363 Pick Your Primary Lane: Full-Service is a Trap

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Business Strategy for CPA's

Geraldine Carter

375 episodes

15 hours ago

Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!

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Entrepreneurship

Business,

Marketing

363 Pick Your Primary Lane: Full-Service is a Trap

Business Strategy for CPA's

7 minutes

2 months ago

363 Pick Your Primary Lane: Full-Service is a Trap

Feeling scattered because you’re offering every service under the sun to every kind of client?

In this episode, I talk about the real cost of being in too many lanes — the wasted time, the extra software, the messy systems, and the lost leverage. I’ll walk you through the four lanes you can choose from, how to decide on your primary lane, and when it actually makes sense to allow exceptions. If you’re tired of tax season chaos and running on fumes, this episode will help you simplify and get your sanity back.

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Link to full shownotes:

https://www.businessstrategyforcpas.com/363

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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 3000+ other CPAs who get my single-tip daily emails.

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Subscribe here: geraldinecarter.com/subscribe

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

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Want client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

Complete list:

geraldinecarter.com/client-interview-episodes

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FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

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

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

DOWN TO 40 HOURS ACCELERATOR – $995/mo
geraldinecarter.com/40
For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.

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