BUSINESS COACHING for BOUTIQUE CPA FIRMS
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
15 Phrases to Scrub from Your CPA Firm’s Website
NOV 19
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
107 Are You Building the CPA Firm You Want to Own?
With everything that’s been going on this year it can be really hard to focus on your CPA firm. The Wheel of Life is a simple tool that will help you move in the direction of building the business you love to own that fits right inside a life you love.
104 How Much Would a CPA Pay for a Kid’s Bike?
Is hourly billing the only way that CPAs can price their services? Find out just how much it might be costing you.
103 Cashflow Forecasting, Niching, and Raising Your Rates with Emily Sandberg
Emily Sandberg provides cashflow and forecasting services to online coaches and course creators so they can make strategic decisions with their cash. She talks about her business model that’s not into traditional accounting but more on Advisory Services, and shares her perspective on niching and raising rates.
102 A High-margin CPA Firm: It’s Easier Than You Think
Is your CPA practice a lot of work? How do you get on the easy path in your accounting practice?
GERALDINE CARTER’S
SIGNATURE PROGRAMS
3 Keys to Get You Started
Offer High-Priced Services
Get Back Control of Your Time
CPA to vCFO Accelerator
Create Value for Your Clients
Become Sought-after for Your Expertise
RESULTS, GUARANTEED
%
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
%
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.”
“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!”
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.






