Episodes

JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Do you wish you brought in more revenue for the hours you put in? Jody Padar helps you see the path to higher prices and profits while knowing where to start. https://theradicalcpa.com/ … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting firm, I can help y...

JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Almost every CPA I work with is underpriced. However, increasing prices can be scary because you’re worried you will send clients running. Yet, when we apply pricing tools thoughtfully and systematically, we can increase prices significantly, reduce hours, weed out minnow clients, restore sanity to the firm, and bring...

JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Providing payment options is an intangible form of value that can be captured to increase revenue without adding more hours or work. Rather than say to your client, “Here’s how much you need to pay me,” instead you are saying, “How would you like to pay me?” You client appreciates the choice, and may choose an option t...

JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom 21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can: - Capture the value you are already creating by implementing more strategic pricing - Segment your marketplace and existing clients - Offer increased value at a h...

JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom What do you do when the market throws your business a giant curve-ball and your revenue streams dry up overnight? Minnie Lau CPA shares the good, the bad, and the ugly of niching into stock option planning and watching IPOs evaporate. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel...

FREE DOWNLOAD - 7 Pricing Essentials for CPAs and EAs So you can raise your prices without sending your clients running. Get it here: https://geraldinecarter.com/essentials Have you ever wondered how fast you might be able to make meaningful improvements to your practice? With baby #2 on the way, time was of the essence. Find out what changes Kyle made, in what order, and what the impact of those changes was. Connect with Kyle here: https://www.weselycpas.com/ … Link to full shownotes: htt...

The very thing you need to help you create the accounting practice you want to own that has the time, freedom, revenue, control, and clients you want. It’s time to find and be with your people. Peak Freedom Join Now » https://geraldinecarter.com/peak-freedom … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get ...

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe The more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun, but sometimes it's a part of business. When you learn how to harness your dread, you get what’s on the other side: glory. … Take 45 seconds to watch Alex Hormozi coach this firm owner - from the 17:50 mark to the 18:40 mark. https://www.youtube.com/watch?v=bgBIO6nZawg...

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe Have you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn’t make it your reality? Belita Blasingame knew she was up to the challenge of reshaping a firm she had purchased into the one she envisioned. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting firm, I can help you stop the chaos and e...

Do you think like someone who bills, or like someone who prices? If you think like a person who bills, you might be leaving profit on the table. Learning how to price requires thinking like a person who prices. This episode will help you get this concept into your bones so you can start thinking like a pricer and bring in more revenue for equivalent work. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting firm, I can help you sto...

If you don’t fire client who need to be disengaged or fired, you risk: Getting resentful Reducing work efficiency Not enjoying your work Not enjoying your accounting firm Staff suffering or feeling demoralized Staff leaving Not having capacity for a great client to onboard Lest I sound cold-hearted, I always advocate for letting clients go with integrity and respect. Template Disengagement Letter » … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trap...

We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure. During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentation despite months of begging and pleading. And then, like clockwork, a slew of clients submit their documents a week before the deadline and expect the world from the CPA who is thinking, ”Where the heck have you been all summer!” The CPA feels overwhelmed by the amount o...

Ron Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Revenue. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails. . Subscribe here: geraldinecarter.com/subscribe . Read...

Do you know you need to raise prices but are intimidated by all the factors going into the decisions? Kathy Hayden, EA, and her sister, Julie Wagner, had 1100 clients with varying degrees of complexity, legacy, and price discrepancy. They share the 7 most important lessons they learned from their experience, including how it changed them and their firm for the better. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting firm, I can...

Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 Just how much revenue did that ship mechanic leave on the table? Had he been better at pricing, he might have been able to price more profitably. Pricing intangibles is a skill, and the better a seller does it, the more revenue he can generate for the time and effort he puts in. But how do you price intangibles when they are hard to pin down? In today’s episode, I offer four ways to price intang...

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.” Now, she works 30 - 40 hours a week, has her life back, and brings in more revenue at higher margins. … Link to full shownotes: https://www.businessstrategyforcpas.com/310 … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long...

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 effectively. Niching is a powerful way to create more value with less time and effort, and niching is a powerful way to price more effectively. Niching also makes your accounting practice less expensive to run because the more clients look like each other, the more efficient yo...

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 for clients and clearly communicating that value is a great bet. The less a business-owning accountant appreciates value, the more she’ll work hours to create dollars, and who wants that? LINK TO VIDEO REPLAY IN CROWDCAST: https://www.crowdcast.io/c/5bfv3mty0p2d LINK TO MA...

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 doesn’t mean you should. I talk with Down to 40 Hours CPA Masterminder Hector Cantu about the difference between DIYing and taking the shortcut. – “It would have taken me years on my own to figure out the changes we made in less than a year.” In less that ten months, Hector...

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 manage. Yet, how to change, what to change, and in what order to change things can be far from obvious. In this conversation, I want listeners to hear what it sounds like to make a bunch of progress in four months, while being owner of a company where the baseline is 25 hou...

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. It would make sense to think that hiring someone to handle the excess work is the solution. I want to show you why hiring may not be the best option and how it might actually make the overworking problem worse. … If you feel trapped by your own accounting firm, I can he...

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. Want numbers? She cut 70% of her client load, works 73% fewer hours, and kept her take-home pay the same. Find out how in this week’s episode. And be sure to catch my two previous episodes with Melissa, so that you can hear the change over time: 272 More Free Time, More ...

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 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you li...

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, 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 to you when you don’t turn it around on a dime, I can help you sto...