308 How CPAs Can Create and Communicate Value

Business Strategy for CPA's

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For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
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Do you want to increase your revenue without working harder?

If so, deepening your appreciation of creating value for clients and clearly communicating that value is a great bet.

The less a business-owning accountant appreciates value, the more she’ll work hours to create dollars, and who wants that?

LINK TO VIDEO REPLAY IN CROWDCAST:

https://www.crowdcast.io/c/5bfv3mty0p2d

LINK TO MASTER VALUE CREATION CHECKLIST:

https://docs.google.com/document/d/1tkvq1rcPMqbff_FXDvZ_RdqrFHPW6u5tmMnrnmT3nWE/edit?usp=sharing

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Link to full shownotes:

https://www.businessstrategyforcpas.com/

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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.

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Subscribe here: geraldinecarter.com/subscribe

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

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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 of client interviews at:

geraldinecarter.com/client-interview-episodes

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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

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

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THE EMAIL COURSE – Free
Stop 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 – $497
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.
geraldinecarter.com/video

A 1:1 CONSULTATION – $1297
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 situation.
geraldinecarter.com/coaching-options/

CPA MASTERMIND – $9500
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 undergoing it
• Disengage problem clients at a pace you’re comfortable with
• Create packages while navigating 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 progress faster and with more confidence. Your purchase is protected by my risk-free guarantee.
geraldinecarter.com/40

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