Episodes

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 valuable than what accounting does, so if you don’t know how to convert from what accounting IS to what accounting DOES, you might be pricing too low. Because the client needs to perceive the value you create to justify paying your prices, you need to communicate that value. If ...

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 Clarity The more you understand about what your clients feel before they work with you and once they’re working with you, the easier your accounting practice gets. LINK TO A FEELINGS CHART https://www.amazon.com/Emotions-Emotional-Classroom-Counseling-12x12inch...

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 to capture the attention of those who land on your website, you want to nail your headline and subtitle. Here are the three questions your headline and subtitle need to answer: What it is What it does Who it’s for Get these right, and you’ll attract more high-paying ...

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 the complexity, the details, and the relationships.” In today’s episode, I talk with CPA Masterminder Kathy Hayden, EA. With 1200+ clients, overhauling her prices needed to be done but was too daunting to do alone. Her challenges were: Repricing legacy clients Removing ...

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 of leverage, from people and systems to time and technology. Drawing parallels with physical leverage, I invite you to consider the need to design your business for efficiency and reduced friction. I encourage you to focus on your genius zone and choose specific levers ...

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 there. It’s not. the. path. I’ll walk you through why inverting your thinking is required: how the key to working less is not to make more money first. You need to work less first, so that you can make more money. If you want to grow your revenue, you need to start ...

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 audio from video, the visuals and the slides are missing, of course. I don’t think it’s a huge deal, but if you want to watch the video replay, you can do that by clicking this link: https://www.crowdcast.io/@geraldine-carter I also mentioned the capacity planner, a spreads...

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 I want to share with you how it sounds in practice on the homepage of my own site. This will help you to understand the concept better and start listening to your clients and prospects with these two categories in mind. By organizing your thoughts and putting the right wo...

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 you. In it, you’ll learn how to use your client’s pains and dreams to signal to prospects that you understand what they are struggling with and what they’re looking for. Once you know how to do this – use pains and dreams – writing website copy will get easier and more ef...

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 Capture value with pricing Deliver results efficiently. … 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, a...

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 yourself, your business and your staff into pretzels to get the work done before the deadline, this episode is for you. Listen in as my podcast coach and editor Tim Wohlberg shares how implementing simple boundaries (that can easily translate into the accounting world) transform...

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 underneath capacity, used tiered pricing to get clients where they needed to be, and started saying no. It wasn’t always easy, but now she’s on the other side, with free time on her hands and no drop in take-home pay. … Hey CPA firm owner, glad you found the podcast. If yo...

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 progress on numerous projects. … 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 yo...

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 more confidence leads to faster and better decision making, faster and better decision making accelerates progress. … Related episodes: #269 - Four Niche Sirens for CPAs to Avoid #268 - How to Start Niching When Your Clients are All Over the Map #260 - The Value of Niching ...

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 Time When you ignore these messages, you’ll work with clients you genuinely enjoy, and you get to be more authentic, the money comes more easily because you create value for clients you like, you stop fixating on the niche itself being right and start fixating on the so...

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 Niching #266 - Transformations 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 to you...

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 like the podcast, join 1500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:...

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 like the podcast, join 1500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:...

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 like the podcast, join 1400+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:...

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 like the podcast, join 1400+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:...

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 like the podcast, join 1400+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:...

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 like the podcast, join 1300+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:...

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 like the podcast, join 1300+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:...