Episodes

Oct. 11, 2023

265 How to Uncover Value Using the Why Questions

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...

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Oct. 4, 2023

264 Hourly Mindset vs End Result Mindset

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...

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Sept. 27, 2023

263 Navigating Pricing and Niche Challenges with Jackie Meyer, CPA

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...

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Sept. 20, 2023

262 How CPAs Can Build a Product Ladder

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...

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Sept. 13, 2023

261 The Gift of Difficult Clients

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...

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Sept. 6, 2023

260 The Value of Niching

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...

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Aug. 23, 2023

259 Permission to Stop Being Superhuman with Michael Berry, CPA

REGISTRATION for DOWN TO 40 HOURS CPA MASTERMIND IS CURRENTLY OPEN! THE NEXT ROUND BEGINS SEPTEMBER 5TH, 2023. For prices and more info, visit: https://geraldinecarter.com/cpa-mastermind-enroll Hey CPA Firm owner, glad you fo...

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Aug. 18, 2023

258 Cut 74% of Clients and Have the Same Net Profit, with Melissa Dow…

REGISTRATION for DOWN TO 40 HOURS CPA MASTERMIND IS CURRENTLY OPEN! THE NEXT ROUND BEGINS SEPTEMBER 5TH, 2023. For prices and more info, visit: https://geraldinecarter.com/cpa-mastermind-enroll Hey CPA Firm owner, glad you fo...

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Aug. 16, 2023

257 6 Ways to Get Your Time Back

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...

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Aug. 9, 2023

256 Overcoming Price Increase Resistance

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...

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Aug. 2, 2023

255 Burnout Recovery with Randy Crabtree, CPA

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ 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 stu...

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July 26, 2023

254 Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ 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 stu...

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July 19, 2023

253 When you need to explore, with Rebecca Driscoll, CPA

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ 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 stu...

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July 12, 2023

252 How Accountants Can Use ChatGPT with Jason Staats, CPA

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ 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 stu...

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July 5, 2023

251 Digital Products: Sell Your Expertise, Not You Working

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ 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 stu...

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June 28, 2023

250 Productized Services: Sell Your Expertise, Not You Working

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ 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 stu...

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June 21, 2023

249 Extraordinary Results Through 1:Many with Laura Dixon

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Transitioning from a one-on-one business model to...

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June 14, 2023

248 What Works for CPA Firms with Donny Shimamoto, CPA

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Take the survey! https://link.improvetheworld.net...

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June 7, 2023

247 Effective Marketing for Accounting Firms with Matt Banker

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe For a lot of accountants, marketing can either be...

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May 31, 2023

246 How to Improve Sale Multiples with Brannon Poe

Book a strategy call with Geraldine today! https://geraldinecarter.com/call *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe How can CPA businesses make themse...

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May 24, 2023

245 Niching into Female-Owned Law Firms with Julie Powell, CPA

Book a strategy call with Geraldine today! https://geraldinecarter.com/call *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Many CPAs are hesitant to niche be...

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May 17, 2023

244 Get More from Technology with Joe Woodard

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: For many accountants, depending on the day, technology can be a powerful tool or a frustrating time sink. Here today to talk with me about effectively...

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May 10, 2023

243 15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Niching is not a one-time task but an ongoing discovery process and refining and developing your expertise. It can be a powerful tool for CPAs who want …

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