Down to 40 Hours Video Course
For the Single-Owner CPA Who wants expertise at a lower price
30+ video lessons · templates & worksheets · Bonus Trainings
Down to 40 Hours Video Course includes all the:
Content
Videos
Bonus Trainings
Exercises
that form the backbone of Down to 40 Hours CPA Mastermind,
but without the:
Community support
Slack access
Office Hours
Launch windows
On Your Timeline
If you’re good at learning independently, you’ll:
Get Answers • Feel More Confident • Know what to do next
Decision Overwhelm
You have a vision for where you want to take your business. It includes doing work you enjoy for higher-paying clients who appreciate the value you bring, and who actually answer your emails and do what you suggest. In that business you take home a few hundred k, and you work 40 hours a week during tax season and 25 hours a week outside tax season.
It seems like that should be doable. But why is it so hard to make that a real reality?
You’re caught in the middle of running the practice you have because there are mouths to feed, while trying to build the practice you want. You’re stressed by client demands and overwhelmed with decision trees. When the overwhelm hits, it’s easier to go back to working in your business and check things off the list so you feel like you actually got something done today. But in this pattern, the business you envision languishes, and your dream life collects dust on the shelf.
Clarity
Imagine feeling confident that you’ve priced your services right, and you’re not going to get killed on scope creep.
Imagine knowing it’s ok to let go of audit and manufacturing for once and for all.
Imagine understanding who you have room for and who you don’t.
Imagine knowing who great clients are, and where to find them.
Imagine saying goodbye of PiTB clients you beg for information, clients whose return you care more about than they do, clients who pull a W-2 out of their pocket with $400,000 of income on it, the day before the deadline (here y’a go!), knowing you’ll make up the revenue easily elsewhere.
Imagine sending out price increase letters with the exact right words.
These aspects of your accounting practice don’t need to be a mystery. I can help you find the clarity that you’re looking for, so you can start making important decisions faster to accelerate your progress with less second-guessing.
The Program
Stop overworking. start creating value.
30+ video lessons · templates & worksheets · 16 weeks of content
The content for DT40H Video Course falls into 10 categories: what you want, capacity, niche, price and package, converting clients, value, website updates, creating demand, healthy business boundaries, and mindset.
Here’s a breakdown of the curriculum you can work through on a timeline that fits your calendar:
Design Your Business – How to build what you want when you’ve been told that’s not “realistic.”
Know Your Capacity – How to prevent gridlock
Niche – How to identify who you want to work with and who you don’t
Pricing – Which pricing tools to use for your situation
Packaging – How to create one-time services and tiers without getting killed on scope creep
Convert Clients – How to move existing hourly clients into your new service lines
Disengaging Ill-fitting Clients – How to move clients off your roster at the right pace for you without feeling terrible
Creating and Communicating Value – How to find out what your clients really want and how to say it in regular English
Healthy Business Boundaries – How to establish ground rules so clients stop treating you like a glorified tax assistant
Mindset – How to think in ways that accelerate your results and stop thinking in ways that self-sabotage
The Details
Who is the down to 40 hours video course for?
It’s for solo and single-owner CPAs who know how to run an accounting practice, know how to do tax and month-end close, and know how to deliver for clients, but got caught in a pattern of working 50+ hour weeks that they don’t know how to break out of.
What if I fall behind?
You have lifetime access to the Content Library, and everyone goes at their own pace, so there’s no such thing as falling behind.
Is there a money-back gurarantee?
Yes. Test drive it for two weeks – watch at least 5 videos and complete five worksheets. If you don’t think DT40H Video Course is worth what you invested, drop me a note at gc@geraldinecarter.com within two weeks of your purchase and I’ll give you a full refund.
Can I upgrade to Mastermind?
Yes. If you buy DT40H Video Course and decide you want to be in Down to 40 Hours CPA Mastermind, you can apply your payment of $997 to any future Mastermind. You’ll receive a coupon code for $1000 off CPA Mastermind when you purchase the Video Course.
Where are the videos and worksheets houseD?
All the content is stored in a portal, called Kijabi. The videos are embedded, and the worksheets are Google Docs that you can copy.
Can I share the content with my team?
Naturally, it’s fine for you to share what you learn (e.g., breakthroughs, insights, concepts) with your team.
But if you want your team members to view the videos or to see the content, I would request that they sign up and participate in the course.
For participants’ convenience, some forms of content are not gated by a password.
I recognize that this leaves me vulnerable to piracy and theft, but that’s a risk that I’m willing to take. CPAs tell me they’re honest people with high integrity; I assume those qualities apply here.
Still have questions?
Great! I have answers.
What if I’m a newer CPA about to hang my shingle?
The content will surely help you avoid making costly mistakes, prevent you from spinning your wheels, and save you precious time. You don’t need to have an established practice to get a metric ton of value from the content.
What if I don’t like watching videos?
