Episodes

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...

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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 …

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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...

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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 …

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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 …

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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 …

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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...

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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 …

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Oct. 5, 2022

210 Selling Experience and Transformation Instead of Services and Del…

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: I want to talk to you about experience and transformation. Why? Because if you deepen your understanding of these two aspects of what you provide to your...

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Sept. 28, 2022

209 How to Communicate Value More Simply and Effectively

Do you wish you could communicate your value more effectively? Today I cover how to communicate value in more simple terms and more effectively so that your buyers and clients have a better understanding of what they're buying and why, …

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Sept. 21, 2022

208 Minting New Niches for CPAs: Inside the CHIPS and IRA Bills

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: There's a giant new bill that just came out that we're trying to get on top of and underneath to understand where the business opportunities are. Here...

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Sept. 14, 2022

207 The Flat-Rate Pricing Debate: Cost Plus or Value Minus?

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe

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Sept. 7, 2022

206 Breaking Away from the Mainstream Medical Model with Dr. Lewis We…

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: Long time listeners to this podcast know I am on the hunt for a better business model for CPAs, than the traditional time-for-money-for-reports model. In many...

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Aug. 31, 2022

205 Create High-Paying Clients: a 5-Step Process for CPAs

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: One of the most common questions I get from readers of my email list is: “How do I get high-paying clients?” This process need not be a …

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Aug. 24, 2022

204 130% Revenue Increase While Working Less with Paige Gott

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: Sometimes you want to transition away from your current situation and create a new set up. But between knowing what exactly to create, and how to create...

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Aug. 17, 2022

203 Killer Niche: Farm + Ag CPA with Catherine Ozment

Many of you know how difficult and time-consuming it can be to run a tax shop. It's all too easy to get buried under a mountain of tax, underprice services, and be in what feels like a near-steady state of …

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Aug. 10, 2022

202 Selling Value to Create Better Clients at Higher Prices with Mark…

Many CPAs struggle with pricing. Some have moved to flat rate or subscription pricing, and some still bill by the hour. For CPAs who are used to getting compensated for time and effort, it can be difficult to learn how …

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Aug. 3, 2022

201 Effortless Value

There is vestigial thinking in the accounting space that value comes from working. “If I worked hard on a thing, then you should pay me money for it.” But that's not how money works: people don't really care if you …

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July 27, 2022

200 Make Podcasting Great for Your Accounting Firm

On why and how podcasting can be great for your business. It has been the core of my business for four years and my business wouldn't be where it is without a podcast. I share this with you because I …

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July 20, 2022

199 Selling Cloud-based vs Traditional CPA Firms with Brannon Poe

A lot of CPAs have had enough, and are looking to sell off parts or all of their business. They have options when it comes to selling. And the farther ahead they plan, the better deal they’ll create for themselves. …

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July 13, 2022

198 Killer Intel for CPAs on the Real Estate Investor Niche with Tom …

For many CPAs, it feels risky to pick a cross-section of the tax-code, and burrow in. The fear is around losing clients, having to turn people away, and what if there’s a recession? Consequently, most CPAs work as generalists, and …

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July 6, 2022

197 Listening Tour: How CPAs Can Create More Value with Less Effort

Many CPAs work super long hours and go for periods of time where their head is down, getting the work done. But when your head is down and you’re busy, how do you take the time to find out what …

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June 29, 2022

196 CPA Mastermind: Create More Profit with Less Effort

There are a number of mindset, structure, and mechanical components that are not working well for CPAs and accountants. Many are working long hours and are underpricing. And they continue to be busy because they are positioning themselves in the...

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June 22, 2022

195 How to Position Your CPA Firm to Stop Getting Overlooked in the M…

What I have for you today is the audio from a webinar I hosted on Crowdcast on how positioning can help you in your business. Focusing on your niche or position can be really challenging. What I want is to …

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