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Business Strategy for CPA's

302 Permission to Travel Your Own Path with Shana Cooper, CPA

19 Jun 2024

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Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7For the listener who feels the tension between the path he’s on and the one he really wants to be on, I talk with Masterminder Shana Cooper, CPA about giving yourself permission to travel your own path. …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/subscribeReaders say they love it because they’re short and on point.…If you like hearing client stories, you might enjoy these episodes:Freedom 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, 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, CPAWant 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 COURSEStop Working Weekends will teach you how to get your hours down without giving up revenue. geraldinecarter.com/stop-working-weekendsFreeTHE BOOKA Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/book$9.99THE VIDEO COURSEGet 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$997A 1:1 CONSULTATIONDo 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/$1295CPA MASTERMINDFor 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 itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake 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, Shana Cooper, CPA:Website: https://www.theaccountabilityteam.com/LinkedIn: https://www.linkedin.com/in/shana-cooper-reconciliation-strong/ Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

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