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 at 1pm MT
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
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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
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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 A 40-HOUR WORKWEEK.
It might be hard to imagine only working 40 hours a week, and still making just as much money as you did when you worked 80 or 60 hours a week. But that’s what we do in Down to 40 Hours.
We know it’s not rocket science,
and that there’s no single magic bullet. Getting Down to 40 Hours 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.
One of the reasons so many accountants get stuck is that the hard things are sometimes just. too. hard. to do, and they allow fires to distract them. So the hard things, that are often the most important things, get left unaddressed. When this happens for too many years, the accountant becomes surrounded by multiple hard things whose size and appearance has become enlarged over time. Change has become too daunting.
We end the overwhelm.
We take one problem at a time and break it down until the steps are short and manageable.
But Don’t Take My Word For It…
Here’s what other folks have said:
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.
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.
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.
I’m down to 40 hours a week (from insanity) and I’m four tax brackets higher.
STILL HAVE QUESTIONS?
Great, I got answers. :)
FUTURE DATES QUESTIONS
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It’s by invitation only; you’ll be invited when you’re ready. After that, it’s month-to-month.
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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.
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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.
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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.
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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.