"Are my prices in the ballpark?" and more...
Have you been wondering if Peak Freedom is the right place for you?
In recent days, we’ve had these conversations in live meetings:
How to work 25 hours only, firm-wide
How to use your engagement letter to create strong guardrails
A formula for calculating retirement distributions to reduce lifetime taxes for IRA millionaires
The discussions have been lively, helpful, and valuable. And there are more to come!
On tap this week and next:
LIVE meetings hosted by Mastermind alumni and others:
A roundtable on how to take your firm virtual
A discussion on weeding your client list to optimize your time and profit
A conversation for those who focus on monthly advisory, controller, and CFO services
Office Hours hosted by yours truly
Being able to get the help you need the moment you need it is what helps you make progress.
So, if you’ve burned hours (or months!) spinning on questions like these:
✖️ Wondering if prices are in the ballpark or how much room they have to go up
✖️ How to stop burning time in Discovery Calls or with prospects who ghost
✖️ Wanting to niche but worried you’ll turn away revenue
Make progress faster.
When you join your colleagues in Peak Freedom, you’ll get instant access to the following:
🙌 30+ fellow CPAs and EAs who are open, helpful, and encouraging
💬 24/7 asynchronous discussion and support
🗣️ Invitations to all future LIVE Q&A sessions
⏯️ The Down to 40 Hours Video Course
🎤 A private podcast of all past Q&A sessions so you can binge-listen to the back catalog hands-free
If not now, when?
Don’t miss the fall quiet-ish season to prep for 2025.
Join Peak Freedom today and get the answers you need to make progress.
Monthly and annual memberships are available.
I hope to see you in Peak Freedom soon!
Geraldine