Welcome back to the Client Case Study Series (aka my most downloaded collection of episodes)!

Today I’m talking to Emily Ersher, who is the CPA and business strategist behind The Creative CPA, a practice dedicated to supporting creative and wellness founders across the US. Her human-first approach to taxes and advising demystifies complex strategies and leaves her clients feeling empowered, clear, and truly seen.

What’s Covered:

• Meet Emily & where she started (relying on referrals, undercharging-overdelivering cycle, misaligned clients, inconsistent income from 1-off packages)

• Emily’s biggest wins (2x-ing her rates, 2x-ing her client roster, creating recurring revenue, enrolling ideal clients (including celebrities/influencers!), getting her time/energy back each week, hosting events & shining online)

• The biggest strategic shifts (long-term packages, premium positioning around her it-factor, strong client boundaries, streamlined business processes) 

• The biggest mindset shifts (believing people want what she’s got, building conviction in the multiple ROI’s her clients get, simplicity is queen)

• How following her gut to invest BIG into herself paid off for Emily & the power of 1:1 coaching

• Who Emily works with

• The biggest mistakes small business owners are making from Emily’s POV

• Quick tips for early-stage vs. scaling entrepreneurs

• Emily’s closing message about community & receiving support for female founders 

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Connect with Emily:

Get a FREE 30-min Year End Planning Call ($175 value). ***Available to the first 15 listeners who sign up on the waitlist & put Lead Her in the “how did you hear about us?” box.

• Get on her waitlist 
• Follow her on IG

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Connect with Kristen: 

• • ⁠⁠⁠Schedule your Booked Out Business Blueprint Call⁠⁠⁠⁠
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