Episodes

March 22, 2023

234 Time's Up! with Ron Baker: Subscription Business Model for CPA F…

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: How can CPAs grow their accounting practice when they’re over capacity, underutilizing their talents and not providing optimal client support? Many CPA...

Episode page
March 15, 2023

233 Time's Up! with Ron Baker: Subscription Business Model for CPA Fi…

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: How can CPAs grow their accounting practice when they’re over capacity, underutilizing their talents and not providing optimal client support? Many CPA...

Episode page
March 8, 2023

232 *You Can* Master Your Time and Calendar, with Dawn Goldberg

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Many accountants and CPAs (and business owners!) struggle to manage their time and use it to get done what they want. When they lose a grip on …

Episode page
March 1, 2023

231 Seven Stages of Change

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Lots of people don’t like change. They have enough going on, thank you very much, and one more thing to change is one more thing they have …

Episode page
Feb. 22, 2023

230 How To Have A Stress-Free Tax Season, with Dawn Goldberg, CPA

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Not all accountants and CPAs get stressed during tax season. They've got their systems down. Stress isn't their go-to thing. But for many CPAs and...

Episode page
Feb. 15, 2023

229 Get Paid in Full Up Front for Tax Returns

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Would you love to get paid in full up front for tax returns? There’s a long history of paying for your tax return when you pick it …

Episode page
Feb. 8, 2023

228 Selling Ingredients

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Can you tell what this is? Sugar, unbleached enriched flour (wheat flour, niacin, reduced iron, thiamine mononitrate, riboflavin, folic acid), palm oil, cocoa...

Episode page
Feb. 1, 2023

227 The Problem You Solve

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Your clients buy a solution to a problem they have. And the better you get at understanding the nature of their problem, talking to them about their …

Episode page
Jan. 25, 2023

226 Why We Work Too Much

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Falling into the trap of working too much is a common place to land. But working too much doesn’t have to be a thing, even though it’s …

Episode page
Jan. 18, 2023

225 Selling Summit CPA for Multiples with Jody Grunden

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Many CPAs work until they're done. And they either hand their firm down, sell it, or turn off the lights and close the door. Some miss an …

Episode page
Jan. 11, 2023

224 Time Creation: 7 Ways to Get Hours Back in Your Accounting Firm

*Want one piece of business strategy delivered daily to your inbox?* Subscribe: You can create time. You don’t have to be busy all the time. The accounting space mostly believes that CPAs work long hours, and that’s just “how it...

Episode page
Jan. 4, 2023

223 Time + Work ≠ Money: Value Creation for CPAs

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: In this episode, we're talking about value creation. In the accounting space, it’s easy for the firm owner to think that revenue comes from clients, work,...

Episode page
Dec. 28, 2022

222 Holiday Accounting Humor with Hazel and Remy

Happy holidays! Enjoy the annual tradition of accounting humor, hosted by Geraldine’s two kids, Hazel and Remy. This year: Top Ten 10 Signs of a Bad Accountant. Wishing you all the best in 2023! *Want one piece of business strategy …

Episode page
Dec. 21, 2022

221 12 Reasons to Niche Your Accounting Practice

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: In this episode, I want to give you 12 reasons to focus on a niche or an industry, or your ideal buyer or a market segment. Whatever …

Episode page
Dec. 14, 2022

220 Effortless Value: Price for Access, not Work

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Here are some different ways to think about what you price. Why? Because what you price informs your revenue. Depending on what you price has a huge...

Episode page
Dec. 7, 2022

219 Automation as Business Strategy with Jason Staats

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Accountants and CPAs have loads of systems running through their tax practice. Perhaps some things must still be done manually. But what if more of your work...

Episode page
Nov. 30, 2022

218 Mindset Coaching for More Powerful Results with Emma Richter

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: Today we are talking about stress and overwhelm and overworking because it's not just common in the accounting space, but it's almost as if it's expected. It's...

Episode page
Nov. 23, 2022

217 Get Down to 40 Hours with CPA Mastermind

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: In this episode, I share with you how you can get down to a 40-hour workweek, work with great clients you enjoy, all without forsaking revenue. It's …

Episode page
Nov. 16, 2022

216 Inside CPA Mastermind, with Sheila Hansen

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: We're talking with Sheila Hansen, who is a participant, a masterminder in my program, Down to 40 Hours CPA Mastermind, to get her perspective on the...

Episode page
Nov. 9, 2022

215 How to Disengage Clients to Strengthen Your Accounting Firm

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Today we're talking about disengaging and disengagement letters and the process of letting go of some, or many of your clients so that you can free up …

Episode page
Nov. 2, 2022

214 Communicate Your Value More Effectively with Six Elements

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: As an accountant, chances are good you don't like selling: you don't want to be dirty, pushy, smarmy or gross. Nor do you want to have to …

Episode page
Oct. 26, 2022

213 Coaching Confidential: Where One Multi-Six Figure Coach Invests H…

*Want one piece of business strategy delivered daily to your inbox?* Subscribe at Many CPAs tell me they are looking for high-paying clients. They wonder where those clients are, and “how to get them to spend more.” Knowing what I'm …

Episode page
Oct. 19, 2022

212 - Hold My Beer and Watch Me Niche, with Josh Lance, CPA

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Many CPAs serve all kinds of clients, from service-based business owners to manufacturers to nonprofits. It seems like accounting is accounting and tax is tax, and...

Episode page
Oct. 12, 2022

211 - Pricing for Improved Profitability

Do you wonder how to price accounting services? Stop wondering, stop pricing accounting services, and start pricing for value you create. When you front-load your services with value, you have more latitude to price in a way that ensures both …

Episode page