SIMPLE SYSTEMS, FREE TIME
Part of the Peak Freedom Community course library
A step-by-step video course for the CPA who wants to build systems they can trust.
20+ Videos · Clear Steps · Community to Help Implement
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:
Well-oiled systems
A clear mind
A chance to focus
so you could just get the right things done.
THE COURSE
Stop using your brain to remember everything. use systems instead.
20+ video lessons · simple steps to implement · 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:
Buckets You’ll Need to Organize Your Information – Without a place to go, your information piles up.
The Power of Solid Process – Always know exactly what to do next, with nothing falling through the cracks
How to Clarify Information – Until you know what the information is, you cannot move it to the proper place in the process
Email – The bane of CPAs’ existence. We have a process for triaging and handling it so you can get hours back in your day.
Cascade – A simple rubric for prioritizing everything around you, so you stop second-guessing what you’re working on
THE DETAILS
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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.
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You have lifetime access to the Content Library, and everyone goes at their own pace, so there’s no such thing as falling behind.
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Yes. Like most things I sell, this comes with a Happy Client Guarantee. If you’re not happy, just email me with a way to make it right.
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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.
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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.
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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 AFTER YOU REGISTER
Register to get instant access to the full video library and community. Try it for 5 days—if it’s not for you, request a full refund.
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 community and a password to log in. You get instant access to the entire Content Library of 15+ videos that you can dig into right away.
100% MONEY-BACK GUARANTEE
Test drive it for 5 days – watch at least 5 videos and even implement steps. If you don’t think Simple Systems, Free Time is the right approach for you, or don’t think it’s worth every cent, drop me a note at gc@geraldinecarter.com within 5 days of your purchase, and I’ll refund your purchase in full.
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 8 weeks, I went from working 35 hours a week down to 25 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 though Simple Systems:
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I recently did a strategy session with Geraldine and her insights were very valuable. I was seeking some specific advice on pricing work for new and existing clients. It was apparent she addressed this same issue in the past with other CPAs and I found her suggestions to be insightful and actionable.
The strategy session is a great opportunity to get feedback from an objective source. I appreciate her coaching style and expertise and look forward to my next opportunity to work with her.
– Meagan Rutkowski, CPA
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My Strategy Session with Geraldine provided me not only with much needed clarity on next steps in my business journey, but the well-timed kick-in-the-pants to move forward quicker and with more gusto. Geraldine has a way of asking razor-sharp questions that get straight to the point and although our call was a mere 1 hour, the insight I got felt like something you would get out of a full program. Excited for the future. Thanks Geraldine.
-Mark Kuca, CPA
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Geraldine has given me the guidance I needed. Now instead of feeling overwhelmed, caught up in my head and stuck, I am finally making progress to pivot my business into value-based pricing and services.
– Suzanne Green, CPA
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Geraldine has a lot of experience working with accountants who had a similar struggle as me, then turn into success.
I got the clarity, resources, and experience I needed to walk away with my exact next steps.
I truly believe that she can help accountants to move to the next level of success at any phase.
– Michelle Kinnison, CPA
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I was working stupid hours, and not even sure I wanted to do tax anymore. Now, I know exactly what kind of work I want to do and who I want to do it for. I was feeling defeated but now I have hope again!
– Lori Yearwood, CPA
