Free Resources

I’ve put together a ton of free resources to help you.


My Free Daily Email List

Single-drip emails on ways to get your hours down without losing revenue, designed to be read in less than 15 seconds. Yes, it’s actually daily. And yes, people actually stay subscribed.
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Free clarity

Spin through this 9-minute clip to better understand the solutions to your accounting firm’s challenges.


Free email course

Stop Working Weekends


Free Tools

7 Ways to Raise Prices for Your Existing Clients

Price Increase Letter Template

Disengagement Letter Template

Capacity Planning Spreadsheet


Webinars

Next free webinar »

Pricing for Improved Profitability

How to Get Started Niching, Even When Clients are All Over the Map

Design Your Calm, Profitable Tax Season

How to Disengage Without Getting an Inbox Full of Hate Mail

Get Your Accounting Firm Under Control in the Next 60 Days


Most Popular Podcast Episodes

With Guests

Time To Rethink Your Pricing Strategy with Ron Baker

Better Pricing Strategies for Accountants: Stop Billing by the Hour with Jonathan Stark

Value and Segmented Pricing for CPAs with Pricing Expert Mark Stiving, PhD

How Accountants Can Use ChatGPT with Jason Staats, CPA

Effective Marketing for Accounting Firms with Matt Banker


Client Interviews

Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau

Paid Strategy Sessions and Half-Day Workshops with Erica Goode, CPA

One Year: From Tax Factory to vCFO & Ag CPA with Catherine Ozment, CPA

From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA

How to Build $250K in CPA Advisory Services in 4 Months with Prithi Daswani, CPA


Guest Appearances on Others’ Podcasts

Mic Up Your Business with Mike Michalowicz

Jetpack Workflow with David Cristello

Accountant’s Flight Plan with Brannon Poe

Grow My Accounting Practice with Ron Saharyan and Mike Michalowicz

The Recognized Authority with Alastair McDermott

WealthAbility® for CPAs Podcast with Tom Wheelwright

View more »


My Favorite Business Books for CPAs

  1. The Business of Expertise by David D Baker

  2. Pricing Creativity by Blair Enns

  3. Value-Based Fees by Alan Weiss

  4. Obviously Awesome! by April Dunford

  5. Boundaries by Cloud & Townsend

  6. Selling Value by Mark Stiving

  7. Happy Pocket Full of Money by David Gikandi

  8. $100M Offers by Alex Hormozi


Questions?

Shoot me an email at gc@geraldinecarter.com and I’ll get back to you as soon as I can.

Pro tip: the shorter your email is, the faster I’ll be able to get back to you.

P.S. Don’t have time to digest all the free resources here? Accelerate your progress by dropping some coin. Check out my paid offerings here »