BUSINESS STRATEGY & COACHING FOR CPAs

Create the CPA firm you want to own: great margins, great clients, no fires.

Fed up being overworked and underpaid? 

Let’s get you out of the accounting rut.

THOUGHT LEADERSHIP &
UPCOMING TRAININGS FOR CPAs

Training

Give Up Calculating $$/Hr: How to Shift to Value-Pricing

OCT 22

LIVESTREAM

How to Become a High-Priced Advisor

It’s easier than you think: in this 1-hour video, I walk you through the 7 steps to take.

Accountants
Anonymous

Insights + Q/A
SEP 24

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


RECENT PODCAST EPISODES

GERALDINE CARTER’S
SIGNATURE PROGRAMS

3 Keys to Get You Started

Clarify Your Niche to Simplify Your Business

Offer High-Priced Services

Get Back Control of Your Time

CPA to vCFO Accelerator

Cut Your Client Load

Create Value for Your Clients

Become Sought-after for Your Expertise

RESULTS, GUARANTEED

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A profitable niche that fits you

%

A new service that separates you from your competition

%

Your own framework for consistent, high-margin results

%

Ideal clients who find you easily

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Your first client at 3x your current rate in 9 weeks or less

CLIENT TESTIMONIALS

“Working with Geraldine has been so great for my business: her vision for my business is so much bigger than the one I had for it. Even if I HAD been able to see the vision on my own, my own doubt would have held me back. And it’s not just business we work on – we also tackle mindset pieces and put those behind me. I am so glad I took the leap to invest – it has paid off.”

Emily Sandberg

“I can’t believe what just happened: today I signed two brand-new, game-changing clients (representing $150K in new business), after just 10 weeks of working together. I never would have had the know-how, the courage, or the wherewithal to do what I just did, without Geraldine. If that was just the start, I can’t wait to see what the next 10 weeks holds!”

Catherine Ozment, CPA
CLO, CPA PLLC

Get on the path to
working less while MAKING more

Fed up being overworked and underpaid? 

Let’s get you out of the accounting rut.