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
106 Better Pricing Strategies for Accountants: Stop Billing by the Hour, with Jonathan Stark
Jonathan Stark is on a mission to rid the world of hourly billing. We talk about better ways for CPAs to price their services so that they can get out of the accounting rut. We get into different pricing strategies, the differences between value, price, and cost, selling outcomes instead of deliverables, and more.
101 How a CPA Can Raise Prices with Confidence
Checking in a few times a year on your best clients’ results and how you as a CPA contributed to their success can help you feel more confident in your pricing.
100 The Conversation That Will Propel Your Accounting Practice
How powerful is it to know your clients and exactly what they want? When you ask your clients what they want and then you turn right around and give it to them - it’s one of the most powerful things you can do to transform the quality of the service you provide.
099 Lean and Profitable By Design, with Anjali Jariwala, CPA, CFP, & founder of FIT Advisors
Anjali Jariwala of FIT Advisors shares her niching and pricing strategies to build a lean and profitable financial planning firm.
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.





