VIP Lounge
An exclusive, invitation‐only space
for those who want ongoing access to higher caliber coaching and peer interactions.
$495/month
The Basics
Weekly Live Coaching Tuesdays with Geraldine
Weekly private mindset coaching with Natalie (30-minute sessions; optional)
Advanced Level Trainings on Desired Topics
Small enough to keep Geraldine’s eyes on your firm
Large enough to have multiple people to tap into
Keep Moving Forward at a Pace That Works for You
Month-to-month flexibility: downgrade and upgrade at any time
Stay focused on continued improvement and high-impact work
Get accountability and support so you reach your goals faster
Stay surrounded by others, a few steps ahead of you,
to help you believe your vision is possible
You’ve made a ton of progress
You have:
Created and simplified packages
Increased prices for new clients
Updated prices for legacy and low-priced clients
Disengaged ill-fitting and overcapacity clients
Clarified who you want to work with (and don’t)
But you’re not there yet
You still want to:
Continue improving your packages and offers
Do another round of price increases
Disengage a few more hanger-oners
Dial in workflows and systems
Delegate work better
Communicate to clients better to reduce chasing them
Have a clear work plan that you can trust and follow
The VIP Lounge Will Help You Get There
Everyone’s path is a little different, but the bones of the process are similar.
In the VIP Lounge, we’ll help you:
Find the remaining clients who need to be re-homed
Update and improve your prices and packages
Let go of work that’s slowing your progress
Address staff issues
Improve process
Plan work so everything runs more smoothly
Help say “no” when needed
Get used to working less
Stay committed to your vision
What It Is And How It Works
The format of VIP Lounge is similar to Down to 25 Hours:
Weekly Live Coaching on specific topics and Ask Anything
Tuesdays at 1pm MT, with a few minor exceptions
Calls are recorded; the audio is uploaded to the Private Podcast
24/7 community support on Circle
Weekly 30-minute private mindset coaching sessions so you can think more clearly
Max size = 12, so you’re not lost in a crowd but have enough people to bounce ideas off of
High-quality interactions with peers who get it; you don’t have to explain yourself
How do I get invited?
To keep the conversation meaningful and relevant, the VIP Lounge is by invitation only. It’s designed for firm owners who have not just learned the concepts we teach, but have put them into practice and seen real results.
This space is reserved for peers who’ve made measurable progress—those who’ve crossed a certain threshold and are ready for deeper conversations, more advanced challenges, and continued refinement. If you think you are ready, reach out and let’s take a look together.
Some signs you may be ready for an invitation:
You've significantly reduced your client count—often by 20% or more—without sacrificing take-home pay.
You’ve cut your hours, perhaps from 60 down to 45 or fewer, and you're feeling the difference.
You’ve developed clear, compelling offers at higher prices, aligned with the value you deliver and the needs of your clients.
You’ve showcased those offers, prices, and your niche on your website—whether newly built or a refreshed version of what you had.
You have a well-defined Ideal Client Profile or target market.
You’re starting to feel genuine relief: your workload is lighter, your income is steady, and your firm feels more stable.
If this sounds like you—or close to it—you may be right on the edge. Invitations are reserved for those who’ve moved out of theory and into real-world implementation.
This space isn’t exclusive because of status—it’s exclusive because of standards.
It’s for those who’ve done the hard work—stared down discomfort, waded through fear, and come out stronger.
It’s for those who’ve taken action, tested ideas, refined their approach, and seen real results.
Their success was forged through hard choices, and they’re ready to grow alongside others who’ve faced the same battles and earned their stripes.
Think you might be close?
Reach out and let’s take a look together. We’ll figure out if it’s time for you to join the VIP Lounge.
100% Happy Client Guarantee
Make the investment risk-free. If you’re not happy inside VIP Lounge, make me aware, and we’ll find a way to make it right. No questions, no hassles.
Guaranteed.
Just imagine easier workweeks.
It might be hard to imagine working a good bit less, and still making just as much money as you did when you worked 60 or 40 hours a week. But that’s what we do around here.
We know it’s not rocket science, and that there’s no single magic bullet. Creating the firm you want happens when you commit to solving one single problem at a time, and permanently solving problems week after week. It’s a matter of focus, commitment, going step-by-step, and being willing to stay with a problem until you’ve worked through it.
We keep you moving. Many accountants get stuck on a growth plateau because they allow fires to pull them away from addressing the hard things. When this happens for too long, the accountant becomes surrounded by many hard things. Change is overwhelming.
We end the overwhelm. We take one problem at a time and break it down until the steps are doable.
But Don’t Take My Word For It…
Here’s what other folks have said:
“After our first couple of Zoom meetings, I knew that I had made the right decision for my business. And after a few weeks in the program, I realized that joining this Mastermind was one of the best decisions I had EVER made for my business in its 13 years of existence.”
Julie Powell, CPA
“I am extremely grateful I came across you on LinkedIn and made the commitment when I did. I was getting by in business but was losing the passion to show up for my clients and that has completely changed. I feel confident in the direction my business is going and excited about the clients on my roster.”
Heck Yes! I recommend CPA Mastermind to anyone I know in a similar situation as I am at in my business. The main reason is the very specific niche that Geraldine works with, the conversations, advice, and coaching is very very specific and that takes out the work that might otherwise fall on my plate. Rather than advice like “add a client pain point to your wording”, you get “add the struggle of getting in touch with your accountant and being left in the dark”.
Mastermind has helped me eliminate clients I don’t enjoy working on. I found a group of clients that I really connect with and it just feels “easy” to serve. I know how to talk about the services I provide from my clients pain points vs what I will be doing for them. I get accountability to actually do the stuff to move the business forward instead of always working on client things. And I get permission and encouragement to dream bigger.
I stayed for another round to keep the momentum going. I show up differently for my clients when I am getting coached in my own business. I wanted that extra support during a time that it is easier to get buried in client work.”
Sheila Hansen, CPA
“I’m down to 40 hours a week (from insanity) and I’m four tax brackets higher.
Minnie Lau, CPA
Still have questions?
Great, I got answers. :)
FUTURE DATES QUESTIONS
I want to plan ahead. When can I get into the VIP Lounge?
It’s by invitation only; you’ll be invited when you’re ready. After that, it’s month-to-month.
How will you keep the quality of conversation high?
Members must be nominated by peers or invited by Geraldine to ensure the environment remains high-caliber and that every participant is committed to his or her growth.
How much interaction will we get from you, Geraldine?
The VIP lounge is structured as a dedicated, once-a-week Live Coaching call. This setting allows for deeper, more focused discussion where participants can work through their challenges together, get direct feedback, and benefit from personalized coaching that builds on previous progress.
Will the general population of Peak Freedom be able to attend our VIP calls?
Nope. You’ll have a private room (aka, space) off the main feed. This separation means that instead of being part of the larger, sometimes noisy community, VIP Lounge members enjoy a more intimate setting. You can chit-chat and have the space to ask for help without the distractions found in the broader group.
Will we still have access to the general population of Peak Freedom?
Yes. You get the best of both worlds: a more intimate call with your advanced peers, as well as the larger group of voices when that’s helpful.