Episodes

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ 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 1000+ other CPAs who get Vitamin G, my daily dose of si...

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ 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 1000+ other CPAs who get Vitamin G, my daily dose of si...

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ 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 1000+ other CPAs who get Vitamin G, my daily dose of si...

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ 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 1000+ other CPAs who get Vitamin G, my daily dose of...

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Transitioning from a one-on-one business model to a one-to-many business model is a strategic move that some business owners consider as their practices expand and evolve. While one-on-one work offers personalized attention and guidance to individual clients, the one-to-many model enables business owners to reach a larg...

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Take the survey! https://link.improvetheworld.net/BusinessStrategyforCPAs By analyzing relevant data, business owners can identify patterns, trends, and insights that enable them to make well-informed decisions, mitigate risks, and capitalize on opportunities. In this episode, Donny Shimamoto of the Center for Accounting...

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe For a lot of accountants, marketing can either be this thing they know they ought to be doing, but aren’t, or they're doing it and not seeing the response they want. Sometimes it feels like they're pouring money down a hole. Like any other business, accounting firms are not immune to making marketing mistakes. In this e...

Book a strategy call with Geraldine today! https://geraldinecarter.com/call *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe How can CPA businesses make themselves more attractive to potential buyers and command a higher sale price? Brannon Poe offers tips for improving sale multiples for CPA businesses. Brannon is a CPA and is the founder of Poe Group Advisors, a brokerage business focused solely on accounting and CPA firms. ...

Book a strategy call with Geraldine today! https://geraldinecarter.com/call *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Many CPAs are hesitant to niche because they are afraid of limiting their potential client base and revenue. But niching can actually help CPA firms attract more qualified clients and grow their business faster. Julie Powell is a CPA from Tennessee who is currently in Down to 25 Hours CPA Mastermind. She ...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: For many accountants, depending on the day, technology can be a powerful tool or a frustrating time sink.  Here today to talk with me about effectively...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Niching is not a one-time task but an ongoing discovery process and refining and developing your expertise. It can be a powerful tool for CPAs who want to build a...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: The hustle can be tempting: all that activity seems to have a positive effect.  Hustle too much, and risk becoming stretched too thin across too many areas of...

Registration for Down to 40 Hours CPA Mastermind is open! The summer cohort kicks off May 1st.  Create higher-paying clients without working more hours. Simplify your accounting practice so you can grow and scale without more effort from your...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Acquiring and retaining clients is crucial for maintaining a successful accounting practice.  But not all potential clients are the right fit for an...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Starting an accounting practice from scratch can be a challenging journey for any entrepreneur.  One of the biggest challenges for a new CPA firm owner is...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: It's not uncommon for CPA business owners to find themselves overworked and swamped with too many clients. It's easy to feel overwhelmed, like you're losing...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: The need to work 40 hours a week is entirely fictional. You don’t need to work a 40-hour workweek just because that’s the standard, and because there’s a...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: When you better understand the nature of your problem – if it’s tactical or mindset in nature –  you can make better sense of your experience in your...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: I've been asking myself for a long time: What are the common characteristics among my clients who make the most progress towards their own version of success the...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: How can CPAs grow their accounting practice when they’re over capacity, underutilizing their talents and not providing optimal client support?  Many CPA...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: How can CPAs grow their accounting practice when they’re over capacity, underutilizing their talents and not providing optimal client support?  Many CPA...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here:   Many accountants and CPAs (and business owners!) struggle to manage their time and use it to get done what they want.  When they lose a grip on time, the...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Lots of people don’t like change. They have enough going on, thank you very much, and one more thing to change is one more thing they have to learn, and remember...