Increasing Revenue While Decreasing Your Hours with Geraldine Carter [episode 19]

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Join us on today’s episode with special guest, Geraldine Carter, an esteemed business coach for CPAs. She shares invaluable insights on how to transition from an overworked solo practitioner to a successful business owner, specifically, how to go about increasing revenue while decreasing your hours. Geraldine shares strategies for managing workloads, progressively increasing prices, and standardizing client profiles to reclaim your time. We also discuss the psychological hurdles of cutting back on hours, particularly for women, and how defining what “enough” means in terms of revenue, clients, and work hours can lead to a more balanced and fulfilling life.

Geraldine Carter is a business coach for overworked solo CPAs and firm owners who want to go down to 40 hours without giving up revenue. Her clients stop working weekends, get their work under control, and get their lives back. Her podcast, Business Strategy for CPAs has more than 100,000 downloads and is ranked in the top ten podcast for CPAs, by Apple Podcasts. Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum, ID.

In this episode, Increasing Revenue While Decreasing Your Hours with Geraldine Carter, we cover:

  • Strategies for making it easier for clients to achieve their desired results efficiently, ultimately enhancing client satisfaction and business success
  • The importance of understanding clients’ underlying struggles and the transformation they desire
  • We uncover the critical importance of understanding what clients truly value—outcomes and results over the hours spent
  • the practical steps and mental shifts needed to increase your business’s revenue while decreasing your hours
  • Practical tips for decreasing your hours in small increments, such as optimizing email management and creating permanent solutions to recurring problems
  • Identifying personal priorities and desires outside of work to achieve a balanced and fulfilling life

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More about the Profitable Women podcast:

If you find yourself avoiding conversations about money, are burnt out from working all the time and wondering where your cash goes, and are tired of not paying yourself consistently, you are in the right place. 

Profitable Women is for those who don’t want to choose between their career and motherhood. It is to educate you on the financial side of running a profitable and sustainable business. It is a safe place where you are seen and heard in your fears as a business owner. It is where we talk about the money stories that are showing up in your everyday business decisions. It is where we allow ourselves to get curious about the numbers and welcome financial abundance in our lives.  We will talk mindset, financial strategy, and numbers all with the goal of aligning our business to our life. If you believe in what you do and want to make it sustainable while building wealth, Profitable Women is the podcast for you! 

Your host, Sheila Hansen, is a CPA, coach, and business mentor who supports female business owners to make confident financial decisions. In addition to solo episodes, we will hear from other expert female guests who are out there supporting women with the work they do.

As profitable women, we are in this together!

Find more resources at hansenllc.net and be sure to follow Sheila on IG @Sheila.Hansen.CPA

[Disclaimer: Any opinions, recommendations, and tips offered on this podcast or other social media forms do not constitute individual tax or accounting advice. This content is designed to provide education and awareness of financial topics and responsibility for the benefit of the general public. Please consult a professional before implementing any of the suggestions made by Sheila or Sheila Hansen, LLC]

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