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محتوای ارائه شده توسط Geraldine Carter. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Geraldine Carter یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project

37:42
 
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Manage episode 425730262 series 2443986
محتوای ارائه شده توسط Geraldine Carter. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Geraldine Carter یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom


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 business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

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

Check out my “greatest hits” episodes:

Effortless Value #201

Pricing for Improved Profitability #211

12 Reasons to Niche #221

Killer Niches for CPAs with Tom Wheelright #178

Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179

Get More from Technology with Joe Woodard #244

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

GO DOWN TO 40 HOURS

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

THE BOOK

A Roadmap for CPAs to End Overworking Without Losing Revenue

geraldinecarter.com/book

$9.99

THE VIDEO COURSE
Get access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$997

A 1:1 CONSULTATION
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 specific situation.
geraldinecarter.com/coaching-options/
$1295

CPA MASTERMIND
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 underdoing it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate 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 more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500

More about today’s guest:

Website: thecfoproject.com

LinkedIn: https://www.linkedin.com/in/adamlean/


JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

  continue reading

324 قسمت

Artwork
iconاشتراک گذاری
 
Manage episode 425730262 series 2443986
محتوای ارائه شده توسط Geraldine Carter. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Geraldine Carter یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom


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 business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

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

Check out my “greatest hits” episodes:

Effortless Value #201

Pricing for Improved Profitability #211

12 Reasons to Niche #221

Killer Niches for CPAs with Tom Wheelright #178

Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179

Get More from Technology with Joe Woodard #244

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

GO DOWN TO 40 HOURS

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

THE BOOK

A Roadmap for CPAs to End Overworking Without Losing Revenue

geraldinecarter.com/book

$9.99

THE VIDEO COURSE
Get access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$997

A 1:1 CONSULTATION
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 specific situation.
geraldinecarter.com/coaching-options/
$1295

CPA MASTERMIND
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 underdoing it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate 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 more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500

More about today’s guest:

Website: thecfoproject.com

LinkedIn: https://www.linkedin.com/in/adamlean/


JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

  continue reading

324 قسمت

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