Episodes

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Not all accountants and CPAs get stressed during tax season. They've got their systems down. Stress isn't their go-to thing.  But for many CPAs and...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here:   Would you love to get paid in full up front for tax returns? There’s a long history of paying for your tax return when you pick it up at your CPAs office,...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Can you tell what this is? Sugar, unbleached enriched flour (wheat flour, niacin, reduced iron, thiamine mononitrate, riboflavin, folic acid), palm oil, cocoa...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here:   Your clients buy a solution to a problem they have. And the better you get at understanding the nature of their problem, talking to them about their problem,...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Falling into the trap of working too much is a common place to land. But working too much doesn’t have to be a thing, even though it’s become normal in our...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here:   Many CPAs work until they're done. And they either hand their firm down, sell it, or turn off the lights and close the door. Some miss an opportunity to be...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe: You can create time.  You don’t have to be busy all the time.  The accounting space mostly believes that CPAs work long hours, and that’s just “how it...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: In this episode, we're talking about value creation.  In the accounting space, it’s easy for the firm owner to think that revenue comes from clients, work,...

Happy holidays! Enjoy the annual tradition of accounting humor, hosted by Geraldine’s two kids, Hazel and Remy. This year: Top Ten 10 Signs of a Bad Accountant. Wishing you all the best in 2023!   *Want one piece of business strategy delivered...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: In this episode, I want to give you 12 reasons to focus on a niche or an industry, or your ideal buyer or a market segment. Whatever term you like to call it. There...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Here are some different ways to think about what you price.  Why?  Because what you price informs your revenue. Depending on what you price has a huge...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here:   Accountants and CPAs have loads of systems running through their tax practice. Perhaps some things must still be done manually. But what if more of your work...

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: Today we are talking about stress and overwhelm and overworking because it's not just common in the accounting space, but it's almost as if it's expected. It's...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: In this episode, I share with you how you can get down to a 40-hour workweek, work with great clients you enjoy, all without forsaking revenue.  It's what we do...

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here:   We're talking with Sheila Hansen, who is a participant, a masterminder in my program, Down to 40 Hours CPA Mastermind, to get her perspective on the...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Today we're talking about disengaging and disengagement letters and the process of letting go of some, or many of your clients so that you can free up space and...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: As an accountant, chances are good you don't like selling: you don't want to be dirty, pushy, smarmy or gross. Nor do you want to have to convince buyers that...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe at Many CPAs tell me they are looking for high-paying clients. They wonder where those clients are, and “how to get them to spend more.” Knowing what I'm about to tell...

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Many CPAs serve all kinds of clients, from service-based business owners to manufacturers to nonprofits. It seems like accounting is accounting and tax is tax, and...

Do you wonder how to price accounting services? Stop wondering, stop pricing accounting services, and start pricing for value you create. When you front-load your services with value, you have more latitude to price in a way that ensures both you and...

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here:   I want to talk to you about experience and transformation. Why? Because if you deepen your understanding of these two aspects of what you provide to your...

Do you wish you could communicate your value more effectively? Today I cover how to communicate value in more simple terms and more effectively so that your buyers and clients have a better understanding of what they're buying and why, and to make it...

***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here:   There's a giant new bill that just came out that we're trying to get on top of and underneath to understand where the business opportunities are. Here...

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