Work with me
Geraldine Carter’s Signature
Coaching Programs for CPAs
3 Keys to Get You Started
GET YOUR TIME AND YOUR LIFE BACK WHILE MAKING MORE MONEY
It’s easy once you have the keys:
Simplify your business. Know what your best clients need most from you.
Know the exact steps you need to take and in the right order.
Get your prices in the right zone: shift from hourly to value-pricing.
Stop undercutting yourself and underserving your clients.
In five weeks, you will have a clear path to change the trajectory of your accounting practice.
How it works:
Initial meeting to establish goals, challenges and benchmarks*
Regular Zoom meetings as needed
Shared Drive Folder, so I can review your progress and help you stay accountable
Unlimited email and Voxer access during business hours
24-hour turnaround on quick questions, 48-hours on materials review
*Only 3 slots per month. Check for availability.
Option 2: CPA to vCFO Accelerator
CPA to vCFO ACCELERATOR
GET YOUR FIRST vCFO CLIENT IN 9 WEEKS OR LESS WITHOUT SACRIFICING INCOME
A high-powered approach to get guaranteed results
Don’t make it take years to figure out your accounting practice’s sweet spot.
Swap low-margin transactional & compliance work for high-value advisory work for clients you love.
Simplify your practice while increasing margins.
Formalize and systematize your operations to stop giving piles of value away for free.
THE ADVANTAGES OF vCFOs
Create your own framework and processes to get consistent, and impressive results for your clients.
Attract higher-end clients and know exactly where to find more just like them.
Create new additional revenue streams unrelated to compliance.
Give your clients what they’ve been dying to pay you for – you were just too busy to know it.
“I had been holding myself back from adding advisory services. Geraldine helped me clarify the offering, the pricing, and the messaging around it so I could give clients more of the very guidance they were asking for.”
Option 3: custom projects
HELPING CFPs, MBAs AND PH.D.s MAXIMIZE BUSINESS OPPORTUNITIES
CLEARING THROUGH THE FOG OF OPTIONS
If you are a Certified Financial Planner (CFP) or have your Masters in Business Administration (MBA) or Ph.D., you already know you have qualifications that can open doors to substantial business opportunities. But which door is right and how do you get through it to achieve your dream?
Clarify your vision so you create the business you want to own.
Define a path that uniquely suits your expertise and goals.
You have intellectual firepower — let’s get you paid (handsomely) for it.
“Geraldine helped pull me out of the fog I had been experiencing in my business. I can speak my mind knowing she will keep it in confidence. She has helped my clarify what work I am passionate about (that’s also profitable!) and I have gotten my spark back.”
Fed up being overworked and underpaid?
Let’s get you out of the accounting rut.