Latest Episode
167 Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau

Want one piece of business strategy delivered daily to your inbox? Subscribe here:   My guest today is Minnie Lau, CPA, who currently runs a tax practice helping clients optimize their stock options.  18 months ago, Minnie called out of the...

The CPA business model is broken. 

Hourly billing is tragic, broad expertise is really shallow expertise, and selling tax isn't it.

As your host, I provide road-tested solutions to these problems to help you create a thriving accounting practice so you can get your life back.

Recent Episodes

Dec. 8, 2021

167 Specializing in Stock-Option Tax Strategy and Consulting, with Mi…

Want one piece of business strategy delivered daily to your inbox? Subscribe here:   My guest today is Minnie Lau, CPA, who curr…

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Dec. 1, 2021

166 How CPAs Can Build and Monetize Authority with Rochelle Moulton

Most CPAs work super long hours for the revenue they bring in. Automation is upending the profession in profound ways. And the ra…

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Nov. 24, 2021

165 From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA

Today’s guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients cl…

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Nov. 17, 2021

164 Could Your Clients be Ready for Family Office Services? With Anth…

With countless new millionaires being minted every year, and the stock market posting consistent gains, there are plenty of folks…

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Nov. 10, 2021

163 How CPA Firms can Hire Well During Covid-times with Mark Goldman

Finding good staff to work for you is always a challenge, but that has gotten even harder in COVID times.  Demand for accountants…

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Nov. 3, 2021

162 How to Sell a CPA Firm for Optimal Price with Brannon Poe

Even though you might not have selling your firm on your mind, building it AS IF you were going to sell it, even if you’re not, i…

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To find out more about working with Geraldine, head over to SheThinksBigCoaching.com.

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