281 4 Pricing Problems Solved with Kathy Hayden, EA

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7THIS WEEK’S EPISODEPricing is rarely just one problem. Often there are many challenges embedded in the problem. It might sound like this: “I know I need to raise my prices but it hurts my brain to think about how to navigate the complexity, the details, and the relationships.”In today’s episode, I talk with CPA Masterminder Kathy Hayden, EA. With 1200+ clients, overhauling her prices needed to be done but was too daunting to do alone. Her challenges were:Repricing legacy clientsRemoving tax preparers from being involved in the billingMaking prices consistent across the boardVisibility into clients’ income interfering with objectivity She worked through each challenge systematically, set herself up for a more controlled tax season, a 10% increase in revenue, and consistent prices she’s happy about.…NEW HERE?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 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they’re short and on point.…Listen to other stories from 1:1 clients:Offer Productized Services with Sheila Hansen, CPAFreedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPAKiller Niche: Farm + Ag CPA with Catherine Ozment, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPASpecializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, CPA…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like:How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What’s the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:Get guidance on prices, packages, and becoming more specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500 Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

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