DOWN TO 40 HOURS VIDEO COURSE
Part of the Peak Freedom Community course library
A step-by-step video course for the CPA who wants to a build a firm they enjoy owning.
30+ video lessons · templates & worksheets · bonus trainings
"I don't think I could've gotten more out of the course if you wrote it just for me. It is awesome."
– Anthony Bonhomme, CPA
Down to 40 Hours Video Course includes all the:
Content
Videos
Bonus Trainings
Exercises
that form the backbone of Down to 40 Hours CPA Accelerator,
and includes:
Community support
2x Monthly Live Coaching
ON YOUR TIMELINE
If you’re good at learning independently, you’ll:
Get Answers • Feel More Confident • Know what to do next
DECISION OVERWHELM
You have a vision for where you want to take your business. It includes doing work you enjoy for higher-paying clients who appreciate the value you bring, and who actually answer your emails and do what you suggest. In that business you take home a few hundred k, and you work 40 hours a week during tax season and 25 hours a week outside tax season.
It seems like that should be doable. But why is it so hard to make that a real reality?
You’re caught in the middle of running the practice you have because there are mouths to feed, while trying to build the practice you want. You’re stressed by client demands and overwhelmed with decision trees. When the overwhelm hits, it’s easier to go back to working in your business and check things off the list so you feel like you actually got something done today. But in this pattern, the business you envision languishes, and your dream life collects dust on the shelf.
CLARITY
Imagine feeling confident that you’ve priced your services right, and you’re not going to get killed on scope creep.
Imagine knowing it’s ok to let go of audit and manufacturing for once and for all.
Imagine understanding who you have room for and who you don’t.
Imagine knowing who great clients are, and where to find them.
Imagine saying goodbye of PiTB clients you beg for information, clients whose return you care more about than they do, clients who pull a W-2 out of their pocket with $400,000 of income on it, the day before the deadline (here y’a go!), knowing you’ll make up the revenue easily elsewhere.
Imagine sending out price increase letters with the exact right words.
These aspects of your accounting practice don’t need to be a mystery. I can help you find the clarity that you’re looking for, so you can start making important decisions faster to accelerate your progress with less second-guessing.
THE PROGRAM
Stop overworking. start creating value.
30+ video lessons · templates & worksheets · bonus material
The content for DT40H Video Course falls into 10 categories: what you want, capacity, niche, price and package, converting clients, value, website updates, creating demand, healthy business boundaries, and mindset.
Here’s a breakdown of the curriculum you can work through on a timeline that fits your calendar:
Design Your Business – How to build what you want when you’ve been told that’s not “realistic.”
Know Your Capacity – How to prevent gridlock
Niche – How to identify who you want to work with and who you don’t
Pricing – Which pricing tools to use for your situation
Packaging – How to create one-time services and tiers without getting killed on scope creep
Convert Clients – How to move existing hourly clients into your new service lines
Disengaging Ill-fitting Clients – How to move clients off your roster at the right pace for you without feeling terrible
Creating and Communicating Value – How to find out what your clients really want and how to say it in regular English
Healthy Business Boundaries – How to establish ground rules so clients stop treating you like a glorified tax assistant
Mindset – How to think in ways that accelerate your results and stop thinking in ways that self-sabotage
THE DETAILS
Who is the Down to 40 Hours video course for?
It’s for solo and single-owner CPAs who know how to run an accounting practice, know how to do tax and month-end close, and know how to deliver for clients, but got caught in a pattern of working 50+ hour weeks that they don’t know how to break out of.
What if I fall behind?
You have 24/7 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 3 days – watch at least 5 videos and complete five worksheets. If you don’t think DT40H Video Course is worth what you invested, email me at gc@geraldinecarter.com within 3 days of your purchase and I will fully refund your purchase.
Can I upgrade to Accelerator?
Yes. You will be eligible for any upcoming cohort.
Where are the videos and worksheets housed?
All the content is inside Circle. The videos are embedded, and the worksheets are Google Docs that you can copy.
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 spinning your wheels, 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 BUY THE COURSE?
You will automatically receive an email from me with the link to join the community. You will then have instant access to the entire Content Library of 30+ videos, worksheets, exercises, and more that you can dig into right away.
“The course is great. It feels like a “comfort blanket” supplement to Geraldine’s podcasts. It’s great scaffolding for my one-step-at-a-time approach.”
– Brigid D'Souza, CPA
100% MONEY-BACK GUARANTEE
Test drive it for 3 days – watch at least 5 videos and complete five worksheets. If you don’t think DT40H Video Course is worth what you invested, drop me a note at gc@geraldinecarter.com within 3 days of your purchase and I’ll give you a full refund.