299 [Hire Well] Leveraging Near-Shore Talent in Guadalajara with Kristen Keats, CPA

Business Strategy for CPA's

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom

As part of the [Hire Well] series, I talk with Kristen Keats, founder of founder of Breakaway Bookkeeping & Advising, owner of Sherwood Tax & Accounting, founder and client of Cadencia, about how to use near-shore talent in Guadalajara, Mexico, to build a team that works smoothly together.

…

Hey CPA firm owner, glad you found the podcast.

If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.

If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

Readers say they love it because they’re short and on point.

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

GO DOWN TO 40 HOURS

THE EMAIL COURSE
Stop Working Weekends will teach you how to get your hours down without giving up revenue.
geraldinecarter.com/stop-working-weekends
Free

THE BOOK

A Roadmap for CPAs to End Overworking Without Losing Revenue

geraldinecarter.com/book

$9.99

THE VIDEO COURSE
Get access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$997

A 1:1 CONSULTATION
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.
geraldinecarter.com/coaching-options/
$1295

CPA MASTERMIND
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:

• Get guidance on increasing prices without overdoing it or underdoing it
• Disengage problem clients at a pace you’re comfortable with
• Create packages while knowing how to navigate scope creep
• Focus on your client niche without feeling like you’re jumping off a ledge
• Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability

Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500

JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom