Hot Topics from Tuesday's Q&A + March’s Live Trainings
In Tuesday’s Peak Freedom LIVE Q&A, we tackled some great questions, including:
– How can I get clients to open up and share key financial details earlier in our meetings?
– How do I create case studies that showcase my value while keeping client details confidential?
– What’s the best way to price my packages so they reflect my value?
– How can I develop an AI-powered tool to better serve clients?
– It’s such a habit. How do I stop giving away valuable advice for free?
March is Boundaries Month. Without them, you’ll let yourself be run ragged. This month’s live training and Q&A sessions are all about protecting your time and energy:
🎤 Live Training + Q&A Sessions in March:
5 Boundaries of a 25-Hour Firm with Rebecca Warnick, CPA
Simple Scripts for Stronger Boundaries with mindset coach Natalie Hunt
Stop Folding Like a Cheap Chair – 5 Boundaries That Changed My Firm & QOL with Melissa Downs, EA
5 Boundaries That Helped Tame the Chaos with Minnie Lau, CPA
Live coaching with me, Geraldine
Have you burned hours spinning on questions like these?
❌ Are my prices in the right ballpark, or is there room to raise them?
❌ How do I stop wasting time on Discovery Calls or prospects who ghost?
❌ I want to niche, but will I turn away too much revenue?
❌ I’m overwhelmed. Where do I start?
Make progress faster.
When you join Peak Freedom, you’ll get instant access to:
🙌 A supportive community of 40+ CPAs and EAs
💬 24/7 asynchronous discussion and support
🗣️ Invitations to all future LIVE Q&A sessions
⏯️ The Down to 40 Hours Video Course
🧠 Weekly private 1:1 mindset coaching
🎧 A private podcast of past Q&A sessions for hands-free binge-listening
If not now, when?
Don’t arrive at the end of tax season totally wiped out.
Join Peak Freedom today so we can help you optimize it.
Monthly and annual memberships available.
See you inside!
Geraldine
PS – Feeling overwhelmed?
Get the structure, support, and proven strategies you need to take control of your workload.
JOIN NOW »
$197/mo