Business strategy & Coaching for CPAs

Redesign your accounting practice to be more simple and profitable so you can have a more fulfilling life.

BUSINESS STRATEGY & COACHING FOR CPAs

Redesign your accounting practice to be more simple and profitable so you have more time to enjoy life.

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

 

It’s for CPAs who know there is an easier way:
advisory is where they need to head,
value-based fees for a handful of top-level clients is ideal,
being an expert in a niche makes those two things possible.

Yet, they can’t create these things alone.

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.

“In the time we worked together, I tripled my monthly income, and am on track to continue building through this year and next.” 

CHECK OUT
EPIC BUSINESS GROWTH FOR CPAs 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.
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.
Would you like to double your revenue?
Fill out this form to download the PDF:

"6 EASY STEPS TO DOUBLE YOUR REVENUE"

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