Episodes

Aug. 14, 2024

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Two years ago, Wendy was working 70 hours a week in her firm. She was exhausted and “wanted to hide under the bed.” ...

Listen to the Episode
Aug. 7, 2024

309 How to Start Niching When You Don't Know Where to Start

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind When it comes to creating revenue for your accounting practice, you need to create value and you need to price effec...

Listen to the Episode
July 31, 2024

308 How CPAs Can Create and Communicate Value

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Do you want to increase your revenue without working harder? If so, deepening your appreciation of creating value fo...

Listen to the Episode
July 24, 2024

307 Take the shortcut!! With Hector Cantu, EA

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind You can figure out how to make the changes you need to make to your firm out on your own. But just because you can d...

Listen to the Episode
July 17, 2024

25 Hours for Everyone, Team Included with Rebecca Warnick

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Running and growing your accounting practice can feel like a lot –– and maybe sometimes a hair more than you care to...

Listen to the Episode
July 10, 2024

305 Hiring is not the Solution to CPAs Overworking

Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Working more hours than you want can be a tough place to be. A place that you want to get out of as fast as possible...

Listen to the Episode
July 3, 2024

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, …

Melissa Downs, EA completed two rounds of Down to 40 Hours and one round of Down to 25 Hours. A year ago, she was caught in the hustle and grind. Now, she works 15 hours a week and is testing out what it feels like to coast. ...

Listen to the Episode
June 26, 2024

303 Delivering CFO & Advisory Services with Adam Lean of the CFO Proj…

I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by ...

Listen to the Episode
June 19, 2024

302 Permission to Travel Your Own Path with Shana Cooper, CPA

For the listener who feels the tension between the path he’s on and the one he really wants to be on, I talk with Masterminder Shana Cooper, CPA about giving yourself permission to travel your own path. … Hey CPA firm owner, ...

Listen to the Episode
June 12, 2024

301 The Four Factors that Drive CPA Firm Multiples with Todd Steinberg

Are you considering selling in a few years and wondering where to focus? My guest, Todd Steinberg, President of Thrive Financial Group, discusses how client mix, profitability, location, and transition assistance impact sales...

Listen to the Episode
June 5, 2024

300 Making Your Dream of Working Fewer Hours Attainable

What to think about (and what not to think!) to bring your hours down off the shelf of “wouldn’t that be dreamy” and make what you want a reality. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve beco...

Listen to the Episode
May 22, 2024

299 [Hire Well] Leveraging Near-Shore Talent in Guadalajara with Kris…

As part of the [Hire Well] series, I talk with Kristen Keats, founder of founder of Breakaway Bookkeeping & Advising, owner of Sherwood Tax & Accounting, founder and client of Cadencia, about how to use near-shore talent in G...

Listen to the Episode
May 15, 2024

298 3 Key Factors Driving Sales Multiples with Brannon Poe, CPA

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...

Listen to the Episode
May 6, 2024

297 9 Common Characteristics of Success

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 ...

Listen to the Episode
May 3, 2024

Q & A: Down to 40 Hours CPA Mastermind

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...

Listen to the Episode
May 1, 2024

295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hans…

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...

Listen to the Episode
April 30, 2024

294 More Time Doesn’t Solve CPAs Overworking

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...

Listen to the Episode
April 24, 2024

293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

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...

Listen to the Episode
April 17, 2024

292 [Hire Well] Offshore as a Strategy, Not a Tactic with Nick Sincla…

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...

Listen to the Episode
April 10, 2024

291 [Hire Well] Down to One Hour with Scott Scarano, CPA

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...

Listen to the Episode
April 3, 2024

290 [Hire Well] Onshore Hiring Done Well for Accountants

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...

Listen to the Episode
March 27, 2024

289 Fear of Niche Boredom with Jonathan Stark

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...

Listen to the Episode
March 20, 2024

288 [Hire Well] Five Offshoring Mistakes for CPAs to Avoid

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...

Listen to the Episode
March 13, 2024

287 How CPAs Can Decide Their Niche When They Can’t Decide

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...

Listen to the Episode