Business Strategy for CPA's

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe It's not uncommon for CPA business owners to find themselves overworked and swamped with too many clients. It's easy to feel overwhelmed, like you're losing control of your business and that it's running you rather than the other way around. But with the right approach, it's possible to turn the tide and regain control of your CPA practice. I talk with Laurie Rauk, a CPA from Calgary. She shares the steps she implemented in Down to 40 Hours CPA Mastermind to transform her business and achieve a manageable practice. Highlights: — “When I sent out a price increase letter to my clients and asked them to pay upfront, more of them signed up right away to have me do their personal tax returns this year than I was anticipating.”  — “The clients who decided to stay with me understand that if I'm overstretched and have too many clients to serve, then they are not going to get the good service that they deserve.” — “Because I have reduced my client base, I'm not feeling pulled in different directions. I feel a lot more in control of the rest of the month here because I know what I've got on my plate now and what's still coming in.”  — “I have a deeper appreciation for the value I bring as a highly trained CPA with 20 years experience and the individualized personalized service that my clients get is worth a price premium.” — “When I cut 15% - 20% of my client base, my revenue has actually gone up because of the price increases that I introduced.” Connect with Laurie: Website: https://laurierauk.ca/  

Show Notes

Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7

*Want one piece of business strategy delivered daily to your inbox?*

Subscribe here: geraldinecarter.com/subscribe

It's not uncommon for CPA business owners to find themselves overworked and swamped with too many clients.

It's easy to feel overwhelmed, like you're losing control of your business and that it's running you rather than the other way around.

But with the right approach, it's possible to turn the tide and regain control of your CPA practice.

I talk with Laurie Rauk, a CPA from Calgary. She shares the steps she implemented in Down to 40 Hours CPA Mastermind to transform her business and achieve a manageable practice.

Highlights:

— “When I sent out a price increase letter to my clients and asked them to pay upfront, more of them signed up right away to have me do their personal tax returns this year than I was anticipating.” 

— “The clients who decided to stay with me understand that if I'm overstretched and have too many clients to serve, then they are not going to get the good service that they deserve.”

— “Because I have reduced my client base, I'm not feeling pulled in different directions. I feel a lot more in control of the rest of the month here because I know what I've got on my plate now and what's still coming in.” 

— “I have a deeper appreciation for the value I bring as a highly trained CPA with 20 years experience and the individualized personalized service that my clients get is worth a price premium.”

— “When I cut 15% - 20% of my client base, my revenue has actually gone up because of the price increases that I introduced.”

Connect with Laurie:

Website: https://laurierauk.ca/

 


Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7

What is Business Strategy for CPA's?

Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!