Includes 2 full days of time with fellow Masterminders and Geraldine, AirBnb, breakfast + lunch on both days.

Add a 1/2 day of exclusive 1:1 time with Geraldine, the day before or after the 2 main days. Only 2 spots available.

I practically begged to have an in person event. I wanted to SEE the people who had helped me transform my firm. (Zoom can only take relationships so far). Sun valley is the perfect place. I get out of my real life and then spend a weekend working with trusted colleagues. Each participant gets approx 3 hours of time to deep dive on a topic that is important to them. Can you imagine what you can accomplish? The brain power in this room alone is worth a fortune! We pull it all on the table. Then once we are spent. We have dinners together and laugh so hard and do it all again the next day.

You leave the retreat both exhausted and energized to take the leap and crush the next step. I hope you all can join me. I want to help you make your business the best possible version and I need you to help me do the same.

Melissa Downs, EA

Going to the mastermind retreat was exactly what I needed. I wanted to step away from the daily chaos and actually work on my business instead of just being stuck in it. It ended up being even more valuable than I expected.

The biggest game-changer? Having a group of smart, thoughtful people take a hard look at how I was running things. We all get tunnel vision, and their feedback helped me catch things I never would have seen on my own.

The pre-work also forced me to sit down and really think through what I wanted to focus on. That made the whole experience way more productive.

But honestly, the best part was the people. Since we’re all spread out across the country, it was amazing to finally meet some of them in person. There was so much love in that room—genuine support, encouragement, and a real sense of community.

If you’re on the fence about going, just do it. You already know this is a great community. Now imagine what happens when you get everyone in the same room, fully focused on helping each other level up. It’s 100% worth it.

Minne Lau, CPA

I almost didn’t make time for it — my to-do list felt never-ending, and it seemed impossible to step away from ‘getting things done.’

But the retreat gave me something I didn’t know I needed: space to breathe, real connection with others, and a chance to dig into some deeper fears I’d been avoiding — like being seen and asking for help.

Geraldine has a way of seeing what you need before you do. She pulled me aside and coached me through something bigger than I came in expecting, and she did it in a way that felt safe and supportive.

The focused time, the stunning location, the camaraderie — it all helped me see new versions of success and reminded me I’m not alone in wanting something different. I left with clarity, momentum, and a sense of connection that went beyond just business.

When I first considered joining the retreat, I had a few major concerns. Childcare was a big one—figuring out how to manage things at home with my husband working during the day. I was also worried about the cost and whether I’d actually see a return on investment. At that point, I had only been working with Geraldine for about five months, so I wasn’t sure if it was the right time to make such a big commitment.

But I’m so glad I did. The retreat ended up being incredibly valuable, both personally and professionally. I had tons of face time with Geraldine, which gave me the chance to dive deep into all sorts of challenges and ideas. Most importantly, I saw a return on my investment several times over. The setting in Sun Valley added this amazing element of rest and relaxation that made the whole experience feel even more worthwhile.

One of the biggest surprises was how powerful the connections were. I built real relationships with other CPAs and masterminders—people I now turn to for advice and support. It was such a gift to be surrounded by like-minded professionals who just got it.

It’s hard to pinpoint a single favorite part of the experience because it was the combination that made it so special. The in-depth discussions, the focused time with Geraldine, the networking, and the peaceful, inspiring atmosphere all came together in a way that made everything click.

There were also a few unexpected benefits that had a lasting impact:

1. Accountability & Follow-Through – Being in a room with other driven CPAs pushed me to take action on the ideas I’d been sitting on. The structure of the retreat helped me articulate my plans, and I walked away with a clear roadmap I was actually excited to implement.

2. New Ways of Thinking – It completely shifted how I view my business. I stopped getting caught in the weeds and started thinking bigger—about the kind of work I love, how I want my business to feel, and what truly matters to me beyond just the numbers.

3. Confidence in My Decisions – Before the retreat, I often second-guessed myself. But working through my challenges with Geraldine and the group gave me a whole new level of clarity. I left feeling grounded, confident, and sure that I was on the right track.

Without a doubt, I’d recommend this retreat. It pushed me through some of the mindset blocks I had around being "new" to my niche. Before, I wasn’t always sure if I had enough to offer. But after the retreat, I could clearly see the value I bring—and that changed everything. It helped me step fully into my expertise.

Looking back, I’m so glad I didn’t let the initial hesitation stop me. The investment of time and money more than paid off. The insights, the strategy, the support, the relationships—I gained so much more than I expected. It was truly worth it.

Rebecca Warnick, CPA