If you don’t fire client who need to be disengaged or fired, you risk:

• Getting resentful
• Reducing work efficiency
• Not enjoying your work
• Not enjoying your accounting firm
• Staff suffering or feeling demoralized
• Staff leaving
• Not having capacity for a great client to onboard

Lest I sound cold-hearted, I always advocate for letting clients go with integrity and respect.

Template Disengagement Letter »

…

Link to full shownotes:

https://www.businessstrategyforcpas.com/

…

If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

THE VIDEO COURSE – $497
geraldinecarter.com/video
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.

CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.
…

We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure.

During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentation despite months of begging and pleading.

And then, like clockwork, a slew of clients submit their documents a week before the deadline and expect the world from the CPA who is thinking, ”Where the heck have you been all summer!”

The CPA feels overwhelmed by the amount of work that needs to be done in a short amount of time.

In today’s episode, I will give you two paths to deal with overwhelm and prevent it from happening next tax season.

1. The mindset side
2. The tactical side

…

Link to full shownotes:

https://www.businessstrategyforcpas.com/

…

If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

Complete list:

geraldinecarter.com/client-interview-episodes

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

THE VIDEO COURSE – $497
geraldinecarter.com/video
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.

CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.
…

Ron Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Revenue.

…

Link to full shownotes:

https://www.businessstrategyforcpas.com/

…

If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

Complete list:

geraldinecarter.com/client-interview-episodes

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

THE VIDEO COURSE – $497
geraldinecarter.com/video
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.

CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.
…

Do you know you need to raise prices but are intimidated by all the factors going into the decisions?

Kathy Hayden, EA, and her sister, Julie Wagner, had 1100 clients with varying degrees of complexity, legacy, and price discrepancy.

They share the 7 most important lessons they learned from their experience, including how it changed them and their firm for the better.

…

Link to full shownotes:

https://www.businessstrategyforcpas.com/

…

If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

Complete list:

geraldinecarter.com/client-interview-episodes

…

Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.
geraldinecarter.com/stop-working-weekends

THE BOOK – $9.99

Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

geraldinecarter.com/book

THE VIDEO COURSE – $497
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/video

CPA MASTERMIND – $9500
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.
geraldinecarter.com/40

…

Two years ago, Wendy was working 70 hours a week in her firm. She was exhausted and “wanted to hide under the bed.”

Now, she works 30 - 40 hours a week, has her life back, and brings in more revenue at higher margins.

…

Link to full shownotes:

https://www.businessstrategyforcpas.com/310

…

If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

WANT MORE?

Client Interviews

307 Take the shortcut!! With Hector Cantu, EA

306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA

293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

281 4 Pricing Problems Solved with Kathy Hayden, EA

259 Permission to Stop Being Superhuman with Michael Berry, CPA

…

Complete list of client interviews at:

geraldinecarter.com/client-interview-episodes

…
..
.

Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

.
THE EMAIL COURSE – Free
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.
geraldinecarter.com/stop-working-weekends

THE BOOK – $9.99

Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

geraldinecarter.com/book

THE VIDEO COURSE – $497
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/video

A 1:1 CONSULTATION – $1297
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.
geraldinecarter.com/call

CPA MASTERMIND – $9500
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:

• Get guidance on increasing prices without overdoing it or undergoing it
• Disengage problem clients at a pace you’re comfortable with
• Create packages while navigating scope creep
• Focus on your client niche without feeling like you’re jumping off a ledge
• Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability

Make progress faster and with more confidence. Your purchase is protected by my risk-free guarantee.
geraldinecarter.com/40

…

..

.

When it comes to creating revenue for your accounting practice, you need to create value and you need to price effectively.

Niching is a powerful way to create more value with less time and effort, and niching is a powerful way to price more effectively.

Niching also makes your accounting practice less expensive to run because the more clients look like each other, the more efficient your systems get.

…

Link to full shownotes:

https://www.businessstrategyforcpas.com/

…

If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

Readers say they love it because they’re short and on point.

…

WANT MORE?

Complete list of client interviews at

geraldinecarter.com/client-interview-episodes

…

Complete list of niche-related episodes at

https://geraldinecarter.com/niching-episodes

…
..
.

Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

.
THE EMAIL COURSE – Free
Stop Working Weekends will teach you how to reduce your hours without giving up revenue.
geraldinecarter.com/stop-working-weekends

THE BOOK – $9.99

Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

geraldinecarter.com/book

THE VIDEO COURSE – $497
Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/video

A 1:1 CONSULTATION – $1297
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.
geraldinecarter.com/coaching-options/

CPA MASTERMIND – $9500
For the overworked CPA at six figures of revenue who wants to make progress faster, with more confidence.
geraldinecarter.com/40