PEAK FREEDOM'S VIP LOUNGE
A small-group coaching program for single-owner CPAs
who run calm firms and want to keep growing.
Have free time… during tax season.
There’s a room full of your peers where that’s normal.
Getting better shouldn't cost you your people
But too often, it does.
You did the hard work and got your firm to the calm side.
But the rooms you used to sit in are still commiserating about 70-hour weeks, and you don't belong there anymore.
You made it, and now you don't have a room full of people you can talk to.
VIP Lounge is full of single-owner CPAs who also made it to the calm side, and get it.
Here, you can say you worked 90 minutes today, or that you're taking two weeks off in tax season, and no one blinks.
They're doing the same thing.
VIP Lounge is your new room.
You made it to calm, but you're not done.
Your roster could stand more trimming.
Your website needs an upgrade.
Your onboarding workflow needs some love.
You’re finally ready to start that email list.
Alone, projects like these stall out.
In this room, they don't.
What life looks like in here
Real stories from people in VIP Lounge:
One member works about an hour and a half a day. She makes the same amount of money she made working full-time. Now she's teaching herself to work even less.
Another got her hours down, but says the bigger change is that she's not stressed anymore. She actually enjoys the work now. She never did before.
Another found a villa in Italy that was only open the middle two weeks of September. Her work was done, so she went. Right through the fall deadline.
Another won a lottery spot for a luxury train trip in Japan. She was organized enough to leave for 12 days and take it.
You won't hear stories like these from a normal overworked CPA.
In the VIP Lounge, it's just Tuesday.
VIP Lounge stays small & high-quality on purpose
The whole point of this room is who's in it.
Everyone here earned their way in.
The rest of the profession still runs on grind, hustle, and everyone's-a-victim.
You stopped believing that.
This is a room of people who stopped believing it too.
VIP Lounge is invitation-only.
We want you in here.
Do the work, and we'll invite you.
How people got here
Everyone in VIP Lounge did the same work.
To earn an invitation, they:
Packaged all their services.
Fixed their legacy and low-priced clients.
Let go of the bad-fit clients.
Cleaned up their systems.
Updated their website to reflect what they sell.
We want you in here.
Do the work, and we'll invite you.
How you get in
You get in by working on your firm.
Most people who were invited did their work in Accelerator – that's the most direct path.
A few come up through the main room of Peak Freedom.
Think your firm is already calm and you're ready to skip ahead? DM me inside Peak Freedom or send me an email. We'll look at where your firm is and see if you’re ready.
Want in?
The power in this room is real, and it's earnable.
If you want it, your next move is to get on the path.
Start in Peak Freedom, or join Accelerator and get to work.
Already in Accelerator? You're on the path. Keep going.
What it is and how it works
Here's what you get in the room.
Weekly live coaching Tuesdays at 10am MT
Calls recorded, audio to a private podcast
24/7 community support on Circle
Weekly 30-minute private mindset coaching
Max size 12
$495/month
Don’t take my word for it.
Here’s what other folks have said:
It’s so nice being in a room with people who’ve already gone where I want to go. I get to ride along with them before I start my own journey
Holly Sexton, CPA
VIP Lounge is worth every minute because it keeps me focused on moving my firm forward and actually doing the things that matter.
I learn so much from the journeys of the other members—their wins, their mistakes, and the strategies they’re testing—and it always sparks ideas I want to bring back into my own firm.
And when I get stuck in unhelpful thoughts, the mindset coaching is a huge bonus that helps me get out of my own way.
Rebecca Warnick, CPA
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
Overall, it was highly valuable to participate in a cohort with a driving mission of getting down to 25 hours. Immediately, I felt aligned with everyone else’s journeys, and even though our businesses differed, we shared similar problems we were solving.
Because of that, nearly every conversation held value even when it was about someone else’s business.
It was also a safe space to share my journey, business, and challenges, and you provided direct, actionable coaching. So long as I asked questions, the meetings always had a takeaway for me to execute and improve my business.
Matt Chiapetta, CPA
Testimonial #2, after 4 years of working together
When I found Geraldine, I had 1,100 clients and was working 80, 90 hours a week during tax season.
I was billing $500K a year and only taking home about $110K of it.
Four years later, I've fired about 600 clients.
Tax season is 40 hours instead of 90.
This year I'll bring in over $1.1M, and I am on track to take home about 5x what I used to.
It was prices, one hundred percent prices. I used to charge by the hour and hated every minute of tracking it. Now I quote a flat number, and everybody's happy. The same guy who used to pay me $775 a year now happily pays $5,000, because what he's really paying for is not having to think about it.
Now my phone goes in the safe when I go on vacation. Twice a year, minimum.