Work with me 

Strategic Consulting and Business Coaching for CPAs

Geraldine Carter’s Signature
Coaching Programs for CPAs

OPTIONS:


→ 3 KEYS TO
GET YOU STARTED

→ CPA to vCFO ACCELERATOR

→ CUSTOM PROJECTS

option 1

3 Keys to Get You Started

GET YOUR TIME AND YOUR LIFE BACK WHILE MAKING MORE MONEY

It’s easy once you have the keys:

Simplify your business. Know what your best clients need most from you.
Know the exact steps you need to take and in the right order.
Get your prices in the right zone: shift from hourly to value-pricing.
Stop undercutting yourself and underserving your clients.

In five weeks, you will have a clear path to change the trajectory of your accounting practice.

How it works:

Initial meeting to establish goals, challenges and benchmarks*
Regular Zoom meetings as needed
Shared Drive Folder, so I can review your progress and help you stay accountable
Unlimited email and Voxer access during business hours
24-hour turnaround on quick questions, 48-hours on materials review

*Only 3 slots per month. Check for availability.

“I used to run my business by making my feet spin.
Geraldine’s process gave my business an engine.”

Emily Sandberg

Option 2: CPA to vCFO Accelerator

OPTION 2

CPA to vCFO ACCELERATOR

GET YOUR FIRST vCFO CLIENT IN 9 WEEKS OR LESS WITHOUT SACRIFICING INCOME

A high-powered approach to get guaranteed results

Don’t make it take years to figure out your accounting practice’s sweet spot.
Swap low-margin transactional & compliance work for high-value advisory work for clients you love.
Simplify your practice while increasing margins.
Formalize and systematize your operations to stop giving piles of value away for free.

THE ADVANTAGES OF vCFOs

Create your own framework and processes to get consistent, and impressive results for your clients.
Attract higher-end clients and know exactly where to find more just like them.
Create new additional revenue streams unrelated to compliance.
Give your clients what they’ve been dying to pay you for – you were just too busy to know it.

“I had been holding myself back from adding advisory services. Geraldine helped me clarify the offering, the pricing, and the messaging around it so I could give clients more of the very guidance they were asking for.”

Janet Gibb

Option 3: custom projects

option 3 

CUSTOM PROJECTS

HELPING CFPs, MBAs AND PH.D.s MAXIMIZE BUSINESS OPPORTUNITIES

CLEARING THROUGH THE FOG OF OPTIONS

If you are a Certified Financial Planner (CFP) or have your Masters in Business Administration (MBA) or Ph.D., you already know you have qualifications that can open doors to substantial business opportunities. But which door is right and how do you get through it to achieve your dream?

 

Clarify your vision so you create the business you want to own.
Define a path that uniquely suits your expertise and goals. 
You have intellectual firepower — let’s get you paid (handsomely) for it.

“Geraldine helped pull me out of the fog I had been experiencing in my business. I can speak my mind knowing she will keep it in confidence. She has helped my clarify what work I am passionate about (that’s also profitable!) and I have gotten my spark back.”

Jennifer Kennett

Fed up being overworked and underpaid? 

Let’s get you out of the accounting rut.

 

    Want to increase your revenue right now?

    Get my free 5-day email course:
    Better Pricing Strategies for CPAs.

    Fixing how you price is the single fastest change
    you can make with the largest impact.