Business Coaching

for cpas

Grow your accounting practice faster
without having to figure out how on your own.

Stop walking blindly and hoping you will “get there eventually” – hope is not a strategy.
Instead, know your ideal clients and their problems.
Deliver the insight and foresight clients yearn for and can’t find elsewhere.
Provide exceptional value at a price that delights you both.

My clients are on track to make 3x to 8x their investment.

You are just like they are. You can have these results too.

with Business Coaching you can:

Stand out from the crowd of ‘all-purpose’ accountants
When you specialize, you serve your clients better, referrals come more easily, and your value increases 

Reposition yourself to your client (and to yourself) 
From being an anal-retentive bean counter to a proactive expert in your clients’ business, who provides the right guidance at the right time and is an indispensable partner in your clients’ life

Be more effective in helping your clients succeed 
Better understand your clients’ needs while you increase their financial literacy, to your mutual benefit

Become an expert in your clients’ field
As the go-to CPA for the industry, be sought after for your expertise, enhance your reputation and become known as a thought-leader 

Innovate to increase demand
In a rapidly changing industry, CPAs who think well outside the box will be ahead of the coming wave of AI 

if you need it, We can:

Declutter your calendar and time-block
So the important work gets done with time to spare.

Ensure your payment policies protect you
We will clean up A/R, end friends-and-family discounts, and last-minute cancellations. 

Smooth out your sales conversations 
So that you feel authentic, never pushy, and make offers only when clients express interest.  

Tighten up project objectives and contracts
To avoid dreaded Scope Creep. Have updated proposals at the ready to accommodate requests for work beyond scope.

My aim is for your investment in working

together is to pay for itself times a factor of 10.

“From $78K and 95 clients to $140K with 16 clients, in 11 months.” 

how it works:

All projects are customized based on clients’ particular needs.
You get as much of my time and expertise as you need to achieve your desired results.

A typical engagement might include:

  • Four-hour kick-off session (in-person if local)
  • Twice-monthly video calls
  • Ad hoc progress check-ins
  • Timeline for progress milestones
  • AnyTime Voxer and email access inside business hours
  • 24-hr turn-around on quick questions
  • 48-hr turn-around on materials review
  • Connections that might open doors for you

Curious to know what we can create together?

And let’s start a conversation about pivoting your business and if now is the right time to do it.

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