New CPA Dogma

The New CPA Dogma:

  1. Understand clients’ businesses

  2. Help clients understand their businesses

  3. Measure and report on numbers that matter to the client in the moment

  4. Point clients to numbers that will matter in the future if they don’t act soon

  5. Deliver clients invaluable insights on improving their businesses and overall financial health

  6. Earn a comfortable living that’s more than adequate

  7. Find client relationships to be fulfilling

  8. Experience subject matter mastery

  9. Enjoy their accounting practice

  10. Knock off at 4 every day and work on their golf game/knitting/Wordle

 
 

COACHING OPTIONS

Down to 40 Hours: CPA MASTERMIND
Price and get paid for access to your expertise, not keying in data. You'll make just as much, while doing half the work. Registration opens August 18th.
Get on waitlist »
$7,500

Single Strategy Session
Perfect for the person who needs a dose of clarity fast, so they can keep moving.
Strategy Session »
$495

Template Disengagement Letter
Make the process a little easier.
Make your own copy »
Free

 
 

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Geraldine Carter