Simple Systems, Free Time

For the CPA Who wants systems they can trust

20+ Video Lessons · Clear, Simple Steps · Slack Community

Information’s Everywhere

Do tasks buzz like flies in your head, killing your focus?

Questions, emails, and data flood your day, and you can’t keep up. You keep a running list in your head, and you keep looping through what you need to do.

Notes get jotted on stickies, ideas are noted on pads, and to-do’s get scribbled, well, somewhere. A client calls with a fire, and everything you wanted to remember evaporates.

You wish you could be more organized, but you haven’t found a system that works from end-to-end.

You’ve tried time-blocking, but you burn time re-arranging what you scheduled.

You hunt for emails, get stressed looking for that note-to-self, and feel embarrassed when you couldn’t find the file.

You’re aware that inefficient systems are killing your margins.

Imagine showing up at your desk

knowing exactly what to do,

and where everything was.

Imagine:

1. Well-oiled systems

2. A clear mind

3. A chance to focus

so you could just get the right things done.

The Program

Stop using your brain to remember everything. use systems instead.

20+ video lessons · simple steps to implement · Slack community for support

The content for Simple Systems, Free Time falls into 3 main modules: how to keep the flow of information going to the proper places, how to prioritize your work on any given day, and how to create processes even when you think you’re organized.

Here’s a breakdown of the material you can work through on a timeline that fits your calendar:

1. Buckets You’ll Need to Organize Your Information – Without a place to go, your information piles up.

2. The Power of Solid Process – Always know exactly what to do next, with nothing falling through the cracks

3. How to Clarify Information – Until you know what the information is, you cannot move it to the proper place in the process

4. Email – The bane of CPAs’ existence. We have a process for triaging and handling it so you can get hours back in your day.

5. Cascade – A simple rubrik for prioritizing everything around you, so you stop second-guessing what you’re working on

The Details

Who is Simple Systems, Free Time for?

It’s for solo and single-owner CPAs who recognize they sometimes work in an inefficient way, but don’t know what to do about it.

What if I fall behind?

You have lifetime access to the Content Library, and everyone goes at their own pace, so there’s no such thing as falling behind.

Is there a money-back gurarantee?

Yes. Test drive it for 10 days – watch at least 5 videos and complete five steps. If you don’t think Simple Systems, Free Time is worth what you invested, drop me a note at gc@geraldinecarter.com within 10 days of your purchase and I’ll give you a full refund.

Can I upgrade to Mastermind?

Yes. If you buy Simple Systems, Free Time and decide you want to be in Down to 40 Hours CPA Mastermind, you can apply your payment of $997 to any future Mastermind. You’ll receive a coupon code for $1000 off CPA Mastermind when you purchase Simple Systems, Free Time.

Where are the videos houseD?

All the content is stored in a portal, called Kajabi. The videos are embedded, and the homework is in the video and on the slides.

Can I share the content with my team?

Naturally, it’s fine for you to share what you learn (e.g., breakthroughs, insights, concepts) with your team.

But if you want your team members to view the videos or to see the content, I would request that they sign up and participate in the course.

For participants’ convenience, some forms of content are not gated by a password.

I recognize that this leaves me vulnerable to piracy and theft, but that’s a risk that I’m willing to take. CPAs tell me they’re honest people with high integrity; I assume those qualities apply here.

Still have questions?

Great! I have answers.

What if I’m a newer CPA about to hang my shingle?

The content will surely help you avoid making costly mistakes, prevent you from getting disorganized, and save you precious time. You don’t need to have an established practice to get a metric ton of value from the content.

What if I don’t like watching videos?

If there’s enough interest, I will strip the audio-only from the videos and post the audio files to a private podcast so you can listen while you garden.

What happens when I register?

You’ll be taken through the payment process; once that is complete, you will automatically receive an email from me that will include the link to the portal and a password to log in. You get instant access to the entire Content Library of 20+ videos that you can dig into right away. You’ll also receive a link to join the Slack Community in the welcome process.

100% Money-Back Guarantee

Test drive it for 10 days – watch at least 5 videos and implement five steps. If you don’t think Simple Systems, Free Time is worth what you invested, drop me a note at gc@geraldinecarter.com within 10 days of your purchase and I’ll give you a full refund.

My Story

I thought I was a smart cat, with my shiny engineering degree from Cornell. I thought I was organized, on it, and had solid systems.

Then I did a thorough pass of my business systems: I tightened everything up, got ruthless about simplifying, and scoured for emails that wasted my time.

In less than 3 months, I went from working 25 hours a week down to 15 hours a week, with the exact same output.

I want you to have the same results.

Though nothing in here is rocket science (I know, I went to school with those rocket scientists), it sure helps to have someone guide you through it.

But Don’t Take My Word For It…

what other have said about working with me: