For overworked CPAs who want to go down to 40 hours without giving up revenue

Who is CPA Mastermind best for?

It’s designed for CPAs who have an existing firm, with existing clients, staff, and systems. Typically, these are CPAs with $100K - $600K in revenue, and a small handful of staff. These are guidelines, not requirements.

What if my revenue is beneath the suggested lower limit – would this program make sense for me? Can I still register?

You bet.

The $100K - $600K range is more a proxy for “CPAs who are far enough along that they know how to operate, but not so big that they have committees for decisions where progress gets bogged down.”

As long as you are confident with the nuts and bolts of running a firm, earning less than $100K in annual revenue should not deter you.

In fact, those with less than $100K as solo CPAs are encouraged to join, if they want to implement best practices and strategy now, for long-term dividends.

What if my revenue is above the suggested upper limit – would this program make sense for me? Can I still register?

If your revenue is greater than $600K, and you can still be nimble and make decisions reasonably quickly, earning more than $600K should not deter you.

You may want to consider 1:1 VIP Coaching. I can help you make that decision if you like; simply email me.

Who else will be in the group?

My message attracts CPAs who are smart, talented, innovative, open-minded, creative, entrepreneurial, and bright in both senses of the word.

A note on DEI.

You belong here. Everyone belongs here. Regardless of the color of your skin, your nationality, religion, gender, sexuality, or anything that might make you feel like an outsider. You belong here. The more diversity, the better.

All my pricing is still hourly?

Of course, as long as you are open to progressively transitioning away from it, because there are ways to price that are better for you and for your client, and in the end you’ll be much more profitable once you learn how to price.

I am partner in a firm, rather than solo owner?

Yes. As long as you can make and implement decisions.

I am a bookkeeper?

This one is for CPAs, accountants, and EAs only. Please get on the waitlist anyway, in case there are future offerings for bookkeepers.

How much time should I allocate for this?

The more time you allocate to working on your business, the faster you will get results. Anticipate 2 - 4 hours per week.

What if I have a vacation scheduled?

You should still register – business and life can still move forward and should include vacations. :)

What happens if I don’t get where I want to be?

We define exactly where you want to get, create a plan to get you there, and give you all the coaching you need so you execute your plan. Around here, we PLAN the path to our goals, and then we go create it. Rather than focus on fear and indulge confusion about why we can’t or won’t.

CPA Mastermind is designed to pull out all the stops so that you are guaranteed to reach your goals.

There is unlimited access to help, but it will be up to you to ask for help if you need it.

What are my options after Down to 40 Hours?

You have 3 options:

1. Take your firm to the next level with Down to 25 Hours CPA Mastermind, which is also $9500 and follows a similar format

2. Maintain access to everything, including Office Hours, 1:1 private coaching, the Slack channel, for $4500 per cohort

3. Pause for as long as you need; you can come back any time and take advantage of #2, Maintain Access.

What if I don’t know what I want for a niche?

I got you. As long as you are willing to focus on a speciality and/or niche, I got you. Niching tends to create a lot of fear, confusion, and drama. As long as you are willing to be coached on that and willing to make a decision to get more specific about who you work with, I got you.

What if I pick the wrong niche? Would you tell me? Would you let me pick a bad-choice niche?

My role is to support you to be the happiest and most successful you can be. With that in mind, I will be transparent with you about my thoughts about your niche. I will tell you if I think you’re headed up a tree with no fruit. I won’t let you flail just so you can have the experience of “figuring it out on your own.” AND, you will always know more about your preferences, your people, and your business than I ever can. We’ll work together so that you can be confident you’re headed down a niche path that will be profitable for you AND you’ll feel at home with your people.

What if I am not an expert in my niche yet? I feel like an imposter.

I got you. We will help you see how to learn about your niche so that you can offer them more powerful, more valuable results.

What if I am not willing to niche or specialize?

If you are committed to being the best generalist out there, that can work, but this round of Mastermind is not the round for you. Still get on the Waitlist, and stay tuned for future offerings.

I need a new website. Can you help me create one?

You don’t have to create a new website if you don’t want to, but most of my clients find that creating a fresh website up-levels their presence, clarifies their offerings, and brings in higher-quality business. If you want to create a new website, let’s chat so we can determine your best path. I’ll help you navigate the process, because I know that website-making is not your jam.

✓ If you want to create a new website and have it appear at your existing URL, we can do that.

✓ If you want to create a new website and have it appear at a new URL, we can do that.

But I want to keep my URL, for SEO and link purposes!

We can do that. Similar to #1 above, we can make the new site, and move the new site onto your existing URL.

How will you help me find new clients?

I got you. All the clients you need are nearby. We’ll leverage assets you already have: networks, colleagues, groups, etc to get the word out about the value you provide.

If you’re ready, we can step up to the next level, including creating a lead magnet, an email campaign, writing to your list, and even going on a podcast tour.

There are plenty of ways to reach your audience. We’ll find the ones that come naturally to you.

Will you help me disengage clients? I’m really nervous about that part.

Of course. We do this in a way that is respectful. And, we do it with an eye toward managing revenue, so that you don’t feel like you’re walking the cashflow high-wire.

Do I have to disengage everyone?

First of all, you don’t have to do anything, and I will never “make” you do anything. But I will help you see the results of the different choices you could be making, so that you can decide with greater clarity what is best for you and your business.

A big part of my role here is to help you see where you are making choices to keep certain clients where you might be telling yourself, “I don’t have a choice.” Sometimes it can feel like it’s impossible to extricate yourself from certain client relationships (she was there for the birth of my children!) but you can, and you can do it in a way that ends the business relationship but keeps the personal relationship intact.

And, if you want to keep a handful of legacy clients for whatever reason, I’m not going to come after you :)

But I don’t have capacity to make more money!

(IE, “Money comes from clients, and I don’t have room for more clients!”)

Money comes from value, not from clients. The more we reduce your workload (through a combination of creating value for clients, improving systems and disengaging low-value clients), the more we free up your capacity to generate lots of value for ideal clients, which is how you will make money without working more hours.

What if I can’t take the time?

You want to create the time.

But if you really can’t make the time, then now isn’t the time. You won’t get as much out of it, and, the other people won’t benefit from your brilliance.

What if I think it’s expensive?

CPA Mastermind is an ATM machine. Most CPAs make their money back in less than three months, and from there, the monthly recurring revenue they bring in is alllllll gravy.

The price is where it is, so that I can give you the best of my material, the best attention, and the best mindset coaching so that your success is guaranteed.

The lifetime ROI of a $9500 investment could be in the hundreds of thousands of dollars.

What are my options after this round of Down to 40 Hours?

You have 3 options:
1. Maintain access to everything, including Office Hours, 1:1 private coaching, the Slack channel, for $4500 per round

2. Take your firm to the next level with Down to 25 Hours CPA Mastermind, which is also $9500 and follows a similar format

3. Pause for as long as you need; you can come back any time and take advantage of #1, Maintain Access.

I don’t want to get lost in a huge group. How big is it?
Maximum group size is 8.