Down to 25 Hours
CPA Mastermind
A 4-month program for CPAs who are ready to go down to a 25-hour workweek without dropping revenue.
Next cohort runs May 7 - Aug 23
Dial in processes • Optimize systems • Enjoy work again
You’ve Made So Much Progress
You’re operating inside capacity
You know who you want to work with (and don’t)
You packages and prices feel solid
Your website lines up with the kinds of clients you want to attract
Work feels steady and calmer
You’re Not There Yet
Your onboarding, monthly, and tax systems could use some love
You’re holding onto work you could delegate
You still chase the occasional client for documents, which is frustrating, annoying, stressful, and disrespectful
You’re the only one with the technical expertise, so the hard stuff still lands on your desk
A few residual whales keep sucking you back into direct client work; it’s a lotta revenue that’s scary to let go of… but you know:
Now You Want To Go To The Next Level, Where…
Your systems are smooth, dialed in, and you can rely on them
Your workload is predictable and incredibly manageable
You’ve simplified so there’s so much less tedium and minutiae
You create value for clients easily; they’re delighted to work with you
You feel completely free from the burden of work: you set your own calendar, take plenty of time away from the office, and don’t feel guilty when you’re done at 3pm
You Know You Can’t Get There Alone
If you could have done it alone, you would have by now. You know you need guidance, help, and accountability. Otherwise you risk get sucked back into doing it the old way.
What Got You Down to 40 Hours Won’t Get You to Down to 25 Hours
You fixed the main problems that were leading to overwork, and gotten out of the chaos and intensity. But going down to 25 hours requires a new set of skills.
How To Get Down To 25 Hours
It’s a little different for each CPA, but the bones of the process include:
One more pass through your client roster for those who need a new home
Letting go projects you’ve been holding on to that no longer fit where you’re going
Identifying work on your plate that can be systematized, then delegated
Freeing up your staff to receive work: comb through their processes to find missing steps and inefficiencies
Getting your staff doing higher-quality work so you don’t have to fix their stuff all the time or get interrupted to field their questions
Automating steps that are currently done manually
Planning your time in advance, so you use your time more effectively
Getting ruthless about simplifying and saying no, so you have time to say Yes to what matters most
Getting in your bones the concept that work is in your way of making money
Seeking ways to create value for clients that don’t require effort or time
What It Is And How It Works
The format of Down to 25 Hours is similar to Down to 40 Hours:
Weekly Office Hours on Zoom
Tuesdays at 1pm MT
Which are recorded and the audio is uploaded to the Private Podcast
24/7 Slack for anytime community support
Unlimited 20-minute private mindset coaching sessions so you can think more clearly
Down to 25 Hours Content Library with more advanced lessons
Max size = 8 so you’re not lost in a crowd but have enough people to bounce ideas off of
100% Satisfaction Guarantee
Make the investment risk-free. If you’re not happy inside Down to 40 Hours, make me aware, and we’ll find a way to make it right. No questions, no hassles.
Guaranteed.
Just imagine a 25-hour workweek.
It might be hard to imagine only working 25 hours a week, and still making just as much money as you did when you worked 60 or 40 hours a week. But that’s what we do in Down to 25 Hours.
We know it’s not rocket science, and that there’s no single magic bullet. Getting Down to 25 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 on a growth plateau is that the hard things are sometimes just. too. hard. to do, and they allow fires pull them away. So the hard things, that are often the most important things, get left unaddressed. And 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:
“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.”
Julie Powell, CPA
“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.”
Sheila Hansen, CPA
“I’m down to 40 hours a week (from insanity) and I’m four tax brackets higher.
Minnie Lau, CPA
Still have questions?
Great, I got answers. :)
FUTURE DATES QUESTIONS
I want to plan ahead. How often are the masterminds held, and when are they?
There are 3 rounds of Down to 40 Hours CPA Mastermind per year: January, May, and August.
Summer 2024 cohort:
Registration open: May 3rd - May 7th
Runs: May 7th - Aug 23rd
Fall 2024 cohort:
Registration open: Aug 23rd - Aug 27th
Aug 27th – Dec 13th
Winter 2025 cohort:
Exact dates TBA
Typically early January to end April
What If Questions
Can I go directly to Down to 25 Hours without doing Down to 40 Hours first?
Most people benefit from working with the concepts in Down to 40 Hours first: disengaging, pricing, packaging, niching, marketing. If you have those dialed, it may make sense to skip Down to 40 Hours, but email me first at gc@geraldinecarter.com and give me a sense of your situation.