Episodes

Jan. 24, 2024

280 Mastering Leverage to Create Value in Less Time

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...

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Jan. 10, 2024

279 The Real Reason You Started Your Accounting Practice

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...

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Jan. 8, 2024

278 How to Get Your Accounting Firm Under Control in the Next 4 Months

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...

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Jan. 3, 2024

277 What do I say on my website? #2: Pain & Dream Examples

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 ...

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Dec. 27, 2023

276 Hazel and Remy Serve Up Accounting Jokes for the Holiday Break

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!

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Dec. 20, 2023

275 What Do I Put On My Website? #1: Pains and Dreams

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...

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Dec. 13, 2023

274 Only 3 Problems

What if your accounting practice only had 3 problems? It might suddenly feel simpler and easier to think about being able to address each one. … .. . Your accounting practice only has 3 problems. Create value for clients Capt...

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Dec. 6, 2023

273 Work from Anywhere There’s WiFi

How to implement better guardrails and boundaries for your clients to nudge behavior in the direction you want it to go. If you’ve ever chased clients for documents or had them turn stuff in way late and you’ve twisted yourse...

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Nov. 29, 2023

272 More Free Time, More Confidence, with Melissa Downs, EA

If you’ve ever felt stressed to the max and near the end of your rope, this episode is for you. Less than six months ago, Down to 40 Hours Masterminder and repeat guest, Melissa Downs was maxed out. She got her client load un...

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Nov. 22, 2023

271 When Work Gets Easy with Randy Larkin, CPA

If you’re wondering just how much you can implement in a short time in Down to 40 Hours CPA Mastermind, listen in to hear what Randy Larkin, CPA has to say. He’s been in Mastermind for barely 10 weeks and has made miles of pr...

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Nov. 15, 2023

270 How long does it take for a CPA to niche?

THIS WEEK’S EPISODE How long it takes to niche, what that timeline looks like, and what to expect along the way. The more the CPA has a sense of what the range of normal experiences is, the more confidence it creates, and mor...

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Nov. 8, 2023

269 Four Niche Sirens for CPAs to Avoid

Four niche sirens whose messages you want to be on the lookout for, so you can be sure to steer clear and save yourself time, headache, and “nerve-wracking” on your niche journey. Those 4 sirens are: Fancy Money Right Waste T...

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Nov. 1, 2023

268 How to Start Niching When Your Clients are All Over the Map

How to get started niching when you’re all over the map, so that you can break out of the cycle of being all-things-to-all people, working weekends, and doing work you can’t stand. Related episodes: #260 - The Value of Nichin...

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Oct. 25, 2023

267 How CPAs Can Use a Waitlist to Manage Capacity

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. 18, 2023

266 Client Transformation Without Woo

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. 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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