I get an update from Brannon Poe, CPA, on the marketplace, what’s driving multiples, and how P/E is impacting the space. We also discuss strategies and considerations for selling to an internal staff member. … Hey CPA firm ow...
CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/down-to-40-hours-cpa-mastermind What’s most important to focus on – and where do you not need to focus – in order to make ...
Wondering if Down to 40 Hours CPA Mastermind is right for you? It might be, if you're a single-owner or partner CPA who wants to work fewer hours without losing revenue. In this short episode, I answer: ✋ Who is it for? (Is i...
CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/down-to-40-hours-cpa-mastermind Many CPAs see the value in niching but find it difficult to get started. Sheila Hansen, CP...
I used to think I needed more time. If I just had more time, I could solve so many more problems. But thinking that way never solved enough problems to give me more time. Instead, I maintained a status quo of “never having en...
If you think working only 15 hours per week, taking home almost $200K in Total Owner Benefit, and living stress-free while enjoying your business seems: Insane Impossible The Promised Land Check out Erica Goode , CPA’s playbo...
Accountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many questions...
After being stuck at a “$1.2M and working-all-hours” plateau for six years, it took Scott Scarano four years to get down to a one-hour work week. Find out what he needed to learn to get there. … Hey CPA firm owner, glad you f...
Accountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many questions...
I talk with Jonathan Stark about the fear of niche boredom and the benefits of niching down in business. We explore the idea that niching down does not lead to boredom, but rather opens up new opportunities for variety and gr...
Accountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many questions...
If you’ve ever wanted to niche but thought, “I can’t decide,” this episode is for you. By the end of it, you will not only know you can decide but also be able to take your next niche step with confidence. … Hey CPA firm owne...
We’re talking today about what to put in the fix section of your website. If you do this well, the flow of your website copy will make sense to your reader. If you don’t do this well, there’s a risk and opportunity cost of no...
Niching feels scary. The journey includes uncertainty, doubt, and overwhelm. “We definitely should turn around.” It’s the Niche River of Fear. If you know it exists and what to be on the lookout for, you’ll make it across. In...
A simple way to improve how you communicate the value you create. If you are not already great at communicating the value you create, you might default to selling accounting to your clients. Selling accounting is less valuabl...
In increasing order of value, clients buy one of five things: Commodities Deliverables Services Experiences Transformations The kinds of transformations you can create are typically related to four things: Money Time Feelings...
Have you ever gotten stuck, wondering what to say on your website? Having the words that grab the kinds of clients you want to work with (and repel the ones you don’t) can make a big difference. Because you only have a moment...
THIS WEEK’S EPISODE Pricing is rarely just one problem. Often there are many challenges embedded in the problem. It might sound like this: “I know I need to raise my prices but it hurts my brain to think about how to navigate...
Hey CPA firm owner, glad you found the podcast. In this episode, I discuss the concept of leverage and how to use it to optimize your accounting practice. We dive into the importance of recognizing and utilizing various forms...
THIS WEEK’S EPISODE On the real reasons you started your accounting practice: time, freedom, flexibility, control, autonomy. And how working more, adding more clients, more staff, and more hours is not the path to getting you...
Hey podcast listener, today’s episode is the audio from a webinar I hosted recently. You’re going to want to listen because it shows you the path to go from working 55 hours a week to working 40 hours a week. Because it’s aud...
In this episode, we will dive into the practical side of Pains and Dreams to make it easier to know what to say on your accounting firm’s website. We talked about the “pains” and the “dreams” in theory in episode 275, so now ...
Now in their fourth year as moonlight podcast hosts, my little kids Hazel and Remy dish out a few delicious accounting jokes. Enjoy the holidays!
If you’ve ever sat staring at a blinking cursor, burned time trying to find the right words, or wasted money working with a shiny marketing firm who served you generic, templated, meaningless website copy, this episode is for...