100 Ways to Save 5 Hours This Week
For CPAs who are done missing life
You're not bad at managing time. You're running a firm that was never designed to give you any. This free guide gives you 100 ways to start fixing that – today.
7 Pricing Essentials for CPAs and EAs
Your guide to increasing prices without sending clients running.
"I was working 60 hours a week. It's been just over a year and now I work 30 hours a week. Revenue is way up, time is way down, and I can see my dream finally coming into view."
— Catherine Ozment, CPA
Inside you'll discover:
HOW TO HANDLE CURRENT CLIENT PRICING
- How to handle legacy clients’ pricing that lags new clients’ pricing
- What to do with your Little Old Ladies
WHAT TO EXPECT WHEN YOU INCREASE PRICES
- How much price pushback is normal
- Why tiered pricing works so well
WHY OLD PRICING ISN'T WORKING
- When monthly payment plans work– and don’t
- How much it’s costing you to stay on hourly billing
Grab the 7 Pricing Essentials now, because pricing is everything.
Knowing how to increase prices without sending clients running is the first step on the path back to sanity.
WHAT'S INSIDE THE GUIDE
100 tips across 8 categories
No filler. No theory. Just actionable changes you can make this week.
Pricing and Revenue Design
Stop trading hours for dollars.
Scope and Boundaries
Stop saying yes to everything.
Client Strategy
Work with fewer, better clients.
Mindset and Identity
Stop wearing busyness like a badge of honor.
Systems and Firm Design
Build a firm that runs without you at the center.
Delegation and Leverage
Stop doing work your team can do.
Environment and Focus
Protect your time and attention.
Technology
Use the right tools, not more tools.
WHAT'S INSIDE THE GUIDE
100 tips across 8 categories
No filler. No theory. Just actionable changes you can make this week.
1. Pricing and Revenue Design
Stop trading hours for dollars.
2. Scope and Boundaries
Stop saying yes to everything.
3. Client Strategy
Work with fewer, better clients.
4. Mindset and Identity
Stop wearing busyness like a badge of honor.
5. Systems and Firm Design
Build a firm that runs without you at the center.
6. Delegation and Leverage
Stop doing work your team can do.
7. Environment and Focus
Protect your time and attention.
8. Technology
Use the right tools, not more tools.
You Don't Need More Discipline.
You Need a Better Design.
Your firm can run better. It doesn't require a personality transplant or a 90-day overhaul. It starts with one change, then another. This guide gives you 100 places to start.
©2026 Geraldine Carter. All rights reserved.