Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind You can figure out how to make the changes you need to make to your firm out on your own. But just because you can doesn’t mean you should. I talk with Down to 40 Hours CPA Masterminder Hector Cantu about the difference between DIYing and taking the shortcut.  – “It would have taken me years on my own to figure out the changes we made in less than a year.” In less that ten months, Hector cut his hours by 19% and increased his revenue 32%. His prices are about 3x higher than wher ..read more

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Working more hours than you want can be a tough place to be. A place that you want to get out of as fast as possible. It would make sense to think that hiring someone to handle the excess work is the solution.  I want to show you why hiring may not be the best option and how it might actually make the overworking problem worse. … 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+ othe ..read more

Melissa Downs, EA completed two rounds of Down to 40 Hours and one round of Down to 25 Hours. A year ago, she was caught in the hustle and grind. Now, she works 15 hours a week and is testing out what it feels like to coast.  Want numbers? She cut 70% of her client load, works 73% fewer hours, and kept her take-home pay the same.  Find out how in this week’s episode. And be sure to catch my two previous episodes with Melissa, so that you can hear the change over time: 272 More Free Time, More Confidence, with Melissa Downs, EA 258 Cut 74% of Clients and Have the Same Net Profit, w ..read more

I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients. … Hey CPA firm owner, glad you found the podcast.  If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.  If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip bus ..read more

Are you considering selling in a few years and wondering where to focus?  My guest, Todd Steinberg, President of Thrive Financial Group, discusses how client mix, profitability, location, and transition assistance impact sales multiples.  … Hey CPA firm owner, glad you found the podcast.  If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losi ..read more

What to think about (and what not to think!) to bring your hours down off the shelf of “wouldn’t that be dreamy” and make what you want a reality.  … Hey CPA firm owner, glad you found the podcast.  If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.  If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily do ..read more

I get an update from Brannon Poe, CPA, on the marketplace, what’s driving multiples, and how P/E is impacting the space. We also discuss strategies and considerations for selling to an internal staff member.  … Hey CPA firm owner, glad you found the podcast.  If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.  If you like the p ..read more

CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/down-to-40-hours-cpa-mastermind What’s most important to focus on – and where do you not need to focus – in order to make the most progress toward your goals in your accounting practice? I see nine common characteristics among the accountants who’ve made the most progress.  Know what they are so you can use your time wisely and not get pulled away by tempting, shiny objects.  … Hey CPA firm owner, glad you found the podcast.  If you feel like you’ve become trapped by your ..read more

Wondering if Down to 40 Hours CPA Mastermind is right for you? It might be, if you're a single-owner or partner CPA who wants to work fewer hours without losing revenue. In this short episode, I answer: ✋ Who is it for? (Is it for me?) ✋ How does it work? ✋ What's the time commitment? ✋ What if I'm going on vacation? ✋ Is there a payment plan? ✋ What happens if I make the wrong decision? ✋ Is there a guarantee? ✋ When does it start/end? ✋ How big is the group? ✋ What’s up with renewing? Down to 40 Hours CPA Mastermind is the only program of its kind designed specifically for CPAs who want t ..read more

I used to think I needed more time. If I just had more time, I could solve so many more problems. But thinking that way never solved enough problems to give me more time. Instead, I maintained a status quo of “never having enough time.” You might want more time. More free time. For your health. For your family. To travel. You might think you need more time. But “more time” isn’t the solution to the “not-enough-time” problem.  If what you want is more time, the answer lies in changing what you think. Changing what you think in order to get what you want might be the simplest but hardest ..read more