If there’s enough interest, I will strip the audio-only from the videos and post the audio files to a private podcast so you can listen while you garden.
What happens when I register?
You’ll be taken through the payment process; once that is complete, you will automatically receive an email from me that will include the link to the portal and a password to log in. You get instant access to the entire Content Library of 30+ videos, worksheets, exercises and more that you can dig into right away.
100% Money-Back Guarantee
Test drive it for two weeks – watch at least 5 videos and complete five worksheets. If you don’t think DT40H Video Course is worth what you invested, drop me a note at gc@geraldinecarter.com within two weeks of your purchase and I’ll give you a full refund.
But Don’t Take My Word For It…
what other have said about working with me:
Geraldine helped me to realize that I have been targeting the wrong customer niche for where I want my revenue and customer size to be. Now I know who I should be targeting.
I also learned that what I have been selling has been marketed incorrectly. I was selling the "kitchen process" instead of the meal.
Geraldine listens. I felt like my concerns and needs were actually heard AND THEN addressed.
I like the breadth and depth of questions she asked me. It helped me to, on the fly, think about my business and what I was doing versus what I wanted to do with the business.
I appreciated that Geraldine told me what I was doing wrong and then gave me practical suggestions on how to fix the issues.
Ruth Barasa, CPA
I recently did a strategy session with Geraldine and her insights were very valuable. I was seeking some specific advice on pricing work for new and existing clients. It was apparent she addressed this same issue in the past with other CPAs and I found her suggestions to be insightful and actionable.
The strategy session is a great opportunity to get feedback from an objective source. I appreciate her coaching style and expertise and look forward to my next opportunity to work with her.
AJ Bonhomme Jr., CPA PC
Geraldine helped me build a business that doesn't give me the Sunday Scaries! I have less clients and higher revenue than if I had built my firm without Geraldine's help. And I get to be the Mom I want to be!
Erica Goode, CPA
“My Strategy Session with Geraldine provided me not only with much needed clarity on next steps in my business journey, but the well-timed kick-in-the-pants to move forward quicker and with more gusto. Geraldine has a way of asking razor-sharp questions that get straight to the point and although our call was a mere 1 hour, the insight I got felt like something you would get out of a full program. Excited for the future. Thanks Geraldine.”
YURIY LOZYNSKY, CPA
“Geraldine has given me the guidance I needed. Now instead of feeling overwhelmed, caught up in my head and stuck, I am finally making progress to pivot my business into value-based pricing and services.”
Heather Zeitzwolfe, CPA
Geraldine has a lot of experience working with accountants who had a similar struggle as me, then turn into success.
I got the clarity, resources, and experience I needed to walk away with my exact next steps.
I truly believe that she can help accountants to move to the next level of success at any phase.
Andy Cha, CPA
“I was working stupid hours, and not even sure I wanted to do tax anymore. Now, I know exactly what kind of work I want to do and who I want to do it for. I was feeling defeated but now I have hope again!”
Ellen Humphrey-Allen, CPA
I was concerned that I wouldn't be focused or prepared enough to get much done, but Geraldine’s so patient and supportive. And a great listener. She let me talk but also get me focused on what I needed to get out of the call.
She made everything feel very pragmatic. I left feeling confident I could do what I called about and needed help with.
I feel like I could call again just to bounce ideas off her. There were so many things I walked away with that I didn't expect to get. She's very transparent about showing you how she does it and even better and cheaper ways to do it - and to avoid the mistakes and ways she wished she'd have done it better.
I’d recommend her 100%. There are takeaways I've already implemented in my business.
I feel like I've got a blueprint for what I need to do. She helped me see what I couldn't. And really, she helped me see that I already had everything. I just needed to put it into action. I'll be replaying the recording of our call many, many times.
Kevin Freidberg
“Working with Geraldine is so refreshing because she gets down to the numbers quickly and doesn't waste time on coaching "fluff"! In just a single strategy session, we were able to identify clear actions that I needed to take in my business to reduce my client work overwhelm and reach my revenue goals. Exactly what I needed! Thanks Geraldine! Always a pleasure!”
Hannah Smolinski, CPA
Geraldine’s 1 hour session left me with more confidence than I had before with two areas that I struggle in: pricing and disengagement. I appreciated the individual attention and helped me figure out my main concerns regarding my firm.
I like that Geraldine works specifically with solo CPA’s and not big corps or partnerships. She gets us.
She’ll help you identify your key strengths and weaknesses, and then focus on those strengths which can then become your “niche.”
Yes for sure I’d recommend her. If you don’t follow her or listen to her podcasts, I suggest you do. They are full of useful info, and its great to hear that there are other CPA’s going through the same struggles. They are also a testament to her dedication in helping CPA’s reach their potential.
Paul Koufos, CPA, EA, MBA
PS – I liked that there was no pushy salesperson involved when considering working with Geraldine. There are other accounting coaches (which I won’t name) that have their sales people call you and push their product on you and won’t take no for an answer.