21 mins
  • 322 21 Intangibles CPAs Can Price to Increase Margins
    Nov 6 2024

    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 the value you provide to clients without significantly increasing your workload. By doing so, you can:

    - Capture the value you are already creating by implementing more strategic pricing

    - Segment your marketplace and existing clients

    - Offer increased value at a higher price

    - Offer reduced value at a lower price

    - Maximize the potential revenue from your client base

    - Maximize the potential revenue from incoming prospects


    Mastering these strategies will allow you to generate more revenue without taking on additional work, while also giving your clients the ability to choose the value they desire and pay a price that suits them that’s still profitable for you.

    (If you can't make the button work on mobile, go to desktop)

    Get 21 Intangibles to Price:

    https://geraldinecarter.com/intangibles


    Link to full shownotes:

    https://www.businessstrategyforcpas.com/


    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?

    310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

    304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

    293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

    Complete list: geraldinecarter.com/client-interview-episodes

    FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

    THE EMAIL COURSE – Free
    geraldinecarter.com/stop-working-weekends
    Stop Working Weekends will teach you how to reduce your hours without giving up revenue.

    THE BOOK – $9.99

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


    PEAK FREEDOM COMMUNITY – $197/mo

    geraldinecarter.com/peak-freedom
    For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


    THE VIDEO COURSE – $497
    geraldinecarter.com/video
    Access 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.


    CPA MASTERMIND – $9500
    geraldinecarter.com/40
    For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.


    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

    Show More Show Less
    22 mins

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