Business strategy & Coaching for CPAs

 Update your accounting practice’s business model to be more simple and profitable so you can have discretionary time to just chill.

BUSINESS STRATEGY & COACHING FOR CPAs

Update your accounting practice’s business model to be more simple and profitable so you can have discretionary time to just chill. 

Join me for Accountants Anonymous: Insights and Q/A

 

Stop Underpricing: It does a disservice to your clients

Thursday, August 20, 12pm ET

  • Learn where your pricing needs to be
  • Discover how to begin making the shift from hourly to value-based
  • Hear real examples from my past and current clients

 

Tired of trading dollars for time? There is an easier path to growing your income.
A highly effective guide to doubling your revenue, this e-book will show you how to:
  • Simplify your practice
  • Increase your prices
  • Work with your best clients
  • Take back your time and money
Create more impact in your business with regular emails from Geraldine.

"Like her podcast, Geraldine delivers! Since starting my business I’ve been caught in a hamster wheel of compliance work; Geraldine has given me the guidance I needed towards developing an advisory model. Now instead of feeling overwhelmed and caught up in my head, I am finally making progress to pivot my business into value based pricing and services."

Heather Zeitzwolfe, CPA

Zeitzwolfe Accounting

Business coaching for CPAs who are tired of getting worked by tax and compliance, and want to serve fewer clients at a deeper level.

CPAs come to me when THEY:

  • Are sick of working like a dog, for a quarter of what they’re worth
  • Are wiped out by late nights PLUS weekends during tax season
  • Are done with clients who are months behind in paying a measly $295 for a tax return that saved them thousands
  • Feel stuck with needy clients who suck up all their time
  • Can’t get to growing their own business because they are lost looking for a single document in a giant stack of files 
  • Are tired of missing kiddos’ soccer games because they had to “get caught up”
  • Are deeply grateful to their ever-patient spouse who understands, but realize that the price of carrying on like this is just too high

There IS a better way. 

Together we can: 

  • Clarify your vision for the business you would love to have, and the life you want to live
  • Pull your dreams down from the shelf where you last set them, and start turning them into a plan
  • Clearly identify your Top Clients and your niche, and reduces the frictional drag on your growth
  • Create the very services your clients are hungry for, and that they can only get from you – making you the obvious choice and only one to work with
  • Drill into your clients’ challenges, become an expert in their field, allowing you to provide to them value beyond measure – and far more easily than when you were a generalist
  • Handle the mindset challenges that stand in your way of progress

WAYS WE CAN WORK TOGETHER:

One-on-One Coaching:

Get out of overwhelm by providing more value to fewer clients. Deliver the expertise and guidance your clients are asking for – then make the competition irrelevant. Fill your business with your best, most profitable clients. 

One-Time Strategy & Planning Sessions:

Great for getting single pebbles out of your shoe. 
From “help me close out these 4 problem clients,” to “help me choose between construction and dentists as a niche,” and anything in between.

VIP Day

Get the swirl of ideas out and clarified in one fell swoop. Make months of progress in one focused day.

Smart Strategy for CPAs Podcast

ABOUT MY PODCAST:

  • Delivered to your phone weekly
  • On-Air Coaching with CPAs whose challenges are just like yours
  • Interviews with CPAs who have solved a specific problem in their business
  • Solo episodes on reverse engineering your numbers, productivity, and mindset
  • Plus, they say I have good radio voice.
Tired of trading dollars for time? There is an easier path to growing your income.
A highly effective guide to doubling your revenue, this e-book will show you how to:
  • Simplify your practice
  • Increase your prices
  • Work with your best clients
  • Take back your time and money
Create more impact in your business with regular emails from Geraldine.
Would you like to double your revenue?
Fill out this form to download the PDF:

"6 SIMPLE STEPS TO DOUBLE YOUR REVENUE"

Create more impact in your business with regular emails from Geraldine.
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