Geraldine helped me to realize that I have been targeting the wrong customer niche for where I want my revenue and customer size to be. Now I know who I should be targeting.

I also learned that what I have been selling has been marketed incorrectly. I was selling the "kitchen process" instead of the meal.

Geraldine listens. I felt like my concerns and needs were actually heard AND THEN addressed.

I like the breadth and depth of questions she asked me. It helped me to, on the fly, think about my business and what I was doing versus what I wanted to do with the business.

I appreciated that Geraldine told me what I was doing wrong and then gave me practical suggestions on how to fix the issues.

She's knowledgeable. She knows how to coach and help one see her business from a whole new perspective

She takes her time. Really! I never felt rushed to progress through the session. She even offered/suggested we discuss further, even though my scheduled time was over. Wow! Many coaches rush their sessions, not Geraldine.

She has some of the best analogies and examples I have ever heard! They are still stuck in my head. I am able to "see" what we were discussing, and that is helping me to look at ways to strategically re-shape and advance my business

I would absolutely recommend Geraldine! The ideas, revelation, pricing clarity, and customer-marketing knowledge I left the session made every minute of my 1-on-1 with Geraldine worthwhile. If she could provide these nuggets for me in an hour, I'm sure she can do the same for other accountants.

Thanks Geraldine! One hour with you picking my brain and advising me has reignited my passion for my business. I truly appreciate your time and help.

Ruth Barasa, CPA

“My Strategy Session with Geraldine provided me not only with much needed clarity on next steps in my business journey, but the well-timed kick-in-the-pants to move forward quicker and with more gusto. Geraldine has a way of asking razor-sharp questions that get straight to the point and although our call was a mere 1 hour, the insight I got felt like something you would get out of a full program. Excited for the future. Thanks Geraldine.”

Yuriy Lozynsky, CPA

Geraldine helped me build a business that doesn't give me the Sunday Scaries! I have less clients and higher revenue than if I had built my firm without Geraldine's help. And I get to be the Mom I want to be!

Erica Goode, CPA

I recently did a strategy session with Geraldine and her insights were very valuable. I was seeking some specific advice on pricing work for new and existing clients. It was apparent she addressed this same issue in the past with other CPAs and I found her suggestions to be insightful and actionable.

The strategy session is a great opportunity to get feedback from an objective source. I appreciate her coaching style and expertise and look forward to my next opportunity to work with her.

AJ Bonhomme Jr., CPA PC

“Geraldine has given me the guidance I needed. Now instead of feeling overwhelmed, caught up in my head and stuck, I am finally making progress to pivot my business into value-based pricing and services.”

Heather Zeitzwolfe, CPA

Geraldine has a lot of experience working with accountants who had a similar struggle as me, then turn into success.

I got the clarity, resources, and experience I needed to walk away with my exact next steps.

I truly believe that she can help accountants to move to the next level of success at any phase.

Andy Cha, CPA

“I was working stupid hours, and not even sure I wanted to do tax anymore. Now, I know exactly what kind of work I want to do and who I want to do it for. I was feeling defeated but now I have hope again!”

Ellen Humphrey-Allen, CPA

Geraldine’s 1 hour session left me with more confidence than I had before with two areas that I struggle in: pricing and disengagement. I appreciated the individual attention and helped me figure out my main concerns regarding my firm.

I like that Geraldine works specifically with solo CPA’s and not big corps or partnerships. She gets us.

She’ll help you identify your key strengths and weaknesses, and then focus on those strengths which can then become your “niche.”

Yes for sure I’d recommend her. If you don’t follow her or listen to her podcasts, I suggest you do. They are full of useful info, and its great to hear that there are other CPA’s going through the same struggles. They are also a testament to her dedication in helping CPA’s reach their potential.

Paul Koufos, CPA, EA, MBA

PS – I liked that there was no pushy salesperson involved when considering working with Geraldine. There are other accounting coaches (which I won’t name) that have their sales people call you and push their product on you and won’t take no for an answer.

“Working with Geraldine is so refreshing because she gets down to the numbers quickly and doesn't waste time on coaching "fluff"! In just a single strategy session, we were able to identify clear actions that I needed to take in my business to reduce my client work overwhelm and reach my revenue goals. Exactly what I needed! Thanks Geraldine! Always a pleasure!”

Hannah Smolinski, CPA

I was concerned that I wouldn't be focused or prepared enough to get much done, but Geraldine’s so patient and supportive. And a great listener. She let me talk but also get me focused on what I needed to get out of the call.

She made everything feel very pragmatic. I left feeling confident I could do what I called about and needed help with.

I feel like I could call again just to bounce ideas off her. There were so many things I walked away with that I didn't expect to get. She's very transparent about showing you how she does it and even better and cheaper ways to do it - and to avoid the mistakes and ways she wished she'd have done it better.

I’d recommend her 100%. There are takeaways I've already implemented in my business.

I feel like I've got a blueprint for what I need to do. She helped me see what I couldn't. And really, she helped me see that I already had everything. I just needed to put it into action. I'll be replaying the recording of our call many, many times.

Kevin Freidberg

I booked a strategy session not as prepared as I imagined and was pleasantly surprised at how well it went. Things I hadn't thought about were discussed and answered, not just "something to think about,” and I came out with a clear price plan.

Not only did the strategy session help with pricing–which was the goal, but you also gave me advice on things I hadn't thought about, like website design, and made it very easy to get back in touch with you if I had more questions.

Lisa Wheatley, CPA